$SUPER MICRO COMPUTER INC(SMCI)$ This uptrend still looks bullish. $Dell Technologies Inc.(DELL)$  $iShares Semiconductor ETF(SOXX)$  $Invesco QQQ(QQQ)$ 

TNXEvery time the 10Y yield gets above 5.3%, it gets pulled right back down. The auction closed at 5.3%, though the market was jittery earlier that it could go higher. Hoping the 5.35% area is the top and it fades from here. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $iShares Russell 2000 ETF(IWM)$  BTC.X

$Meta Platforms, Inc.(META)$  With Horizon, and now $Alphabet(GOOGL)$  and $Unity Software Inc.(U)$  with Playground, all of them are coming for RBLX. The stock reaction makes the picture pretty clear, it is bullish. Someone will eventually have to pay their way into an online ecosystem with over 120 million daily active users.

$SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Invesco QQQ(QQQ)$ The rally just keeps going. It has been climbing day after day without any real pullback.

$SPDR S&P 500 ETF Trust(SPY)$ btw you're inside monthly wave 3 $Invesco QQQ(QQQ)$ 

XRP.X$Strategy(MSTR)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ In 2026, Strategy bought $14.91 billion worth of Bitcoin, BlackRock bought $2.97 billion, Strive bought $1.86 billion, and Metaplanet bought $756 million. Institutions have never been this aggressive with BTC.X.

$Boeing(BA)$ I'm curious to see if they magically announce a fix for the glitch once the market closes. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Alphabet(GOOGL)$ Reports suggest $Constellation Energy Corp(CEG)$  is nearing a billion-dollar nuclear power deal, which would put all four major hyperscalers on Constellation's book after $Microsoft(MSFT)$ , $Meta Platforms, Inc.(META)$  and AMZN. Wild to see how existing nuclear capacity is essentially turning into an auction as AI companies compete for power they can actually get this decade.

$Meta Platforms, Inc.(META)$ It's breaking out of a 14-month consolidation. 725 is the key hold. Above 784–797, bulls could push toward 981 and potentially a $2.5T valuation. Losing 653 would weaken the breakout thesis. Q3 earnings hit Oct. 28.

$Nike(NKE)$ The day ended on a decent note, though there were a lot of mixed signals throughout the session. The technicals here look quite strong, but today made it clear there is money on both sides. Still, the close felt bullish. Hoping the market cooperates and this runs toward 37-40 by the end of the week.

$Meta Platforms, Inc.(META)$ $Alphabet(GOOGL)$ $Reddit(RDDT)$ $Pinterest, Inc.(PINS)$ $Snap Inc(SNAP)$ Deutsche Bank's latest advertising channel checks came back strongest for Meta Platforms and Alphabet. Meta is still benefiting from better campaign performance, a more valuable mix of Reels and Stories inventory, and growing adoption of its AI tools. Google continues to benefit as AI Overviews, AI Mode, and the broader shift toward zero-click search reduce organic traffic and increase demand for paid acquisition. Relative to current expectations, the

$Meta Platforms, Inc.(META)$ It's one of the bigger names in this theme. $Ruanyun Edai Technology Inc.(RYET)$  is the tiny one I'm watching. What stood out to me is Smart Campus expected at $5.0M-$5.2M. Different size, but the move toward real revenue is what matters.

$SPDR S&P 500 ETF Trust(SPY)$ Goldman Sachs' Peter Callahan noted the AI theme is still intact but has turned into much more of a stock picker's market, with investors paying more attention to software, cybersecurity, data infrastructure and agentic commerce. There are still opportunities here and this could pick up momentum. $Invesco QQQ(QQQ)$  $Technology Select Sector SPDR Fund(XLK)$ 

$Meta Platforms, Inc.(META)$ That September run was wild. Muse feels like the first AI product from them that regular people might actually use day to day. Still long into earnings — curious how they frame adoption versus the legal charge noise.

$Invesco QQQ(QQQ)$  It's an unusual dip, but I bought it. Couldn't resist.

$Meta Platforms, Inc.(META)$ Price has bounced off the same floor twice now, classic double bottom on the daily. Wall Street likes to call these coincidences until price proves them wrong again.

$Health Care Select Sector SPDR Fund(XLV)$ Health Care sector setup review. XLV looks like a valid setup right now. The weekly RSI is at a healthy 63.95, inside the 51-85 window, and SCTR is high at 87.4. The weekly Renko chart shows a shallow, orderly 4-brick red pullback that held support above the rising EMA(20) at 162.72. On the 195-minute Renko chart, the 2nd consecutive green brick has printed at 171.00, with a fresh upward hook in StochRSI at 0.383. Overall, this looks like a strong alignment, and the sector is showing green for long entries. One thing to keep in mind: the SPY 195-minute 1% Renko chart currently has a red brick. I would want to see a green brick print before taking any new long positions.

$Colgate-Palmolive(CL)$ A drop in oil is all this market needs to really rally.

$Meta Platforms, Inc.(META)$  Meta has a market cap above $2T, yet the discussion keeps ignoring their large-scale AI ambitions, $300 billion in revenue, and roughly $70 billion in annual net income. The focus instead falls on free cash flow being light this quarter, even though they are sitting on about $90 billion in accessible cash.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  It's not going down, so I'm hoping it rips soon. Up, down, up, down... a trader's dream, but an investor's nightmare.