To The Moon

Not Too Long Ago. It wasn’t too long ago that $Palantir Technologies Inc.(PLTR)$ finally earned its birth rights and joined the S&P 500 index on Mon, 23 Sep 2024 after a few rounds of missed selection opportunities. (see below) Since its inclusion, PLTR has seen its stock price soared by a fantastic +55.94% between 23 Sep 2024 and 14 Nov 2024; just short of 2 months upon inclusion. (see below) Oops, I Did It Again ! On Thu, 14 Nov 2023, PLTR made yet another ‘good surprise’ announcement. This time the #1 AI software provider announced after market close that it will transfer the listing of its Class A common stock from the New York Stock Exchange to the Nasdaq Global Select Market. Palantir said it expects to begin trading as a Nasdaq-listed c

Summary and Key Catalysts After Wall Street's record-breaking highs on November 11, the excitement quickly faded. European markets were the first to react negatively, adjusting downward due to the looming threat of stricter US tariffs as Donald Trump prepared to take office. US indices soon followed, concerned that the Federal Reserve might slow down future rate cuts, leading to increased market volatility. Fed Chair Powell's Remarks Stall Optimism Markets were already trending downward when Federal Reserve Chairman Jerome Powell addressed the Dallas Regional Chamber, signaling a more measured approach to monetary easing. Powell stated, "The economy is not sending any signals that we need to be in a hurry to lower rates." His comments dampened expectations for aggressive rate cuts, driving

I’ve been tracking $Marathon Digital Holdings Inc(MARA)$ closely, and despite the initial sell-off following its wider-than-expected third-quarter loss, I believe there’s a compelling case for a potential reversal. The stock’s post-election rally faced a strong pullback after the earnings report missed expectations, but a closer look at the candlestick patterns and the overall market context suggests we could be witnessing a bottoming process. Let’s start with the facts. MARA’s third-quarter earnings report showed revenue of $131.6 million, an increase from $97.8 million in the same period last year. However, it fell short of the $146.7 million consensus estimate. The company also posted a net loss of $124.8 million, significantly wider than the $

On November 12th, two large bullish option trades printed in $Coinbase Global, Inc. (COIN)$ - buying the February 21st $230 calls for $221 million, and the February 21st $320 calls for $111 million. Upon verification, these were part of a combined roll, with the actual activity being:Close (Sell-to-Open) $COIN 20250221 230.0 CALL$ Roll (Buy-to-Open) $COIN 20250221 320.0 CALL$ Tracing back their rolling history, shockingly this firm has rolled their COIN calls 7 times in under 2 months. Let's review these 7 rolls, using it as an opportunity to explain three frequently asked questions:What is a roll?Identifying

On Thu, 14 Nov 2024 US market continued to head south amid US economic reports released over the past 2 days. Although looking superficial, the data nonetheless, has traders worried. By the time 4:00pm came around: (see above) DJIA: -0.47% (-207.33 to 43,750.86). S&P 500: -0.60% (-36.21 to 5,949.17). Nasdaq: -0.64% (-123.07 to 19,107.65). In fact, US market has been falling steadily since Mon, 11 Nov 2024. Looks like, the post presidential election ‘euphoria’ has dissipated, and US economic reality have taken over. It does not help too that incoming president trump, has been updating his lineup of staffers, making up the next administration, each a hardliner. This has sent chills down the spine of the US market, with many predicting the next 4 years, will be a painful one. Fortunately

US stocks closed lower, as the macro outlook remains unclear for the time being.Yet things look different in streaming: Inflation takes Disney/Netflix/Spotify up, for the time being.Stay tuned and supercharge purchasing power with CashBoost!Market recapThe $.SPX(.SPX)$ slumped 0.6% in its biggest loss so far this month, with widespread declines, while the $.IXIC(.IXIC)$ gave back 0.7%. Energy( $Energy Select Sector SPDR Fund(XLE)$ )was the lone S&P 500 sector ETF to go positive on the day. Industrials( $Industrial Select Sector SPDR Fund(XLI)$ ), health care(), and consumer discretionary were the worst performing, eac

This week, the Hong Kong stock market had a rough time, with the $HSI(HSI)$ falling for the fourth consecutive day, down by 6.28%. The index has broken out of its sideways range since October.Domestic News Last Friday after the market closed, China announced a fiscal stimulus plan, with 6 trillion yuan in new funds for debt reduction. However, there was no mention of any policy support for the real estate or consumption sectors.On Wednesday, the Ministry of Finance rolled out a "big gift" with tax cuts, including reduced deed tax, land value-added tax, and VAT. For example, the deed tax for the purchase of a family's first or second home (under 140 square meters) has been cut to 1%, down from 1-1.5% for regular homes and 3% for non-standard homes.O

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,744.70 points, up 0.55% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Delta TH SDR 1to1(TDED.SI)$, $CapLand India T(CY6U.SI)$, $Frasers Property(TQ5.SI)$ and $JMH USD(J36.SI)$ are the top 5 weekly gainers, up 10.99%,6.52%, 4.76%, 3.37% and 3.11% respectively. $Sri Trang Gloves(STG.SI)$, $NI

5.3% Dividend Yield with 5% dividend growth.Strong long-term production profile, expecting a 4% CAGR output increase to 2030 with breakeven below $30/boe (barrel of oil equivalent).Long-term focus on LNGs (Liquified Natural Gas), expecting to grow export capacity by more than 50% by 2030, with 6 Mt/y (million tons per year) in long-term supply contracts signed with Asian importers.Trades at an attractive valuation at just 7.8x earnings.Committed to $2 billion in buybacks each quarter of 2025.Investment Thesis $Total SA(TTE)$ is a French energy company specializing in petroleum extracting and refining. TTE is the third largest non-OPEC producer in the world, producing 1.6 mmbbl/d of liquids (million barrels per day) and more than 5 bcf/d (billion cu