To The Moon

ASML Beat the Quarter, but the Hard Part Comes Next $ASML Holding NV(ASML)$   delivered the kind of print bulls wanted on the surface: a clean first quarter, a higher 2026 sales outlook, and management commentary that AI-related demand is getting stronger.  The more important read, though, is underneath the headline. Revenue guidance moved higher, but the gross margin range did not. That means the quarter strengthens the demand story, while leaving the harder debate unchanged, can $ASML Holding (ASML.US)$ turn stronger demand into a cleaner second half with solid profitability.  What the quarter actually showed The quarter itself was solid. Net sales were €8.767 billion, gross margin was 53.0%, an

MAG7 Exits the Trough, Yet Valuations Stay Compressed The S&P 500 is nearing fresh highs again, but the more important story may be inside the MAG-7.  Despite the recent rebound, valuations across the group still look compressed relative to the last major AI-driven peak, even as AI demand continues to broaden and monetization is becoming easier to see.  That leaves room for a more durable rerating if the next leg of earnings confirms that hyperscaler spending is finally translating into stronger cloud revenue, better pricing, and improving returns on capital. AI Demand Is Still Accelerating, and Compute Is Getting Tighter •Anthropic is locking in supply across every major lane. After unveiling Mythos in early April, Anthropic secured about 3.5GW of future Google/Broadcom-back

Oracle FOMO Supercharges Call Options Frenzy After Bloom Energy Deal $Oracle(ORCL)$  's options market is pricing fear of missing out Wednesday, as investors, speculators and traders chase an upside breakout before contracts expire in two days. The catalyst hit Monday night, with Oracle expanding its partnership with $Bloom Energy Corp(BE)$   to buy up to 2.8 gigawatts of fuel cell systems for its U.S. AI data-center buildout, with an initial 1.2 GW already contracted and deploying into 2027. Bloom's cells can be rolled out far faster than gas turbines or grid connections — the company delivered a full system to Oracle in 55 days l

My stock in focus today is $Microsoft(MSFT)$ , especially after its recent 3-day surge of nearly 11%. A sharp jump means sentiment may be turning after a prolonged pullback. When a mega-cap like this starts regaining momentum, it often signals early institutional repositioning rather than just short-term retail chasing. What makes this rebound more interesting is the backdrop. Concerns around AI disruption—driven in part by Anthropic and its Claude Mythos model—have raised questions about whether traditional software models can hold up. The narrative is shifting from “who benefits from AI” to “does software itself get disrupted.” In my view, the massive selloff has already priced in. I see Microsoft as a battleground between short-term skepticis

Many are surprised that the Tesla stock has risen by nearly $60 in just a few days and are excited - but not me. That was just a technical rebound from a situation of massive oversold conditions, in which large investors took advantage of the negative sentiment in Q1 to steal valuable Tesla shares from inexperienced, unsettled paper hand investors—and it worked. There was and is not a single compelling argument against the Tesla stock in the first quarter, and there isn’t one today either. Elon told long ago that AI4 is sufficient for superhuman driving but people just don't listen so there is not even news today but when the bulls run they run. Imagine what will happen when Tesla launches Robotaxis in a dozen cities at once and those revenues and profits show up on the balance sheet. That

Many are surprised that the Tesla stock has risen by nearly $60 in just a few days and are excited - but not me. That was just a technical rebound from a situation of massive oversold conditions, in which large investors took advantage of the negative sentiment in Q1 to steal valuable Tesla shares from inexperienced, unsettled paper hand investors—and it worked. There was and is not a single compelling argument against the Tesla stock in the first quarter, and there isn’t one today either. Elon told long ago that AI4 is sufficient for superhuman driving but people just don't listen so there is not even news today but when the bulls run they run. Imagine what will happen when Tesla launches Robotaxis in a dozen cities at once and those revenues and profits show up on the balance sheet. That

$Direxion Daily TSLA Bull 2X Shares(TSLL)$  先沽售整體獲利，後分段買入，看好後市 個股中的ETF特斯拉 十年前，如果你問一位投資人：「特斯拉是做什麼的？」答案很簡單——電動車。 今天，同一個問題，答案變得複雜起來。它賣車，也賣電池；它做自動駕駛，也做機器人；它有超級電腦，還有一家即將上市的太空公司與它共享同一個靈魂人物。 買一股特斯拉，你買到的不再只是一輛電動車。你買到的是馬斯克手上所有棋子的倒影。 這就是為什麼愈來愈多人稱它為「個股中的ETF」。 一檔股票，七個故事 ETF之所以吸引人，是因為它用一筆錢幫你分散買進一籃子股票。特斯拉剛好相反——它把一籃子生意，全部塞進同一家公司。 電動車是它的現在。能源儲存是它的現金流。自動駕駛是它的賭注。人形機器人是它的想像力。AI晶片是它的武器。低軌衛星是它的影子。而馬斯克本人，是貫穿一切的軸心。 傳統汽車公司拼命降成本，特斯拉在拚下一個十年的技術高地。其他車廠還在煩惱如何賣更多車，特斯拉已經在想如何讓車自己開出去賺錢。 這不是一間車廠，這是一個科技組合。 SpaceX上市：影子變成光 過去很長一段時間，SpaceX對特斯拉股東來說，只是一個「美好的想像」。大家都知道它們有技術交流，都知道馬斯克把兩家公司綁在一起，但SpaceX沒上市，你再看好也買不到。 這個情況將在兩個月後改變。 SpaceX已經秘密提交上市申請，目標估值接近兩兆美元，募資規模打破歷史紀錄。六月中旬，全球投資人將首次能夠同時持有特斯拉與SpaceX。 更重要的是，這兩家公司從未如此緊密。SpaceX使用特斯拉的電池，特斯拉借用SpaceX的材料技術。馬斯克的薪酬與特斯拉股價掛鉤，但他的熱情與聲譽同時投入兩家公司。 當SpaceX

TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ printed a new all time high today. Bears are in shambles. SPX to 7700 possible this year if SPX starts to form a new base above 7k over the next 2 weeks. SPX April 17 7050C is best above 7000 $Microsoft(MSFT)$ big breakout above 400.. MSFT to 420-425 in play by Friday. MSFT April 27 420C is best above 410 $Invesco QQQ(QQQ)$ keep an eye on 637 tomorrow if it gets through... 650 comes quickly. QQQ to 700 in play this year QQQ April 17 640C can work above 637 Good luck tmrw everyone!! 🫡

Hello everyone! Today i want to share some technical analysis with you! 1 $GameStop(GME)$$31 price target. First it was $Avis Budget(CAR)$, then $Allbirds, Inc.(BIRD)$. The market is meme-ing. This will have it's day as money rotates to the next "musical chair". 2 $Oracle(ORCL)$Volume gap up to $187. 3 $GameStop(GME)$Descending triangles are statistically bearish setups. However, when they break to the upside, the moves are quite aggressive for up to 3-5 candles (this is a weekly chart). I think the mov

On Wall Street, the benchmark S&P 500 and tech-heavy Nasdaq Composite rallied to record closing highs on Wednesday (Apr. 15) as investors were encouraged by corporate earnings and ​hopeful of progress in U.S.-Iran negotiations. The Nasdaq notched a record finish for the first time since October 29 and briefly touched an intraday record high with boosts from software ‌stocks and the broader technology sector, just 13 trading days after confirming that it was in a correction due to worries about the Middle East war. Regarding the options market, a total volume of 68,423,161 contracts was traded on Wednesday. Top 10 Option Volumes Top 10: $Tesla Motors(TSLA)$, $NVIDIA(NVDA)$,

Hello everyone! Today i want to share some technical analysis with you! 1 Scanning through the top $SPDR S&P 500 ETF Trust(SPY)$ performers for short-term potential Sidekick has $Micron Technology(MU)$ at the top of the list. 2 Charged up and squeezing $Rivian Automotive, Inc.(RIVN)$ 3 Congress's most watched portfolio just got interesting $Tempus AI(TEM)$ breaking out on high volume 4 Just 11 trading days ago, $Alphabet(GOOG)$ was at its most oversold level in nearly 2 decades. Today, it crossed abo

Markets are hitting fresh highs with strong momentum, led by tech, as sentiment shifts toward greed. While the trend remains bullish, extended streaks and elevated positioning suggest a near-term pause could be approaching. 1. $S&P 500(.SPX)$ S&P 500 hits new all-time high 📈🥳🤑🫂 S&P 500 $SPX hits 7,000 for only the 2nd time in history 📈🥳🤑🫂 S&P 500 relative to M2 Money Supply 🚨 Dot Com Bubble vs. Now 😱👀 Over the last 35 years, April 15 has been the joint worst day of the year for the S&P 500 📉📉 2. $NASDAQ(.IXIC)$ Nasdaq on track for its 11th consecutive green day, its longest winning streak since 2021 📈📈 3. $Microsoft(MSFT)$ Microsoft $MSFT on