To The Moon

The Fall. Unsure if you have noticed but $SoFi Technologies Inc.(SOFI)$ has recently taken a beating. It happened around Fri, 5 Dec 2025. The fall was a direct reaction to the company’s announcement on Thu, 4 Dec 2025 (after market closed) that it planned to sell $1.5 billion in new common stock (an equity raise). Shares dipped over -6% immediately in after-hours trading. When trading resumed on Friday, it opened approx. -7.3% lower, due to shareholder dilution. (see below) This is because the new shares were priced at a discount of about -7% (at $27.50 per share) compared to prior day's close of $29.60 per share. From 05 Dec 2025 to 17 Dec 2025, SoFI has fallen by -9.04% (-$2.51) to $25.27 per share. The Action. Many were stumped by SoFi’s Manage

The market landscape in December 2025 is currently defined by a "clash of titans": (1) bearish conviction of Michael Burry vs (2) structural demand for AI infrastructure. While the "AI Bubble" narrative has gained significant traction, reality is more nuanced than a simple "true or false" verdict. For a start, let’s look at how Nvidia’s fundamentals & technicals stack up against the market’s current "rut". For that, I defer to NVDA and its 2 closest competitor - $Broadcom(AVGO)$ and $Advanced Micro Devices(AMD)$ (see below) Nvidia’s P/E of 42.2 is lower than both Broadcom and AMD. (see above) Although Burry calls this a bubble, market bulls point to the 111% Return on Equity (ROE) as evidence that NVDA

When Michael Burry’s bearish bets became public in early November 2025, the "Burry effect" triggered a volatile re-evaluation of the AI trade. While $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ were his primary targets, the shockwaves moved through the entire Magnificent 7, as investors began questioning if the massive capital expenditures (CapEx), estimated to top $250 billion across the group by year-end, would ever yield a proportional return. As of 19 Dec 2025 EOD As we stand 5 trading days away from 2026, below is how each Magnificent 7 stock, has fared with the group averaging a +32% YTD return, though individual results vary wildly from NVDA’s triple-digit surge to GOOGL’s modest single-di

When Michael Burry’s bearish bets became public in early November 2025, the "Burry effect" triggered a volatile re-evaluation of the AI trade. While $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ were his primary targets, the shockwaves moved through the entire Magnificent 7, as investors began questioning if the massive capital expenditures (CapEx), estimated to top $250 billion across the group by year-end, would ever yield a proportional return. As of 19 Dec 2025 EOD As we stand 5 trading days away from 2026, below is how each Magnificent 7 stock, has fared with the group averaging a +32% YTD return, though individual results vary wildly from NVDA’s triple-digit surge to GOOGL’s modest single-di

For week ending 19 Dec 2025, US market had been interesting. It had a mixed performance but laced with bullish momentum. On Wed, 17 Dec 2025, both S&P 500 and Nasdaq were still below their 50-day lines as ORCL continued to weigh on AI stocks. Before the week was over, they managed to reclaim their 50-day & 21-day lines as MU earnings and tame CPI inflation, buoyed markets. This resulted in leading stocks faring well, with many flashing buy signals, notably sectors in the tech, medical, aerospace and travel. One of the tech stocks termed a “Buy” by Wall Street analysts is $Palantir Technologies Inc.(PLTR)$, which has an interesting run in 2025, looking back. PLTR Retrospect. Historically, PLTR has had a phenomenal run in the last 1½ year. I

I have covered $Globalstar(GSAT)$ on a few occasions. Below are the two most recent posts for your reading pleasure. Click to savour. 01 Jul 2025 - AAPL chose GSAT is Elon Musk's Starlink loss. 23 Jan 2025 - AAPL space race will fuel GSAT's BOOM ! It has been a while since my last coverage and the stock has gone onto greater highs; warranting an update. And here we are ! I've been consistently following up on GSAT and I think 2026 is shaping up to be another break through year, largely thanks to its exclusive relationship with $Apple(AAPL)$. This collaborative p

For week ending 19 Dec 2025, US market had been interesting. It had a mixed performance but laced with bullish momentum. On Wed, 17 Dec 2025, both S&P 500 and Nasdaq were still below their 50-day lines as ORCL continued to weigh on AI stocks. Before the week was over, they managed to reclaim their 50-day & 21-day lines as MU earnings and tame CPI inflation, buoyed markets. This resulted in leading stocks faring well, with many flashing buy signals, notably sectors in the tech, medical, aerospace and travel. One of the tech stocks termed a “Buy” by Wall Street analysts is $Palantir Technologies Inc.(PLTR)$, which has an interesting run in 2025, looking back. PLTR Retrospect. Historically, PLTR has had a phenomenal run in the last 1½ year. I

For week ending 19 Dec 2025, US market had been interesting. It had a mixed performance but laced with bullish momentum. On Wed, 17 Dec 2025, both S&P 500 and Nasdaq were still below their 50-day lines as ORCL continued to weigh on AI stocks. Before the week was over, they managed to reclaim their 50-day & 21-day lines as MU earnings and tame CPI inflation, buoyed markets. This resulted in leading stocks faring well, with many flashing buy signals, notably sectors in the tech, medical, aerospace and travel. One of the tech stocks termed a “Buy” by Wall Street analysts is $Palantir Technologies Inc.(PLTR)$, which has an interesting run in 2025, looking back. PLTR Retrospect. Historically, PLTR has had a phenomenal run in the last 1½ year. I

For week ending 19 Dec 2025, US market had been interesting. It had a mixed performance but laced with bullish momentum. On Wed, 17 Dec 2025, both S&P 500 and Nasdaq were still below their 50-day lines as ORCL continued to weigh on AI stocks. Before the week was over, they managed to reclaim their 50-day & 21-day lines as MU earnings and tame CPI inflation, buoyed markets. This resulted in leading stocks faring well, with many flashing buy signals, notably sectors in the tech, medical, aerospace and travel. One of the tech stocks termed a “Buy” by Wall Street analysts is $Palantir Technologies Inc.(PLTR)$, which has an interesting run in 2025, looking back. PLTR Retrospect. Historically, PLTR has had a phenomenal run in the last 1½ year. I