To The Moon

I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report. For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger. As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market,

$Clorox(CLX)$ $Colgate-Palmolive(CL)$ $Church & Dwight(CHD)$ 📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

I believe $Apple(AAPL)$ results show that demand isn't the problem—supply is. AI is driving massive investment in advanced chips, memory, and packaging, and it's becoming clear that these resources can't expand overnight. As more capacity is allocated to AI infrastructure, consumer devices could face tighter supply and higher costs. I'm not overly worried about Apple in the long run. Its strong pricing power, supplier relationships & cash flow give it clear advantages over most competitors. I think Apple is better positioned than smaller hardware companies to secure supply, even if margins face some short-term pressure. I'll be watching TSMC's capacity expansion, memory pricing, and whether other consumer-tech companies report similar shortag

On the 2nd last day of July 2026, I have shared a post by $Morgan Stanley(MS)$ Adam Jonas warning that $SpaceX(SPCX)$ might fall to $100 per share. click here ! to read the post. When the post was out on 30 Jul 2026 , SPCX’s then share price was $113.50 /share. By the time Fri, 31 Jul 2026 was here, SPCX closed off the month, at $108.37; losing -4.52% from the post’s earlier stock price of $113.50. It wasn’t too long ago that the space technology company founded by the world's richest person, Musk, set the record for the largest IPO in history. For a moment, it be

🌟🌟🌟 $Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days. It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots. You can say that Tesla's car side makes up the vast majority of its revenue. However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers. Which side am I on? I am on the side of the bank account. Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition. Calling Tesla a purely AI company is a little too early as it is in its first stage of AI grow

$Merck(MRK)$ is set to report its fiscal second-quarter 2026 financial results on Tuesday, August 4, 2026, before the market opens (with the investor call scheduled for 9:00 AM ET). Earnings Snapshot & Headline Estimates Consensus Revenue Estimate: ~$16.33 billion to $16.35 billion (representing ~2%–4% YoY growth). Consensus EPS Estimate: Loss of ($0.26) per share. Note on Earnings: The headline EPS reflects the impact of a ~$5.8 billion (~$2.35/share) upfront charge associated with Merck's acquisition of Terns Pharmaceuticals, which closed in May 2026. Full-Year 2026 Guidance: Prior FY26 adjusted EPS guidance was $5.04–$5.16. Investors will watch for updates reflecting recent M&A accounting adjustments. Merck & Co. (MRK) reported fisca

🌟🌟🌟 $Sea Ltd(SE)$ $Sea US SDR 50to1(UGGD.SI)$ upcoming earnings report on August 11 2026 is the ultimate make or break moment for South East Asia's biggest tech juggernaut. Wall Street is buzzing with anticipation. The stock is currently marked as a Moderate Buy and analysts are projecting a massive 45% upside with a Target Price of USD 155.54. At the heart of this empire is a captivating story of visionary ambition, led by Founder and CEO Forrest Li. Forrest Li was once an ordinary graduate who arrived in Singapore with a substantial student debt and just a few dollars in his pocket. He named himself "Forrest" after watching Forres

I started my National Day celebration a week earlier. This morning left for Perth for Cape to Cape walk. Took photos at Changi Terminal 1 & Bufferfly Garden at Terminal 3. This air ticket was 1/3 paid by company for my contribution to Korea customer that I went in Mid-May. I didn't expect myself to be in Perth as my initial plan was to Germany & Italy for 2.5 weeks. This trip was deferred 2x. I think it might materialise in Mid-Sept. [Chuckle] My travelling spree is finally back again. I stopped travelling 2020-2023. Passport paid by company. Dec 2024 - Shanghai team building. Mar 2025 - Almaty. May - Korea, Aug - Perth then Sept/Oct - Germany, South Tyrol , Naples & Milan. @1PC