To The Moon

What is CFTC Data? Why Must We Watch It?The Commitments of Traders (COT) report, released weekly by the CFTC (U.S. Commodity Futures Trading Commission), serves as one of the key references for global futures market fund flows. Its greatest value lies in breaking down market participants, allowing us to see "who is buying and who is selling."CFTC categorizes market positions primarily into three groups:Non-Commercial Positions: Mainly speculative funds such as hedge funds and CTAs, representing the most sensitive and directional forces in the market.Commercial Positions: Industry clients using them for hedging, with weaker directionality.Non-Reportable Positions: Small funds, with minimal impact.Among these, non-commercial positions are the core focus. The reason is simple: these funds aim

All eyes will be on US market this Wed, 29 Apr 2026 especially after market close. This is because 4 of Mag 7 will be reporting their quarterly results, namely (in sorted order) : $Amazon.com(AMZN)$, $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$. Of the stocks on the chopping board, I like to zoom-in on MSFT. This post comes at a pivotal moment for MSFT, as it navigates a complex transition from AI hype to the rigorous demands of AI execution. Q3 ’26 Estimates. Based on Wall Street analysts’ consensus estimates, MSFT is expected to report a robust, yet highly scrutinized, set of numbers: Projected

$Micron Technology(MU)$ The Pulse $MU just delivered one of the most head-scratching sessions in recent memory—literally. Shares surged 5.6% to close at $524.56 on April 27, 2026, only to stumble 2.5% in premarket trading the next morning despite DA Davidson slapping a jaw-dropping $1,000 price target on the stock. This isn't just profit-taking—it's the market digesting whether Micron's AI-driven memory dominance can justify a near-doubling from current levels. With Q2 sales tripling year-over-year to $23.9 billion and HBM3e supply tighter than ever, the thesis is solid. But Big Tech earnings loom, and traders are hedging. Here's why this dip might be your entry ticket. 📰 Key News (Last 12 Hours Post-Close) Revenue Explosion: Q2 sales hit $23.9B (

$SanDisk Corp.(SNDK)$ is set to report its fiscal third-quarter 2026 earnings on Thursday, April 30, 2026, after the market close. This is a pivotal moment for the company, as it marks one of its first major quarterly reports since being spun off from Western Digital in February 2025. Following the split, SanDisk has transformed from a legacy storage brand into a high-growth AI infrastructure play, with the stock recently surging nearly 260% year-to-date. Fiscal Q3 2026 Guidance & Estimates Expectations are exceptionally high heading into this print. Management's guidance for the quarter is aggressive: Revenue Guidance: $4.4 billion – $4.8 billion. Non-GAAP EPS Guidance: $12.00 – $14.00. Market Context: The stock was recently added to the Nasd

👉 Want to catch today’s live session? Click here to reserve your spot now! Google 2026Q1 Earnings Conference Call Microsoft FY2026Q3 Earnings Conference Call Meta 2026Q1 Earnings Conference Call Amazon 2026Q1 Earnings Conference Call 🎁🎁🎁What do you think will happen t

$Advanced Micro Devices(AMD)$ Pulse: Cathie Wood's ARK just torched 215,643 $AMD shares (~$75M) on April 24 after a blistering 25% weekly rally (13.9% that day), slashing its third-largest holding to $416M – pure profit-taking on a ~70% monthly surge to $347.81 close. With RSI screaming overbought at 80-88 across charts (GuruFocus 80.25, Moneycontrol 88.93, AltIndex 88.6), this isn't panic; it's rotation from semis amid NVDA dominance. ARK's ETF lags hard (-1.76% YTD vs. S&P +4.67%), but $AMD's MACD bullish crossover and key support at $347 scream "buy the fear" in this 2026 AI chip cycle! Key News: ARK sold 215,643 $AMD shares (~$75M) post-25% weekly rally (13.9% daily), trimming third-largest holding to $416M – classic profit-take after ~70%

$Apple(AAPL)$ is scheduled to report its fiscal Q2 2026 earnings on Thursday, April 30, 2026, after the market close (5:00 PM ET). This report is particularly significant as it arrives amid a leadership transition—with Tim Cook recently announcing his plan to step down as CEO in September 2026—and a massive "supercycle" for the AI-integrated iPhone 17. Apple’s fiscal Q1 2026 earnings (reported on January 29, 2026) were historic, characterized by a "staggering" holiday performance that effectively silenced skeptics of the iPhone 17 supercycle. Q1 2026 Financial Snapshot Total Revenue: $143.8B (+16% YoY), a new all-time record. Diluted EPS: $2.84 (+19% YoY), beating the $2.67 consensus. iPhone Revenue: $85.3B (+23% YoY), driven by the "unprecedented

Issued: April 27, 2026 (Pre-Asia Open)Period Covered: April 21 → April 27, 2026 I. Core Macro Setup: Triple Convergence in 72 Hours Last week, markets celebrated certainty. $标普500(.SPX)$ 500 closed at 7,165.08 (ATH) $纳斯达克(.IXIC)$ at 24,836.60 (ATH) Narrative was clean: DOJ dropped Powell probe Tillis unblocked Warsh Ceasefire optimism held This week breaks that stability. Three high-voltage events converge within 72 hours: FOMC Decision (Apr 28–29) Powell’s final meeting (term ends May 15) Mag 7 Earnings (Apr 30–May 1) Combined market cap > $16 trillion Warsh Confirmation Vote (Apr 29) Conclusion: This is not a week for directional conviction. This is a week for path management. II. Market Snapshot (E