To The Moon

Intro. It wasn’t too long ago that I posted about the under-the-radar rare earth stock REalloys (ALOY). (click here ! to read about it) Even before the dust has settled, there is another news article on ALOY with a bit more in-depth delve into its value chain that will come into prominence in time to come, something I strongly believe. Afterall, wasn’t it Mr Buffett who mentioned many times over - "Never invest in a business you cannot understand" no ? Hope you will enjoy the below verbatim deep-dive. Where is Cleveland, Ohio, Euclid ? In Euclid, Ohio, just outside Cleveland, sits a facility that most people would drive right past without a secon

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

$NEBIUS(NBIS)$ Will likely be trimming my positions soon due to the uncertainty in the geopolitical climate. However I still believe strongly in the company and will continue to add long term. The market is finally realising how undervalued this has been the past year. To da moooon!!

META INKS A $21B COREWEAVE DEAL: IS THIS THE ULTIMATE PRE-EARNINGS BUY? Meta just dropped a massive structural bombshell by signing a $21 billion AI cloud infrastructure agreement with CoreWeave. As if that wasn't enough to wake up the market, BNP Paribas just pounded the table with a wildly bullish pre-earnings note, projecting a staggering 33% Q1 revenue growth and an EPS print above $7.00. This isn't just another routine tech partnership. It is a calculated, aggressive move to dominate the next era of digital advertising. With analysts now citing a potential 66% upside and institutional accumulation shifting into high gear, here is why this deal changes the entire calculus for Meta investors. 1. THE COREWEAVE MASTERSTROKE: SCALING WITHOUT THE CAPEX SHOCK Historically,

We just had 7 straight green days. $VIX broke below 20 for the first time since the Iran escalation. Friday pre-market is green again. On the surface, things look pretty good. But here's the thing – Wall Street is not agreeing on what comes next. Citadel says we're in an "asymmetric upside" setup. They think net positioning is light enough that any good news will hit harder than usual. Goldman is warning that everyone expecting 11% earnings growth in Q2 is being too optimistic – they see margins getting crushed and growth slowing to 7% in the second half of the year. And Morningstar says growth stocks are 21% below fair value, which is rare, but also says Q2 rallies stay capped unless Iran publicly signals they want to negotiate. So who's right? I put together a full breakdown of the Q2 ou