To The Moon

With institutional bullish, Silver at all-time high, as of early December 2025, the Gold-to-Silver Ratio is around 68.5 to 75:1, now the ratio goes below $68, so a high ratio (above 80) suggests silver is undervalued; a low ratio (below 50) suggests gold is undervalued. In this article, I would like to share a structured, investment-grade assessment of the Gold–Silver environment and how to position across GLD and SLV given the ratio shift below ~68. 1. Interpretation of Today’s Gold–Silver Ratio (≈68 → breaking lower) Current signal: Above 80: silver historically undervalued. Below 50: gold historically undervalued. Between 60–75: transition region where momentum shifts matter more than absolute thresholds. Today (ratio slipping under ~68): Indicates relative strength in silver versus gol

$Adobe(ADBE)$ Q4 earnings and FY2026 guidance beat expectations, they also announced the integration of Photoshop, Adobe Express and Acrobat apps into ChatGPT, this integration looks like Adobe is going for a broader push of its tools into conversational AI platforms, so that this could help their users to reduce the need to switch between different applications. But we are seeing that investors are still concerned of the AI disruption that could bring to Adobe. The recent developments at Adobe (photoshop, Acrobat, Express integration into ChatGPT, FY2026 guidance, investor reactions) reveal both opportunities and risks. In this article I would like to share how we can look at each issue from current available public evidence. What Adobe’s ChatGPT

The decline in $Oracle(ORCL)$’s share price after its mixed fiscal Q2 results, despite an increase in its Remaining Performance Obligations (RPO) and AI-driven cloud revenue, has indeed intensified the debate around a potential "AI bubble." Oracle's situation is often cited as a key example of the risks inherent in the AI boom. In this article, I would like to examine the breakdown of the key factors that lead investors to debate whether this signals cracks in the AI bubble: What Happened with Oracle’s Latest Results Mixed earnings with negative investor reaction Oracle beat earnings per share expectations, helped by a one-time gain from an asset sale, but narrowly missed revenue and cloud growth forecasts — a key metric tied to its AI strategy. I

Before we jumped at the news of President Trump’s approval for Nvidia's H200 chips export to china, we might need to ask ourselves whether $NVIDIA(NVDA)$ is benefitting from this approval, and what are some factors and uncertainities we need to be aware of. The headline “approval” helps remove one big permission roadblock, but the 25% surcharge + Beijing’s likely curbs create a large accounting & commercial uncertainty that can meaningfully dent Nvidia’s reported revenue and margins depending on who legally/contractually ends up paying that 25%. In this article, I would like to share how we can walk through the mechanics, 3 quantified scenarios (optimistic / base / bearish), accounting consequences, and the exact signals to watch. What the new

$Lululemon Athletica(LULU)$ leading up to its fiscal Q3 2025 earnings report, which is currently expected to be released on Thursday, December 11, 2025, after the market closes. Lululemon Athletica (LULU) Q3 2025 Earnings Outlook The consensus view for Lululemon's Q3 2025 suggests a challenging quarter in terms of profitability and growth deceleration, especially in its largest market. Note: Some analysts' estimates have seen slight downward revisions over the last 30 days, suggesting a slightly more bearish sentiment. Lululemon (LULU) Fiscal Q2 2025 Earnings Summary Lululemon's Q2 2025 results were a classic example of the market punishing a miss on the top line (revenue) and a disappointing outlook, even if the bottom line (EPS) beat expectation

$Costco(COST)$'s upcoming Fiscal Q1 2026 earnings release scheduled for Thursday, December 11, 2025 (After Market Close). Consensus EPS Forecast: ~$4.25 (vs. $3.82 in Q1 2025). Revenue Forecast: ~$67.1 Billion. Implied Move: Options markets are pricing in a move of approximately ±4% post-earnings. The "Open Secret" Factor: Unlike most companies, Costco releases monthly sales data. We already know that Net Sales for Q1 came in at $65.98 Billion (+8.2%) and November sales specifically were up 8.1%. Because the "top line" surprise is largely removed, the stock's reaction will depend almost entirely on margins (EPS) and forward guidance. Summary: Costco (COST) Fiscal Q4 2025 Earnings Report Date: September 25, 2025 The Headline: A "Good Enough" Beat T

Are we going to see a strong stock market finish by end of December, and will this drive the continued rally into 2026 with strong momentum coming from tech stocks and bigger firms? I would think that there might be continued rally, but with caution, so in this article I would like to share the current, evidence-based view of whether we are likely to see a strong stock market finish in December 2025 and whether that could carry into a sustained 2026 rally, especially driven by tech and large caps — and what it might mean for a renewed or extended bull market:  1) Near-Term: Year-End Rally (Santa Claus Effect) — Possible but Not Guaranteed Many strategists and market participants expect typical year-end strength (a “Santa Claus rally”) in stocks driven by seasonality, holiday flows, an

$Chewy, Inc.(CHWY)$ fiscal Q3 2025 earnings report is scheduled to be released before market open on Wednesday, December 10, 2025 Fiscal Q3 2025 Earnings Analysis & Forecast Analysts are generally expecting a positive year-over-year increase in profitability, but it is important to note that different sources have varying consensus EPS figures, which can indicate volatility based on the metric used (GAAP vs. Adjusted). Revenue Growth: The key focus will be on whether the company can meet or exceed its revenue guidance, maintaining a healthy single-digit growth rate in a competitive and potentially softer consumer spending environment. Profitability: The wide range in EPS forecasts ($0.12 vs. $0.30) suggests that investors should pay close atte

$Synopsys(SNPS)$ fiscal Q4 2025 earnings report, which is currently scheduled for Wednesday, December 10, 2025, after the market close. Synopsys (SNPS) Q4 2025 Earnings Preview The general sentiment leading into the earnings report is one of continued strength in the core business, driven by the persistent demand for chip design and verification, particularly with the acceleration of AI-driven workloads. Consensus Estimates EPS Outlook: The year-over-year (YoY) decline in the consensus EPS estimate is notable, but this is largely due to the company's guidance and analysts adjusting expectations, particularly following a Q3 miss and revised full-year guidance in September. Revenue Outlook: The anticipated strong YoY revenue growth of nearly 38% hig

With AI bubble, tech stocks seling, we have seen that $Broadcom(AVGO)$ suffer a decline on 03 Dec 2025, before rising again to close last week around $390. So will we be seeing Broadcom providing a beat on the AI momentum? In this article, we would examine this would come into play with the Broadcom (AVGO) upcoming fiscal Q4 2025 earning with a comprehensive pre-earnings analysis of Broadcom (AVGO) as it heads into its fiscal Q4 2025 earnings (expected after market close on ~Dec 12, 2025) — focusing on AI momentum, key metrics, consensus expectations, and potential short-term trading opportunities. What Wall Street Is Expecting for Q4 2025 Consensus estimates (prior to earnings): Revenue: ~$17.0–17.4 billion, ~24% YoY growth. Adjusted EPS: ~$1.87/