To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $Intel(INTC)$ A High-Stakes Battle for Tech Dominance Let’s dive into the ongoing semiconductor battle between the U.S. and China—a high-stakes competition that could shape the future of technology. Over the past two years, the Biden administration has aggressively targeted China with sweeping sanctions, particularly in the semiconductor sector. The goal? To cut China off from cutting-edge chips made by U.S. companies like Nvidia and, ideally, cripple its tech industry. The Final Wave of Sanctions Divides the World Before leaving office, Bide

$Chewy, Inc.(CHWY)$ A Promising Online Pet Retailer Chewy has firmly established itself as a leading online pet retailer, providing pet owners with a wide range of products and services. Despite facing some challenges in recent years, such as a slowdown in revenue growth, Chewy remains an intriguing investment. While its revenue had been decelerating significantly since the economy reopened, there is renewed optimism about the company's future prospects. Management has indicated that they expect revenue to re-accelerate starting in 2025, with early signs of that rebound already visible in the latest financials. As Chewy continues to adapt to a post-pandemic environment, the company’s strategic focus on driving profitability and growth has the pote

$Amazon.com(AMZN)$ $S&P 500(.SPX)$ Amazon, the $2 trillion e-commerce giant that dominates nearly 40% of all online sales in the U.S., is raising alarms about a major economic downturn. Its latest quarterly report reveals troubling signs that even the most resilient companies are beginning to show cracks under economic pressure. With access to purchasing behavior data from over 200 million Prime members globally, Amazon has one of the most comprehensive views of consumer sentiment. Cautious Consumer Spending and Shifting Behavior During their Q4 earnings call, CFO Brian Oslovski highlighted that customers remain cautious about their spending, focusing more on value and essentials. Amazon's internal da

$Honeywell(HON)$ Introduction Honeywell International Inc. (HON) is a well-established U.S. industrial conglomerate with a market capitalization exceeding $100 billion. The company operates across multiple sectors, including aerospace, building technologies, performance materials, and industrial automation. While Honeywell is often viewed as a reliable long-term investment, its growth trajectory, valuation, and historical performance warrant closer examination. This analysis will assess Honeywell’s historical earnings trends, stock buybacks, valuation metrics, and potential future opportunities to determine whether it presents an attractive investment at current levels. Historical Earnings Trends & Cyclical As an industrial company, Honeywell’s

$Pinterest, Inc.(PINS)$ At the start of 2025, I added Pinterest stock to my list of stocks to buy for the year. In this article, I want to take another look at Pinterest, conduct a fresh analysis, and update my recommendation to determine whether it still deserves a spot among my top nine stocks to buy right now. To do this, I'll evaluate Pinterest's revenue growth over the trailing 12-month period, looking at the company's performance over the past several years. I'll also examine critical financial metrics such as its cash flow from operations to sales ratio and returns on invested capital. In addition, I'll revisit Pinterest’s monthly active user growth and average revenue per user (ARPU), along with management’s guidance for the upcoming quart

$PayPal(PYPL)$ A while back, around October last year, I wrote an article on paper when the stock was trading at approximately $53. At the time, I mentioned that I would likely buy the stock if I didn’t already own Amex. Now, I no longer hold Amex, and it has performed well. The Honey Scandal and Stock Decline First, the Honey scandal came to light—where Honey was replacing cookies to claim commissions—and since then, the stock has dropped significantly, now back down to $70. The key question now is: Is the company still showing growth potential, and should we consider buying the stock? Earning Overview PayPal is demonstrating a return to profitable growth in transactions, which was a concern for many. The transaction business has always been high

$Carnival(CCL)$ Carnival Cruise stock presents a compelling opportunity for investors due to the unique circumstances surrounding its recovery from the pandemic. The company underwent significant changes, taking on $20 billion in high-interest debt, but it is now rebounding, generating billions in cash flow. This creates a unique investment opportunity. In this analysis, I'll break down the key factors that make Carnival stock intriguing, assess whether it’s a buy, and present my proprietary discounted cash flow valuation model. I'll also evaluate its valuation using forward price-to-earnings and price-to-free cash flow metrics. Additionally, I'll highlight how the business is performing even better than before the pandemic—a surprising development

$Tesla Motors(TSLA)$ Tesla in Anxiety Mode Tesla’s Stock Collapse and Weakening Fundamentals Tesla has been in a downward spiral ever since Elon Musk became an advisor to President Trump. The company’s stock price has plummeted by 33% year-to-date, wiping out a staggering $800 billion in market value. Despite this, Trump has been promoting Tesla, even purchasing one himself and showing it off at the White House. However, this decline is more than just a stock market fluctuation—it reflects weakening fundamentals within Tesla and the broader U.S. economy. Profits are shrinking, sales are underwhelming, and JP Morgan has issued a grim forecast for Q1 deliveries, predicting a drop from 440,000 to just 355,000 vehicles—a 20% decline. Adding to the con

$Dollar General(DG)$ Earning Overview In 2024, Dollar General reported an EPS of $5.11. For 2025, management expects a minimum EPS of $5.10, though that’s on the lower end of projections. On the higher end, they anticipate earnings could reach up to $5.80. If the company hits the top end of its guidance, that would reflect nearly 14% year-over-year growth. Looking further ahead, Dollar General’s management is projecting annual EPS growth of at least 10% starting in 2026. While some of this growth will likely be driven by stock buybacks, there’s also significant potential to improve profit margins and boost EPS in that way. Under this long-term outlook, it’s possible for Dollar General’s EPS to double within the next five to seven years. This assumpt

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ 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