To The Moon

$googl is a strong buy. The negative FCF was deliberate, and it’s been sitting on cash for years now.A 7% pullback is perfect opportunity to buy it.  Google’s massive budget is fueling a new growth cycle for related companies—from chip manufacturers to neo-cloud provider

I think that the battalion stock is doing exceptionally well this month with a predictable market flow

$VOO$  

$Quantumscape Corp.(QS)$’s second-quarter update contained meaningful commercial validation, but the company remains a development-stage battery business whose central challenge is manufacturing at automotive scale. On June 18, QuantumScape announced a multiyear collaboration with Honda covering solid-state lithium-metal batteries for automotive and other applications. In its July 22 shareholder update, the company said it had amended its licensing milestones with Volkswagen’s PowerCo, continued working with two other top-ten automakers and shipped cells to another automotive customer. QuantumScape’s July 22 Form 8-K and shareholder letter document those developments. These relationships support the bullish thesis because automakers perform extensiv

$CSX Corp(CSX)$ delivered record quarterly revenue and significantly higher earnings, but the most informative part of the report was not the headline revenue increase. It was the combination of stronger freight volumes and improved operating efficiency. Second-quarter revenue rose 10% year over year to $3.94 billion. Operating income increased 17% to $1.51 billion, while diluted earnings rose 23% to $0.54 per share. CSX expanded its operating margin by 240 basis points to 38.3%, even as total volume grew 6%. CSX’s official July 22 release contains the complete comparison. Part of the revenue increase came from fuel surcharges, which fluctuate with energy prices and are not necessarily evidence of durable underlying demand. The stronger bullish sig

Keel infrastructure...dun miss the chance

$ServiceNow(NOW)$’s second-quarter results challenge the idea that generative AI will simply replace established enterprise-software platforms. They do not, however, eliminate the longer-term risk that AI changes how such software is priced and consumed. For the quarter ended June 30, subscription revenue increased 24.5% year over year to $3.88 billion. Current remaining performance obligations—contracted revenue expected within 12 months—rose 21% to $13.2 billion, while total remaining obligations reached $29 billion. ServiceNow also disclosed that its AI products surpassed $1 billion in annual contract value. ServiceNow’s July 22 results provide the figures. Large transactions support the bullish interpretation. ServiceNow completed 123 deals wor

Today's stock to watch; MU, SOXL, NVDA

Good quality service

Yeah obviously just never trust Alex Harbrow's financial advice 

$PanUnited(P52.SI)$ 2 Target Price     PanUnited (P52.SI) is a fundamentally sound Singapore-based company with robust revenue growth, expanding margins, and strong returns on equity. 1. Strong Financial Data (FY2025, Annual Report): Revenue Growth: Total revenues grew 10.6% YoY to SGD 899.0M, driven by a 10.6% increase in core revenues. Profitability & Margins: Gross profit rose 21.4% to SGD 214.1M, with gross margin expanding from 19.8% to 23.8%. Net income attributable to shareholders increased 24.1% to SGD 50.7M, resulting in a net profit margin of 5.6%. Capital Efficiency: Return on Equity (ROE) was a strong 18.1%, and Return on Assets (ROA) was 8.8% PanUnited's (P52.SI) growth catalysts are centered on its resi

$UnitedHealth(UNH)$’s second-quarter earnings provided the clearest evidence yet that its operational recovery is gaining traction. Medical costs improved, guidance increased and cash generation remained strong. However, the business still operates with limited room for error because small changes in healthcare utilisation can move billions of dollars through its cost structure. UnitedHealth announced its results on July 16, 2026, for the quarter ended June 30, 2026. Revenue was $112.0 billion, operating earnings reached $8.0 billion and adjusted earnings were $6.38 per share. Management raised its full-year adjusted earnings outlook to between $19.50 and $20.00 per share, compared with guidance above $18.25 after the first quarter and $17.75 at th

Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of

$GE Vernova Inc.(GEV)$’s second-quarter report contained extraordinary order growth, higher guidance and more first-half free cash flow than the company generated throughout 2025. The stock nevertheless fell 8.7% on July 22. The disconnect reflects elevated expectations and uneven performance beneath the headline figures. Revenue increased 22% to $11.1 billion, while organic orders rose 88% to $24.2 billion. Backlog expanded by $13 billion sequentially to $176 billion. Adjusted EBITDA reached $1.2 billion, and its margin improved by 340 basis points to 11.3%. GE Vernova’s official results were released before the market opened on July 22. The company raised full-year revenue guidance to $45.5 billion–$46.5 billion from $44.5 billion–$45.5 billion.

$AT&T Inc(T)$’s second-quarter results suggest its decision to combine wireless, fibre and fixed-wireless services is beginning to produce more than defensive subscriber retention. Revenue increased 2.3% year over year to $31.6 billion. Adjusted operating income rose to $7.5 billion, adjusted EBITDA increased 5.2% to $12.3 billion and free cash flow improved to $4.7 billion from $4.4 billion. Adjusted earnings reached $0.65 per share, compared with $0.54 a year earlier. AT&T’s July 22 earnings release provides the financial and subscriber figures. The most important development was customer growth. AT&T added: 432,000 postpaid phone subscribers 367,000 fibre customers 279,000 fixed-wireless customers More than one million customers across

U.S. equity indices traded in a narrow, mixed range on July 22, 2026, hiding significant churn beneath the surface: S&P 500: Edged down -0.14% to close at 7,498.96. $S&P 500(.SPX)$ Dow Jones Industrial Average: Virtually flat (-0.01%), slipping 6 points to 52,218.58. Nasdaq Composite: Outperformed on the downside, dropping -0.60% to 25,690.90 due to tech drag. $NASDAQ(.IXIC)$ Under-the-Hood Dynamics Energy Pressures & Yield Spikes: Brent crude jumped another 3.4% past $94/barrel (touching $95 intraday) amid ongoing Middle East geopolitics. This sticky energy spike pushed the 10-Year Treasury yield up to 4.65%, rekindling inflation anxiety and capping index multiples. AI & Tech Dispersion:

$GE Vernova Inc.(GEV)$ $Eaton Corp PLC(ETN)$  $Emerson(EMR)$  $GEV Q2 2026: $176B Backlog Signals an AI Infrastructure Supercycle ⚡🚀 $GEV now holds an astonishing $176B backlog (+37% YoY), with 116 GW of gas turbine orders and reservations effectively filling manufacturing capacity through 2027. Management says the power industry is still only in the early stages of a multi-decade growth opportunity, while customers paying years in advance to secure scarce manufacturing slots demonstrates extraordinary pricing power. With AI data centres demanding reliable electricity now, gas turbines have become one of the fastest paths to dispatchable power. O

$Tesla Motors(TSLA)$ $Microsoft(MSFT)$  $Alphabet(GOOGL)$  🚨 Options Frenzy: $TSLA, $MSFT and $NVDA Lead as Earnings Season Heats Up 📈🔥 Options activity is exploding as earnings season shifts into top gear, with AI, mega-cap tech and EVs dominating trader attention. Microsoft $MSFT is one of the most interesting setups. Despite falling after 6 of its last 8 earnings reports, options traders remain overwhelmingly bullish. Its 50-day call/put ratio sits above 96% of all readings over the past year, showing traders continue to position for upside despite recent post-earnings weakness. Top 10 Stocks by 10-Day Options Volume: 🥇 $NVDA: 35.89M 🥈 $TS

$D.R. Horton(DHI)$ exceeded quarterly earnings expectations, but its reduced full-year guidance reveals that US housing affordability remains a serious constraint. The largest US homebuilder reported fiscal third-quarter revenue of approximately $9.23 billion and diluted earnings of $3.20 per share, ahead of market expectations. Homebuilding gross margin reached 20.7%, while closings increased 4% to nearly 24,000 homes. D.R. Horton released the results before the market opened on July 21. Its official quarterly-results page includes the release, presentation and supplementary data. D.R. Horton (NYSE:DHI) Posts Q2 CY2026 Sales In Line With Estimates But Full-Year Sales Guidance Misses Expectations Significantly — TradingView News Net income neverthe

$Hasbro(HAS)$’s second-quarter results showed that the company is becoming a gaming and intellectual-property business with a toy operation attached—not merely a traditional toy manufacturer. Revenue increased 16% year over year to approximately $1.14 billion. Wizards of the Coast and Digital Gaming revenue rose 27%, while Magic: The Gathering revenue increased about 32%. Hasbro also raised its full-year revenue-growth forecast to 5%–7% and projected adjusted operating profit of approximately $1.45 billion–$1.50 billion. Reuters’ July 21 earnings report provides the results and updated guidance. Adjusted earnings were $1.28 per share, ahead of expectations but slightly lower year over year. Adjusted operating profit increased strongly because high-

$ServiceNow(NOW)$’s second-quarter results challenge the idea that generative AI will simply replace established enterprise-software platforms. They do not, however, eliminate the longer-term risk that AI changes how such software is priced and consumed. For the quarter ended June 30, subscription revenue increased 24.5% year over year to $3.88 billion. Current remaining performance obligations—contracted revenue expected within 12 months—rose 21% to $13.2 billion, while total remaining obligations reached $29 billion. ServiceNow also disclosed that its AI products surpassed $1 billion in annual contract value. ServiceNow’s July 22 results provide the figures. Large transactions support the bullish interpretation. ServiceNow completed 123 deals wor

$Quantumscape Corp.(QS)$’s second-quarter update contained meaningful commercial validation, but the company remains a development-stage battery business whose central challenge is manufacturing at automotive scale. On June 18, QuantumScape announced a multiyear collaboration with Honda covering solid-state lithium-metal batteries for automotive and other applications. In its July 22 shareholder update, the company said it had amended its licensing milestones with Volkswagen’s PowerCo, continued working with two other top-ten automakers and shipped cells to another automotive customer. QuantumScape’s July 22 Form 8-K and shareholder letter document those developments. These relationships support the bullish thesis because automakers perform extensiv

$CSX Corp(CSX)$ delivered record quarterly revenue and significantly higher earnings, but the most informative part of the report was not the headline revenue increase. It was the combination of stronger freight volumes and improved operating efficiency. Second-quarter revenue rose 10% year over year to $3.94 billion. Operating income increased 17% to $1.51 billion, while diluted earnings rose 23% to $0.54 per share. CSX expanded its operating margin by 240 basis points to 38.3%, even as total volume grew 6%. CSX’s official July 22 release contains the complete comparison. Part of the revenue increase came from fuel surcharges, which fluctuate with energy prices and are not necessarily evidence of durable underlying demand. The stronger bullish sig

$UnitedHealth(UNH)$’s second-quarter earnings provided the clearest evidence yet that its operational recovery is gaining traction. Medical costs improved, guidance increased and cash generation remained strong. However, the business still operates with limited room for error because small changes in healthcare utilisation can move billions of dollars through its cost structure. UnitedHealth announced its results on July 16, 2026, for the quarter ended June 30, 2026. Revenue was $112.0 billion, operating earnings reached $8.0 billion and adjusted earnings were $6.38 per share. Management raised its full-year adjusted earnings outlook to between $19.50 and $20.00 per share, compared with guidance above $18.25 after the first quarter and $17.75 at th

Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of

$AT&T Inc(T)$’s second-quarter results suggest its decision to combine wireless, fibre and fixed-wireless services is beginning to produce more than defensive subscriber retention. Revenue increased 2.3% year over year to $31.6 billion. Adjusted operating income rose to $7.5 billion, adjusted EBITDA increased 5.2% to $12.3 billion and free cash flow improved to $4.7 billion from $4.4 billion. Adjusted earnings reached $0.65 per share, compared with $0.54 a year earlier. AT&T’s July 22 earnings release provides the financial and subscriber figures. The most important development was customer growth. AT&T added: 432,000 postpaid phone subscribers 367,000 fibre customers 279,000 fixed-wireless customers More than one million customers across

$GE Vernova Inc.(GEV)$’s second-quarter report contained extraordinary order growth, higher guidance and more first-half free cash flow than the company generated throughout 2025. The stock nevertheless fell 8.7% on July 22. The disconnect reflects elevated expectations and uneven performance beneath the headline figures. Revenue increased 22% to $11.1 billion, while organic orders rose 88% to $24.2 billion. Backlog expanded by $13 billion sequentially to $176 billion. Adjusted EBITDA reached $1.2 billion, and its margin improved by 340 basis points to 11.3%. GE Vernova’s official results were released before the market opened on July 22. The company raised full-year revenue guidance to $45.5 billion–$46.5 billion from $44.5 billion–$45.5 billion.

U.S. equity indices traded in a narrow, mixed range on July 22, 2026, hiding significant churn beneath the surface: S&P 500: Edged down -0.14% to close at 7,498.96. $S&P 500(.SPX)$ Dow Jones Industrial Average: Virtually flat (-0.01%), slipping 6 points to 52,218.58. Nasdaq Composite: Outperformed on the downside, dropping -0.60% to 25,690.90 due to tech drag. $NASDAQ(.IXIC)$ Under-the-Hood Dynamics Energy Pressures & Yield Spikes: Brent crude jumped another 3.4% past $94/barrel (touching $95 intraday) amid ongoing Middle East geopolitics. This sticky energy spike pushed the 10-Year Treasury yield up to 4.65%, rekindling inflation anxiety and capping index multiples. AI & Tech Dispersion:

$googl is a strong buy. The negative FCF was deliberate, and it’s been sitting on cash for years now.A 7% pullback is perfect opportunity to buy it.  Google’s massive budget is fueling a new growth cycle for related companies—from chip manufacturers to neo-cloud provider

$PanUnited(P52.SI)$ 2 Target Price     PanUnited (P52.SI) is a fundamentally sound Singapore-based company with robust revenue growth, expanding margins, and strong returns on equity. 1. Strong Financial Data (FY2025, Annual Report): Revenue Growth: Total revenues grew 10.6% YoY to SGD 899.0M, driven by a 10.6% increase in core revenues. Profitability & Margins: Gross profit rose 21.4% to SGD 214.1M, with gross margin expanding from 19.8% to 23.8%. Net income attributable to shareholders increased 24.1% to SGD 50.7M, resulting in a net profit margin of 5.6%. Capital Efficiency: Return on Equity (ROE) was a strong 18.1%, and Return on Assets (ROA) was 8.8% PanUnited's (P52.SI) growth catalysts are centered on its resi

I think that the battalion stock is doing exceptionally well this month with a predictable market flow

$GE Vernova Inc.(GEV)$ $Eaton Corp PLC(ETN)$  $Emerson(EMR)$  $GEV Q2 2026: $176B Backlog Signals an AI Infrastructure Supercycle ⚡🚀 $GEV now holds an astonishing $176B backlog (+37% YoY), with 116 GW of gas turbine orders and reservations effectively filling manufacturing capacity through 2027. Management says the power industry is still only in the early stages of a multi-decade growth opportunity, while customers paying years in advance to secure scarce manufacturing slots demonstrates extraordinary pricing power. With AI data centres demanding reliable electricity now, gas turbines have become one of the fastest paths to dispatchable power. O

Investment gurus build their reputations over decades, but markets have a way of reminding everyone that even the most celebrated investors can be wrong, or right at the wrong time. The realities facing 2 of the world's most scrutinized investment vehicles - (a) —Bill Ackman’s $Pershing Square USA, Ltd.(PSUS)$ and (b) Warren Buffett’s $Berkshire Hathaway(BRK.B)$, serve as a valid case in point that when it comes to investing, even gurus can be wronged sometimes. This comes about, even with (a) decades of experience, (b) deep research benches, and (c) billions of dollars at their disposal, the sharpest minds on Wall Street are susceptible to: Miscalculating market trajectories. Mis-timing exits. Enduring

When unanimous optimism meets relentless scepticism When all 11 Wall Street analysts covering a stock rate it a Buy, you might expect investors to be piling in. Instead, $APPLIED DIGITAL CORP(APLD)$ has roughly 27% of its shares sold short, and after tumbling to around $30, even the most conservative analyst price target of $40 still implies roughly 33% upside. Either somebody is spectacularly wrong, or the market is seeing something the analysts aren't. One company. Two futures. One extraordinary disagreement That extraordinary disconnect makes Applied Digital one of the most fascinating battleground stocks in AI infrastructure today. This isn't the usual debate over whether artificial intelligence will change the world. Most investors agree it w

$D.R. Horton(DHI)$ exceeded quarterly earnings expectations, but its reduced full-year guidance reveals that US housing affordability remains a serious constraint. The largest US homebuilder reported fiscal third-quarter revenue of approximately $9.23 billion and diluted earnings of $3.20 per share, ahead of market expectations. Homebuilding gross margin reached 20.7%, while closings increased 4% to nearly 24,000 homes. D.R. Horton released the results before the market opened on July 21. Its official quarterly-results page includes the release, presentation and supplementary data. D.R. Horton (NYSE:DHI) Posts Q2 CY2026 Sales In Line With Estimates But Full-Year Sales Guidance Misses Expectations Significantly — TradingView News Net income neverthe

$Hasbro(HAS)$’s second-quarter results showed that the company is becoming a gaming and intellectual-property business with a toy operation attached—not merely a traditional toy manufacturer. Revenue increased 16% year over year to approximately $1.14 billion. Wizards of the Coast and Digital Gaming revenue rose 27%, while Magic: The Gathering revenue increased about 32%. Hasbro also raised its full-year revenue-growth forecast to 5%–7% and projected adjusted operating profit of approximately $1.45 billion–$1.50 billion. Reuters’ July 21 earnings report provides the results and updated guidance. Adjusted earnings were $1.28 per share, ahead of expectations but slightly lower year over year. Adjusted operating profit increased strongly because high-

$VOO$  

$General Motors(GM)$ delivered a stronger second quarter than the headline decline in net income initially suggests. The automaker generated approximately $48.0 billion in revenue, an increase of about $900 million year over year, and adjusted EBIT of roughly $3.9 billion. Adjusted diluted earnings reached $3.57 per share. GM also raised its 2026 adjusted earnings forecast to $12–$14 per share. The company released these results before trading opened on July 21. GM’s second-quarter release and earnings presentation provide the underlying figures. GM Q2 2026 slides: strong results drive second guidance raise By Investing.com GM’s pricing discipline was arguably more important than the earnings beat. Incentives averaged 4.7% of vehicle sticker prices,

$Tesla Motors(TSLA)$ $Microsoft(MSFT)$  $Alphabet(GOOGL)$  🚨 Options Frenzy: $TSLA, $MSFT and $NVDA Lead as Earnings Season Heats Up 📈🔥 Options activity is exploding as earnings season shifts into top gear, with AI, mega-cap tech and EVs dominating trader attention. Microsoft $MSFT is one of the most interesting setups. Despite falling after 6 of its last 8 earnings reports, options traders remain overwhelmingly bullish. Its 50-day call/put ratio sits above 96% of all readings over the past year, showing traders continue to position for upside despite recent post-earnings weakness. Top 10 Stocks by 10-Day Options Volume: 🥇 $NVDA: 35.89M 🥈 $TS

$American Airlines(AAL)$ reports its fiscal Q2 2026 earnings before the market opens on Thursday, July 23, 2026. Q2 2026 Consensus Expectations vs. Guidance AAL's setup is a classic high-leverage margin story. While top-line revenue is accelerating thanks to strong summer travel demand, bottom-line profitability remains tightly squeezed by elevated jet fuel costs following earlier supply disruptions. American Airlines reported its fiscal Q1 2026 financial results on April 23, 2026. Despite significant macroeconomic pressure from surging jet fuel costs and winter weather disruptions, the report showcased robust top-line travel demand alongside ongoing balance sheet repair. Q1 2026 Financial & Operational Summary Operational Highlights Top-Line V