To The Moon

One of the most interesting AI infrastructure themes right now has little to do with the GPUs themselves. Elon Musk recently argued that roughly 15 GW of AI compute capacity built in 2027 may not be able to turn on that same year. The reason is simple: having GPUs is not the same thing as having a functioning AI data center. You still need transformers, switchgear, wiring, cooling systems, chillers and high-speed networking. And those components are increasingly becoming the bottleneck. ⚡ 🔌 Power Infrastructure $GE Vernova Inc.(GEV)$ One of the broadest ways to play the electrification bottleneck, spanning turbines, grid equipment and switchgear. The company booked about $2.4B of data-center electrification orders in Q1 2026, according to the figur

Whether you’re up $192, $1,920, or $193,000 like me, the playbook stays the same. These are the AI names with the strongest long-term setups right now: 🔥 $NVIDIA(NVDA)$ — The core compute play. AI models depend on its silicon, while demand for accelerated computing keeps compounding. ⚡ $Broadcom(AVGO)$ — Custom AI chips + networking. Hyperscalers need both to build increasingly massive AI clusters. ☁️ $Microsoft(MSFT)$ — Azure turns AI demand into recurring enterprise revenue, backed by a software distribution network few can match. 🏛️ $Palantir Technologies Inc.(PLTR)$ — The deployment layer, turning AI capabilities int

$SPDR S&P 500 ETF Trust(SPY)$ is holding above key support at $765, with the $762 double bottom still intact. The main level to watch now is the 766.69 Gamma Flip, which could determine whether today remains range-bound or shifts into a trend-driven session. There is roughly $1.64B in net positive stacked above $SPY. In a positive-gamma environment, dealers are net long gamma and typically hedge by selling into rallies and buying dips, which absorbs volatility and keeps price action contained. As long as $SPY remains above 766.69, the setup favors range trading, mean reversion, and fading short-term extremes rather than chasing breakouts. Below the Gamma Flip, however, the trading regime changes. Dealer hedging can begin to reinforce the direct

10 days ago, the top 10 institutions shared what stocks they all bought. This stock is the ONLY ONE everyone owned: The total for all the top banks was $57 trillion for the 13F. This is the list of there top 3 holdings: BlackRock $13.9T: $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ Vanguard $12T: $NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ Fidelity $7T: $NVIDIA(NVDA)$ $Apple(AAPL)$ $Alphabet(GOOGL)$ Stat

The market has three major events to watch, and the setup could get interesting fast. 👀 1️⃣ $NVIDIA(NVDA)$ Earnings Could Set the Tone I expect $NVDA to beat both EPS and revenue, but the real hurdle is Q3 guidance of $104B+. 📈 Bullish setup: A strong print could fuel a run toward $230+. ⚠️ The catch: A lot of the good news may already be priced in. The move into earnings could get tricky, so I’d rather wait for a potential dip and look closer to $200. 2️⃣ PCE Inflation Data 📊 Wednesday, 8:30 AM Consensus is looking for PCE to come in around 3.2%–3.3%. If inflation comes in cooler than feared → bullish for $SPY 🚀 A softer inflation print could reinforce expectations for easier Fed policy and give equities another catalyst higher. 3️⃣ Jackson Hole

Three years ago, Nancy Pelosi reportedly bought 50 $NVIDIA(NVDA)$ calls at the $120 strike with one year to expiry, eventually making $4M+. Now, around 45 days ago, she reportedly bought 15,000 shares of $Bloom Energy Corp(BE)$ along with $5M in $BE call options, with an average stock price of around $181. 🎯 Possible $BE Call Setups If you're looking for longer-dated exposure: 🔥 June 2028 $400 Calls Around $65 — the preferred setup for maximum time value and more room for the thesis to play out. 💰 June 2027 $400 Calls Around $30 — cheaper, but with less time for the move to develop. ⚡ February 2027 $500 Calls Under $10 — much more aggressive and significantly further out of the money. For the February 20

1. POOR You have a Netflix account, but not a gym membership. Your free time is spent being entertainedwatching TV, scrolling your phone and chasing quick dopamine. You prioritize comfort now over a better life later. 2. MOST PEOPLE POOR You pay for a gym membership, but rarely go. You're inconsistent. You don't have clear goals. You exercise just enough to feel like you're making progress but never consistently enough to actually change. You have the resources. You just haven't built the discipline. 3. AVERAGE WEALTH This is where things begin to change. You build a routine and show up whether you feel like it or not. You set goals. You learn to appreciate discomfort. You realize that building a stronger body also builds a stronger mind. Drive there. Take the bus. Walk there. It doesn't m

10 days ago, I called out $Tesla Motors(TSLA)$ bottom for 2000% play. Here's 4 super AI stocks about to reverse too: The 1st is $ARM Holdings(ARM)$ Its down 46% from its all time highs $452. Without $ARM CPUs, $NVIDIA(NVDA)$ AI system can't even function. It's CPU architecture behind every AI data center's host processors and power efficiency. Look at this chart. I'd buy LEAPS for sure Jan 2028 $500 for $40. If this is too expensive try this one here: For $ARM, you can get Mar 2027 $400 calls for a swing. There 3 other super stocks super cheap are: $Marvell Technology(MRVL)$ -28% from ATH ($330 → $237) Custom AI silicon a

$S&P 500(.SPX)$ has a habit and most traders never see it. The last hour goes quiet. Sellers hit the rips. Buyers hit the dips. Price moves to one strike and closes on it. This isn't luck and this isn't "market makers who hunt your stops." This is dealer hedging. It's mechanical. You see it by 10 AM if you know what to look for Traders call it the pin. Let us explain. What the pin is Dealers hold the other side of most SPX options trades. They don't want direction risk. They hedge it, all day, automatically. When open interest collects at one strike, dealers become long gamma around it. Long gamma hedging has one rule: Price ticks up. Dealers sell futures. Price ticks down. Dealers buy futures. The largest and fastest players in the market pus

If you're bullish on the market and want a strategy that focuses more on time in the market than constant trading, this framework is worth studying. It’s built around a simple idea: use long-dated options for upside exposure, gradually shift profits into broad-market assets, and eventually let compounding do more of the work. ① Start With LEAPS 🚀 Focus on strong, large-cap names with long-term growth potential, such as: $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ Ins