To The Moon

News and my thoughts from the past week (17Aug2026) OpenAI lost its chief revenue officer, its COO, its product chief, its VP, its head of marketing, its head of ethics, its head of safety, and its chief futurist in the span of a few months. The CRO, Denise Dresser, left after eight months and walked away from what would've been a huge IPO payout. OpenAI is valued at $852 billion and filed its IPO paperwork in June. Investors told CNBC they were surprised by Dresser's exit. - X user Hedgie Fed official Hammack calls to immediately raise interest rates. - X user Watcher Guru Jamie Dimon warns America could lose its reserve currency status within 25 years. @TigerStars $Vanguard S&P 500 ETF(VOO)$<

Market Outlook of S&P500 (17Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend. Chaikin Money Flow CMF index shows a score of -0.06. This implies more selling momentum than buying momentum. Other Technical Analysis Based on the daily interval, technical a

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Invento

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Inventories: Inve

$Rezolve AI(RZLV)$   That disconnect is the entire RZLV story in one sentence. Rezolve AI just reported preliminary H1 2026 revenue of $127 million, nearly 20 times higher than H1 2025. It has reaffirmed full-year guidance of $360 million. It has partnerships with TCS, Microsoft Foundry, and Zilch. Six analysts have a Strong Buy consensus with an average price target of $10.75. The stock is sitting at approximately $2.30, down 20% year to date and down 78% over three years. Either the analysts are wrong, or the market is pricing something the analysts are not. Understanding which is the only question worth answering. What Rezolve Actually Is Rezolve AI builds AI-powered commerce infrastructure. Not a chatbot. Not a search tool. The specific p

King of Kings, a renowned Chinese food brand specializing in traditional cured meat products with 86 years of heritage and part of Yuexiu Group, recently partnered with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ) to integrate AI capabilities into its talent development system, exploring a new path from talent development toward organizational capability building. For enterprises with long-standing heritage and accumulated experience, business growth can often be achieved through market expansion and product innovation, while organizational capability requires continuous investment and long-term development. How to preserve corporate culture, replicate management experience, develop future leaders, and transform individual

Tonight is the most loaded single session of the 2026 earnings season. At 2pm ET the Fed announces. At 2:30pm Warsh speaks. After the close, Microsoft and Meta report. These are not independent events. They form a chain: the Fed sets the discount rate applied to every future dollar of AI spending, and then Microsoft and Meta immediately show whether those future dollars are materialising fast enough to justify the capex. If the Fed holds and sounds balanced, and both MSFT and META beat, the AI trade gets its first clean confirmation in months. If any one of the three goes wrong, the dominoes fall in sequence. Test One — The Fed at 2pm ET The base case is a hold at 3.50 to 3.75%. CME FedWatch currently assigns 64% probability to no change. But this is the second-most uncertain FOMC meeting

Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi

$Amazon.com(AMZN)$ is set to report its fiscal Q2 2026 earnings on Thursday, July 30, 2026, after the market closes (5:00 PM ET). Heading into the print, shares are trading around $231–$232. While Amazon has beaten earnings expectations in seven of the past eight quarters, recent market sensitivity around big-tech AI capital expenditures has driven heightened volatility across the hyperscaler group. Key Metrics to Watch Can Amazon's Massive AI Investments Be "Honored" (Monetized)? Yes. Unlike speculative software plays, Amazon’s AI spend is showing concrete structural returns across three key pillars: Custom Silicon Momentum: Amazon’s in-house AI chips (Trainium and Inferentia) reduce dependency on third-party GPU bottlenecks. Management noted cus

$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ and $Amazon.com(AMZN)$ enter earnings week with the same central challenge: demonstrating that enormous AI investments are producing revenue quickly enough to justify their cost. Of the four, Microsoft appears to have the strongest evidence-backed setup because it combines direct AI monetization, accelerating cloud demand and diversified recurring revenue. Meta is a close second because AI is already improving advertising returns, while Apple has the lowest capital burden and Amazon faces the greatest near-term free-cash-flow pressure. Microsoft’s fiscal thir

AMZN

apple

Apple $Apple(AAPL)$  

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Inventories: Inve

News and my thoughts from the past week (17Aug2026) OpenAI lost its chief revenue officer, its COO, its product chief, its VP, its head of marketing, its head of ethics, its head of safety, and its chief futurist in the span of a few months. The CRO, Denise Dresser, left after eight months and walked away from what would've been a huge IPO payout. OpenAI is valued at $852 billion and filed its IPO paperwork in June. Investors told CNBC they were surprised by Dresser's exit. - X user Hedgie Fed official Hammack calls to immediately raise interest rates. - X user Watcher Guru Jamie Dimon warns America could lose its reserve currency status within 25 years. @TigerStars $Vanguard S&P 500 ETF(VOO)$<

Market Outlook of S&P500 (17Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend. Chaikin Money Flow CMF index shows a score of -0.06. This implies more selling momentum than buying momentum. Other Technical Analysis Based on the daily interval, technical a

Economic Preview: Key Data Releases (week of 17Aug2026) Federal Reserve Focus The FOMC meeting minutes will be released this week and will be closely watched for signals on the Federal Reserve’s policy outlook. Investors will look for guidance on how policymakers are assessing inflation, employment conditions, and the likely path of interest rates. Key Economic Indicators Philadelphia Fed Manufacturing Index: The August reading will be released this week. The previous figure stood at 41.4, indicating contraction in the sector. Initial Jobless Claims: The latest claims data will also be announced, following a previous reading of 209,000. This will be an important labour-market indicator as the Federal Reserve balances inflation control with employment conditions. Crude Oil Invento

$Rezolve AI(RZLV)$   That disconnect is the entire RZLV story in one sentence. Rezolve AI just reported preliminary H1 2026 revenue of $127 million, nearly 20 times higher than H1 2025. It has reaffirmed full-year guidance of $360 million. It has partnerships with TCS, Microsoft Foundry, and Zilch. Six analysts have a Strong Buy consensus with an average price target of $10.75. The stock is sitting at approximately $2.30, down 20% year to date and down 78% over three years. Either the analysts are wrong, or the market is pricing something the analysts are not. Understanding which is the only question worth answering. What Rezolve Actually Is Rezolve AI builds AI-powered commerce infrastructure. Not a chatbot. Not a search tool. The specific p

$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ and $Amazon.com(AMZN)$ enter earnings week with the same central challenge: demonstrating that enormous AI investments are producing revenue quickly enough to justify their cost. Of the four, Microsoft appears to have the strongest evidence-backed setup because it combines direct AI monetization, accelerating cloud demand and diversified recurring revenue. Meta is a close second because AI is already improving advertising returns, while Apple has the lowest capital burden and Amazon faces the greatest near-term free-cash-flow pressure. Microsoft’s fiscal thir

Tonight is the most loaded single session of the 2026 earnings season. At 2pm ET the Fed announces. At 2:30pm Warsh speaks. After the close, Microsoft and Meta report. These are not independent events. They form a chain: the Fed sets the discount rate applied to every future dollar of AI spending, and then Microsoft and Meta immediately show whether those future dollars are materialising fast enough to justify the capex. If the Fed holds and sounds balanced, and both MSFT and META beat, the AI trade gets its first clean confirmation in months. If any one of the three goes wrong, the dominoes fall in sequence. Test One — The Fed at 2pm ET The base case is a hold at 3.50 to 3.75%. CME FedWatch currently assigns 64% probability to no change. But this is the second-most uncertain FOMC meeting

$Amazon.com(AMZN)$ is set to report its fiscal Q2 2026 earnings on Thursday, July 30, 2026, after the market closes (5:00 PM ET). Heading into the print, shares are trading around $231–$232. While Amazon has beaten earnings expectations in seven of the past eight quarters, recent market sensitivity around big-tech AI capital expenditures has driven heightened volatility across the hyperscaler group. Key Metrics to Watch Can Amazon's Massive AI Investments Be "Honored" (Monetized)? Yes. Unlike speculative software plays, Amazon’s AI spend is showing concrete structural returns across three key pillars: Custom Silicon Momentum: Amazon’s in-house AI chips (Trainium and Inferentia) reduce dependency on third-party GPU bottlenecks. Management noted cus

King of Kings, a renowned Chinese food brand specializing in traditional cured meat products with 86 years of heritage and part of Yuexiu Group, recently partnered with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ) to integrate AI capabilities into its talent development system, exploring a new path from talent development toward organizational capability building. For enterprises with long-standing heritage and accumulated experience, business growth can often be achieved through market expansion and product innovation, while organizational capability requires continuous investment and long-term development. How to preserve corporate culture, replicate management experience, develop future leaders, and transform individual

Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi

Apple $Apple(AAPL)$  

AMZN

apple