To The Moon

A 50% pullback definitely gets my attention, but it doesn't automatically make Netflix a bargain. The streaming business isn't as easy as it was a few years ago, with fierce competition and massive content costs eating into margins. The market wants to see subscriber growth pick up again before rewarding the stock. $Netflix(NFLX)$ $Netflix 3xLongSG280725(9E7W.SI)$ $Netflix 3xShortSG280725(WWRW.SI)$ That said, I wouldn't write Netflix off. It's still one of the biggest names in streaming, generates strong cash flow, and the move into AI-powered content production could help lower costs over time if executed well. If management can prove there's another growt

I think it's still a bit early to be loading up on memory stocks. The AI story is still intact, but memory has always been one of the most cyclical parts of the semiconductor market, and when sentiment turns, these names can fall a lot faster than they climbed. $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That said, I'm definitely watching MU closely. If we see the selling start to slow, guidance remains strong, and demand from AI data centres continues, this could become a great lo

$Vanguard S&P 500 ETF(VOO)$  Why I invest in VOO 💰📈 For me, investing isn't about chasing the next hot stock—it's about building long-term wealth. That's why I invest in VOO, an ETF that tracks the S&P 500. Instead of betting on a single company, I'm investing in 500 of the largest and most established businesses in the U.S. If one company struggles, there are hundreds of others helping balance things out. Here are a few reasons I chose VOO: ✅ Instant diversification across 500 leading companies. ✅ Very low management fees, meaning more of my money stays invested. ✅ A long history of strong long-term growth from the U.S. stock market. ✅ A simple "buy and hold" investment that doesn't require constantly watching the market. ✅ Dividends

I'm backing JPMorgan. They've consistently shown strong execution across different market conditions, with a diversified business spanning consumer banking, commercial lending, investment banking, and trading. If any of the major banks are likely to set a positive tone for earnings season, I think JPMorgan has the best chance. It'll be interesting to see whether they can once again outperform expectations and provide upbeat guidance for the second half of the year. $JPMorgan Chase(JPM)$ $Goldman Sachs(GS)$ $Citigroup(C)$ $Bank of America(BAC)$ $Wells Fargo(WFC)$ 💬 Question for Investors

GoPro has had a challenging few years, but recent developments have put the company back on investors' watchlists. 📰 What's Happening? 💰 CEO Steps In: Founder and CEO Nicholas Woodman has committed $20 million in financing to strengthen the company's liquidity and support its turnaround efforts. 🤝 Strategic Review Underway: GoPro is exploring strategic alternatives, including the possibility of a sale, merger, or partnership. While nothing has been confirmed, this could become a major catalyst for the stock. 📊 Latest Financials • Revenue: $99 million (-26% YoY) • Subscription revenue remains relatively stable • The company continues to operate at a net loss as it restructures. 📷 New Product Pipeline: GoPro is betting on its next generation of cameras, featuring improved image quality, bett

Despite being political opposites, both portfolios heavily favour AI, Big Tech, semiconductors, and cloud infrastructure. Recent disclosures show overlapping exposure to many of the market’s strongest-performing sectors. Shared stock holdings: Pelosi vs Trump Comparison of major overlapping holdings appearing in recent portfolio disclosures and analyses for Nancy Pelosi and Donald Trump. Key Similarities Heavy exposure to AI and semiconductor leaders like NVIDIA and Broadcom. Strong focus on cloud and software giants including Microsoft, Alphabet, and Oracle. Both portfolios lean toward companies that benefit from long-term growth in digital infrastructure. Key Differences Pelosi’s disclosed portfolio has historically shown stronger concentration in high-growth technology and options trade

Sony is under the spotlight after CEO Hiroki Totoki sold 225,000 shares (over 56% of his direct holdings) for approximately US$4.7 million, just two days after announcing a major shift in PlayStation's future. $Sony(SONY)$ Here's what's driving the conversation: 🔹 CEO Share Sale: Totoki's transaction has sparked speculation among investors, although reports suggest the sale may have been arranged well in advance under a pre-planned trading program. 🔹 PlayStation Goes Digital: Sony plans to phase out physical PlayStation game disc production by January 2028, accelerating its move toward an all-digital future. While the strategy could improve margins, it's also triggered significant consumer backlash and legal challenges over competition concerns. 🔹

When most people think of Mattel, they think of Barbie and Hot Wheels. But in 2026, the company is working to become much more than a toy manufacturer. $Mattel(MAT)$ 📊 Quick Facts • Share price: Around $13–13.50 • Market cap: Approximately $3.9 billion • Q1 2026 revenue: $862 million (+4% YoY) • 2026 sales growth guidance: 3–6% • $1.5 billion share buyback program through 2028 🚀 The Bull Case ✅ Owns some of the world's most recognisable brands ✅ Expanding into movies, licensing, and digital gaming ✅ Share buybacks could boost earnings per share over time ✅ If the entertainment strategy succeeds, today's valuation could look attractive ⚠️ The Bear Case ❌ Consumer spending on discretionary items remains under pressure ❌ Profit margins have tightened

The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$

"QQQ or SPY?" A weaker-than-expected June payroll report accelerated the rotation out of AI and semiconductor stocks, pushing the Nasdaq 100 lower while the Dow rallied to fresh highs. Investors shifted toward defensive sectors such as healthcare, utilities, and financials as expectations for Fed rate cuts increased. 🚦QQQ at a Crossroads For traders, $Invesco QQQ(QQQ)$ remains a key way to track the performance of technology and AI leaders, making it more sensitive to selling pressure in growth stocks. Meanwhile, $SPDR S&P 500 ETF Trust(SPY)$ provides broader exposure to the U.S. market, benefiting from strength in value and defensive sectors when market leadership rotates. 🕯️ Candles Tell the Story Whi