To The Moon

Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years This chart uses a basket of ~50 public companies who report ARR or subscription rev. Not an exhaustive list, but a representative ones Another call out. while the aggregate net new ARR was high, 17% of the companies saw ARR shrink QoQ (so they added negative net new ARR). This was the second highest percent of companies who shrunk QoQ in last 5 years TLDR - aggregate was great, but very high dispersion! 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Markets are still rotating within a broader bullish cycle framework, but leadership is becoming more selective. Instead of chasing strength, I’m focusing on three things only: Trend structure (Bull Cycle integrity) Flow (options / positioning signals) Key support zones (where buyers historically step in) Here are 4 names currently on my radar: 1. $IREN Ltd(IREN)$ If you own or trade $IREN It is trading at what I see as a discount and my Bull Cycle framework still points higher. 2. $Rocket Lab USA, Inc.(RKLB)$ If you trade $RKLB Someone loaded about $2M in call options today, which is very unusual flow. 3. $Amazon.com(AMZN)$ If you trade $AMZN We’re pulling into a

Biggest generational buying opportunity for $SPDR S&P 500 ETF Trust(SPY)$ is in June. When SPY crashes 10%-20% buy these: 1. $ServiceNow(NOW)$ ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff. 2. $Bloom Energy Corp(BE)$ ~$254 | Buy zone: $160–$180 $2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting. 3. $SanDisk Corp.(SNDK)$ ~$1,645 | Buy zone: $1,100–$1,200 Flash memory demand exploding as AI storage cycle accelerates hard. 4. $NVIDIA(NVDA)$ ~$205 | Buy zone: $165–$180 Off the hi

$MasterCard(MA)$ $Mastercard (MA) Rebounds +1.97%: Leadership Reshuffle Sparks Renewed Confidence, Eyes $500 Pivot 💳📈 📊 Latest Close Data (2026-06-10) Closed at $495.24, up +1.97% (+$9.57). The stock trades ~17.7% below its 52-week high of $601.77. 🎯 Core Market Drivers Key management reshuffle: New CFO Hai Ling appointed, while former CFO Sachin Mehra transitions to Chief Commercial Officer. This strategic move aims to strengthen global operations. Additionally, the broader payment sector is recovering from earlier regulatory pressures (e.g., UK FCA's antitrust probe). 📈 Technical Analysis Volume was moderate at 3.31M shares (Volume Ratio: 0.77), indicating consolidation. The MACD histogram turned positive (+0.28), signaling potential bullish momen

$DexCom(DXCM)$ $DexCom(DXCM) Up 2.05%: Momentum Builds Near Key Resistance, Testing $78.35 🚀 📈 Latest Close Data DexCom closed at $78.19 on 2026-06-10, up +2.05% (+$1.57). It's now ~13.1% below its 52-week high of $89.98. 💡 Core Market Drivers The stock continues to ride positive sentiment from the recent cooperation agreement with activist investor Elliott Investment Management, driving expectations for governance and operational improvements. This is coupled with strong underlying demand for CGM technology in the diabetes care market. 🔬 Technical Analysis Volume was solid at 542,400 shares. Technical indicators show building momentum: RSI(6) is at 82.24, indicating strong near-term bullish momentum (approaching overbought). MACD is at 1.15, with

$Johnson & Johnson(JNJ)$ $Johnson & Johnson (JNJ) Rises +2.08%: Defensive Giant Rebounds, Eyes $240 Pivot 🔵 Latest Close Data Close (6/10): $237.00 📈 Change: +$4.84 (+2.08%) 52-Week High: $251.71 (5.8% below) 🔵 Core Market Drivers Strong institutional confidence with recent analyst upgrade (Leerink: Outperform, PT $265). Market rotation towards stable, high-dividend defensive stocks amid broader volatility. Consistent institutional holding (e.g., BlackRock, Vanguard) provides underlying support. 🔵 Technical Analysis Volume: 8.35M shares, Volume Ratio 1.19 indicates above-average participation. 📊 MACD: DIF (0.41) just crossed above DEA (-0.58), generating a bullish crossover signal. 🟢 RSI(6): 75.13, entering overbought territory, suggesting

$Coca-Cola(KO)$ $The Coca-Cola Company (KO) Surges +2.26%: Dividend Titan Tests Key Resistance, $86 Target in Sight 🚀 Latest Close Data 📊 Closed at $81.34 on 2026-06-10, up +2.26% (+$1.80). The stock is now just $1.32 (-1.6%) away from its 52-week high of $82.66. Core Market Drivers 🧠 The stock is riding momentum from its announced plan to list its Indian bottling unit in 2027, reinforcing its global asset-light strategy. Additionally, its status as a "core holding" for Berkshire Hathaway under new CEO Greg Abel continues to underpin long-term investor confidence. Technical Analysis 📈 Volume was robust at 20.59M shares (Volume Ratio: 1.21), confirming the breakout move. The RSI(6) at 65.52 indicates strong short-term momentum but is approaching over

$Expedia(EXPE)$ $Expedia (EXPE) Rebounds +2.28%: Technical Bounce from Support, Eyes $250 Resistance 📈 Latest Close Data Closed at $231.06 on 2026-06-10, up +2.28%. Still ~24% below its 52-week high of $303.80. 💡 Core Market Drivers Stock rebounding from recent oversold conditions after a sharp sell-off triggered by maintaining full-year guidance post-Q1 earnings. Broader online travel sector sentiment remains cautious amid geopolitical tensions affecting travel demand. 📊 Technical Analysis Volume (1.48M shares) was near average (Volume Ratio: 0.99), indicating a lack of strong conviction in the rebound. RSI(6) at 64.99 shows the stock has moved out of oversold territory into a neutral-bullish zone. MACD shows the DIF line (-1.88) is rising toward

$Procter & Gamble(PG)$ $Procter & Gamble (PG) Gains +2.46%: Defensive Giant Holds Firm Above $144, Momentum Builds 📈 Latest Close Data: 🕐 PG closed at $148.67 on 2026-06-10, up +2.46% (+$3.57). The stock is now ~$18.58 (-11.1%) below its 52-week high of $167.25. Core Market Drivers: 🏪 The stock is benefiting from its defensive characteristics, as noted in recent market commentary where it was highlighted as a safe haven during broader sell-offs. Management's optimistic outlook for the US market (targeting at least 3% growth over 12-18 months) continues to provide fundamental support and restore investor confidence. Technical Analysis: 📊 Volume: Trading volume of 8.26M shares was slightly below average (Volume Ratio 0.91), indicating the move

$Wynn(WYNN)$ Wynn Resorts (WYNN) Surged +2.49%: Momentum Builds Above $107, Eyeing $115 Resistance Latest Close Data 📈 Closed at $107.44 on 2026-06-10, up +2.49% (+$2.61). The stock is now ~20.2% below its 52-week high of $134.72. Core Market Drivers 🎰 The broader gaming sector is showing resilience. Recent trading activity indicates strong retail interest, with small-order net buying exceeding $266K. The company's fundamentals remain stable, supported by consistent operations in its core markets. Technical Analysis 📊 Volume was robust at 2.41M shares (Volume Ratio 2.04), confirming the upward move. The RSI(6) at 74.86 signals strong short-term momentum, approaching overbought territory. Crucially, the MACD histogram turned positive to 1.87, with

$GE Aerospace(GE)$ $GE Aerospace (GE) Rises +2.61%: Momentum Builds as Key Resistance Nears, $350 Target in Sight 🛫 Latest Close Data: 📈 GE closed at $330.44 on June 10, up +2.61% (+$8.40). The stock is now just ~$18 (5.2%) below its 52-week high of $348.48. Core Market Drivers: 🚀 Defense & Tech Momentum: The company's high-voltage power converter (HVPC) systems are entering initial low-rate production, marking a key step toward deployment with the U.S. Army and bolstering its defense business pipeline. Strategic Partnership: A recent 10-year avionics maintenance deal with Japan Airlines for its Boeing 787 fleet provides a stable, long-term revenue stream for GE's high-margin services segment. Technical Analysis: 📊 Volume was solid at 4.83M shar

$Starbucks(SBUX)$ $Starbucks(SBUX) Rebounds +2.73%: Defensive Play Holds $94 Support, Eyes $101.85 Resistance 🚀 Latest Close Data Closed at $97.41 on 2026-06-10, up +2.73% ($2.59). The stock is trading ~10.5% below its 52-week high of $108.88. Core Market Drivers The broader restaurant sector showed strength, with peers like DoorDash and CAVA Group also rallying. SBUX's price action reflects a defensive rotation amid market volatility, with its stable dividend yield (~2.54%) providing a floor. Technical Analysis Volume was elevated at 10.62M shares (Volume Ratio: 1.31), confirming the bullish move. The 6-day RSI jumped to 47.91, exiting oversold territory and signaling a potential shift in momentum. The MACD histogram improved to -1.76, though sti

$Yum(YUM)$ $Yum Brands(YUM) Rallies +2.89%: Fast-Food Giant Reclaims $150, Eyes $173 Target Latest Close Data 📈 Closed at $151.63 on June 10, up +2.89% ($4.26). The stock now trades ~10.5% below its 52-week high of $169.39. Core Market Drivers 🍟 Ongoing strategic review of the Pizza Hut division, with potential sale to LongRange Capital generating investor optimism for a more focused portfolio. Strong same-store sales growth from KFC and Taco Bell (6% and 10% in Q1, respectively) continues to offset Pizza Hut's flat performance. General market sentiment favoring stable consumer staples amid economic uncertainty. Technical Analysis 📊 Volume was solid at 2.58M shares (Volume Ratio: 1.21), confirming the bullish move. The MACD has turned positive (+0.

$LendingClub(LC)$ $LendingClub (LC) Rallies +3.10%: Financial Tech Pioneer Breaks $17.5, Bullish Momentum Intact 🚀 Latest Close Data 🕒 Closed at $17.64 on 2026-06-10, up +3.10% ($0.53). The stock is trading 18.6% below its 52-week high of $21.67. Core Market Drivers 📈 The stock's recent strength is supported by its strategic expansion into the home improvement finance market through a partnership with Wisetack, opening a new growth vertical. Strong quarterly earnings that beat expectations continue to underpin positive investor sentiment. Technical Analysis 📊 Volume surged to 2.88M shares (Volume Ratio: 1.46), confirming the breakout. RSI(6) jumped to 59.41, moving out of neutral territory and indicating building momentum. The MACD shows a bullish c

$Lululemon Athletica(LULU)$ $Lululemon Athletica(LULU) Rebounds +3.24%: From 8-Year Low, Eyes $122 Pivot Latest Close Data 📊 Closed at $121.36 (+3.24%) on 2026-06-10. The stock is still ~54.5% below its 52-week high of $266.95. Core Market Drivers 🏃♀️ The rebound follows a steep 8% drop to an 8-year low after the company lowered its full-year outlook. Sentiment remains fragile as analysts cite a "pervasive sense of mediocrity" in its product line and a lack of innovation. Technical Analysis 📈 Volume: 4.48M shares (Volume Ratio: 0.58) suggests tepid buying interest, not a strong conviction reversal. RSI (6): Jumped to 43.29, exiting oversold territory (<30) but still in neutral zone, indicating a relief bounce. MACD: DIF (-4.78) remains below DE