📊 Market volatility isn’t the risk—failing to understand what you own is.
With the market swinging recently, many people have asked me whether it’s time to cut losses. My answer is simple: No.
Every position I hold is backed by a clear long-term investment thesis. Short-term price fluctuations don’t... Afficher plus Traduction
⚠️🚀Blue Origin’s latest explosion once again reminded me why SpaceX is operating on a completely different level today. 💥💥💥
A lot of people say:
“Rocket explosions are normal.”
And yes — the aerospace industry is inherently high-risk.
But the real difference is not whether failures happen.
The... Afficher plus Traduction
🚀 Why a Potential SpaceX IPO Could Become One of the Biggest Market Events Ever!!!
A future SpaceX IPO would likely be one of the most anticipated listings in modern market history. The company sits at the intersection of AI infrastructure, satellites, defense, launch systems, robotics, and global... Afficher plus Traduction
$U (Unity Software Inc.) Earnings Tomorrow!
The Nasdaq keeps making new highs, and tomorrow it’s finally $U earnings day.
My expectation? Unity probably delivers a double beat.
The main uncertainty is guidance.
But here’s the important part:
Unity already raised guidance ahead of earnings recently,... Afficher plus Traduction
$AMD (Advanced Micro Devices Inc) Earnings Breakdown! + Stock Explodes 17%! + Server CPU Market Doubles?
What a move. $AMD surged 17% after earnings and hit $413 after-hours. The market clearly did not expect this level of acceleration.
Here’s what happened:
• Q1 revenue came in at $10.25B, up 38%... Afficher plus Traduction
Support Levels Table + Escalation Continues! Futures Down Again — Is the Pullback Ongoing?
There’s a lot of conflicting news lately—talks of a ceasefire on one side, while escalation continues on the other. Donald Trump is sticking to his usual “winning” narrative, while Iran’s missiles are still being... Afficher plus Traduction
🚀 NVIDIA GTC 2026 Key Takeaways + How Big Is the Opportunity? + NVDA Trade Plan
At the NVIDIA GTC 2026, Jensen Huang wasn’t just talking about better chips — he was redefining the entire business model of AI.
His message was clear:
👉 AI is shifting from selling chips to building AI production systems.
🧠... Afficher plus Traduction
Is the ORCL & OpenAI deal still intact?
Some media headlines made it sound like the partnership between Oracle and OpenAI is falling apart. But the reality is very different.
The news reported that Oracle and OpenAI are scaling back expansion plans for the Abilene, Texas data center project. That... Afficher plus Traduction
$PLTR (Palantir Technologies Inc.) Earnings Analysis! Valuation Update! + Will AI Threaten Palantir?
Today let’s revisit $PLTR’s latest earnings, refresh the fundamentals, and reassess valuation. The stock has pulled back from its highs, fundamentals have improved, and valuation has compressed meaningfully.... Afficher plus Traduction
$U (Unity Software Inc.) Unity Earnings Breakdown! + What’s Going On?
$U collapsed after earnings — at one point down 35%, before closing roughly -26%. So what happened? Is the recovery story breaking down? Did fundamentals deteriorate? Or was it simply guidance that spooked the market?
This matters... Afficher plus Traduction
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