To The Moon

The financial world gazes at Visa Inc. (V) with renewed intrigue. Trading at $347.02 in the post-market session, Visa stands as a titan in the global payments landscape, processing a staggering 14.8 trillion dollars in transactions in its 2024 fiscal year. Amidst the rise of stablecoins and evolving payment technologies, many might question its relevance. Yet, I see Visa not just as a survivor, but as a visionary architect of a digital financial ecosystem, poised for remarkable growth. This article offers a comprehensive analysis—blending robust fundamentals, strategic innovations, and a unique perspective on its role as a global connector—making a compelling case for a bullish outlook. A Financial Fortress Built on Resilience Visa’s financial foundation is a testament to its enduring stre

Analysis: Navigating the 2025 Q2 Earnings Season for Major Banks The 2025 Q2 earnings season for major U.S. banks is unfolding with a mix of optimism and caution. Based on the latest X post summarizing early results, Citigroup, JPMorgan Chase, and Wells Fargo have reported their Q2 performances, with Goldman Sachs, Bank of America (BAC), and Morgan Stanley set to release theirs tomorrow. My take combines a data-driven assessment with a forward-looking perspective, highlighting why I’m cautiously bullish on certain banks and skeptical about the sustainability of current high valuations. Early Results: A Tale of Two Outcomes The initial earnings paint a varied picture. Citigroup exceeded second-quarter estimates, driven by a surge in markets and banking revenues, prompting a 1% stock jump— a

The biotech sector hums with quiet anticipation. Among the flurry of clinical-stage contenders, Tango Therapeutics Inc. (TNGX) stands out—not just as a promising player, but as a potential game-changer in precision oncology. With a stock price hovering at $5.91 after a modest post-market dip, the market seems to underestimate this company’s trajectory. Drawing from the latest data, clinical milestones, and a fresh perspective on its strategic positioning, I argue that TNGX is a hidden gem primed for significant upside. This article delves into its robust fundamentals, recent breakthroughs, and a unique vision of its future, making a compelling case for a bullish stance. A Foundation Built on Innovation and Resilience Tango Therapeutics, headquartered in Boston, Massachusetts, is a clinical

As I sip my morning coffee on this crisp Wednesday, July 16, 2025, the financial world buzzes with a single name: NVIDIA. The tech titan’s recent green light to resume H20 chip sales to China isn’t just a business win—it’s a seismic shift that could redefine the AI landscape and, more importantly, your investment portfolio. Let’s dive into why I’m bullish on this stock, with a perspective that blends geopolitics, innovation, and a dash of contrarian optimism. The headlines are ablaze with NVIDIA’s approval to sell its H20 AI chips back into the Chinese market, a move that reverses months of export restrictions. This isn’t just about recouping the $4.5 billion in lost inventory from Q1 2025—it’s a strategic masterstroke. China, a powerhouse in AI development, represents a 13% slice of NVIDI

Inflation Cooling Signal: CPI Decline Signals New Market Momentum The latest economic projections indicate that the Consumer Price Index (CPI) for June may fall to 2.33%, marking the lowest level since January 2019’s 1.97%. This development not only underscores a significant easing of inflationary pressures but also presents a compelling opportunity for global markets amid heightened economic uncertainty. Coupled with the potential impact of tariff policies, this CPI decline could serve as a pivotal catalyst for economic growth and renewed market confidence. Investor optimism in equity markets is gaining traction, offering a strategic entry point for forward-looking portfolios. Inflation Easing: A Green Light for Economic Recovery The projected drop of the CPI to 2.33% suggests a meaningfu

In the volatile world of biotech stocks, where giants dominate and small players often fade into obscurity, Evoke Pharma (EVOK) stands as an underdog with a compelling story that could redefine the sector’s future. As of July 15, 2025, with its stock trading at $5.74 after a rollercoaster ride fueled by a recent patent extension, EVOK offers a unique investment opportunity that blends resilience, untapped potential, and a contrarian twist. Here’s why this overlooked gem could be the next big winner, not just for its product but for its ability to challenge the conventional biotech playbook. A Patent That Unlocks a Decade of Dominance The headline-grabbing news of EVOK’s GIMOTI patent extension to 2036 is more than a regulatory win—it’s a strategic masterstroke. While the market initially r

Bullish Outlook on Macro Perspective The Q2 2025 earnings season for the six major U.S. banks—Citi, JPMorgan, Wells Fargo, Goldman Sachs, Bank of America (BAC), and Morgan Stanley—presents a unique opportunity to assess whether the financial sector can sustain its remarkable rally, with bank stocks having soared in 2025 amid a shifting economic landscape. While initial Q2 earnings estimates were cut earlier this year, reflecting concerns over tariff impacts and economic uncertainty following the Trump administration’s policy shifts, this adjustment could paradoxically set the stage for these banks to outperform expectations. Historical data from Q1 2025, where all six banks beat consensus earnings despite tariff-related headwinds, suggests a pattern of resilience that could carry into Q2.

Why I’m Bullish on NVIDIA’s Long-Term Triumph NVIDIA’s ascent to a $4 trillion market cap marks a defining moment in the tech world, and the buzz around a potential $6 trillion valuation is fueling excitement for good reason. With Citi raising its price target from $180 to $190, citing an expanding total addressable market for AI datacenter semiconductors, it’s clear NVIDIA is riding the crest of the AI revolution. This isn’t just a fleeting surge—it’s a testament to the company’s pivotal role in shaping the future of computing and networking. What sets NVIDIA apart is its unmatched prowess in GPU innovation and its deep integration into the AI ecosystem. From powering autonomous vehicles to enabling cutting-edge machine learning, NVIDIA’s technology is the backbone of transformative indus

Bullish Outlook: Why the Nasdaq and S&P 500 May Have More Room to Run As of July 11, 2025, both the Nasdaq and S&P 500 continue to hit fresh record highs, bolstered by improved trade sentiment, progress on tariff negotiations, and increasingly bullish institutional forecasts. Major players like Goldman Sachs have revised their year-end targets for the S&P 500 upward, now predicting a range of 6000 to 6600. Despite potential short-term volatility and policy-related uncertainty, I maintain a bullish view based on the market’s structural momentum and robust upward trajectory. Market Drivers: Trade Thaw and Rate Expectations In Q2 2025 alone, the S&P 500 rose approximately 11%, while the Nasdaq surged nearly 18%. This rally is largely fueled by easing geopolitical tensions (not

Wheeler Real Estate Investment Trust (WHLR) has faced a tumultuous journey, with its stock plummeting over 99% in the past six months, yet it closed at $6.04 on July 10, 2025, reflecting a recent 2.37% uptick. Amidst high debt and losses, I take a bullish stance, arguing that WHLR’s strategic focus on grocery-anchored retail centers positions it for a resilient comeback, unlocking hidden value in a recovering real estate market. The Foundation of Resilience WHLR’s portfolio of 52 properties, primarily grocery-anchored centers, offers a stable revenue base. In 2024, total revenue reached $104.6 million, up 2.2% year-over-year, driven by tenant reimbursements and base rent increases. Operational income surged to $37.5 million from $29.4 million, showcasing improved efficiency despite economi