To The Moon

No one knows for sure—it could pull back for a bit and then rally to new highs. Anything is possible.During the last cycle, $MicroStrategy(MSTR)$ peaked well before Bitcoin. MSTR hit its high on February 9, 2021, while BTC peaked later—first on April 14 and again on November 10. By the time BTC reached its two highs, MSTR had already dropped 45% and 38% respectively from its February peak.The sharper MSTR rises, the harder it falls—last night must have been a tough lesson for many.Why I Sold MSTR but Kept $Coinbase Global, Inc.(COIN)$:BTC remains bullish: I’m still optimistic about BTC spot prices. Whether it hits 100k, 200k, or even 300k, I’m not too concerned.Different logic for $COIN: Unlike MSTR, COIN

50% profit on a 2x ETF—nice work! Just curious, how far do you see the downside going?

MSTR

Palantir now has a larger market cap than Boeing

Estée Lauder's stock has plunged 83% from its all-time high of $374 to $68.94, prompting many to wonder if it’s time to buy in. But the key question is: How strong is consumer demand for Estée Lauder products, especially in its core market segments?The fiscal Q1 2025 earnings report provides insight:Revenue and Profit:Revenue was $3.36 billion, down 10% year-over-year, impacted by currency effects and a slow recovery in Asia’s travel retail sector.Net loss of $156 million contrasts sharply with last year’s profit. Adjusted EPS came in at $0.14, slightly above estimates, though revenue fell short of projections.Product Category Performance:Skin Care: Sales dropped 8%, largely due to low demand in China and Asian travel retail. La Mer and Estée Lauder brands struggled, though Europe and the

$Alphabet(GOOGL)$ 18% away from ATH's $Microsoft(MSFT)$ 10.4% away from ATH's $Amazon.com(AMZN)$ 8.2% away from ATH's $Meta Platforms, Inc.(META)$ 6.4% away from ATH's $NVIDIA Corp(NVDA)$ 3% away from ATH's $Apple(AAPL)$ 3% away from ATH'sGOOGL time anyone?

Image $S&P 500(.SPX)$

$Affirm Holdings, Inc.(AFRM)$ Exploding out of this 8 month downtrend in pre-marketImage

$NVIDIA Corp(NVDA)$ buy the dip?CDN media

As with every $Tesla Motors(TSLA)$ earning call, expect Enron Musk to keep repeating: "End of year" "Next year" "Coming soon" "It will be epic" "Very profound" "Almost there" "Giving finishing touches" "Waiting on regulatory approval" "Orders of magnitude better" Image