$T-Mobile US(TMUS)$ When CPI prints run hot and rate fears flare, capital looks for shelter. That's why T-Mobile works as an institutional safety trade heading into its Oct 28 earnings. The revenue base is inelastic. High inflation pushes consumers to cut discretionary spending, but almost nobody cancels their cell phone. More than 100M postpaid subscribers generate recurring monthly payments with sub-1% churn. It functions like an essential utility. Cash generation is another layer. While speculative tech gets hit by multiple compression when rates stay high, T-Mobile generates roughly $16B in annual free cash flow. Top-line revenue turns into hard liquidity, insulated from macro credit squeezes. Capital return is active too. With a strong c
$SPDR S&P 500 ETF Trust(SPY)$ 782 Monday. Pullback to 775, then it should be setting up for new highs. This pattern looks fairly predictable to me, and I have been right about these moves around 90% of the time.
$SPDR S&P 500 ETF Trust(SPY)$ Well, today was an interesting one. Looking for a solid bull session next. Open around 780-782. Maybe it just hangs there all day, or pushes up to 785.
$Boeing(BA)$ Talk is cheap, the fair value gap has been filled. I'm looking at 195-200 by the end of the week. The 2-500% move could play out over the next 2 days for $SPDR S&P 500 ETF Trust(SPY)$ and QQQ.
$SPDR S&P 500 ETF Trust(SPY)$ The bears already lost. Not sure why they keep talking. Their catalysts have been useless. The FED minutes will be a nothing burger, and it might actually help the bulls more with no rising rates for October.
$SPDR S&P 500 ETF Trust(SPY)$ LOL looks determined to push toward $780 this week. Could pull back to the 60s too, but that's just how it goes. Trade what the market gives you.
$Bloom Energy Corp(BE)$ One of the more interesting parts of Bloom's business model is that its value isn't just about generating electricity, it's also about time. For AI data centers, waiting years for grid upgrades and enough power capacity can mean pushing back billions in infrastructure spending and potential revenue. Bloom's onsite generation looks like a potential alternative here, letting customers bring power online without having to wait entirely on traditional grid infrastructure. According to Bloom's June 2026 Data Center Power Report, 61% of surveyed developers would go with onsite power as their primary strategy if grid power became a bottleneck, while only 12% would relocate. In an industry racing to build compute, access to powe
BTC.X$SPDR S&P 500 ETF Trust(SPY)$ The stock market performs average on average. BTC has more potential since it doesn't have a long history holding it back.
TNX was at an all-time high frothy type level and would likely cool down. Today is a red day, and EMA 4 at 52.39 is the key level to hold. A close below would help $iShares 20+ Year Treasury Bond ETF(TLT)$ bounce, bonds cool down, and the market rip. The thesis was that if bonds cool down it would be fuel for the stock market.
$ProShares UltraPro QQQ(TQQQ)$ Next setup before the upside continues. Looking at the 5-minute time frame, with time and patience there's now follow-through. Entry point at the break of 77.75. Bulls have successfully reclaimed and defended the VWAP. Bears are getting squeezed hard. Price targets are 78.47, 78.67+. $ProShares UltraPro Short QQQ(SQQQ)$ $Invesco QQQ(QQQ)$ NQ_F
$Micron Technology(MU)$ $Invesco QQQ(QQQ)$ Micro beat on both the top and bottom line. With good PCE data and strong numbers from MU, there's a decent chance we get a nice rally. The Nasdaq could at least retrace back toward the recent highs.