To The Moon

$Amazon.com(AMZN)$ is more than an online retailer. Its long-term bull case rests on higher-margin businesses, cloud demand, and technology that can make its massive retail operation more efficient. 🐂 The Bull Case 🔹 Third-party sellers: Fulfillment and seller-service fees offer better margins than first-party retail sales. 🔹 AWS: Amazon's cloud business has a reported $496B backlog, providing visibility into future demand. 🔹 Advertising: Amazon monetizes shopper intent by selling ads close to the point of purchase. 🔹 AI & automation: Warehouse robotics and AI tools could improve productivity and reduce delivery costs over time. 📈 Growth Since 2021 Revenue: +65% EPS: +277% AWS revenue: +120% Third-party seller services revenue: +71% 🔮 2028 Est

📊 Hi Tigers! 🐯 The bearish noise is louder than ever, but let's look at the facts about $Invesco QQQ(QQQ)$ . 🔹 Heavy volume on Friday — similar spikes appeared during the June and July pullbacks, both of which marked local lows. 🔹 $702 remains key support — a level worth watching as buyers and sellers battle for control. 🔹 Reversal signals are converging — several potential bullish signals are emerging at the same time. 🔹 Big earnings are approaching — megacap tech and AI earnings are due in roughly two weeks, which could provide a fresh catalyst. 🔹 Seasonality favors the bulls — another factor supporting the bullish case. Of course, the risks are real: oil prices, the 10-year Treasury yield, the $Cboe Volatili

Hi Tigers! 🐯 When markets correct, your first job isn't to make money. It's to protect your capital and stay in the game. 🛡️ Here are 13 rules worth remembering: 1️⃣ Survive first. You can't profit if you're wiped out. 2️⃣ Trade less. Not every move deserves a trade. 3️⃣ Keep cash available. 💵 Cash gives you flexibility when opportunities appear. 4️⃣ Reduce leverage. Don't let volatility force you out of positions. 5️⃣ Cut losses early. Small losses are easier to recover from. 6️⃣ Protect your mental capital. 🧠 Stress and exhaustion lead to bad decisions. 7️⃣ Never average down blindly. Don't keep adding to losing positions just because prices are lower. 8️⃣ Don't try to call the exact bottom. Let the market show its hand. 9️⃣ Start small and scale in gradually. 📊 Let confirmation guide yo

$Uber(UBER)$ is expanding far beyond rides. Freight, subscriptions, and grocery and retail delivery give the company more ways to grow — while rising free cash flow adds to the bull case. 📈 🐂 What’s Driving the Bull Case? 🚚 Uber Freight: A second major market in trucking and logistics, giving Uber exposure beyond passenger mobility. 🌍 International Expansion: New and underpenetrated markets offer room to grow. ⭐ Uber One: Subscribers tend to order more frequently, helping strengthen customer loyalty and retention. 🛍️ Delivery Beyond Restaurants: Grocery and retail are expanding Uber’s delivery opportunity beyond takeout. 💰 The Cash Flow Story Uber’s reported margins: Gross margin: 42% EBIT margin: 12% Net margin: 18% Free cash flow margin: 18% 📊 G

1.Looking ahead to Q4, analysts anticipate the Other 493 will outpace the Mag 7 in earnings growth for the first time since Q4'22. 2."The AI buildout ... is concentrated in the most cash-generative firms in the economy, and business saving has thus far held up through the capex surge rather than eroding against it." -Liberty Street Economics 3.CEO Confidence survey: "Cybersecurity threats were by far CEOs’ top AI-related concern" 4.The number of stocks meeting all four of my bullish trend conditions has moved back above the number meeting none. The bulls have regained the lead. Just barely. 5.Traders have bought the recent dip in semis aggressively. Bottom panel shows rolling weekly flows into Direxion’s triple-levered semis ETF through Thursday. Markets are always moving - and sometimes,

Hi Tigers! 🐯 You’ve tried day trading, options, crypto, prop firms, futures, and perps. Some strategies worked for a while, then the same bad habits crept back in and wiped out your gains. Meanwhile, life has changed. Bills are bigger. Maybe you have a mortgage, a family, or people depending on you. You still love the markets. You don’t want to quit. But you can’t afford to keep blowing up your account. So what’s next? Here are 5 things I’d focus on. 👇 1️⃣ Take the pressure to make money off trading 💰 Build a stable income first. A job, a business, savings, or another reliable source of cash flow. The goal is simple: stop needing your next trade to work. When your bills don’t depend on your next position, you can make better decisions without forcing trades. 2️⃣ Pick a strategy and stick t

Hi Tigers! 🐯 $Broadcom(AVGO)$ is more than just an AI chip play. Its networking business, custom AI silicon, strong margins, and M&A track record all add to the bull case. 📈 🧠 Why the bull case is compelling 🔹 AI Networking: Larger AI clusters need more Ethernet switches and networking chips, putting Broadcom in a strong position to benefit from expanding AI infrastructure. 📱 5G & Smartphones: Broadcom’s RF chips are used in high-end 5G phones, including the iPhone. 🤖 Custom AI Chips: Broadcom designs custom chips for Google and other hyperscalers, offering an alternative to Nvidia GPUs for certain workloads. 🏢 M&A Playbook: Its VMware acquisition shows how management can use acquisitions to expand the business and improve margins. 💰 P

$Meridian Hldg(MRDN)$ is an $140M online casino and gambling technology small-cap! Growth is strong, profitability is improving, and debt is decreasing They are growing across the US, Europe, Africa, Mexico, and Brazil. Here is $MRDN investment Thesis: 🧵 1/ $MRDN Q2 2026 delivered major improvements. Revenue: $50.2M +16.1% Y/Y Gross Profit: $26.9M +10%, margin of 53.5% ADJ EBITDA: $5.9M +43%, margin of 11.8% EBIT: $2.4M vs -$2.3M last year Net Income: $2.2M vs -$3.6M last year EPS: $0.17 vs -$0.31 last year 2/ $MRDN has 6 core business segments: 1. Meridianbet is the core sports betting and online casino division of the group. 2. R Kings Competitions focuses on prize competitions in the UK and Ireland. 3. Classics provides raffles in Australia to

CEO confidence declined in 4Q26, falling 6 points to 46 to its lowest level since 2Q25 ... the drop in optimism likely reflects rising geopolitical tensions and higher oil prices. The smartphone market suffered its worst decline on record in the September quarter, after rising memory costs pushed shipments down 22% with worse to come. $Samsung Electronics Co., Ltd.(SSNLF)$ $Apple(AAPL)$ $Xiaomi Corp.(XIACY)$ Upward pressure on rates persists until either the Fed raises rates above expected AI returns, or expected AI returns fall below the Fed funds rate. With the consensus still very bullish on AI … investors should expect continued upward pressure on rates. Th

A quick one-pager on $Meridian Hldg(MRDN)$ , an online casino company with a market cap of around $144M. 🌍 Retail Growth The company operates its online casino business across Southern Europe, Brazil, Mexico, and Africa, while expanding its B2B business through online casino game developers. 📉 Low Valuation, Lower Leverage 0.7x sales 4x adjusted EBITDA 0.37 leverage ratio The company is also actively deleveraging, which could strengthen its financial position over time. 🚀 The Potential Catalyst The bigger opportunity may be in B2B expansion. $MRDN is working to secure licenses in New Jersey and Ontario, potentially opening access to a larger North American market. The thesis: A small valuation, an expanding B2B business, and potential new market a