To The Moon

Consensus is asking NVIDIA to clear an unusually high bar again. For the current quarter, Wall Street expects revenue of $91.80 billion, up 99.31% year over year, EBIT of $60.64 billion, up 109.77% year over year, and EPS of $2.087, up 107.01% year over year. Those expectations come after the prior quarter already delivered revenue of $81.62 billion, up 85.23% year over year, EBIT of $53.78 billion, up 93.37% year over year, and EPS of $1.87, up 94.79% year over year. The key variable for the stock is not whether NVIDIA is still growing fast in absolute terms, but whether it can sustain near-doubling growth while holding margins at levels that imply exceptional pricing power and operating leverage. That durability question is likely to matter more than a simple top-line beat. The bull case

My vote: 🟢 Very Green (+10% or more). I think the market has become too pessimistic. After five consecutive weeks of selling, much of the bad news—including the lockup expiration—has likely already been priced in. The key isn't just the headline numbers, but management's guidance. If SpaceX reports solid Starlink growth, provides encouraging updates on AI and Starship, and outlines a clear long-term roadmap, investor confidence could recover quickly. I also believe the recent selloff has lowered expectations to a level where even a modest beat could have a meaningful impact on the stock. If management demonstrates that AI investments are beginning to generate stronger commercial returns, it could become the next catalyst for a re-rating. With expectations already low and short interest st

I'm voting A. I believe both $Advanced Micro Devices(AMD)$ and Arista can deliver results strong enough to reinforce the AI investment cycle. Cloud providers are still spending aggressively on AI infrastructure, and I expect that demand to extend beyond GPUs into CPUs, networking and the broader data center ecosystem. What I'm watching most isn't just whether they beat estimates, but whether they raise guidance. If AMD shows accelerating AI accelerator adoption alongside continued EPYC strength, and Arista confirms robust demand for high-speed networking, it would signal that AI capital spending remains healthy across multiple layers of the infrastructure stack. I'm staying constructive on AI. Valuations are elevated, but companies that continue t

Big-company stakes (especially Alphabet/Google’s) are not a reliable “buy” signal for retail investors, mainly because of timing, strategy, scale, and risk profile differences. SpaceX can still be compelling on its own merits for long-horizon believers in its businesses. Why PLTR/GOOG involvement does not mean you should invest Alphabet/Google’s stake is old and strategic, not a current endorsement of the public valuation.** Google invested alongside Fidelity in 2015 (around a $10–12B company valuation) for satellite connectivity and related infrastructure. That position has ballooned into a reported $94B holding (roughly 4–6% stake post-IPO) after SpaceX’s June 2026 IPO (priced at $135/share for ~$1.75–1.78T market cap). Google cannot freely sell large portions due to lockups. It also has

I voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I

I voted for A) Microsoft because it didn't just talk about AI—it showed measurable returns. Azure growth, a record commercial backlog, and rising Copilot adoption give me confidence that AI spending is translating into real revenue instead of remaining a promise. For me, the biggest proof that an AI strategy is working is improving revenue, expanding free cash flow & better margins over time. Meta's cash flow decline doesn't make me bearish, but I do think investors will want clearer evidence that today's heavy AI investments can generate stronger financial returns in the coming quarters. I also remain bullish on the picks-and-shovels side of AI. Companies involved in GPUs, memory, networking & advanced packaging should continue to benefit because every AI deployment depends on th

$Wayfair(W)$ $Williams-Sonoma(WSM)$  $RH(RH)$  📈 Wayfair $W +27.3% After Blowout Q2: Best Sequential Revenue Growth Since 2020 Wayfair $W is soaring +27.3% today after delivering an outstanding Q2, posting its strongest sequential revenue growth since 2020. The rally has completely erased the stock’s 2026 losses, pushing shares up 13% YTD and back near February highs. The company exceeded expectations on both earnings and revenue while demonstrating impressive operating leverage, surging Free Cash Flow and continued market share gains despite one of the toughest housing markets in years. 🟢 EPS: $0.95 | Est. $0.92 🟢 Revenue: $3.52B | Est. $3.47B $W Q

$McDonald's(MCD)$ $Yum(YUM)$  $Restaurant(QSR)$  🍔 $MCD Q2 2026 Earnings: Pricing Power Hits Its Limit? McDonald’s delivered a respectable earnings beat, but beneath the surface the growth engine is losing momentum. Global comparable sales slowed sharply to +1.3%, down from +3.8% in Q1, while U.S. guest traffic turned negative. Revenue rose just 4% YoY, driven almost entirely by higher prices rather than more customers. The franchised business model continues to protect margins and EPS, but investors are now asking whether pricing has reached its ceiling. 🟢 EPS: $3.32 🟢 Revenue: +4% YoY 🔴 Global Comparable Sales: +1.3% 🔴 U.S. Comparable Guest Cou

🌟🌟🌟Welcome to Crypto Zoo where meme coins are the craze among collectors.  It is a total emotional rollercoaster where financial logic goes to hide in the closet. The internet is massive but the whole system is built on a foundation of pure digital air. Cash Cat is a new cat token by $Robinhood(HOOD)$ which shot up 4,000% to a USD 200 million in a single week. Cate on Solana hit a USD 75 million value in just 8 days after launch. Then there is MarsCoin by Binance. Is a real bull market starting? I don't think so.  Why?  There is no big serious money from Wall Street banks.  It is just the same group of crypto traders moving their cash around