To The Moon

The AI chip wars are heating up, and it feels like every month there’s a new contender stepping into the ring to challenge Nvidia’s throne. Amazon just dropped its game-changer: an in-house AI chip that the company claims is “cost-effective” compared to Nvidia’s offerings. Meanwhile, Marvell has made a bold move by acquiring Celestial AI, positioning itself as a contender in next-generation optical interconnect technology. Google isn’t sitting idly either—its TPUs have already carved out a niche, and Broadcom’s ASIC chips add another layer to this increasingly crowded field. Broadcom (AVGO) Alphabet (GOOGL) Marvell Technology (MRVL) Amazon.com (AMZN) Personally, I’m bearish on Nvidia at the moment, though I’ll admit—I often get it wrong when it comes to AI or tech-related stocks. On the su

$Tesla Motors(TSLA)$  Bulls can cheer today as Tesla's China sales saw a significant rebound in November 2025, with 86,700 wholesale units shipped from its Shanghai Gigafactory.  This figure marks a crucial win for Tesla, reversing a slowdown experienced in October. Key Details of November Sales Jump Year over Year Growth : Sales increased by 9.9% compared to November 2024, marking the steepest annual growth rate for Tesla China in 14 months. Month over Month Surge:  The performance was a sharp 41% jump from 61,497 units sold in October 2025, which had been an annual low for domestic sales. Second Best Month of 2025: November recorded the second highest monthly sales volume for Tesla in China for the e

From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA $NVIDIA(NVDA)$ ecosystem still gives it a strong edge. Even so, Google’s TPU $Alphabet(GOOGL)$ and Amazon’s $Amazon.com(AMZN)$ Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia. I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute. A

When I look at Tesla's latest China numbers, I actually see strength building beneath the surface. The November wholesale figures showed solid year-on-year growth, and the momentum from October seems to be carrying through. For a market that has been extremely competitive this year, these stabilizing trends tell me demand is finding its footing at exactly the right moment heading into year-end. Europe remains soft, but even the "less terrible" results from Germany helped tone down the bearish sentiment. What stood out to me was the market reaction: Tesla managed to trade green while many China EV names slipped. To me, that's a clear sign that investors are beginning to shift away from viewing Tesla purely through the lens of quarterly auto volume. Instead, the market is slowly leaning into

Bitcoin has regained momentum after a sharp correction which investors seen in the past two weeks, now price is pushing above $92,000. This has sparked renewed interest among investors and the broader financial markets. Has Bitcoin bottomed, and could this be the start of a new bull run? Short-term price action: Bitcoin breaking back above key psychological and technical levels (around $90K–$92K) suggests that sellers may be losing control and buyers are stepping in — overcoming levels that were resistance/supply zones earlier. Bullish signals include: ✅ BTC holding above key support zones and breaking consolidation ranges (seen in recent technical analysis). ✅ Broad crypto market cap rising with BTC gains. ✅ New institutional inflows and ETF developments supporting demand (more below). Ho

Google Sees $12M Bearish Put Sweep as Stock Hits Recent Highs $Alphabet(GOOG)$   shares have continued to strengthen, rising rapidly from $285.6 on November 17 to around $320 today—an increase of nearly 12% in just two and a half weeks, making it one of the strongest performers among mega-cap tech stocks. However, just as the stock reached a short-term high and sentiment appeared stretched, the options market saw two rare and clearly directional Put Sweeps, signaling that some institutional investors have begun positioning for short-term downside risk at elevated levels. $12.11 Million in Bearish Premium Signals Short-Term Pullback Expectations Intraday, large orders aggressively swept the Jan. 9, 2026 / $3

Google's Surge Has Amazon Seething With Envy. Will the AWS Conference Spur the Ecosystem to Strike Back? $Amazon.com(AMZN)$   is one of the few companies besides Google that possesses a full-stack AI value chain. Despite net profit growth of 64.2%, 34.7%, and 38.2% in the first three quarters, the stock is up only 6.85% year-to-date. Its P/E multiple sits at the 28th percentile over the past decade. In addition, looking at cumulative revenue for the first three quarters of 2025, AWS revenue is more than twice that of Google Cloud. Although AWS is growing more slowly (and is gradually accelerating; see chart below), its larger absolute scale means the value it drives across the industry chain is not necessar

$TSLA finally pushed through the 50-day moving average today. This move confirms the completion of wave (iv) at $382 and strengthens the case that the past week’s advance is wave i of the final wave (v). The challenge now is sustaining momentum above the high-volume zone around $430–$445, where more sellers could emerge. If TSLA can convert this breakout into a clean i-ii setup, the roadmap toward $500+ opens up quickly. The bullish structure remains firmly intact.

Market sentiment has turned more constructive. The initial weakness at the start of December appears to be driven more by position‐clearing and profit‐taking than by a change in fundamentals. With bond yields stabilising, liquidity expectations improving and earnings guidance still broadly supportive, investors seem willing to re-engage with risk assets. The rebound across all three major indices reflects this shift. Whether December finishes strong depends on two factors: flows and macro. Historically, December benefits from fund rebalancing and year-end window dressing. Provided no major macro shock emerges, the pattern of a soft start followed by a firmer finish can repeat. The key risk remains any unexpected tightening in financial conditions, though the current backdrop looks favourab

Tesla’s mid-week lift reflects relief rather than genuine fundamental improvement. The China figures were stronger than feared and Germany’s decline, while negative, was less severe than the market had priced in. When expectations are extremely low, even “less bad” data can trigger a rebound. This is what you are seeing now. Reading the Sentiment Short-term sentiment has shifted from capitulation towards cautious optimism. Traders are asking whether Tesla has finally reached a demand floor, especially in China where competition remains intense but year-end promotions often support volumes. The recent strength in China sales suggests Tesla still has pricing power at the right discount levels, which helps sentiment. Is a Year-End Rally Possible? A limited year-end rally is possible, but it d

The most exciting part about the fact that $SOFI is now offering multiple account types to each member is that this is evidence that they've finally finished the transition of their entire business to Galileo's tech stack. At a minimum, they are in the final stages of the switch. That has two huge ramifications: 1) Speed of product rollouts accelerates. The less dependent they are on third parties, the faster they can iterate, innovate, and push new products. We've already seen a huge acceleration over just the past 3-4 months with lvl 1 options, crypto trading, global remittances, now multiple accounts for each member, and new credit card offerings. We know that their new Smart card, their SoFi-USD stablecoin, and tokenized loans are going to be coming in the next couple months. Owning th

$Netflix(NFLX)$ Strap in, stream warriors – Netflix just plunged 5.9% to $103.96 on December 3, 2025, its steepest single-day slash since August's ad-tier jitters, all thanks to bombshell bids in a $70 billion three-way war for Warner Bros Discovery's crown jewels, including HBO Max. With revised offers flooding in from Netflix (mostly cash for studios and streaming), Paramount Skydance (all-cash for the lot), and Comcast (eyeing parts like HBO Max), this mega-merger mania could reshape the $200 billion streaming empire, bundling Netflix's 280 million subs with HBO's 110 million for cheaper bills and killer content combos. But as shares teeter near $100 amid insider sells and capex fears, is this the ultimate dip to snatch for a $150 rebound, or a

The labour market is no longer strong and 6 months from now it will be worse.Job openings have fallen over 30% from last year. Layoff announcements are up 42%.Behind the headlines, pressure is building everywhere:US foreclosures have risen 9 straight quarters, with filings up 34% YoY.Rents are at records over 50% of tenants now spend more than a third of their income just to stay housed.Homelessness surged 12% this year, the largest jump on record.The market is whispering what the data will shout in six months.AI is accelerating the shift.Nearly 20–25% of task-based jobs are expected to be automated or restructured by mid-2026.Back-office roles, customer support, logistics, and entry-level analysis are already being rebuilt around models not manpower.This isn’t a slowdown.It’s a reshaping.

$Strategy(MSTR)$   $Upstart Holdings, Inc.(UPST)$   $2X ETHER ETF(ETHU)$   $BitMine Immersion Technologies Inc.(BMNR)$   Recent sudden crashes in the capital markets really boil down to one thing: a squeeze in U.S. dollar liquidity. My view hasn’t changed — since U.S. Treasuries are essentially a long-term liquidity drain, there must always be “pipes” supplying water to them. One pipe is the U.S. banking system, and another is the yen carry trade. If both of these pipes dry up for different reasons, then the next pool of liquidity is cryptocurrencies. If that s

$ulta beauty(ULTA)$ fiscal Q3 2025 earnings, which are scheduled to be released after market close today, December 4, 2025. ULTA Beauty Fiscal Q3 2025 Earnings Analysis The consensus among analysts suggests that Ulta is likely to report a healthy increase in revenue but a year-over-year decline in earnings. Analysts are generally positive on the stock, with a "Moderate Buy" or "Buy" consensus rating. Consensus Estimates Summary Revenue Growth: The expected YoY revenue growth reflects continued strength, especially in key categories like fragrance and skincare, and benefits from new store contributions and the expansion of their omnichannel capabilities. EPS Decline: The anticipated decline in EPS is largely attributed to factors like higher Sellin