To The Moon

There is always a bull market somewhere. Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ Foundries: $Taiwan Semiconductor Manufacturing(TSM)$ $SkyWater Technology, Inc.(SKYT)$ Substrates: $AXT Inc(AXTI)$ Chip Equipment: $Teradyne(TER)$ $Acm Research Inc.(ACMR)$ $Aehr Test(AEHR)$

Market volatility is no longer isolated. A historic losing streak in HIMS, a rare double-digit collapse in CBRE rivaling crisis-era declines, and a surge in S&P 500 return dispersion to levels last seen during the Global Financial Crisis all point to rising stress beneath the surface. While this may still resolve constructively, fear has clearly re-entered the equation—and selective risk management now matters more than ever. 1. $Hims & Hers Health Inc.(HIMS)$ Hims & Hers Health $HIMS has now traded red for 9 consecutive days, its longest losing streak in history 📉📉📉 2. $CBRE Group Inc(CBRE)$ Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been only 2 periods of time

Here are 🔟 BEST graphs on the stock market! 1/ $IREN Ltd(IREN)$ Forward Revenues $8M ➡️ $3.9B 488x in 8 years! AMAZING! 2/ $NEBIUS(NBIS)$ Forward Revenues $14M ➡️ $4.3B 593x in 5 years! Absolutely INCREDIBLE! 3/ $DLocal Limited(DLO)$ Operating leverage in action 📈 Revenues: +1,637% 📉 Opex: +720% 4/ $Amazon.com(AMZN)$ Amazon Web Services $3B ➡️ $129B 51x in 12 years! THE BEST business growth stories ever! 5/ $Uber(UBER)$ FCF -$4.9B ➡️ $9.8B 6/ $Grab Holdings(GRAB)$ Net Income -$3.7B ➡️ $123M The graph will look the same as $UBER in no tim

This week’s market highlights focus on ARK Innovation ETF (ARKK) versus QQQ, Hims & Hers Health (HIMS), AppLovin (APP) with its leveraged ETF APPX, and TeraWulf (WULF) with WULX. ARKK continues to lag the Nasdaq over five years, while HIMS shows sharp volatility. APP has seen a rebound following a short-seller correction, offering potential upside, especially via APPX for magnified exposure. WULF hits multi-year highs, with WULX providing amplified bullish participation. Overall, these names illustrate contrasting trajectories, volatility-driven opportunities, and potential turnarounds across tech, healthcare, and crypto-related sectors. 1. $ARK Innovation ETF(ARKK)$ VS $Invesco QQQ(QQQ)$ Cathie Wood's

After weeks of elevated volatility and defensive positioning, the market delivered a sharp one-day reversal that caught many off guard. From $MSTR reminding investors of long-term resilience, to $ENPH printing its strongest weekly close in months, risk assets moved higher across the board. Mega-cap tech powered the $NDX to its best session since November, while small caps followed with the $IWM posting its strongest day since August. 1. $Strategy(MSTR)$ If you invested $10,000 in MicroStrategy $MSTR during the peak of the Dot Com Bubble, you'd have $4,050 today 🚨 Not too bad 🫡 2. $Enphase Energy(ENPH)$ Enphase $ENPH scores highest weekly close since May 📈📈 3. $NASDAQ

Markets are showing broad weakness across tech and large-cap indices. $PYPL hits its longest losing streak since January 2022, while $AMZN plunged below its 200-day moving average post-earnings. $QQQ closed under its 100-day MA for two straight days—the first since May—and $GOOGL dropped below its 50-day MA. Even $SPY has turned red in 6 of the last 7 sessions, signaling that both individual techs and broader indices are under pressure. Traders should watch key support levels and manage risk as the pullback unfolds. 1. $PayPal(PYPL)$ PayPal $PYPL has now declined for 10 consecutive trading days, its longest losing streak since January 2022 📉📉 2. $Amazon.com(AMZN)$ Amazon $AMZN obliterated in after hours t

"Golden Era of Crypto" Despite the “golden era” narrative, recent price action tells a different story. Bitcoin, Ethereum, and major crypto-linked equities—from $MSTR$ and $COIN$ to miners like $MARA$ and $RIOT$—are all deep in drawdown territory. The broad-based decline suggests that risk appetite is fading and that the sector remains firmly exposed to macro tightening, leverage unwind, and cyclical bear-market dynamics. BTC -30.30% ETH -40.08% $Strategy(MSTR)$ -31.92% $BitMine Immersion Technologies Inc.(BMNR)$ -44.21% $Circle Internet Corp.(CRCL)$ -39.82% $Coinbase Global, Inc.(COIN)$ -38.22%

Notable Drawdowns Recent market drawdowns reveal a clear risk hierarchy. Crypto and high-beta assets such as BTC, ETH, and MSTR have absorbed the bulk of selling pressure, while megacap tech and broad indices like NVDA, AAPL, QQQ, and SPY show relative resilience. The widening dispersion suggests a market still in risk-off mode, where capital rotation favors stability over growth and leverage. $BitMine Immersion Technologies Inc.(BMNR)$ Bitmine -88.77% $Strategy(MSTR)$ Strategy -79.79% Ethereum -60.27% $Oracle(ORCL)$ Oracle -60.06% Bitcoin -48.09% $Netflix(NFLX)$ Netflix -39.77% $iSh

Markets are showing dramatic volatility with historic lows in $PYPL$ and $PLTR$, oversold extremes in $HOOD$, and technical breakdowns in $QQQ$, while $AAPL$ bucks the trend with a 12% rebound. Traders need to watch both risk and opportunity in this explosive setup. 1. $PayPal(PYPL)$ PayPal $PYPL plunges to lowest price in 9 years 📉📉 Timberrrrrrrrr 🫡 2. $Advanced Micro Devices(AMD)$ Advanced Money Destroyer $AMD getting absolutely dumped 📉📉 3. $Apple(AAPL)$ Apple $AAPL now up 12% over the last 2 weeks 4. $Meta Platforms, Inc.(META)$ Thanks for nothing Zuck 🚨 $META entire earnings move now given up 📉📉 5.

You're delusional if you don't think AI will disrupt software. But it's not gonna "kill it", as everyone seems to be predicting... Because mobile apps were the "death of the website" (mid 2000s). And Slack would be "the death of email" (2010s). Or when tablets "killed PCs and laptops" (2010s). Right?? Software's ugly right now because markets don't like uncertainty, but there's will be some huge winners that emerge from the rubble. I'm not touching software yet (most likely not for awhile), but I'm closely monitoring names that are showing resiliency, adapting/pivoting if necessary, and have *great* leadership. $Figma(FIG)$ $Trade Desk Inc.(TTD)$ $Duolingo, Inc.(DUOL)$