To The Moon

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋Here's the move driving this week's tape: Lumentum surged 16.5% on May 8th, with the primary catalyst being its official inclusion in the $纳指100ETF(QQQ)$ index, as passive tracking purchases from index funds and ETFs concentrated on the rebalancing date.The photonics sector has seen valuation re-rating driven by AI data center optical interconnect demand, and index inclusion further amplified institutional inflow scale. Once the rebalancing is complete, passive buying might gradually fade, making fundamental self-sufficiency the core question for the stock. Is $Lumentum Holdings Inc.(LITE)$ still worth holding after the index inclusion effect is absorbed?That

Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house. 2 $Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue. The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030. 3 Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in marke

My wife called this week at an unusual time for her. What could it be? Was she in an accident? Did something happen at work? Are the kids OK? None of the above… It cost $80 to fill the gas tank! That was the emergency. This is a very real problem for the economy and the market. Food and gasoline are the two items we buy that we feel almost vividly. And prices seem to be going up and up. On the jobs front, it isn’t much better. If you’ve known anyone who has had to look for a job recently, you know the job market isn’t great. No wonder consumer confidence is low. But more on that in a moment. The Confusing State of the Market I watch earnings and economic data on a daily basis, and at times, the data and the market seem to move in opposite directions. This is one of those times. Consumer Co

WOAH what a weekend.  Hope you all had a good one. A few names I’m watching today are $NVDA, $TSM, $QCOM and $COIN. $NVDA / $TSM still look like the core AI leadership names to me, but after such a strong run I’m more focused on whether momentum can stay supported by demand rather than just multiple expansion. $QCOM is one I still think the market may be underestimating. If edge AI, auto and on-device inference keep building, it feels like there could still be room for a rerating. $COIN is more volatile, but if crypto stays strong and stablecoin economics keep improving, I think it stays an important high-beta name to watch. Main question for today: do leaders keep leading, or do we finally get rotation into laggards?

1. $Hims & Hers Health Inc.(HIMS)$ $HIMS Earnings After the Bell 🔔 Monthly BX showing buying pressure but the 33FVB still dictates the trend is bearish. If we push up after earnings and flip the 33FVB I will go long For now, I will wait If we are going to reject, it will be here 2. $Tesla Motors(TSLA)$ $TSLA on a tear today and we are now testing the last level on the 33FVB Now to see if we can flip this back to green and breakout to $550 🔥 33FVB still red for now 🔻 3. $NVIDIA(NVDA)$ $NVDA calls are already up 100% and today I rolled them into a new position. Bull cycle still looks strong and I still see a path to 270 to 280 over the next six months. 4.

1. $Hims & Hers Health Inc.(HIMS)$ Earnings after close today. I'm looking at 2 things. 1. Market share (vs Ro), which has been falling. Is that trend starting to shift? 2. Revenue guidance. Info below, but Q1 may be bad and guidance may be 📈. Hims Guidance: $2.7-$2.9 billion Analyst Est.: $2.72 billion Guidance up $100 million on the revenue side, but Adj. EBITDA margins at the low end. IMO, growth is more important now, not margin. Shares choppy after hours. More soon. 2. $GoPro(GPRO)$ Sad to see $GPRO slowly meeting an end. For me, a lot of lessons were learned with this company about differentiation, bundling, and moats in technology. The biggest lesson: A cool product doesn't = a great business.