To The Moon

📡 The Pulse The meme-squeeze machine is back in full force, and three names are dominating the tape right now — **BYND∗∗,∗∗BYND**, ** BYND∗∗,∗∗NVTS**, and **$CAR**. Short-covering is doing the heavy lifting, retail momentum is piling on, and the forced-buy cascade is in motion. But here's what separates the traders who *print* from the traders who *get printed on*: knowing exactly when the squeeze fuel runs dry. With RSI readings screaming overbought and fundamentals that won't survive a headlines slowdown, this tape rewards discipline over FOMO. Let's break it down with surgical precision. 📰 Key News — The Data Behind the Move 🔴 $BYND revenue clocked in at $61.6M, down a brutal 19.7% YoY — the business is structurally shrinking 🔴 Gross margin on $BYND cratered to just 2.3% this quarter, c

$Apple(AAPL)$ Apple just named John Ternus as its next CEO, set to take the helm in September while Tim Cook moves to executive chairman. Ternus, the 50-year-old hardware chief known for being likeable, unflappable, and a company man through and through, inherits a colossus that has quadrupled sales to $416 billion and seen the stock massively outperform the S&P 500 under Cook (see the long-term chart showing Apple’s explosive run since the 2011 transition). Yet in the midst of the biggest technological upheaval since the smartphone era — the AI revolution — many wonder if Ternus can channel not just Cook’s operational excellence but also the revolutionary spark of Steve Jobs. The transition looks picture-perfect on paper: record iPhone sales,

$Alphabet(GOOG)$ just punched a fresh all-time high, fueled by the blockbuster reveal of its eighth-generation Tensor Processing Unit at Google Cloud Next. This isn’t just incremental hardware — it’s Google aggressively asserting itself as a true frontrunner in the AI infrastructure arms race, with TPUs now positioned as a credible, power-efficient alternative to NVIDIA’s dominance. The market is clearly pricing in a stronger cloud story and deeper vertical integration. But with the stock already at record territory, the big question looms: will this week’s earnings keep the fireworks going, or will we see classic sell-the-news profit-taking? 😱 What’s Driving the TPU-Fueled Breakout Eighth-Gen TPU Launch: Major leap in performance and efficiency,

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ bought when it dipped last few months...

$MSFT 20260508 380.0 PUT$ rolled for few months.... now finally in favourable position

$Salesforce.com(CRM)$  Don't be fooled by  the Market which tends to overreact both  ways. Crm is a fundamental sound company  with Consistent profits & revenue. It is also  buyIng back their own shares which are way  underValued. The narrative can shift suddenly like what happened to Google a year ago.

$MSFT 20260522 385.0 PUT$ short the market 

$Advanced Micro Devices(AMD)$ onwards and upwards, next stop 1 trillion 

AMD clearing $300 is symbolically powerful, but the more important question is whether fundamentals are still expanding faster than expectations. Right now, the market is no longer pricing AMD as a “catch-up AI play” but as a credible second pillar behind Nvidia. That re-rating is largely driven by MI300 traction and ecosystem validation. The issue is that expectations have moved just as quickly as the narrative. Why risk/reward is tightening: Valuation expansion first, earnings later: A large part of the move reflects multiple expansion rather than realised AI revenue scale. Execution gap vs Nvidia: CUDA moat, software maturity, and hyperscaler lock-in still favour Nvidia meaningfully. Supply chain cyclicality: Strength in Micron Technology and memory names signals a broader AI capex wave

$Intel(INTC)$  A move to $100 for Intel would require more than a single strong quarter. The results are encouraging, but the driver you highlighted, CPU scarcity, is typically cyclical, not structural. Can momentum sustain? Short term, yes: tight CPU supply + enterprise refresh cycles can support pricing and margins for a few quarters. Medium term, uncertain: once supply normalises, pricing power fades unless backed by clear performance leadership versus Advanced Micro Devices. AI gap remains: Intel’s data centre narrative still lags Nvidia in accelerators, which caps multiple expansion. So, $100 is possible only if execution + AI credibility + foundry progress all improve simultaneously. That is a high bar. Who benefits if CPUs are “back”?

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg

I’m leaning toward C — Semiconductors / AI infrastructure this earnings season. The strength in the $Philadelphia Semiconductor Index(SOX)$ and aggressive capex from $Taiwan Semiconductor Manufacturing(TSM)$ suggest this is more than a short-term rally—it’s a multi-year buildout. The real story is expanding beyond chips into power, cooling, and data centers, which gives this theme stronger durability. I’m more cautious on $Microsoft(MSFT)$ & $Alphabet