To The Moon

The Pulse $Cerebras Systems(CBRS)$ $CBRS just delivered 2026's hottest tech IPO debut, exploding +68% to close at $31 on day one—and the AI inference war just got real. The wafer-scale chip maker is positioning itself as the $NVDA alternative for LLM inference, and retail is piling in like it's the second coming of the AI gold rush. But here's the rub: while the ticker's on fire, institutional money is sitting on the sidelines, the stock is trading at a mid-high teens EV/Sales multiple on a few hundred million in revenue, and margins are deep in the red. The CEO's warning about a 15-year U.S.-China chipmaking gap adds geopolitical spice, but the real question is whether this $31 close is euphoria or foresight. Let's break down the last 12 hours of

Looking at $TSLA for tomorrow. There are actually two likely potential paths from here: Scenario 1 in blue - a high (B) to $443.21 and a high (C) to $408.71. Scenario 2 in purple - a standard .382 retrace to (B) at $432.31, followed by a full .618 retrace to $398.16 that also happens to currently be set up as a perfect measured move where the length of wave (A) = the length of wave (C). Scenario 2 is stronger unless price action goes to the high (B) first at $443.21. In either case, if you are a day-trader, you could try and catch a ride from the opening low to $432.31 then hold your finger over the sell button while you wait to see if price will go higher to $443.21. As I said on Friday - the cruel thing would be if $TSLA gaps up in pre-market to a (B) before the regular session begins.

Today, my stock in focus will be $Palo Alto Networks(PANW)$   after the stock rallied last week following multiple bullish analyst upgrades. Barclays, BTIG, Wells Fargo, and Truist all raised their outlooks, reflecting growing confidence in the company's growth prospects and strong enterprise cybersecurity demand. What impressed me most is Palo Alto's continued push into AI-powered cybersecurity. Its latest AI models reportedly can identify seven times more vulnerabilities, while new products like Prisma AIRS 3.0 strengthen its position in securing AI applications. The company's platformization strategy also gives it an advantage by integrating multiple security services into one ecosystem. In my view, Palo

I’m watching the upcoming earnings closely, especially names like $NVIDIA(NVDA)$ $Wal-Mart(WMT)$ $Analog Devices(ADI)$ $TJX Companies(TJX)$ . The focus for me is mainly on EPS beats and forward guidance rather than just short-term price moves, especially in AI and retail-related stocks. On the dividend side, I’m looking at names like $Equinix(EQIX)$ ,Microsoft Corporation and Applied Materials Inc.. I see them more as long-term compounders where dividends are a bonus rather than the main driver. Overall, I’m staying cautiously bullish but selective, balancing growth names wit

Hello everyone! Today i want to share some trading ideas with you! 1 $Zoom(ZM)$ announces earnings after the closing bell on Thursday this week. Expected move is ~9%. Am 👀 a put-write trade at strikes in the 70-80 range, May 29 expiration (but could go out to June 18 expiry for more premium). 2 Geez ... $Deckers Outdoor(DECK)$ has taken quite the drop. Earnings are after the close on Thursday this week. Expected move ~10%. Am looking a put-write trade on the 75 strike, May 29 expiry. 3 The only ticker we really feel like optionselling on for earnings this week is $NVIDIA(NVDA)$. Posted that trade idea yesterday. That

Hello everyone! Today i want to share some trading ideas with you! 1 $Micron Technology(MU)$ Trade Idea: May 22 650P Trigger: 700 📉 Targets: 669, 651 🎯 Stop: 715 🛑 MU dropped from 817 to 719 at the lows on Friday. If MU gives up 700, it can drop to 682–651 next. Puts can work under 700 this week. It looks like MU is starting a consolidation phase. Let’s see if MU can reclaim 800 this month. If that happens, then it will set up for 900–1000. 2 $NVIDIA(NVDA)$ Earnings Trade Idea: May 22 240C Trigger: 225 ✅ Targets: 240, 250 🎯 Stop: No SL NVDA broke out above 212 last week and ran to 236. NVDA ended up closing at 225 on Friday when the market pulled back. If NVDA gives up 225, i

Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha

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$Salesforce.com(CRM)$ $Salesforce(CRM) Rebounds +3.54%: SaaS Giant Finds Support, Eyes $185 Breakout 🎯 📈 Latest Close Data Closed at $173.51 on May 18, up +3.54% ($5.93). The stock remains -40.6% below its 52-week high of $292.17. 💡 Core Market Drivers Stock rebounded from recent oversold conditions, buoyed by a broader market recovery. 📊 Persistent sector-wide concerns about AI disruption to traditional SaaS models continue to weigh on long-term sentiment. 🤖 Recent high-profile investor exits (e.g., Michael Burry) have added to near-term selling pressure. 🔬 Technical Analysis Volume of 13.88M shares (Volume Ratio: 1.19) confirms active buying interest. 📊 The RSI(6) jumped to 45.33, exiting the oversold zone (<30), signaling a potential momentum

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