To The Moon

There's always a strange nervousness that comes with trying to price a company that no one doubts anymore. Unlike those messy, “misunderstood” names that are easy to dig into, a company everyone already likes gives you almost nothing to push back against… except for maybe some far-fetched speculation. And that's exactly why it's the process of digging into those messy names where investors usually find their edge. I'm not talking about those speculative artificial intelligence (AI) infrastructure bets that are clearly overvalued, but those well-established names with the deepest pockets that even the most conservative investors pour money into. With those companies, the bright future has already been imagined for you by everyone else in the room, and it's already baked into the stock

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ the parent company of Google, is all set to report its second quarter results on July 22. Investors have plenty of reasons to be optimistic heading into earnings after Alphabet raised the bar with a strong first quarter. Here’s why bulls are optimistic ahead of Alphabet’s Q2 print. A Strong First Quarter Raised the Bar Alphabet’s strong first quarter has raised the bar for the rest of 2026. With total revenue up 22% year-over-year (YoY) to $109.9 billion, marking the company’s 11th consecutive quarter of double-digit revenue growth. When the AI boom began, investors questioned whether generative AI would disrupt Google's search business. But Google integrated AI into se

AI infrastructure remains one of the market's biggest long-term themes, but leadership is starting to diverge. Photonics names have pulled back sharply, while Wall Street still sees meaningful upside across several semiconductor leaders. Here's a quick snapshot. 👇 1.Which Photonics stock is the best buy today? - $POET Technologies Inc(POET)$ at 60% Drawdown - $Silver Verde May Mining Co., Inc.(SIVE)$ at 55% Drawdown - $Applied Optoelectronics(AAOI)$ at 46% Drawdown - $IPG Photonics(IPGP)$ at 30% Drawdown - $Ciena(CIEN)$ at 26% Drawdown - $L

Three stocks. Three different industries. One thing in common: attractive technical setups backed by improving fundamentals. Here's why $ORCL, $SOFI, and $LMND are on the watchlist. 👇 1. $Oracle(ORCL)$ - if there was ever a "safe"/clear add spot.. - it's right here @ $140 - risk daily close under ~$135 - looking for push back to $200 - aka +40% move (or more) with little risk $ORCL now $140.64 2. $SoFi Technologies Inc.(SOFI)$ - ceo buying - weekly chart looks so good - fintech theme perky lately - getting tighttt -earnings in ~2 weeks $SOFI currently @ $18.78...love this as a swing idea for 50%+. Biz is booming too btw. 3. $Lemonade, Inc.(LMND)$ - resistance tur

Speculative stocks can go up 100%, 200%, or even more in a short time. But they can also fall 50%, 70%, or 90% when the story cools down, the hype fades, or the market turns against risky assets. That means the upside can be huge. But the downside can be just as brutal. That is what makes them interesting. But it is also what makes them risky. You usually find them in hot sectors like AI, quantum computing, biotech, crypto, space, robotics, drones, nuclear, defense tech, new energy, or any sector getting sudden attention. Sometimes they are driven by actual fundamentals. But often they just move because of news, hype, momentum, short squeezes, or exciting stories about the future. Many of these companies are not profitable yet. Many have weak balance sheets. Some trade at extreme valuation

7 High-Quality Undervalued Fallen Angels 1. $AppLovin Corporation(APP)$ Drawdown: 31% Net Margin: 64% (yes, its real) FWD P/E: 29 2028 Revenue CAGR: 32% 2028 EPS CAGR: 35% Their AI advertising model analyzes billions of data points from 1.6B devices in real time. Then it matches the right users with the right apps, and dynamically optimizes ad spend, ad formats, and ad targeting to achieve the best outcome. 2. $MercadoLibre(MELI)$ Drawdown: 41% EBITDA Margin: 13.9% FWD P/E: 39 2028 Revenue CAGR: 25.7% 2028 EPS CAGR: 34.8% It is Latin America's most powerful AI e-commerce, logistics, and fintech ecosystem. Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments

Netflix Inc_ on phone by- Wachiwit via iStock $Netflix(NFLX)$ reports second-quarter earnings on July 16, three days before the World Cup final. That is awkward timing. The biggest sporting event on the planet is taking viewers away from almost every other form of entertainment, and Netflix does not own the rights. Engagement will likely drop. It would be strange if it did. But I think investors are in danger of drawing the wrong conclusion from that. Watching less (NFLX) during the World Cup is not the same as cancelling (NFLX). It is not the same as weaker pricing. It is not the same as lower advertising revenue. And it certainly is not proof that the business has lost its relevance. The World Cup began on June 11, so it only affected the final

Markets are sending mixed signals—from record valuations and historic volatility to technical breakouts and changing market structure. Here are five charts that stand out today. 👇 1.Bank of America $Bank of America(BAC)$ = Rekt 🚨 S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ now up 43% since BoA told us to go short 🤦‍♂️ 2.Semiconductor $VanEck Semiconductor ETF(SMH)$ Stocks have moved 3% up or down 15 times in the last 30 trading days 🚨 This hasn't occurred since the Dot Com Bubble 🤯 👀 3. $Meta Platforms, Inc.(META)$ has done it!! Reclaimed its 200-day moving average and trading above it by the largest margin since January

Today's market is being driven by a mix of high-profile stock moves, valuation concerns, and technical signals. From SpaceX's sharp decline and Bloom Energy's short-seller controversy to the S&P 500's stretched valuation gap and Microsoft's key technical test, these are the charts investors should be watching closely. 1. $SpaceX(SPCX)$ & $Tradr 2X Long SpaceX Daily ETF(SPCM)$ SpaceX $SPCX will eventually be worth more than Planet Earth, proclaims Founder Elon Musk 👀 Hard to beat the risk/reward on that if it plays out ✅ For magnified exposure, consider the Tradr 2X Long SpaceX Daily ETF $SPCM SpaceX has now lost $1 Trillion in market cap since hitting an all-time high last month 📉 📉 2.

Why are $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ OpenAI, Anthropic, and now $Apple(AAPL)$ paying $Broadcom(AVGO)$ hundreds of billions for AI chips instead of simply buying them from $NVIDIA(NVDA)$ ? Well, Broadcom's custom AI ASICS are built for SPECIFIC AI tasks. Broadcom's ASICs can run those workloads more efficiently than general-purpose NVIDIA GPUs. They deliver higher performance per watt, which reduces power consumption and operating costs for large data centers. The custom design is optimized for customers' AI infrastructure, allowing faster and more efficient pr