To The Moon

Wall Street wrapped a rough session with the S&P 500 dipping 0.5% to 6,859 and Nasdaq sliding 0.8% to 19,340 as AI funding jitters hammered big names. Nvidia plunged 4% to $137.50 on broader tech rotation, Tesla bucked the trend jumping 4% to $446.74 amid bold predictions of a $3 trillion valuation fueled by Optimus robot ramps and FSD neural nets boosting ARPU 10%. Apple and Amazon both tumbled 2% to $250 and $208 on consumer crunch worries, Oracle dropped 5% to $190.50 after capex bloat spooked the crowd, while Broadcom and Coinbase sank 6% to $155.83 and $320 hit by margin misses and crypto chop. Defensive utilities climbed 1.2% as capital fled volatility, screaming risk-off vibes amid tariff ghosts. 🌪️🩸

Micron stole the show with blowout earnings forecasts on booming AI market, shares exploding 7% after hours to $115 amid memory demand tripling from Nvidia's H200 frenzy – Q1 rev est $9.05B up 18% could crush if beats dazzle, unlocking $130 highs. Medline soared 41% to $45 after the biggest IPO since 2021, raising $5B on healthcare supply dominance amid aging population waves. Oracle reaffirmed Michigan data center project on track without Blue Owl, easing partnership fears but capex spike still weighs. Coinbase pushes into stock trading with event contracts, heating up retail battle – shares could pop 10% to $350 if adoption surges 15%. Ford retreats from EVs, taking $19.5B charge as Trump policies grip industry, dipping 2% to $10.50 but hybrids pivot adds rebound potential to $12. ⚡😤

Trump to sign order easing restrictions on marijuana Thursday, media reports say – cannabis stocks like Tilray jumped 5% after hours to $1.80 on regulatory relief hopes, unlocking $10B markets if federal barriers fall. This could spark 20% sector surge to $2.10 if taxes stay low. Nvidia unveils new open-source AI models amid boom in Chinese offerings, edging up 0.5% to $140.50 – tools rival proprietary giants, adding $5B ecosystem rev by 2027 but antitrust glares keep lid on $150 break. Nasdaq seeks to extend trading hours to 24/7 mode, gearing for nonstop action adding $50B volumes – brokers like Robinhood up 1.5% to $22.50 eye 10% pop to $25 if approved Q1 2026. 🕒🌿

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Oracle(ORCL)$ $Coinbase Global, Inc.(COIN)$

Nvidia's open-source push counters tariff terrors, but China demand exceeding H200 production hints at supply ramps for 15% growth – antitrust glares on OpenAI limbo keep edge. Ford's $19.5B EV hit signals strategic reset, not retreat – hybrids focus amid subsidy slashes could rebound 10% if costs hold. Trump's pot play unlocks $10B markets, cannabis frenzy adds 20% pops if taxes low. Nasdaq's 24/7 bid amps volumes, brokers eye fee feasts for 10% surges. Oracle's Michigan center on track eases fears, but capex spike weighs. Coinbase's stock trading push heats retail wars, potential 10% lift if adoption hits. 🧠🇨🇳

Stocks to watch: Micron (MU) for AI memory edge, Tesla (TSLA) on $3T dream, Nvidia (NVDA) open-source plays, Ford (F) EV fallout, Tilray (TLRY) pot policy pops, Coinbase (COIN) retail battle, Oracle (ORCL) data center test, Robinhood (HOOD) 24/7 hype, Broadcom (AVGO) rebound, Amazon (AMZN) e-com crunch.

Trading opportunities abound: Long MU calls at $110 dips for 15% pop if AI shines, TSLA longs at $440 for 12% to $500, TLRY calls on pot order for 20% to $2.10, short F puts on EV retreat for 8% to $9.50, NVDA straddles for 15% vol feast on models, HOOD longs at $22 for 10% to $25, COIN calls on trading push for 10% to $350. Arbitrary plays? Pair long MU/short legacy semis for AI alpha. Risks: Hot PCE spikes VIX to 30, flushing 2%.

My plans: Scooping MU dips for quick 10% flip, adding TSLA on $3T buzz, hedging with VIX calls amid PCE risks – annual goals crushed at 28%, gunning for 5% December grabs on AI/policy edges. 🎯🤑

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