To The Moon

Big-Tech’s PerformanceThe big tech earnings season has officially begun, but this July is clearly a month of heightened volatility, superimposed on a variety of scenarios such as the "Trump trade" and the "interest rate cut trade", and it seems that investors have begun to worry about the risks associated with the over-concentration of big tech.As Tesla and Google's earnings this week did not ease market sentiment, on the contrary, it is more likely to force out the "risk aversion", on the contrary, the yen previously caught in the Carry Trade was released.That the next few other big technologies to leave the space is very small.Through the close of trading on July 25th, all of the big techs closed lower over the past week.The top performers were

$Hasbro(HAS)$ has seen an upturn after several quarters of low stock prices, reporting 2024Q2 results on July 25th that beat market expectations and lifted guidance.The company turned around despite a year-over-year decline in revenue, but significantly improved profitability by divesting its entertainment business and reducing the burden of high-cost operations.The highlights on the revenue front are still currently focused on a few key titles such as Baldur's Gate 3 in the digital gaming business, and the company still needs to strengthen its new game capabilities in this segment.Investment highlightsRevenue down but better than expected, with improved performance in the consumer products segmentQ2 total revenue was $995 million, down 17.1% year-

$Align Technology(ALGN)$ reported Q2 2024 financial results on July 24 after the bell.Performance for the current periodRevenue: total revenue was $1,028.5 million, up 2.6% year-over-year and 3.1% sequentially.Of this, Clear Aligner (clear braces) revenue under the Invisalign brand was $831.7 million, up 1.8% year-over-year.Profit: non-GAAP operating margin was 22.3%, up 1% year-over-year and 2.5% sequentially, with net income of $147.0 million, or $1.28 per diluted share.In terms of operating results, sales of Clear Aligners clear braces increased 3.2% year-over-year and 6.2% sequentially.There was significant growth in adult patients and teenage patients, especially in Asia Pacific, EMEA (Europe, Middle East and Africa) and Latin America.As for

Shares of $CrowdStrike Holdings, Inc.(CRWD)$, the originator of the global downtime, have finally rebounded slightly after two consecutive days of big drops, but with the incident affecting a large number of $Microsoft(MSFT)$ Windows devices (about 8.5 million), Crowdstrike could face serious problems, including and not limited to:Kernel Access Risks: Crowdstrike packages its security program as a "driver", gaining kernel-level access.This high level of system access could be revoked or subject to stricter regulation.Vulnerable Update Mechanism: Crowdstrike bypassed Microsoft's driver authentication process in order to perform quick updates by modifying text files and pushing them directly to

As the first "Magnificent 7" software company to report earnings, $ Google (GOOG) $ after the July 23rd after-hours announcement of Q2 earnings shock, the results are basically no fault and healthy guidance, but still fell 2%, unlike the previous strong expectations for the AIEarnings expectations are strong, unlike in the past, and investors still have some lingering concerns. $Google A (GOOGL)$Investment HighlightsThe search business, which was previously a concern in the market, performed strongly, with both revenue and guidance exceeding market expectations, and there were no significant concerns about "AI stealing our jobs".Advertising services overall revenue of $64.6 bill

Biden did drop out, but chose her vice president, Kamala Harris, as the 2024 presidential nominee over younger "lesser" candidates such as California Governor Gavin Newsom and Michigan Governor Gretchen Whitmer.The reason is:They were originally positioned for a 2028 presidential run, and now that they are improvising, the time is clearly not right;If they lose this time, it will definitely be a demerit for future campaigns; if they lose worse, the odds are that they won't even have a chance to run next time aroundPreviously it was also rumored to be Obama's wife Michelle, but she's still some cites away from the political scene.It had to be Kamala Harris, of whom some prominent legislators have endorsed her.Her stance is probably going to be a reference factor influencing the market as we

On July 19th, Microsoft's "blue screen" incident was on the front page of social media worldwide early. A large number of enterprise users of Windows were affected, thus affecting airlines, railroads, media, studios, exchanges, schools, banks, technology and other industries.Inexplicably, various "retro" products appeared, such as handwritten boarding passes.UpstatesAccording to Microsoft's official sources, the outage started at the Azure regional data center in the central United States, and the source is still the cybersecurity firm Crowdstrike, which says that the blue screen of death outage for Windows 10 is caused by its new sensor update.However, no official statement has been seen released yet.Who benefits?While the pre-market numbers show that

Big-Tech’s PerformanceThe rotation of U.S. stocks continues, and led by technology stocks, a vote for this year's large gains in the company's pullback, so that the Nasdaq index recently fell consecutively.Despite the increased likelihood of a rate cut on the macro front, the market's "bullish sentiment" has clearly been broken, and the increased divergence among investors has led to increased volatility.With the approach of the earnings season, the expectations of the full of the company may be subject to a greater test. Netflix this week's earnings report is relatively good, but a number of misunderstandings, still to the market scared out of a cold sweat.By the close of trading on July 18, the best performer over the past week was $Tesla Motors(TSL

$Netflix(NFLX)$ took the lead in announcing Q2 results after the bell on July 18th, and the quarterly (Q2) results were good, and also slightly exceeded a little bit with the market's expectations, except for a little bit of a dip in the growth rate of free cash flow.The guidance for Q3 is slightly conservative, with revenue expectations slightly lower than the market by about 0.8%.There was a huge shock just after the bell when the earnings report came out, moving up and down more than 8% in a matter of minutes, but ultimately holding steady near the closing price, which set the tone for this earnings season:After back-to-back upward bull markets, the market has become quite flush with expectations for big companies, so a slight bit of Miss can s

As the broader market pulls back, the safe-haven value of precious metals such as gold and silver is further emphasized.Silver in particular may be about to enter a multi-year up cycle . $Silver Main 2409(SImain)$ $Silver ETF(iShares)(SLV)$ $ SPDR Gold ETF(GLD)$The main supports are the followingHeightened risk aversion has led to precious metals, with investors preferring to seek safe assets, which has provided support for precious metals such as gold and silverThe negative correlation with risky assets such as equities has increased, making precious metals more prominent as a diversifier in investment portfolios.So is go