To The Moon

$Aurora Innovation(AUR)$ Trump just said he has no plans to fire Fed Chair Powell，and boom, the markets loved it! Software stocks especially caught fire alongside the broader rally. Plus, Trump hinted that final tariffs will be lower than the scary 145% but definitely not zero，huge relief for everyone.Tech and software names are vibing hard right now，if you're holding, you're probably grinning ear to ear!

$Talen(TLN)$ The entire AI sector is pulling back hard, likely due to multi-strats platforms aggressively cutting positions to manage the downturn. But in this kind of setup, Talen is hands down one of the best dip-buying opportunities! Its 2025 earnings are rock solid, with little to no exposure to macroeconomic fluctuations. Right now, it’s trading at an EV/FCF below 10x, with an FCF yield over 10%, that’s a steal! Unlike other tech stocks that rely on comparable valuations for anchoring, its absolute valuation alone is dirt cheap. No brainer I’m adding more!

$Trip.com Group Limited(TCOM)$ I’m bullish on Trip.com’s future! I’ve successfully used their platform to grab tickets home, and the experience was top-notch. Now, with AI boosting the power of global individuals, Trip.com’s role as a “global infrastructure essential” gives it fresh growth potential.

$Aurora Innovation(AUR)$ Lately, I scored a nice win with AUR! Watching Aurora Innovation’s progress in the self-driving tech space has been super exciting. Their recent partnership with $NVIDIA(NVDA)$ , integrating advanced tech like Drive Thor into Aurora Driver, really seems to be paying off. Always rewarding to see investments in innovative tech take off like this!

WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto

Li auto will begin to deliver 10,000 L9 new SUV from September at starting price of $67k each, which makes at least $670M additional monthly revenue. If you consider at least 10,000/month of LI One at $50K each, then you have $1.2B revenue/month or $3.6B/quarter from Q4 2022, which annualized gives $14.4B annual run rate. Next year we are probably looking at $20.$25B revenue (assuming a low 50% growth rate) then, by applying a low P/S ratio for the EV sector you get $100-$125B market cap vs $30B now. If you apply P/S of 10 on Q4 2022 annualized sales then you have $140B market cap$Li Auto(LI)$

Netflix(NASDAQ:NFLX) stock is tumbling today after Goldman Sachslowered its ratingon NFLX to “sell” from “neutral.” The firm also slashed its price target on the shares to $186 from $265.Goldman cut its estimates for Netflix to reflect a deterioration in the firm’s macro outlook, analyst Eric Sheridan explained. More specifically, a consumer recession could put downward pressure on the demand for Netflix’s offerings, Sheridan warned. Also likely to hurt the company’s financial results going forward is increased competition, the analyst stated.The Consequences of a Recession, Tougher CompetitionA consumer recession would have negative ramifications for Netflix’s gross adds and churn, margin expansion and content spending, according to Goldman. The firm “modestly” reduced its estimates of Ne

some analyst put this at sell, never heard of Benchmark Capital. I am bullish and this is a bargain. Unity is a one of a kind company in 3D$Unity Software Inc.(U)$

Be fearful when others are greedy and greedy when others are fearful. It’s aninvestment philosophymade famous by the market’s most well-known value investor Warren Buffett. And right now, Wall Street is running scared. But where are those buy decisions best directed? In undervalued stocks capable of producing out-of-this-world returns. Right?Saying it is the easy part, of course. Execution on the right undervalued stocks is another matter, especially in a market where dirt cheap companies are seemingly offered to buyers like fish in a barrel.Not to knock the Oracle of Omaha’s stock picking prowess, but even his single largest holding, tech giantApple(NASDAQ:AAPL), wouldn’t make the cut for the type of undervalued rocket fuel we’re after. That requires something extra.Below are three compan

The price of PayPal stock has collapsed to its lowest levels since May 2018 amid the confluence of various negative catalysts including a shift in macroeconomic conditions and a fading pandemic tailwind.So far this year, PYPL is accumulating a 61.5% loss – a percentage that is roughly twice as much as what the tech-heavy Nasdaq 100 index has shed during the same period.It is hard to attribute the decline to just external variables such as an expected increase in interest rates in the United States or rising geopolitical tensions. In this regard, PayPal has also faced some company-specific negative developments.For example, the company reported a slowdown in user growth in the fourth quarter of 2021. The management cited that the elimination of illegitimate accounts created for the sake of