To The Moon

On Wed, 17 Sep 2025, it finally came true. US Federal Reserves implemented its first interest cut of 2025, a -0.25% trim to the Fed Funds rate. With that, the new revised rate stands at 4.00% - 4.25%. Funnily enough, on Wednesday after the FOMC conference where Fed chair Mr Powell gave a summary, the $S&P 500(.SPX)$ actually fell by -6.4 points ending the day lower at 6,600.35. However, on Thu, 18 Sep 2025 it closed the day at 6,631.96 - yet another ‘new’ high. (see below) Even before the effect of a post interest-cut has settled, market has already shifted attention to when the next interest cut might be. Dot Plot - September 2025 version. For that, would have to defer to the Fed’s latest September 2025’s dot plot. The chart within the Fed’s

26 Nov 2024. On 26 No 2024, I had shared a post on $Vertiv Holdings LLC(VRT)$. click here ! for details. It is an American multinational company (MNC) that designs, manufactures, and services technologies for critical digital infrastructure—primarily for data centers, communication networks, and industrial environments. What makes VRT special ? VRT stands out as a core enabler of the AI and cloud boom, specializing in (a) advanced power and (b) cooling solutions essential for hyperscale data centers and high-density computing environments. Back in November 2024, it was at $125.75 per share. Fast forward to September 2025, its at $142.61 per share (as of 23 Sep 2025 closing), u

$Cintas(CTAS)$ $Aramark(ARMK)$ $UniFirst(UNF)$ Cintas ($CTAS) just delivered another beat and raise quarter, cementing its place as one of the most consistent compounders in the market. The company has not missed in 5 years, and Q1 FY26 extended that streak. Yet under the surface, free cash flow weakness is the crack the bears will hammer. The setup is now a test of whether disciplined execution, shareholder rewards, and margin expansion outweigh the FCF drop and rich valuation. 📊 Q1 FY26 Results • Adj. EPS: $1.20 vs $1.19 est (+1%) • Revenue: $2.72B vs $2.70B est (+1%) • Net Income: $491.1M • Gross Margin: 50.3% (+20 bps YoY) • Operating Margin: 22.7% (+30 bps Yo