To The Moon

The space economy is rapidly evolving into a major commercial growth market spanning launches, satellites, communications, and lunar exploration. While $SPCX is the dominant leader, names like $ASTS, $RKLB, and $LUNR offer exposure to different segments of the expanding space ecosystem. 1. $SpaceX(SPCX)$ Country: USA Ticker: $SpaceX(SPCX)$ Market Cap: $2.1T EBITDA Margin: 10.6% ROIC: -4.8% FWD P/S: 61 2028 Revenue CAGR: 73.6% 2028 EPS CAGR: 117% 2. $AST SpaceMobile, Inc.(ASTS)$ Country: USA Ticker: $ASTS Market Cap: $38B EBITDA Margin: -373% ROIC: -12.8% FWD P/S: 159 2028 Revenue CAGR: 208% 2028 Net Income Increase: 244% 3. $

Logistics is an important moat for $MercadoLibre(MELI)$ ! Competition can kill even the strongest of businesses. Moats protect companies from competition. By building a large and sophisticated logistics network, MELI increases the barrier to entry for new entrants. If MELI spends a decade and billions in building Envios, competitors would have to do the same. Physical assets are not that easily disrupted. Let’s say that a competitor with a better website, smarter marketing, and unique products enters a market MELI operates in. All of those things won’t matter if customers must wait 1-2 weeks to receive their order. Convenience and price trump uniqueness and novelty! And the next step to deliver superior convenience is same and next-day delivery. A

Most traders have this huge distinction between the weekdays and the weekends. But if you're focused on bigger picture ideas, it all kinda feels the same whether it's a tuesday or a saturday because: - you're still not pressing buttons that much - you're mostly waiting & observing - you're spending free time researching & managing - you're waiting for A+ setups The market being open only really matters when you have to buy/sell, which isn't all that common for the best swing traders. So my weekends look like my weekdays: - researching emerging themes - finding new/undiscovered stocks - monitoring my fav X accounts - reviewing my thesis changes (if any) - planning technical levels - using thematic maps to spot new trends - creating watchlists for shorter term trade ideas - talking t

There are two main direct ways $MercadoLibre(MELI)$ monetizes the e-commerce marketplace: - First-party sales (1P) - Third-party sales (3P) When MELI sells products that it owns and holds in inventory to customers, it acts as a first-party seller. In this scenario, MELI sources goods directly from the manufacturer or the distributor and handles the transportation and storage. Most crucially, the company is in full control of pricing and recognizes the entire sale as revenue. So, if they sell a blender for $60, they recognize the whole $60 as revenue. Meanwhile, 3P is when a product purchased by the customer is sold by an independent merchant, not by Mercado Libre itself. MELI charges the merchant fees for using the platform and recognizes said fee

Prediction for next 6 months: - markets chop around until spaceX ipo (expected on june 12th, a friday). - over that weekend, trump will also finalize a US/Iran peace deal…celebration will ensue. - two massive wins by mid-june!! - markets will pop 1-2% on that monday (the 15th), but it’ll be fake. - $SPDR S&P 500 ETF Trust(SPY)$ will chop around + be super volatile the rest of june - a local top has been made - selling pressure accelerates into late summer months - dip is sharp + scary, many calling for doomsday again - but it’s short-lived…markets rip into end of year We shall see. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lowe

Chips without memory are useless. There are 4 types of memory and storage: - SRAM: $STMicroelectronics NV(STM)$ $Microchip Technology(MCHP)$ $Infrax Systems Inc.(IFXY)$ $ON Semiconductor(ON)$ - DRAM: $Micron Technology(MU)$ , Sk Hynix, Samsung - SSD: $SanDisk Corp.(SNDK)$ - HDD: $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ The closer memory is to the chip, the faster it must be. But that also makes it smaller, more expensive, and more power hungry. Ev

$Robinhood(HOOD)$ - trump accounts official launch is july 4th!! - world cup + prediction markets - no more PDT rule = more trading activity - vlad tenev: “prediction market supercycle” coming - insider BUYING recently Why now? Welp, on the predication markets angle...we have midterm elections and the biggest sporting event on earth happening within months of eachother, AND the world cup in in north america (ideal for robinhood). Also, it's america's 250th birthday on July 4th...trump accounts officially launch that day...you don't think there's a possibility of a "trump accounts" or hood mention in a big speech. Non-zero possibility for sure. The elimination of the PDT rule is bigger than most people think. Fewer restrictions = more activity...mo

$Ondas Holdings Inc.(ONDS)$ . Deep dive. Becoming one of my top swing ideas. Reminder: - fourth of july is in <1 month - america's 250th birthday - trump talking about drone dominance - discussions of equity stakes in drone co's - america250 celebration Feels like a good time to be long american defense companies...but anyways. 1) eric brock (the ceo) is not a drone founder. - most drone CEOs are engineers - eric spent ~20yrs as an institutional investor + port manager - kinda odd, but - i believe there's an angle here where ONDS is almost being treated as a investment vehicle with multiple levers: - american robotics, airobotics, iron drone, etc - with the goal of being anduril-type of platform with more of a robotics flair 2) anduril IPO run-

7 High-Quality, Emerging Markets Stocks: 1. $Zabka Group SA(ZABKY)$ Country: Poland Industry: Convenience Stores Ticker: $ZAB Market Cap: $7B EBITDA Margin: 14.2% ROIC: 15.8% FWD P/E: 20 2028 Revenue CAGR: 12.8% 2028 EPS CAGR: 54.2% 2. $Grab Holdings(GRAB)$ Country: Singapore Industry: Ride Hailing, Food Delivery, Fintech Ticker: $GRAB Market Cap: $14.5B EBITDA Margin: 7.1% ROIC: 1.2% FWD P/E: 34 2028 Revenue CAGR: 20.5% 2028 EPS CAGR: 62% 3. $Inter & Co Inc(INTR)$ Country: Brazil Industry: Banking Ticker: $INTR Market Cap: $2.6B EBITDA Margin: 6.7% ROE: 14.5% FWD P/E: 7 2028 Revenue CAGR: 22.7% 2028 EPS CAGR: 60.5% 4. $

Sweden punches above its weight in high-quality, fast-growing businesses: Here are 7 High-Quality Swedish Stocks: 1. $Saab AB(SAABY)$ 5Y Stock Return: +800% Industry: Aerospace&Defence EBITDA Margin: 10.3% ROIC: 7.6% 2028 Revenue CAGR: 19.4% 2028 EPS CAGR: 36.1% 2. $ROKO AB(ROKOF)$ Since IPO Return: -13% Industry: Serial Acquirer EBITDA Margin: 22.9% ROIC: 11.4% 2028 Revenue CAGR: 7% 2028 EPS CAGR: 16.3% 3. $Evotec SE(EVO)$ 5Y Stock Return: -55% Industry: Online Casino Services EBITDA Margin: 68.5% ROIC: 22.7% 2028 Revenue CAGR: 6.1% 2028 EPS CAGR: 9.3% 4. $Investors AB(INVSY)$ 5Y Stock Return: +96% Industry: Inves