To The Moon

As the curtains draw on a historic 2025, $MP Materials Corp.(MP)$ (in my humble opinion) stands as the centerpiece of a high-stakes geopolitical drama. After a year defined by a staggering +228.8% surge in share price, the company is not merely resting on its laurels. Instead, MP is preparing for a "Phase II" breakout in 2026, fueled by the commissioning of the West’s first heavy rare earth facility and a unique $1.1 billion government-backed pricing safety net. Before we look at MP materials in 2025 retrospectively, below are posts I have shared previously - Enjoy ! 14 Jul 2025 - AAPL pushed $MP to $62 Intraday. OMG! 11 Jul 2025 -

Over the past months, I have shared two ‘super growth’ US listed stocks - $CoreWeave, Inc.(CRWV)$ and $NEBIUS(NBIS)$. Click on the links to read: 25 Nov 2025 - CRWV, A Time Bomb. Don't Dip Buy ! Get Out ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast ! CoreWeave. In H1 2025, CRWV was indeed a Wall Street darling following its March 2025 IPO, with the AI-hyperscaler’s stock price soaring nearly +370% to a peak of $187 by late June 2025. (see above) This status has faded since as the stock crashed over -60%, a downfall precipitated by a combination of: Wid

In 2025, the center of gravity in artificial intelligence (AI) has shifted. Silicon Valley may have kindled the first sparks of the AI boom, but the real allocators of power and profit now sit with the US government and its agencies. The new AI era is being framed less as a technology story and more as a national‑security and infrastructure project. Because of this, the Trump administration’s industrial policy, Pentagon roadmaps, and multi‑trillion‑dollar infrastructure ambitions are quietly determining which listed companies emerge as lasting winners. Specifically, the incumbent ruling party has began to make use of executive orders, funding programs, and defense planning to channel capital into a narrow set of strategic bottlenecks. The Washington Kingmakers. Throughout 2025, there were

Even though 2025 isn't over yet, my news feeds are already buzzing with "it" stock predictions for 2026. One post I came across from Motley Fool really caught my eye - highlighting the disruptive potential of the regional air mobility sector. I invested a token sum and live to tell the story here ! I am referring to $Surf Air Mobility Inc.(SRFM)$: a regional air mobility company that is flying under the radar. It's currently trading at $2.13 a share (as of end 24 Dec 2025), a steal. With a market capitalization of approximately $134.67 million and a 52-week range of $1.77 to $9.91, SRFM is highly volatile, typical of a penny stock. 📈 Sofware as a Service (SaaS) Pivot. Founded in 2012, SRFM is moving beyond just "flying people." They are shifting t

Even though 2025 isn't over yet, my news feeds are already buzzing with "it" stock predictions for 2026. One post I came across from Motley Fool really caught my eye - highlighting the disruptive potential of the regional air mobility sector. I invested a token sum and live to tell the story here ! I am referring to $Surf Air Mobility Inc.(SRFM)$: a regional air mobility company that is flying under the radar. It's currently trading at $2.13 a share (as of end 24 Dec 2025), a steal. With a market capitalization of approximately $134.67 million and a 52-week range of $1.77 to $9.91, SRFM is highly volatile, typical of a penny stock. 📈 Sofware as a Service (SaaS) Pivot. Founded in 2012, SRFM is moving beyond just "flying people." They are shifting t

In 2025, the center of gravity in artificial intelligence (AI) has shifted. Silicon Valley may have kindled the first sparks of the AI boom, but the real allocators of power and profit now sit with the US government and its agencies. The new AI era is being framed less as a technology story and more as a national‑security and infrastructure project. Because of this, the Trump administration’s industrial policy, Pentagon roadmaps, and multi‑trillion‑dollar infrastructure ambitions are quietly determining which listed companies emerge as lasting winners. Specifically, the incumbent ruling party has began to make use of executive orders, funding programs, and defense planning to channel capital into a narrow set of strategic bottlenecks. The Washington Kingmakers. Throughout 2025, there were

When Michael Burry’s bearish bets became public in early November 2025, the "Burry effect" triggered a volatile re-evaluation of the AI trade. While $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ were his primary targets, the shockwaves moved through the entire Magnificent 7, as investors began questioning if the massive capital expenditures (CapEx), estimated to top $250 billion across the group by year-end, would ever yield a proportional return. As of 19 Dec 2025 EOD As we stand 5 trading days away from 2026, below is how each Magnificent 7 stock, has fared with the group averaging a +32% YTD return, though individual results vary wildly from NVDA’s triple-digit surge to GOOGL’s modest single-di

For week ending 19 Dec 2025, US market had been interesting. It had a mixed performance but laced with bullish momentum. On Wed, 17 Dec 2025, both S&P 500 and Nasdaq were still below their 50-day lines as ORCL continued to weigh on AI stocks. Before the week was over, they managed to reclaim their 50-day & 21-day lines as MU earnings and tame CPI inflation, buoyed markets. This resulted in leading stocks faring well, with many flashing buy signals, notably sectors in the tech, medical, aerospace and travel. One of the tech stocks termed a “Buy” by Wall Street analysts is $Palantir Technologies Inc.(PLTR)$, which has an interesting run in 2025, looking back. PLTR Retrospect. Historically, PLTR has had a phenomenal run in the last 1½ year. I

I have covered $Globalstar(GSAT)$ on a few occasions. Below are the two most recent posts for your reading pleasure. Click to savour. 01 Jul 2025 - AAPL chose GSAT is Elon Musk's Starlink loss. 23 Jan 2025 - AAPL space race will fuel GSAT's BOOM ! It has been a while since my last coverage and the stock has gone onto greater highs; warranting an update. And here we are ! I've been consistently following up on GSAT and I think 2026 is shaping up to be another break through year, largely thanks to its exclusive relationship with $Apple(AAPL)$. This collaborative p

The market landscape in December 2025 is currently defined by a "clash of titans": (1) bearish conviction of Michael Burry vs (2) structural demand for AI infrastructure. While the "AI Bubble" narrative has gained significant traction, reality is more nuanced than a simple "true or false" verdict. For a start, let’s look at how Nvidia’s fundamentals & technicals stack up against the market’s current "rut". For that, I defer to NVDA and its 2 closest competitor - $Broadcom(AVGO)$ and $Advanced Micro Devices(AMD)$ (see below) Nvidia’s P/E of 42.2 is lower than both Broadcom and AMD. (see above) Although Burry calls this a bubble, market bulls point to the 111% Return on Equity (ROE) as evidence that NVDA