To The Moon

$Palantir Technologies Inc.(PLTR)$ As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that PLTR's CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment’s appeal.In investing, it's important to kno

Hello everyone! Today i want to share some trading ideas with you!1.There are some incredible fire sales happening in the small-cap world right now -- here are a few on my radar 🧐• $Rocket Lab USA, Inc.(RKLB)$ is trading ~3x its backlog -- which includes a government purchase order & has transformed it into a full space prime.• $Indie Semiconductor Inc.(INDI)$ is valued ~$700M, with a backlog of ~$6B & a clear path to $1B in revenue by 2030 w/ 60% gross margins.• $Aehr Test(AEHR)$ , trading at ~12x earnings, is poised for significant growth in SiC and GaN technologies -- having secured an order from a major data center hyperscaler for its Sonoma Ultra-Hig

$Champions Oncology(CSBR)$ Reports Q1 revenue $14.1M, one estimate $13.2M. Ronnie Morris, CEO of Champions, commented, "As outlined on our year-end earnings call, we're cautiously optimistic that we've weathered the worst of the business downturn and we're poised to emerge leaner and stronger. “ It seems that the darkest time has passed and welcome the new time of recovery! I am bullish on the stock!

Hello everyone! Today i want to share some trading ideas with you!1.Fair Value Gaps (FVG) are spots on a price chart where the stock price quickly jumps, leaving gaps due to minimal trading. These gaps are key for predicting price movements -- as they often get 'filled' when prices return to establish a consistent value. If FVG interests you -- check out the Price Action Concepts Indicator from LuxAlgo for $iShares Russell 2000 ETF(IWM)$ to see where small-caps might continue to pull back 🧐2.🚨 August 2024 CPI Report 🚨CPI• YoY: 2.5% vs Est. 2.5%; 2.9% priorCore CPI• YoY: 3.2% vs Est. 3.2%; 3.2% prior $Cboe Volatility Index(VIX)$ $SPDR S&P 500 ETF Trust(SPY)$ Foll

$BloomZ, Inc.(BLMZ)$ I suppose the PR showed that the company is actually functioning and getting contracts, not just sitting in one place after the IPO in July. This is probably why there is some price action as well since the report. I hope the momentum will take us above the IPO price, even if only in the short term. Time will tell![Great][Great][Great]

$Zscaler Inc.(ZS)$ , one of the top cybersecurity stocks in the market is down ~22% in the past week -- is this a buying opportunity? 🤔 Zscaler stands as a leader in cloud-based security, specializing in secure access to applications and data across private and public networks. As organizations increasingly move towards a cloud-first approach, Zscaler's services are pivotal for enabling secure digital transformation. Zscaler's competitive advantage lies in its unique position within the Security as a Service sector. Its cloud-native architecture enables it to provide a scalable and integrated security solution that traditional on-premises security providers struggle to match. This architecture allows for seamless user experiences and superior threat

Hello everyone! Today i want to share some trading ideas with you!My perspective on $Celsius Holdings, Inc.(CELH)$ problem 👇 Celsius's business model primarily depends on bulk purchases by $PEP, who then distributes the products to retailers. This quarter, however, Pepsi's orders have significantly decreased, with purchases dropping to about $130M from $212M in the same period last year. This reduction is attributed to Pepsi's management of its existing inventory levels, rather than a decline in consumer demand for Celsius products. Supporting this view, retail data indicates a positive trend -- a 10% increase in direct sales from stores this quarter. This scenario is actually more normal than most would think in a consumer brand product cycle --

Hello everyone! Today i want to share some trading ideas with you!1.As enterprises intensify their focus on integrating AI to stay competitive, there's been a noticeable shift away from traditional software projects, like launching new SaaS operations. This pivot is driving significant gains for hyperscalers such as $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ , as well as companies like $NVIDIA Corp(NVDA)$ , which are well-positioned to benefit from the increased investment in AI capabilities. Meanwhile, the broader software market is bracing for a weaker year due to this shift in priorities.While

$ServiceNow(NOW)$ Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Growth Style Score, which looks beyond the traditional growth attributes to analyze a company's real growth prospects.ServiceNow is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Sco

By waiting until its target had no other option but to say "yes," Lockheed Martin got a great price on Terran Orbital.Patience, as the saying goes, is a virtue. It also turns out to be quite useful if you're reluctant to overpay for a stock -- as defense and aerospace giant Lockheed Martin (LMT 1.12%) just discovered.It's been five months now since Lockheed Martin first expressed interest in buying tiny Terran Orbital (LLAP -1.39%), a one-time SPAC company that grew into a key subcontractor of satellites for Lockheed's operations.Back in March, Lockheed offered to acquire Terran and take the company private for a buyout price of $1 a share. Terran balked at the offer, though, even going so far as to swallow a poison pill to discourage Lockheed from advancing its proposal. By May, Lockheed

$Coca-Cola(KO)$ Sometimes modest growth and a simple business are all an investor needs, especially when the company can keep competitors in check.Are you a fan of keeping things simple when it comes to investing? You should be. Less is often more. Investors who don't fall into the trap of making things unnecessarily complicated often end up with bigger gains than those who do.To this end, anyone looking for a new all-around stock pick for their portfolio should consider The Coca-Cola Company (KO 0.74%). There are three reasons you might want to take on an oversized stake in this simplistic and predictable name.1. Coca-Cola manages several powerful brandsYou know the company mostly by its namesake cola, but it's so much more than that. Coca-Cola als

Beverage giant $Coca-Cola(KO)$ is on a roll. The stock is setting fresh all-time highs on a daily basis -- thriving with a 15% gain over the last two months while the broader market moved sideways.But you know what they say about past performance and future results. The view in the rearview mirror isn't always a good guide for what's coming up ahead.So Coke's recent results look great, but what's next? Let's see whether there's any fizz left in Coca-Cola's market-beating recipe.Coca-Cola's business empire at a glanceCoca-Cola's business strategy is pretty simple, but it was decades in the making. After building a global distribution network and unbeatable brand recognition over the years, the company takes advantage of these incomparable assets. Coc

SummaryRobust growth in management and financial advice fees driven by market appreciation and net inflows.Increased net investment income due to higher average invested assets and favorable interest rates.Challenges in net outflows and competitive pressures in asset management.Strategic positioning to leverage strengths and address market risks.Article's Main ImageAmeriprise Financial Inc (AMP, Financial), a leading asset and wealth management firm, has reported its financial results for the second quarter of 2024. The company has showcased a strong performance with a significant increase in management and financial advice fees, which rose by 16% compared to the previous year. This growth is attributed to an increase in average wrap account assets, reflecting market appreciation and net i

$Sherwin-Williams(SHW)$ worked for this company for years. Hate spending moneyVery frugal with wagesBuy every other companyIt's a cash cow for investors[Sweats][Sweats][Sweats]So dear friends, i will say sorry to all of you to give up the stock!!!

$Cintas(CTAS)$ is well poised for growth, courtesy of strength across its business, strategic acquisitions, focus on improving the product line and operational excellence.The company remains focused on investing in growth opportunities and solidifying its long-term market position.Zacks Investment ResearchCTAS has a market capitalization of $78.1 billion. Over the past year, it has gained 59.4% compared with the industry’s 56.1% growth. CTAS currently carries a Rank #2 (Buy).Let’s delve into the factors that have been aiding the firm for a while now.Business Strength: Cintas has been experiencing strength in its Uniform Rental and Facility Services segment, driven by growth in its customer base and introduction of additional products and services

$TransDigm(TDG)$ Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.TransDigm Group is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Rank.Here are three of the most important factors that make the stock of this aircraft components maker a great growth pick right now.Earnings GrowthEarnings growth is arguably the m

SummaryRobust revenue growth with a 12% increase in the second quarter of 2024 compared to the same period in 2023.Strong brand presence with a diversified geographic footprint in the homebuilding market.Challenges in maintaining homebuilding gross profit margins, which decreased to 23.6% in Q2 2024 from 24.3% in Q2 2023.Opportunities in mortgage banking with an 11% increase in loan closing volume in the first half of 2024.Article's Main ImageOn August 6, 2024, NVR Inc (NVR, Financial), a prominent homebuilding company in the United States, filed its 10-Q report, revealing a comprehensive financial overview and strategic positioning. The company, known for its Ryan Homes, NVHomes, and Heartland Homes brands, reported a significant 12% increase in revenues for the second quarter of 2024, re

$Moody's(MCO)$ Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.While there are numerous reasons why the stock of this credit ratings agency is a great growth pick right now, we have highlighted three of the most important factors below:Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally su

$Parker Hannifin(PH)$ SummaryRobust Revenue Growth: Parker Hannifin Corp showcases a consistent increase in net sales, indicating strong market demand and effective business strategies.Profitability and Efficiency: The company's net income growth reflects efficient operations and a competitive edge in its industrial and aerospace segments.Global Presence and Diversification: Parker Hannifin's diversified industrial segment and expansive distribution network underscore its global market penetration.Technological Leadership: The company's commitment to innovation and technological advancement positions it as a leader in motion and control technologies.Article's Main ImageOn August 22, 2024, Parker Hannifin Corp (PH, Financial) released its 10-K filing

$Fair Isaac(FICO)$Huge upside to this stock. One of my long term favourites. When I look at FICO and its tremendous growth over the years. Upstart can supercede FICO. Upstart's model is more accurate than a traditional FICO score. Upstart's program, powered by artificial intelligence (AI), helps lenders assess creditworthiness using alternative methods like work experience, education history, and other items not typically accounted for by the box standard 4 or 5 metrics used like your payment history, length of debt/credit, amount of debt to give your industry-standard FICO score. Upstarts tech is already leading to wide scale adoption and could be ubiquitous in the coming years. Long-term 5yr. PT $400.

$Palantir Technologies Inc.(PLTR)$ As an inflection investor, my strategy revolves around making difficult, often contrarian, decisions at key moments of change in a company's narrative.I make moves when others are either overly enthusiastic or too pessimistic, always seeking value where it is hidden.Palantir has been an exciting journey, but the fact that PLTR's CEO, Alex Karp, sold 10% of his stake should raise questions from its shareholders.While some might view this sale as insignificant, it signals to me that even the captain may not be fully confident in the ship's future course. Combined with the high valuation and the uncertainties ahead, this diminishes the investment’s appeal.In investing, it's important to kno

Hello everyone! Today i want to share some trading ideas with you!1.There are some incredible fire sales happening in the small-cap world right now -- here are a few on my radar 🧐• $Rocket Lab USA, Inc.(RKLB)$ is trading ~3x its backlog -- which includes a government purchase order & has transformed it into a full space prime.• $Indie Semiconductor Inc.(INDI)$ is valued ~$700M, with a backlog of ~$6B & a clear path to $1B in revenue by 2030 w/ 60% gross margins.• $Aehr Test(AEHR)$ , trading at ~12x earnings, is poised for significant growth in SiC and GaN technologies -- having secured an order from a major data center hyperscaler for its Sonoma Ultra-Hig

$Zscaler Inc.(ZS)$ , one of the top cybersecurity stocks in the market is down ~22% in the past week -- is this a buying opportunity? 🤔 Zscaler stands as a leader in cloud-based security, specializing in secure access to applications and data across private and public networks. As organizations increasingly move towards a cloud-first approach, Zscaler's services are pivotal for enabling secure digital transformation. Zscaler's competitive advantage lies in its unique position within the Security as a Service sector. Its cloud-native architecture enables it to provide a scalable and integrated security solution that traditional on-premises security providers struggle to match. This architecture allows for seamless user experiences and superior threat

SummaryRobust revenue growth with a 12% increase in the second quarter of 2024 compared to the same period in 2023.Strong brand presence with a diversified geographic footprint in the homebuilding market.Challenges in maintaining homebuilding gross profit margins, which decreased to 23.6% in Q2 2024 from 24.3% in Q2 2023.Opportunities in mortgage banking with an 11% increase in loan closing volume in the first half of 2024.Article's Main ImageOn August 6, 2024, NVR Inc (NVR, Financial), a prominent homebuilding company in the United States, filed its 10-Q report, revealing a comprehensive financial overview and strategic positioning. The company, known for its Ryan Homes, NVHomes, and Heartland Homes brands, reported a significant 12% increase in revenues for the second quarter of 2024, re

By waiting until its target had no other option but to say "yes," Lockheed Martin got a great price on Terran Orbital.Patience, as the saying goes, is a virtue. It also turns out to be quite useful if you're reluctant to overpay for a stock -- as defense and aerospace giant Lockheed Martin (LMT 1.12%) just discovered.It's been five months now since Lockheed Martin first expressed interest in buying tiny Terran Orbital (LLAP -1.39%), a one-time SPAC company that grew into a key subcontractor of satellites for Lockheed's operations.Back in March, Lockheed offered to acquire Terran and take the company private for a buyout price of $1 a share. Terran balked at the offer, though, even going so far as to swallow a poison pill to discourage Lockheed from advancing its proposal. By May, Lockheed

$Coca-Cola(KO)$ Sometimes modest growth and a simple business are all an investor needs, especially when the company can keep competitors in check.Are you a fan of keeping things simple when it comes to investing? You should be. Less is often more. Investors who don't fall into the trap of making things unnecessarily complicated often end up with bigger gains than those who do.To this end, anyone looking for a new all-around stock pick for their portfolio should consider The Coca-Cola Company (KO 0.74%). There are three reasons you might want to take on an oversized stake in this simplistic and predictable name.1. Coca-Cola manages several powerful brandsYou know the company mostly by its namesake cola, but it's so much more than that. Coca-Cola als

Beverage giant $Coca-Cola(KO)$ is on a roll. The stock is setting fresh all-time highs on a daily basis -- thriving with a 15% gain over the last two months while the broader market moved sideways.But you know what they say about past performance and future results. The view in the rearview mirror isn't always a good guide for what's coming up ahead.So Coke's recent results look great, but what's next? Let's see whether there's any fizz left in Coca-Cola's market-beating recipe.Coca-Cola's business empire at a glanceCoca-Cola's business strategy is pretty simple, but it was decades in the making. After building a global distribution network and unbeatable brand recognition over the years, the company takes advantage of these incomparable assets. Coc

SummaryRobust growth in management and financial advice fees driven by market appreciation and net inflows.Increased net investment income due to higher average invested assets and favorable interest rates.Challenges in net outflows and competitive pressures in asset management.Strategic positioning to leverage strengths and address market risks.Article's Main ImageAmeriprise Financial Inc (AMP, Financial), a leading asset and wealth management firm, has reported its financial results for the second quarter of 2024. The company has showcased a strong performance with a significant increase in management and financial advice fees, which rose by 16% compared to the previous year. This growth is attributed to an increase in average wrap account assets, reflecting market appreciation and net i

$Axon Enterprise, Inc.(AXON)$ has been benefiting from strength across its businesses. Benefits from acquired assets are likely to drive its performance in the quarters ahead.Headquartered in Scottsdale, AZ, Axon develops and manufactures weapons for U.S. state and local governments, the U.S. federal government, international government customers and commercial enterprises. Focused on global public safety, its suite of products includes conducted energy devices, body-worn cameras, in-car cameras, cloud-hosted digital evidence management solutions, productivity software and real-time operations capabilities.Let’s discuss the factors that should influence investors to retain the stock for the time being.Growth Catalysts of AXONBusiness Strength: Axo

$Parker Hannifin(PH)$ SummaryRobust Revenue Growth: Parker Hannifin Corp showcases a consistent increase in net sales, indicating strong market demand and effective business strategies.Profitability and Efficiency: The company's net income growth reflects efficient operations and a competitive edge in its industrial and aerospace segments.Global Presence and Diversification: Parker Hannifin's diversified industrial segment and expansive distribution network underscore its global market penetration.Technological Leadership: The company's commitment to innovation and technological advancement positions it as a leader in motion and control technologies.Article's Main ImageOn August 22, 2024, Parker Hannifin Corp (PH, Financial) released its 10-K filing

$ServiceNow(NOW)$ Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Growth Style Score, which looks beyond the traditional growth attributes to analyze a company's real growth prospects.ServiceNow is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Sco

Hello everyone! Today i want to share some trading ideas with you!My perspective on $Celsius Holdings, Inc.(CELH)$ problem 👇 Celsius's business model primarily depends on bulk purchases by $PEP, who then distributes the products to retailers. This quarter, however, Pepsi's orders have significantly decreased, with purchases dropping to about $130M from $212M in the same period last year. This reduction is attributed to Pepsi's management of its existing inventory levels, rather than a decline in consumer demand for Celsius products. Supporting this view, retail data indicates a positive trend -- a 10% increase in direct sales from stores this quarter. This scenario is actually more normal than most would think in a consumer brand product cycle --

$TransDigm(TDG)$ Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.TransDigm Group is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Rank.Here are three of the most important factors that make the stock of this aircraft components maker a great growth pick right now.Earnings GrowthEarnings growth is arguably the m

$Trane Technologies PLC(TT)$ It has been about a month since the last earnings report for Trane Technologies (TT). Shares have added about 6.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Trane Technologies due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Trane Technologies Q2 Earnings Beat EstimatesTrane Technologies reported better-than-expected second-quarter 2024 results.Adjusted EPS of $3.3 surpassed the Consensus Estimate by 7.1% and increased 23.1% year over year.Revenues of $5.3 billion beat

$Moody's(MCO)$ Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.While there are numerous reasons why the stock of this credit ratings agency is a great growth pick right now, we have highlighted three of the most important factors below:Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally su

Hello everyone! Today i want to share some trading ideas with you!1.Here's a breakdown one of my biggest winners in my growth portfolio 🧐 $TransMedics Group, Inc.(TMDX)$ IntroductionBack in Q3 of 2023, I initiated an overweight position in TransMedics at under $40, as I saw it as a mini-monster revolutionizing the organ transplantation process with its proprietary Organ Care System (OCS). This system preserves organ vitality from donor to recipient -- a breakthrough technology crucial for improving transplant success rates, expanding the availability of viable organs, and ultimately saving more livesBuilding on its innovative foundation, TransMedics has recently expanded its operational capabilities by acquiring Summit Aviation in Q3 2023. This a

$Cintas(CTAS)$ is well poised for growth, courtesy of strength across its business, strategic acquisitions, focus on improving the product line and operational excellence.The company remains focused on investing in growth opportunities and solidifying its long-term market position.Zacks Investment ResearchCTAS has a market capitalization of $78.1 billion. Over the past year, it has gained 59.4% compared with the industry’s 56.1% growth. CTAS currently carries a Rank #2 (Buy).Let’s delve into the factors that have been aiding the firm for a while now.Business Strength: Cintas has been experiencing strength in its Uniform Rental and Facility Services segment, driven by growth in its customer base and introduction of additional products and services

$Axon Enterprise, Inc.(AXON)$ has been experiencing strength in its TASER segment, driven by higher orders for devices and cartridge products. Stable demand for virtual reality training services also supports the segment’s growth. In 2023, the company launched its next-generation energy device, TASER 10, shipment of which began earlier this year. The strong customer response is contributing to the growth of the TASER segment.An increase in the aggregate number of users and average revenue per user, driven by the increased adoption of software applications, is also driving the Software & Sensors segment. In the second quarter of 2024, revenues from TASER and Software & Sensors segments increased 27.6% and 46.8%, respectively, on a year-over

Hello everyone! Today i want to share some trading ideas with you!1.As enterprises intensify their focus on integrating AI to stay competitive, there's been a noticeable shift away from traditional software projects, like launching new SaaS operations. This pivot is driving significant gains for hyperscalers such as $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ & $Alphabet(GOOGL)$ , as well as companies like $NVIDIA Corp(NVDA)$ , which are well-positioned to benefit from the increased investment in AI capabilities. Meanwhile, the broader software market is bracing for a weaker year due to this shift in priorities.While

Hello everyone! Today i want to share some trading ideas with you!1.Fair Value Gaps (FVG) are spots on a price chart where the stock price quickly jumps, leaving gaps due to minimal trading. These gaps are key for predicting price movements -- as they often get 'filled' when prices return to establish a consistent value. If FVG interests you -- check out the Price Action Concepts Indicator from LuxAlgo for $iShares Russell 2000 ETF(IWM)$ to see where small-caps might continue to pull back 🧐2.🚨 August 2024 CPI Report 🚨CPI• YoY: 2.5% vs Est. 2.5%; 2.9% priorCore CPI• YoY: 3.2% vs Est. 3.2%; 3.2% prior $Cboe Volatility Index(VIX)$ $SPDR S&P 500 ETF Trust(SPY)$ Foll