To The Moon

Most airlines have now released their Q1 2025 earnings, reflecting a pattern of "falling costs overshadowed by weak demand." While declining fuel prices provided some breathing room, rising labor costs and sluggish domestic demand weighed heavily on profits. Airlines with higher international exposure (e.g., United Airlines) performed relatively better, whereas low-cost carriers reliant on domestic leisure travel (e.g., Frontier, $JetBlue Airways(JBLU)$ faced more severe challenges. Industry Overview: Weak Demand Pressures Earnings, Mixed Cost DynamicsIn Q1 2025, the U.S. airline industry was under dual pressure from weak demand and elevated costs. Industry-wide profit growth stalled, with the following core characteristics:Demand Weakness Drives

Big-Tech’s PerformanceWeekly macro storyline: Powell’s “Rate Cut” Mini-DramaTrump repeatedly pressured Powell with inflammatory comments and even threatened to replace him, triggering a market “panic” at the start of the week. As Treasury Secretary Bessent clarified in his speech on April 23: “America First” doesn’t mean “America Alone.” Trump later softened his tone (backed off?) and stated he had no intent to replace Powell. This easing of tension helped fuel the market’s sharp rebound in subsequent days. The core of Trump’s message was a call for rate cuts, which ironically aligns with current market sentiment.Why does the market also want rate cuts? Because the clear shift in trade policy is expected to impact the real economy in Q2 and beyond. Both corporate profits and consumer confi

$Alphabet(GOOG)$ earnings jumped 5% after the bell, mainly to address three market anxieties:The impact of AI on the advertising business is not reflected in the results, the loss of market share is really excessive concernCapital expenditure expenditure maintenance, AI competition continues, maintain the guidance of hardware manufacturers $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ E-commerce advertising will have an impact, but too much billing, DMA antitrust case has a program and has been accrued, the extent of which remains to be seen, and not as pessimistic as the market billingPerformance and market feedbackAnnounced strong FY2025 Q1 results th

Gold is really too fierce for a while, the past year directly up 50%, sitting on the "most beautiful boy" throne.In the face of this strong performance, has been 3300 U.S. dollars / ounce price, the price of the yuan close to 1100 yuan, many people began to entangle an old problem - is it time to sell gold?Unlike stocks, bonds can rely on PE, price-earnings ratio, interest rate pivot, CPI and other indicators to assess the "fair value" of gold, gold is a hard currency without income, valuation standards, to put it bluntly, is to look at the market atmosphere and macro expectations.From the historical point of view, the gold price has been in the high, but not to the limit!Historically it's not uncommon for gold to rise 2-4 times after a few key breakouts.Like 1972, 1978, 2008, these time p

$Lam Research(LRCX)$ 2025Q3 Earnings Outperform, Revenue and Earnings Significantly Beat Expectations, Operational Efficiency and Gross Margin Improvement Significantly, Capital Expenditures Accelerate Layout for the Future, and the Company is Optimistic for Subsequent Quarters.Core viewDual-engine growth: NAND technology upgrade (+40% QoQ) and logic chip advanced process (foundry revenue +15% YoY) together drive performance beyond expectation.Gross margin resilience: supply chain management capability is highlighted, but may face $200M-$300M/QoQ inflationary cost pressure in the future.Geo-balancing: China market revenue share is stable, showing the company's ability to flexibly deal with export control.Guidance caution: 25Q4 revenue guidance of

$ServiceNow(NOW)$ Strong Q1 FY2025 Earnings Performance Drives Shares Significantly Higher After HoursCore InsightsGrowth resilience highlighted: management raised guidance despite cautious IT spending environment, reflecting deep product moat (RPO +24% YoY to $18B).AI commercialization speeding up: from "technology story" to actual revenue generation, 2025 may be the inflection point of AI contribution.Strong upgrade guidance: current demand resilience exceeds expectations, customers regard ServiceNow as a "must-have" rather than an optional tool.If the economic downturn leads to a contraction of corporate IT budgets, it may affect the pace of expansion of small and medium-sized customers (current revenue concentration: Top 50 customers account fo

$ Tesla (TSLA)$ reported Q1 2025 earnings after the bell on April 22, 2025, kicking off the year with a double miss on revenue and profit.Not only did this earnings report mark the worst earnings slide since Q2 2022, management withdrew its full-year growth guidance.However, investors were also heartened by Elon Musk's change in attitude, saying he would reduce his hours at the government department DOGE starting in May and return his focus to Tesla.Markets in the days before the earnings report on the violent shock, the day before the earnings report fell more than 5%, in the case of the market plunge in the week before the earnings report to the options implied volatility also once reached 170%, IV Percentage reached 98%.The actual earnings report

The U.S. Congress has launched an investigation into the possible export of controlled AI chips from NVIDIA to Chinese company DeepSeek through Singapore, an event that has pushed the complex technology game between the U.S. and China, export control policies, and corporate response strategies to the forefront of public opinion.Last week Jen-Hsun Huang came to China to visit, the specifications are quite high, the old Huang took off his leather jacket and put on a suit, it is obvious that he cares very much.So these two days there are rumors: NVDA will cooperate with DeepSeek to develop AI chips for China ......A bipartisan group of U.S. lawmakers sent a letter to Jen-Hsun Huang, asking him to explain the reason for the flow of chips to DeepSeek, whi

In recent years, the endowment funds of top U.S. colleges and universities have frequently attracted attention due to their huge private equity exposure. 2024, Yale University announced that it would sell $6 billion in private assets (15% of its endowment fund) through the secondary market, and Harvard University is also facing liquidity pressures in the context of a crisis in its tax-exempt status.The sell-off storm not only exposes the inherent contradictions of the "Yale model", but may also become a trigger to burst the bubble of the private equity market, triggering a systemic risk comparable to the subprime mortgage crisis.Motivation for the sell-off: the flaws of the Yale model in the volatile gaming marketIvy League endowments have long played the role of "privileged players" in th

$Netflix(NFLX)$ Q1 earnings announcement, profitability continues to rise, confirming the fundamentals of the good stone, of which advertising and content investment is still the key, but also makes NFLX become the tariffs under the chaos of the few counter-trend "risk aversion" of the technology stocks.Performance and market feedback1. Core data performanceRevenue: $10.543bn ($10.5bn expected, +12.5% yoy); gross margin 50.08% (41.66% expected, +8.4pct beat), mainly benefiting from price hikes + higher share of advertising packages; operating margin 31.75% (28.2% higher than expected, exceeding 360pct yoy)Revenue among different regions: $4.62bn (+9.3% YoY) in the US & Canada, lower than the expected $4.68bn; $3.41bn (+15% yoy) in EMEA, higher