To The Moon

The $S&P 500(.SPX)$ saw a sharp pullback last week after a decent bounce. On the weekly chart, price has filled the volume profile gap and is now sitting on a major 2-billion-share volume block. This is also the last short-term Smart Money Zone. Bullish Scenario 📈 My base case is a bounce from here, followed by a move back toward all-time highs over the next 2–3 months. The recent flush appears to have shaken out weak hands. Fundamentally, the broader market picture hasn't changed much. Yes, $Intel(INTC)$ and $Qualcomm(QCOM)$ issued weak guidance, but leaders like $Advanced Micro Devices(AMD)$ delivered strong guidanc

If I had to watch ONE thing right now, it would be this Daily FVG on $E-mini S&P 500 - main 2612(ESmain)$ . Price has formed an ABC move lower, with A = C, right at monthly FVG support. Here's what matters: 📈 Bullish Scenario A daily close above this gap would trigger a bullish iFVG and reclaim the 200-day moving average. If that happens, I'd lean toward the view that the market bottom is in. ⚠️ Bearish Scenario If price fails to close above the gap, it could continue acting as resistance and keep the market under pressure. This breakout may not happen immediately. But when it does, I want to be ready. This is the key level I'm watching for confirmation of a potential market bottom.

$Intel(INTC)$ : A Technical Buying Opportunity, but a Fundamental Problem Intel has fallen sharply, and there are good reasons for it from both a technical and fundamental perspective. 📉 Technical Picture $INTC broke its internal market structure back in July and has been in a redistribution phase ever since. That's why we haven't touched the stock. Price typically continues redistributing lower until it reaches the weekly Smart Money pricing zone. It has now pulled back into that zone, making it a potential long-term technical buy on our system, with a reasonable chance of a bounce. ⚠️ Fundamental Concerns Intel's latest earnings came with disappointing guidance. The prospect of slowing chip demand is particularly concerning for Intel. I'm not wo

My $TransMedics Group, Inc.(TMDX)$ forecasts to 2029: 2026: $769M in revenue 2027: $1B in revenue (+31%) -> US liver will make up ~$700M of that with heart at $154M. 2028: $1.21B (21% growth) 2029: $1.47B (21% growth) (first material bit of kidney revenue but only modelling in ~$40M). Forecasting operating margin to be ~26% by 2029 with net margin at ~19%. $1.47B * 19% -> $279M in net income for 2029 $279M / 42M shares -> an EPS of $6.65 (which would be 71% CAGR from 2026 to 2029). My opinion is based on this growth and based on peers, a 20x EPS multiple would be nearer to the floor. 20x * $6.65 -> $133 30x * $6.55 -> $200