To The Moon

MSTR's Bitcoin strategy under Michael Saylor's leadership has driven significant outperformance, creating momentum for institutional BTC adoption, supported by recent Q3 earnings and a robust "42 Strategy.".Game theory illustrates how institutional and national adoption of BTC could unfold, with MSTR's success pressuring other companies to consider BTC investments.Trump's pro-BTC stance and Republican majority are expected to drive favorable BTC policies, potentially including a national BTC reserve, influencing global BTC adoption.We reiterate our BUY ratings on BTC and MSTR, anticipating accelerated institutional adoption and higher BTC prices driven by FOMO dynamics and supportive U.S. policies. 24K-Production Introduction On October 21st, we initiated coverage on MicroStrategy with a BUY rating. In that article, we emphasized Michael Saylor's strong convictions and long-term vision characterized by MSTR’s Bitcoin strategy. In this article, we

SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown

Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ma

Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence t

Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing

Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability

Li Auto delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.

Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar

By Nick Timiraos and Paul KiernanThe script is being flipped for the U.S. economy.For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as

Shares of $Viking Therapeutics$ on Wednesday jumped in post-market trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.The stock was up 19.1%, to $60.04, in pre-market trading on Thursday.The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as