To The Moon

Wall Street’s earnings season starts with a critical test for America’s biggest banks. $JPMorgan Chase(JPM)$, $Goldman Sachs(GS)$, $Wells Fargo(WFC)$ and $Citigroup(C)$ report third-quarter results on October 13, with investors looking for evidence that banks can sustain earnings despite economic uncertainty. Here’s the number that matters beyond headline profit: how much of that profit survives after credit losses and rising costs are accounted for. 💰 1. Higher rates aren’t a guaranteed win Banks earn interest on loans and investments while paying interest on deposits and other funding. When lending rates rise faster than funding costs, net interest income can improve. But the relationship isn’t automatic. Customers may demand better deposit rates, loan growth can weaken, and higher borro

Bank earnings are not just about how much money banks make. They can also reveal how financially healthy American households really are. As major US banks report results, I’m looking beyond headline profits to three signals that could matter for the wider stock market. 💳 1. Credit card debt: Are consumers struggling? Credit card balances and missed payments can provide clues about household finances. If more customers fall behind on repayments, banks may need to set aside more money for potential losses. That could be an early warning sign that consumers are under pressure. 🛍️ 2. Spending: Is demand holding up? Strong card spending can suggest that consumers are still supporting the economy. But the quality of that spending matters too. If households increasingly rely on borrowing to maint

$Palantir Technologies Inc.(PLTR)$   PLTR is getting quite a bit of attentions lately. The share price climbed about 25% from its low of 166 just over a month back.  It hits a new high before pulling back as it hits the resistance side of this bullish channel it has been trending since the gap up from last earnings.   Am expecting the share price to go a little side way to its earnings in about month's time.  If the share price were to close in the red today  then it might leave a shooting star candle on it daily chart which can be a bearish signal,  let's see how the next few days would be. 🍀

$SGX(S68.SI)$ Still good profit in volatile market 

$Micron Technology(MU)$  🪴 watering every day so grow well 

$Micron Technology(MU)$ is $Micron Technology(MU)$  pull back a concern?  A pullback in Micron Technology (MU) is not necessarily a reason to worry. For a semiconductor stock like Micron, the key question is whether last night's decline was simply profit-taking after a strong rally, or whether investors are starting to reassess its memory-chip earnings outlook. I'd assess it against three things: The size of the decline: a modest pullback after a strong run is usually less concerning than a sharp drop accompanied by heavy selling. The reason for the decline: weakness across semiconductor stocks is different from Micron falling sharply on company-specific news. Whether the investment thesis has

$Meta Platforms, Inc.(META)$ $Meta Platforms, Inc.(META)$  is still going strong despite last night market fall. Why META is going strong lately? 1. Muse AI is changing the investment story Meta's Muse AI assistant launched on September 8 and attracted significant investor attention. Its reported five million downloads in the first 22 days helped investors see a possible new source of revenue beyond advertising. 2. Investors are becoming more confident in its AI strategy On October 12, Meta unveiled its Muse Wonder AI models, which it says compete with leading AI systems. The launch strengthens the investment narrative, although commercial success remains to be demonstrated. 3. Its existing adve

$SOXL 20261106 85.0 PUT$   Semis just got smoked. SOX down ~2.7%. Memory names led the drop. Nvidia, AMD, Micron, SK Hynix all red. Why? Chinese chipmaker CXMT said it’s coming for server DRAM by end of 2026. OpenAI’s revenue run-rate came in softer than the hype. $50b instead of $70b. Yields still above 5%. Classic sentiment flush after a massive run. Short-term traders: respect the volatility. Long-term investors: this still looks more like positioning than a broken AI cycle. Same movie we’ve seen before. The ones who panic sell usually miss the rebound.

Asymmetry of risk: If any of the AI story breaks – capital spending slows down, model performance bottlenecks, regulatory tightening – the higher the concentration, the sharper the pullback. In a market where the yield of ten-year treasury bond is already higher than the stock earnings yield, why does it still refuse to call back despite soaring nearly 70% in oil prices this year, and the 10-year bond interest rate still remains near 5.24%?

$NVIDIA(NVDA)$ shld have sold at 237. Someone tell me im wrong

If you have watched a mature, fundamentally sound mega-cap company shed a huge % of  its market value in a single trading session over a modest earnings miss, you have witnessed the evolution of modern market structure. Billionaire investor Bill Ackman recently pointed to a profound structural shift in how prices are set: Passive capital has locked up the float, and heavily levered short-term traders dictate the margins. The Passive Vault Effect Passive index funds and ETFs now control over half of all mutual fund and ETF assets. For major U.S. corporations, institutions like Vanguard and State Street routinely own a massive chunk of the total shares outstanding. Because these funds mechanically buy the index and virtually never sell based on quarterly fundamentals, a vast portion of