To The Moon

My Investing Muse (25May2026) Layoffs, closures and Delinquencies Bosch is slashing 22,000 jobs in Germany and slowly abandoning its own homeland just to survive. Germany lost 486,000 jobs in just 3 months, mostly in industry. The “economic miracle” is dying in real time. - X user Global Dissident Goldman Sachs warned that AI could impact 300 million jobs globally. Many laughed it off. Now, companies are cutting thousands of roles while openly blaming AI, even as they post record profits. Meta just laid off 8,000 people while pouring over $100B into AI this year alone. And we’re still in the 1st inning. - Source: Goldman Sachs Meta cut 8,000 people today. A survivor wrote about a teammate who slept 4 hours a night for months. Commits at 3am. Commits at 6am. IC4. Strong reviews. No PIP. Cut

News and my thoughts from the past week (25May2026) Starbucks is retiring its AI inventory system across North America after the tool reportedly miscounted and mislabeled store inventory. - X user Unusual Whales @TigerStars $Vanguard S&P 500 ETF(VOO)$ $Cboe Volatility Index(VIX)$

Market Outlook of S&P500 (25May2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 has completed a top crossover and has started a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.25, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The e

Earnings Calendar (25May2026) This section highlights several of the most closely watched earnings releases for the coming week, including Salesforce, Dell, UiPath, Costco, Baidu, and Best Buy. Salesforce Snapshot The stock price has fallen 34% from a year ago. The Technical Analysis sentiment remains “Neutral”. Analysts’ sentiment remains positive with a “Buy” rating. With a price target of $282.27, there is a potential upside of over 45%. Salesforce continues to show solid top-line growth, stronger profitability, and robust cash generation over the past several years. The key financial trends are summarised below. Profitability Total revenue increased from $26.4B in 2022 to $41.5B in 2026, while gross profit rose from $19.4B to $32.2B over the same period. Net income

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-q

Economic Preview: Key Data Releases (week of 25May2026) Market Holidays Hong Kong will be closed on 25 May in observance of Buddha’s Birthday. The United States will also be closed on Monday for Memorial Day. In addition, Singapore will be closed on 27 May for Hari Raya Haji. Inflation and Consumer Sentiment The Conference Board’s consumer confidence reading for May is due, with consensus expectations at 91.9. This would represent a decline from the previous reading and may point to softer consumer sentiment. Markets will be watching the Core PCE Index, the Federal Reserve’s preferred measurement of inflation. As a key input into interest-rate expectations, this release could have a meaningful impact on market direction and volatility. Growth and Business Activity US first-quarter GDP grow

NVIDIA Q1 FY27 (April quarter). • Revenue +85% Y/Y to $81.6B ($2.6B beat). • Operating margin 66% (+16pp Y/Y). • Non-GAAP EPS $1.87 ($0.10 beat). Q2 FY27 guidance: • Revenue $91.0B ($3.0B beat). Looks like the rocket is not stopping. $NVIDIA(NVDA)$   Who can stop them? Maybe not for the next 2 years?  Source: X user EconomyApp 

Walmart Q1 FY27 (April quarter): • Revenue +7% Y/Y to $177.8B ($2.9B beat). • Non-GAAP EPS $0.66 (in-line). • Walmart US comp sales +4.1%. • E-commerce +26% Y/Y. • Advertising +37% Y/Y. FY27 Net sales guide unchanged (+4% Y/Y). Source of from X user EconomyApp This is a great indicator for US consumption. $Wal-Mart(WMT)$  

Executive Summary Filed mid-May 2026 · As at March 31, 2026 · Five Investors · One Signal Map An AI-generated image thanks to Gemini The Problem 13F filings arrive with a 45-day lag. By the time retail investors read the news, the smart money has already moved. The signal is real — but it needs context to be actionable. What We Observed Five investors with radically different styles all filed Q1 2026 13Fs in mid-May. The aggregate picture reveals diverging bets — particularly on Big Tech, energy commodities, and the coming economic cycle. Key Finding Buffett is simplifying aggressively (GOOGL in, AMZN/UNH out). Ackman is rotating into MSFT just as Li Lu holds GOOGL steady. Pabrai is doubling down on cyclical hard assets. Nobody is buying the same thing — which is the most interesting signa

THE WORLD'S BIGGEST INVESTORS ARE ALL SELLING AT THE SAME TIME. The newly filed Q1 2026 portfolios reveal a massive de-risking wave across Wall Street's smartest money. Warren Buffett's successor Greg Abel trimmed the Berkshire portfolio from 40 positions down to 26, fully exiting Amazon, UnitedHealth, and Domino's while cutting Chevron and Bank of America. Bill Ackman sold 94.94% of his Google Class C shares and 95.23% of his Class A shares, effectively exiting the position entirely. Chris Hohn's TCI Fund sold almost its entire $8 billion Microsoft stake, cutting from 10% of the portfolio down to 1%, citing AI disruption risk to Microsoft's core software business. Daniel Loeb fully exited Microsoft and PG&E, reduced Nvidia by 93.56%, Union Pacific by 94.48%, and exited 20 pos