To The Moon

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The U.S. Faces a Growing Economic Challenge Alright, everyone—things are getting even stranger. Today’s discussion is both amusing and deeply serious, as it highlights a critical issue the U.S. is grappling with. The core challenge? Shifting financial responsibility from the government to the private sector. The Push to Reduce Government Spending To his credit, Benson acknowledges that national debt is spiraling out of control and is even willing to risk a U.S. recession to address it. He has emphasized the unprecedented levels of government spending outside of wartime or recession, pushing for a course correction: reducing government spending, deleveraging the public

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Wal-Mart(WMT)$ $Costco(COST)$ Bigger US Tariffs on the Way No Turning Back in the Tariff War Alright, everyone, welcome back aboard the USS Armageddon—there’s no turning back now in this tariff war. Many countries, including America's closest neighbors, are feeling the impact. Mexico seems willing to adapt, while Canada is pushing back. But a major escalation is coming. April 2nd: A Major Tariff Expansion On April 2nd, Trump is set to unleash a new wave of tariffs, targeting both specific industries and entire sectors. In less than two weeks, key industries like automobiles, semicondu

$Snowflake(SNOW)$ Introduction to Snowflake as an AI Stock Snowflake is an intriguing AI stock to consider. AI relies heavily on data, and Snowflake stands out as one of the leading data companies, experiencing some of the fastest growth in the sector. Moreover, the company is growing profitably, with its cash flow from operations showing impressive improvement. But is the stock a buy at its current price? In this video, I’ll dive into Snowflake’s revenue growth, operating margins, returns on invested capital, and share my proprietary discounted cash flow (DCF) valuation. I’ll also look at valuation from a forward price-to-earnings and price-to-free cash flow perspective and provide an overall conclusion on whether Snowflake stock is a buy, hold,

$S&P 500(.SPX)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ This will help explain what’s happening with the S&P 500. The five biggest companies in the world—Apple, Microsoft, Nvidia, Alphabet, and Amazon—hold significant weight in the index. If you look at the price chart for the past 30 days, you’ll notice something interesting: only Apple is in the green. Microsoft, Nvidia, Alphabet, and Amazon are all down, and Apple is now the only company still valued above $3 trillion, while Microsoft and Nvidia have slipped below that mark. So, to understand

$Occidental(OXY)$ We've recently experienced one of the worst 90-day periods in the S&P in quite some time, and during this span, Accidental Petroleum has dropped around 8%. While other companies in the same sector have shown slightly different performance, many, including the Mag 7, are having a rough time this year. Accidental Petroleum itself is down 3% year-to-date, which is in contrast to many others in the industry, who are performing positively. The S&P is also down about 3% year-to-date and has fallen roughly 25% over the past 12 months. Over the last 10 years, Accidental Petroleum has significantly underperformed the S&P, with a loss of 34%. This means a $10,000 investment 10 years ago would be worth around $6,500 today—less th

$Pepsi(PEP)$ Earning Overview PepsiCo's stock offers a dividend yield of 3.62%, making it a potential source of passive income for investors. But is it a good buy at the current price, and is it a safe dividend stock for long-term investors? In this video, I'll analyze PepsiCo's revenue growth over the past few years, operating profit margins, returns on investor capital, and the dividend yield. Then, I’ll evaluate its valuation, considering the forward price-to-earnings ratio and price-to-free cash flow, to determine if the stock is priced well for long-term investors. Let’s dive in. Fundamental Analysis First, looking at PepsiCo's revenue growth over the past decade, we notice an interesting trend. The company saw a significant surge in revenue g

$Nike(NKE)$ Nike recently released its financial results after the markets closed on March 20, 2025, and the report was a stark disappointment, marking one of the worst quarters I've seen for a company with such a strong track record like Nike. To see such underperformance in consecutive quarters is rare, especially for a brand with Nike's historical strength. I'm glad I warned investors against buying this stock a few months ago and reiterated it again about a month ago, as Nike's stock dropped over 6% in after-hours trading following these poor results. In this article, I'll break down Nike's numbers and explain why the company's performance isn't favorable for investors. I'll also update my stance on Nike stock to see if, at this lower price, it

$Koninklijke Ahold Delhaize N.V.(ADRNY)$ $Koninklijke Ahold Delhaize N.V.(AHODF)$ $KONINKLIJKE AHOLD DELHAIZE NV(0RI8.UK)$ Walmart is a popular consumer staples stock and has been a solid investment over the past few years. However, there is a lesser-known European company that I believe presents an even better opportunity—Ahold Delhaize. In fact, I’m already invested in them and have just increased my position. And before we go any further, I apologize in advance if I mispronounce the name throughout this video—it's not the easiest for my German tongue! As of this recording, Ahold Delhaize holds a Seeking Alpha Quant rating of 4.9 out of 5, ranking as the #

$Novo-Nordisk A/S(NVO)$ If you’ve been keeping an eye on the European markets, you’ll know they have outperformed the U.S. year to date—just like the Chinese markets. Looking at year-to-date performance, China, Germany, and France have seen significant gains. In Europe, the biggest winners have been defense companies like Rheinmetall, BAE Systems, and Rolls-Royce. Meanwhile, in the U.S., the Dow Jones, S&P 500, and Nasdaq are all down year to date. However, looking at a five-year performance, U.S. markets have comfortably outperformed their European counterparts. Currently, I don’t hold any European stocks in my portfolio, but I do own one Chinese stock—Alibaba. Previously, I held two, including Pinduoduo. At the end of 2024, we discussed Europ

$Microsoft(MSFT)$ Microsoft’s stock has declined by over 8% year-to-date in 2025, leaving investors wondering whether it presents a buying opportunity despite its underperformance this year. However, the company continues to excel in several key areas, particularly its cloud computing segment, which provides computing services to OpenAI’s ChatGPT. In this article, I will analyze Microsoft’s revenue growth in recent years, profit margins, and returns on investor capital. Additionally, I will assess the stock’s valuation, including my proprietary discounted cash flow analysis, as well as its forward price-to-earnings and price-to-free-cash-flow ratios. By bringing all these factors together, I will provide an updated recommendation on Microsoft stoc