To The Moon

There’s something oddly poetic about sipping a ¥7 cup of milk tea while billion-dollar delivery platforms torch cash to bring it to your door. China’s food delivery war is escalating — and not all participants are burning their fingers. While Meituan, JD.com, and even Taobao jostle for app space and user loyalty with relentless subsidies, a different group of players are quietly steeping success. I’m talking about the milk tea brands — and yes, one of them is on my watchlist for all the right reasons. The short answer to which tea stock am I bullish on? CHAGEE. But let’s not rush the ending — there’s a lot brewing beneath the frothy surface. Chaos in delivery lanes, calm in the tea trade Premium Tea, Not Just Froth: Nayuki’s Recovery Has Legs Before we dive deeper into CHAGEE’s metrics, he

Tesla ( $Tesla Motors(TSLA)$ ) is back in the spotlight, swinging wildly after Elon Musk’s bombshell announcement of the “American Party” and a public spat with President Trump. The stock plunged 6.8% to below $290, wiping out $79 billion in market value, before rebounding to $315.35. Investors are on edge: can Tesla hold above $250, and is it time to hold tight or cash out? With Musk’s political gambit raising fears of regulatory backlash and a Q2 sales miss adding pressure, the stakes are high. Yet, Tesla’s Robotaxi pilot and global growth keep the bulls hopeful. This report dives into Tesla’s volatility, Musk’s turnaround potential, Trump’s policy risks, and strategic investment approaches to navigate this high-stakes moment. Tesla’s Wild Ride:

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ After a period of relative calm on the trade front, markets are once again grappling with heightened uncertainty. The temporary “pause” on U.S. tariffs against key BRICS-aligned nations officially expired last week, sending ripples of anxiety through global equity and currency markets. Yet, in a surprising counterpoint, Goldman Sachs upgraded its outlook for the S&P 500, citing resilient corporate earnings, stronger-than-expected economic data, and robust U.S. consumer demand. This mixed message has left investors wondering: is th

Circle Internet Group ( $Circle Internet Corp.(CRCL)$ ) is lighting up the street again, clawing back 8.5% this week to hit the $200 mark. After a jaw-dropping 589% surge since its June 2025 IPO, some investors are calling it the next meme stock sensation, ready to rival the likes of GameStop or AMC. With whispers of a big comeback swirling, the question is: should you strap in for the ride? And how do Circle, BigBear.ai (BBAI), and Wolfspeed (WOLF) stack up as meme stock plays? Let’s dive into the chaos, unpack the potential, and figure out if a quick in-and-out strategy is your ticket to profit—or a one-way trip to the red. Circle’s Engine: What’s Driving the Surge? Circle’s rise isn’t just hot air. The fintech giant behind USDC, the second-larg

$Levi Strauss & Co(LEVI)$ is scheduled to release its fiscal second-quarter earnings on Thursday, 10 July 2025, after the market closes, with a conference call scheduled for 2 p.m. Pacific Time / 5 p.m. Eastern Time. Here is what to expect and the context surrounding LEVI's Q2 2025 performance: Analyst Expectations for Q2 2025 Adjusted Earnings Per Share (EPS): Analysts anticipate adjusted EPS of approximately $0.13 per share. This would represent a significant 19% year-over-year decline compared to the $0.16 per share reported in the prior year's Q2. Revenue: Consensus estimates for revenue are around $1.37 billion. This would be a 5% fall in sales compared to the $1.44 billion in revenue from the same quarter last year. Organic Revenue Growt

$Home Depot(HD)$ After years of stellar gains, Home Depot (NYSE: HD) is having a rough 2025. Shares are down nearly 6% year-to-date, underperforming the broader market and disappointing investors who had grown accustomed to consistent outperformance. At the start of the year, I flagged Home Depot as a company to watch but stopped short of calling it a buy. Instead, I downgraded the stock to a hold, citing clear headwinds facing the home improvement giant this year. Six months later, those challenges have played out, and the stock continues to lag. So, is now the right time to pick up shares at a discount? Below, I break down Home Depot’s current performance, examine its financials and strategy, revisit its valuation, and share my updated outlook on