To The Moon

I. Fundamentals: Long-Term Value vs. Near-Term Supply Shock 1. Long-term bull case unchanged, but short-term price under four layers of pressure ① tactical concerns over the upcoming lock-up expiry; ② AI business uncertainty; ③ potential Tesla merger complexity; ④ lower-than-expected passive index buying. As the lock-up expiry passes, the stock is expected to stabilize at some level. 2. Valuation: SOTP stress test suggests AI business is nearly free At the current price of approximately $108/share (~$1.4 trillion valuation), a sum-of-the-parts (SOTP) stress test suggests that just the Space + Connectivity segments alone already support the bulk of the value: Space, benchmarked against Blue Origin, is valued at roughly $390–650 billion; Connectivity is conservatively valued at over $748 bil

$Tesla Motors(TSLA)$ @Trade Feed Decoder

$Adobe(ADBE)$ $Adobe (ADBE) Surges +6.10%: Creative Giant Shakes Off Lows, Bulls Eye $258 Resistance Zone 🚀 Latest Close Data Adobe closed at $225.11 on July 27, 2026, rallying a solid +6.10%. While the price is recovering strongly from the $190.12 support level, it remains -40.15% below its 52-week high of $376.16, indicating significant room for mean reversion if momentum sustains. Core Market Drivers The stock is rebounding as deep-value hunters step in, with recent analysis highlighting an attractive valuation of just 8x forward Free Cash Flow. Additionally, the transition to AI-first monetization is gaining traction, with the company surpassing $500M in AI Annual Recurring Revenue, easing fears over the freemium transition timeline. CEO succe

$Advanced Micro Devices(AMD)$ Setting up nicely for $600 ER run then $680+ on earnings beat and forward guidance raise. $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Cerebras Systems(CBRS)$ $Cisco(CSCO)$

$UnitedHealth(UNH)$ $UnitedHealth Group (UNH) Soars +3.51%: Strong Earnings Ignite Rally, Eyeing $440+ Zone 📈 Latest Close Data (07/22/2026) Close: $436.35 (+$14.80, +3.51%). 52-Week High: $461.62 (5.5% below). Volume: 6.83M shares (Volume Ratio: 0.84, below average). 🚀 Core Market Drivers Q2 earnings massively beat expectations (Adj. EPS $6.38 vs. $4.86 est.), leading to a significant FY guidance raise. Multiple Wall Street firms (Morgan Stanley, BofA, Piper Sandler) have raised price targets post-earnings, reflecting strong institutional confidence. The healthcare giant is showing signs of robust financial recovery post its historic downturn. 📊 Technical Analysis RSI (6): 66.51, approaching overbought territory but showing strong upward momentum.

$Tesla Motors(TSLA)$ Regular tesla trading, more sideways but patience for robotaxi. It takes times to change the world

$Corning(GLW)$ I started to collect GLW (Corning) during this week's massive pullback because I don't think the long-term story has changed. The selloff looks more like short-term profit taking and market sentiment rather than a deterioration in the company's fundamentals. Sometimes the best opportunities appear when quality companies get dragged down with the broader market. Corning is much more than just a glass company. It has strong exposure to AI infrastructure through its optical fiber and connectivity solutions, which are becoming increasingly important as hyperscalers continue expanding AI data centers. As AI clusters grow larger, the demand for high-speed optical networking should continue to rise. Another reason I like GLW is its div