To The Moon

$Coinbase Global, Inc.(COIN)$ Bullish $Snowflake(SNOW)$ Bullish $Bloomin(BLMN)$ Bullish 08Jan26 ET 🇺🇸 | 09Jan26 NZT 🇳🇿 I’m watching a rare moment where analyst conviction, deal flow, policy tailwinds, and tape structure are all aligning. These upgrades are not isolated calls. They map directly onto where capital is consolidating across the AI economy, from financial rails, to data gravity, to collaboration layers, and now power itself. 🚨📰 JUST IN: $COIN 🟢 BofA upgrades to BUY | PT $340 I see Bank of America reframing Coinbase as an “Everything Exchange,” and that framing matters. Stocks, ETFs, prediction markets, and crypto under one regulated platform compress friction and materially expand total addressable market. With pro-crypto policy tailwinds still intact and roughly three years left in Trump’s term, regulatory risk continues to fade. I’m no longer viewing Coinbase as simple beta to crypto cycles. This is a regulated financial marketplace with embedded custody, rails, and distribution being built in real time. What elevates this call is how price has behaved underneath it. Since flagging this zone yesterday, price has respected the $238.60–241.00 band, flushed residual liquidity, and rotated higher back inside the Keltner channel. That response matters. This is not a bounce, it is absorption. Right shoulders are constructed through overlap and time, not through vertical upside candles. The latest 4H structure shows short-term EMAs beginning to flatten rather than roll over, while volatility remains contained. When $COIN breaks down with intent, Bollinger bands expand aggressively and structure unwinds fast. That has not occurred. Instead, sellers pressed once, failed to gain follow-through, and were met with counterflow. Order flow confirms this behaviour. The sell program into the low $240s lacked persistence, and demand absorbed supply rather than stepping away. That shifts this from a risk-definition phase into a construction phase. That $238.60–241.00 zone also aligns with the lower Fibonacci retracement cluster from the prior leg, which adds critical context. Price briefly pushed through fib support, flushed resting liquidity, and was immediately accepted back above it. That is not failed support behaviour. That is a stop run followed by absorption. When fib levels fail with intent, price accelerates. Here, it paused, overlapped, and reclaimed, reinforcing that this zone is being defended rather than abandoned. As long as $238 holds on a closing basis, the right-shoulder framework remains intact. A decisive loss of that level would invalidate the setup, but until then, the market is behaving exactly as a durable reversal should. 🚨📰 JUST IN: $SNOW 🟢 Argus upgrades to BUY | PT $300 I read this as confirmation that the data layer has become the choke point for GenAI and agentic systems. Snowflake is increasingly treated as core infrastructure rather than discretionary analytics spend. Argus highlights a 30%+ revenue trajectory with expanding margins, and I’m watching the deeper Google Gemini integration as proof of real enterprise demand. As AI workloads scale, governed, low-latency data becomes non-negotiable, and Snowflake sits directly at that control point. 🚨📰 JUST IN: $FIG 🟢 Wells Fargo upgrades I’m focused on the survey signal here. Wells Fargo cites feedback from 100 CIOs overseeing roughly $400B in IT budgets. Cloud spend running at +5% versus total IT budgets at +2% tells me prioritisation is shifting, not slowing. Figma benefits as design, collaboration, and product velocity become inseparable from GenAI adoption. Infrastructure, cyber, and GenAI remain the strongest spend categories, and Figma sits exactly where execution speed meets enterprise scale. 🚨📰 JUST IN: $BE 🟢 Evercore ISI reiterates OUTPERFORM | PT $152 This is the power layer finally entering the conversation. Evercore positions Bloom Energy as a top pick for fast, reliable clean power deployment, particularly for AI inference and reasoning workloads where latency sensitivity matters. The key demand driver is the rise of mid-size, latency-sensitive data centres in the 150–400MW range, where power must sit closer to the end user. Bloom Energy was already ripping premarket, up as much as +15%, following a $2.65B fuel cell deal with American Electric Power. The structure matters. A 20-year offtake for 100% of output at a planned Wyoming site, plus AEP exercising an option that lifts total capacity to 1000MW. That is contracted, dispatchable power with long-duration visibility, not speculative AI hype. Evercore’s core point resonates with me. As AI inference scales and latency becomes a constraint, speed-to-power and deployability become strategic advantages. Bloom’s ability to avoid air permits in most cases, operate quietly, and deploy quickly makes it increasingly attractive as compute moves closer to users. My takeaway is decisive. This tape is rewarding companies that remove friction from the system, whether that friction is regulatory, data-related, collaborative, or electrical. Financial rails, data backbones, design platforms, and now power infrastructure are being repriced as essential layers of the AI economy. When analyst upgrades arrive at the same time as absorption-based structure and contained volatility, that is not coincidence. That is positioning aligning with information. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerStars @Daily_Discussion @TigerPicks @TigerWire @TigerObserver