To The Moon

$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$ $CoreWeave, Inc.(CRWV)$ 🚀📉🚀 IPO Euphoria Meets Reality: The Great Growth Stock Valuation Reset 🚀📉🚀 🚀 I’m watching one of the most important themes in growth investing right now: the transition from IPO excitement to valuation discipline. The debut of $SPCX may have marked a short-term peak in speculative enthusiasm, but the broader IPO landscape is sending a more complex message. Investors are no longer rewarding every disruptive story equally. They are separating companies with genuine commercial momentum from those still relying heavily on future potential. 📊 The 2025-26 IPO Class: Winners vs Rea

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ 🚀🌌 $SPCX SpaceX enters public markets: the $2T valuation debate begins 🌌🚀 I believe $SPCX represents one of the most significant market debuts in recent years, not simply because SpaceX has become one of the world’s most valuable private companies, but because investors are now being asked to value something that does not fit neatly into traditional categories. Is SpaceX an aerospace company, or is it evolving into a global AI, connectivity, and infrastructure platform? $SPCX is officially trading: 💰 IPO Price: $135
 📈 Opening Trade: $150
 🔥 Trading above $161 At $150 per share, SpaceX r

$Lockheed Martin(LMT)$ $Palantir Technologies Inc.(PLTR)$ $Velo3D, Inc.(VELO)$ 🛰️🪖📈 Lockheed Martin’s Contrarian Signal, Defence Re-Armament & The Space Race 🚀🏭🌎 🪖 Wall Street Is Hesitant, But Price Action Is Telling A Different Story I’m watching $LMT closely because the setup is becoming increasingly difficult to ignore. While 16 of 24 analysts currently rate Lockheed Martin as Hold or worse, the stock has just triggered a technical signal that has historically produced strong forward returns. The shares remain more than 20% below their all-time high, yet the latest signal appeared near the 260-day moving average, an area that has previ

$Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f

$Canadian Natural Resources(CNQ)$ $Boston Scientific(BSX)$ $Rigetti Computing(RGTI)$ 🚨📉💰 Short Sellers Just Made Their Move, Which Stock Forces Them To Cover First? 💰📉🚨 Short sellers are becoming increasingly aggressive across several well-known names, but history shows that crowded trades can work both ways. I’m watching a growing divergence between bearish positioning and actual stock performance. When short interest rises while share prices remain resilient, the ingredients for a powerful squeeze can begin forming beneath the surface. 📊 The biggest increases in short interest include: • $CNQ +281% • $BSX +83% • $PTEN +82% • $MCK +82% • $CPN

$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $NVIDIA(NVDA)$ 📉🌎⚡ $SPX Suffers An $824B Hit As AI Capital Begins To Rotate ⚡🌎📉 The market finally delivered a meaningful warning shot. The S&P 500 has lost more than $824B in market capitalisation today and now sits nearly -4% below the all-time highs reached on 02Jun26. What catches my attention is not the decline itself, but the changing behaviour beneath the surface. $MSFT has broken below the psychologically important $400 level for the first time since 15Apr26. Key observations: • More than $21M in short-dated single-leg puts were purchased on $MSFT today • Shares are now do

$Apple(AAPL)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ 🚀📊🔥 Smart Money or Speculative Mania? Options Traders Make Their Choice 🔥📊🚀 Options traders are sending a clear message. While headlines remain focused on interest rates, inflation and economic uncertainty, capital continues flooding into AI, autonomy and technology leaders. The fascinating part is not where the money is flowing. It is where the money is flowing despite weakening charts, disappointing reactions and elevated valuations. 📈 Options volume remains heavily concentrated in the market’s favourite momentum names: $NVDA $TSLA $AAPL $MU $MSFT $AMZN $META $NOK $PLTR

$Oracle(ORCL)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$ 🚀☁️🤖 Why $ORCL Could Be The Most Misunderstood AI Stock In The Market 🤖☁️🚀 Earnings, cloud acceleration, AI demand, and a $16B data centre project are converging into what could be one of the most important quarters in Oracle’s modern history. $ORCL reports earnings on 10Jun26 after the close. Wall Street expects: • EPS: $1.96 • Revenue: $19.09B Options are pricing a ±15.6% move, above Oracle’s average earnings move of 13% over the last eight quarters. At first glance, this appears to be a straightforward earnings setup. The deeper story is that Oracle may be undergoing one of the most signific

$Lululemon Athletica(LULU)$ $Nike(NKE)$ $JD.com(JD)$ 🧘📉🚨 $LULU: Growth Engine Stalls as Margins Collapse and Guidance Gets Slashed 🚨📉🧘 🧵 International strength is no longer enough to hide North America’s slowdown. Wall Street wasn’t buying the earnings beat. $LULU topped Q1 estimates, but investors focused on what comes next. 📉 North America revenue -5% 📉 Operating income -37% 📉 Gross margin -410bps 📉 FY26 guidance slashed This wasn’t an earnings miss. It was a confidence miss. The market is no longer questioning whether lululemon can grow internationally. The market is questioning whether its core North American business can return to growth b

$S&P 500(.SPX)$ $Cboe Volatility Index(VIX)$ $Oracle(ORCL)$ 📊🌍📉 Market Week Ahead: Volatility Returns, Inflation Takes Centre Stage 📉🌍📊 After nine consecutive green weeks, the rally finally hit turbulence. I’m watching macro headlines closely as the combination of escalating Trump/Iran tensions, a stronger-than-expected labour market, and rising Treasury yields triggered a sharp risk-off move into Friday’s close. The May payrolls report came in at 172,000 versus expectations near 80,000-90,000, significantly reducing expectations for near-term Fed rate cuts and reigniting concerns that rates could remain higher for longer. The result? 📉 $