To The Moon

      

As a long-time observer of $Tesla Motors(TSLA)$ and its mercurial CEO Elon Musk, I’ve watched the stock’s dizzying highs and lows with fascination. But Monday’s 15% plunge—the worst single-day drop since September 2020—feels different. This isn’t just another volatility blip; it’s the culmination of multiple crises colliding. 1. Musk’s Trump Era Role Let’s start with the elephant in the room: Elon Musk’s entanglement with the Trump administration. Since Musk took on leadership of the “Department of Government Efficiency” in January 2025, Tesla shares have fallen every single week, shedding 50% of their value since December. Image In my view, Musk’s political pivot has alienated a core segment of Tesla’s customer base: progressive, environmentally

As someone who closely tracks emerging markets, I’ve been keeping a keen eye on the Vietnam ETF $VanEck VietnamETF(VNM)$, which tracks the country’s benchmark VN30 Index. This week, VNM broke out of a falling wedge pattern—a technical setup that often signals a reversal from a downtrend to an uptrend. For me, this is more than just a chart pattern; it’s a potential inflection point backed by improving fundamentals and geopolitical tailwinds. Here’s why I believe Vietnam’s stock market deserves a spot on your watchlist, especially if you’re a U.S. stocks investor looking to diversify beyond US equities. Ho Chi Minh City, the economic capital of Vietnam Let’s start with the chart. VNM has been in a downtrend since early 2024, forming a falling wedge—

As an investor closely following $Palantir Technologies Inc.(PLTR)$, I’ve been both fascinated and concerned by the recent volatility in its stock price. On February 19, 2025, PLTR plunged as much as 12.5%, closing the day down 10% at $112.06 per share. This sharp decline was triggered by two major headlines: CEO Alex Karp’s plan to sell $1.1 billion worth of shares and the Pentagon’s proposal to cut defense spending by 8% annually over the next five years. In this article, I’ll share my perspective on whether this drop is unstoppable and whether PLTR could crash below $100. I’ll also explore the broader implications of these developments for the company’s future. The Double Whammy First, let’s break down the two key factors driving the sell-off.

I’ve watched Tesla’s stock tumble this week amid news of BYD’s aggressive push into autonomous driving—a move that’s rattled investors. But before writing off Elon Musk’s EV giant, let’s dissect why this dip might be less about Tesla’s weaknesses and more about the hypercompetitive industry. BYD’s decision to roll out its autonomous driving feature, God’s Eye, across all models—including its $10,000 Seagull hatchback—is undeniably disruptive. By bundling advanced driver-assistance systems (ADAS) into affordable cars, BYD is commoditizing technology that Tesla currently monetizes as a premium add-on (Full Self-Driving, or FSD, costs $12,000 upfront or $199/month). This could pressure Tesla’s pricing power in markets like China, where BYD already outsells Tesla. However, the immediate impact

I’ve analyzed countless earnings reports, but $Upstart Holdings, Inc.(UPST)$’s Q4 FY 2024 results stand out as a turning point. The company isn’t just growing—it’s proving that artificial intelligence can fundamentally reshape lending. Here’s why I believe Upstart deserves a closer look from investors. Upstart’s revenue surged 56% YoY to $219 million in Q4, capping a full-year revenue increase of 24% to $637 million. More importantly, the company is inching toward GAAP profitability. Its Q4 GAAP net loss narrowed to just ($2.8 million), a dramatic improvement from ($42.4 million) a year ago. Adjusted net income flipped to $29.9 million, signaling that operational efficiency is catching up to growth. The Adjusted EBITDA story is even brighter: $38.

$Palantir Technologies Inc.(PLTR)$   What a crazy ride investing in this stock!   

$Netflix(NFLX)$ has done it again. The streaming giant reported another stellar quarter, surpassing expectations on revenue, earnings per share, and paid memberships. As someone who closely follows the streaming wars, I see Netflix’s latest performance as a testament to its ability to innovate, adapt, and maintain its dominance in a highly competitive market. With 301.63 million subscribers—a milestone few could have predicted a decade ago—Netflix has shown that it remains not only relevant but indispensable in the world of entertainment. The Numbers That Matter Netflix’s Q4 earnings were impressive across the board: Earnings per share (EPS): $4.27, exceeding the $4.20 forecast. Revenue: $10.25 billion, surpassing the expected $10.11 billion. Paid

$Costco(COST)$, long celebrated as a retailer that treats its workers better than most, is now facing a potential nationwide strike that could disrupt its operations and tarnish its stellar reputation. The Teamsters union, representing 18,000 Costco employees, recently voted overwhelmingly to authorize a strike, accusing the company of "greed" and an unwillingness to meet worker demands. As someone who admires Costco’s approach to employee treatment and sees unions as a double-edged sword, I find this situation both surprising and revealing. It raises important questions about the limits of corporate generosity and the dynamics of union demands. If there’s one company in the retail industry that has consistently been a beacon of worker-friendly po

$Meta Platforms, Inc.(META)$'s announcement of a 5% workforce reduction has certainly caught attention. The company, led by Mark Zuckerberg, is shifting gears ahead of what it predicts will be an "intense year." The decision to "move out low performers faster," as Zuckerberg described it in an internal memo, signals that Meta is tightening up and preparing for a more efficient future. However, while this may seem like a necessary adjustment for a company at the scale of Meta, I have some reservations about whether these cuts will genuinely address the issues they hope to solve. In fact, I believe these layoffs could miss the mark when it comes to eliminating "dead weight." It’s no secret that in any large organization, there will be employees who

It’s hard to believe that just a few years ago, $Moderna, Inc.(MRNA)$ was riding high, with its stock trading at nearly $450 per share during the height of the pandemic. Today, it’s hovering around $35—a staggering 93% decline. For a company that revolutionized vaccine development with its mRNA technology, this fall from grace seems dramatic, but I believe there’s more to the story than meets the eye. While near-term headwinds are undeniable, the long-term potential for Moderna remains incredibly compelling, especially with its game-changing pipeline in cancer vaccines and other therapies. MRNA Monthly Chart The pandemic propelled Moderna into the spotlight, with its Covid-19 vaccine becoming a household name almost overnight. In 2022, the company