To The Moon

This week’s market action shows extreme contrasts across sectors. $HIMS faces historic losses after nearly 50% decline, while Berkshire Hathaway ($BRK.B$) sits on record cash reserves. Small caps ($IWM$) are outperforming the Nasdaq ($QQQ$) for the first time in over nine years, and Robinhood ($HOOD$) signals caution with a Death Cross formation. Here’s a closer look at these key developments. 1. $Hims & Hers Health Inc.(HIMS)$ Hims & Hers Health $HIMS has now traded red in 14 of the last 15 days and lost almost 50% in value, its worst period in history 🚨🚨 2. $Berkshire Hathaway(BRK.B)$ Warren Buffett's Berkshire Hathaway is now sitting on an all-time high $382 Billion in Cash, enough to buy 480

A List of Drone Stocks: Military Drones： $Kratos Defense & Security Solutions(KTOS)$ $Red Cat Holdings Inc.(RCAT)$ $AeroVironment(AVAV)$ $Elbit Systems Ltd(ESLT)$ $AIRO Group Holdings(AIRO)$ $ParaZero Technologies Ltd(PRZO)$ $Droneshield Ltd(DRSHF)$ Commercial Drones: $Unusual Machines Inc(UMAC)$ $Draganfly Inc(DPRO)$ $Volatus Aerospace Corp.(VLTTF)$

Technical pressure is building across key names and volatility is creeping higher. With $UNH triggering a rare death cross, $GOOGL testing critical moving averages, and $VIX holding above 20 for a third straight session, risk appetite is clearly being challenged. 1. $UnitedHealth(UNH)$ UnitedHealth $UNH forms a Death Cross ☠️ for the first time since January 2025 🤯 The last one sent shares plunging 57% over the next 6 months 📉📉 2.$Alphabet(GOOGL)$ Alphabet $GOOGL fell below its 50-day moving average last week and now sits right at the 100-day 🚨 If that breaks, a return to the 200-day MA might be in play 🤯👀 3. $Cboe Volatility Index(VIX)$ CBOE Volatility Index $VIX

4 Undervalued Non-US Companies! 1/ $MercadoLibre(MELI)$ from Argentina 🇦🇷 Business: E-commerce, Logistics, and Financial Services. - #1 Ecommerce Player in LATAM - 72M Fintech MAUs - 77M Ecom Buyers - $60B Ecom Platform Sales - $253B Payment Volumes 2/ $DLocal Limited(DLO)$ from Uruguay 🇺🇾 Business: Payment Processing. - Active in 40+ Countries - Hundreds of payment methods - $35B TPV, growing 50% - Path to $200B in TPV - An insane 157% TPV Retention - Dirt cheap at 23 P/E 3/ $Sea Ltd(SE)$ from Singapore 🇸🇬 Business: Mobile Video Games, E-commerce, Logistics, and Financial Services. - $1.6B FCF Gaming Cash Cow Segment - $120B E-commerce Platform - Exploding Fintech

The easy money is over. • $Cboe Volatility Index(VIX)$ rising • Gold blowing off • Crypto getting killing • Leadership narrowing • Market breadth weakening • Defensive names outperforming • Momentum stocks rolling over • Sell-offs on good earnings • Multiple distribution days • Few actionable setups • Closes near the lows This is all you need to know about the market right now. The conditions simply aren’t favorable to be aggressive at the moment. There are times to make money and times to protect it. Right now is about protection and managing risk. There is little reward in forcing long positions here. Maybe this is just a temporary pause. Maybe it turns into something larger. Nobody actually knows. And the good news is that you don’t need to know

The Best Performing Sectors in the $S&P 500(.SPX)$ Memory: $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ Semis: $Analog Devices(ADI)$ $Monolithic Power(MPWR)$ Semi Equipment: $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $Teradyne(TER)$ $AMAT $LRCX $TER Networking: $Corning(GLW)$ Power Infrastructure:

There is always a bull market somewhere. Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ Foundries: $Taiwan Semiconductor Manufacturing(TSM)$ $SkyWater Technology, Inc.(SKYT)$ Substrates: $AXT Inc(AXTI)$ Chip Equipment: $Teradyne(TER)$ $Acm Research Inc.(ACMR)$ $Aehr Test(AEHR)$

Market volatility is no longer isolated. A historic losing streak in HIMS, a rare double-digit collapse in CBRE rivaling crisis-era declines, and a surge in S&P 500 return dispersion to levels last seen during the Global Financial Crisis all point to rising stress beneath the surface. While this may still resolve constructively, fear has clearly re-entered the equation—and selective risk management now matters more than ever. 1. $Hims & Hers Health Inc.(HIMS)$ Hims & Hers Health $HIMS has now traded red for 9 consecutive days, its longest losing streak in history 📉📉📉 2. $CBRE Group Inc(CBRE)$ Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been only 2 periods of time

Here are 🔟 BEST graphs on the stock market! 1/ $IREN Ltd(IREN)$ Forward Revenues $8M ➡️ $3.9B 488x in 8 years! AMAZING! 2/ $NEBIUS(NBIS)$ Forward Revenues $14M ➡️ $4.3B 593x in 5 years! Absolutely INCREDIBLE! 3/ $DLocal Limited(DLO)$ Operating leverage in action 📈 Revenues: +1,637% 📉 Opex: +720% 4/ $Amazon.com(AMZN)$ Amazon Web Services $3B ➡️ $129B 51x in 12 years! THE BEST business growth stories ever! 5/ $Uber(UBER)$ FCF -$4.9B ➡️ $9.8B 6/ $Grab Holdings(GRAB)$ Net Income -$3.7B ➡️ $123M The graph will look the same as $UBER in no tim

This week’s market highlights focus on ARK Innovation ETF (ARKK) versus QQQ, Hims & Hers Health (HIMS), AppLovin (APP) with its leveraged ETF APPX, and TeraWulf (WULF) with WULX. ARKK continues to lag the Nasdaq over five years, while HIMS shows sharp volatility. APP has seen a rebound following a short-seller correction, offering potential upside, especially via APPX for magnified exposure. WULF hits multi-year highs, with WULX providing amplified bullish participation. Overall, these names illustrate contrasting trajectories, volatility-driven opportunities, and potential turnarounds across tech, healthcare, and crypto-related sectors. 1. $ARK Innovation ETF(ARKK)$ VS $Invesco QQQ(QQQ)$ Cathie Wood's