To The Moon

$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud • Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$

Hello everyone! Today i want to share some technical analysis with you! 1 CEO is absolutely printing rn... 🖨️ $Oscar Health, Inc.(OSCR)$ 2 🚨 Micron $Micron Technology(MU)$ just closed back-to-back weeks red for the first time since mid-March. You buying the dip? 3 Is Burry about to make everyone stop laughing once and for all? $iShares Semiconductor ETF(SOXX)$ 4 BREAKING: $Microsoft(MSFT)$ is committing $2.5 billion and 6,000 employees to a new subsidiary called "Microsoft Frontier Co." The new group will focus on assisting clients with implementing AI technol

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

Hello everyone! Today i want to share some technical analysis with you! 1 You ain't gotta like it but... 🎶 $Robinhood(HOOD)$ 2 🚨 $Micron Technology(MU)$ closed below its 21EMA for the first time since March, when shares were trading ~60% below the current price. Another great buying opportunity? 3 My oh my... 👀 $ServiceNow(NOW)$ 4 Swooshing the wrong way 😬 $Nike(NKE)$ 5 Right on cue 🎯 $Meta Platforms, Inc.(META)$

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke

Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ is at a tipping point between a Stage 2 breakout and a Stage 4 breakdown. Michael Burry has seen enough. 2 Vice President JD Vance had just 3 positions in 2025 with more than $1 million invested. Those three are: S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ Nasdaq-100 $Invesco QQQ(QQQ)$ Dow Jones Industrial Average $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 3 $Bloom Energy Corp(BE)$ just announced they

Hello everyone! Today i want to share some trading ideas with you! 1 $AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare. 2 $Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies. Palantir gives mission-critical organizations the operating layer to securely deploy, cu

Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ Still a pretty decent volume shelf setup on the monthly candle chart. 2 $Microsoft(MSFT)$ This November 2022 pivot VWAP zone has been a strong bounce spot over the last 3.5 years. This time? Tbd. 3 $Rivian Automotive, Inc.(RIVN)$ Volume shelf setup still remains on the monthly candle chart. 4 $Tesla Motors(TSLA)$ Continues to get very close to the apex of the ascending triangle on the monthly candle chart. 5 $SPDR S

Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 $Amazon.com(AMZN)$ 2 Sit through the chop, get paid handsomely on the breakout... that's been the $Tesla Motors(TSLA)$ story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... $Microsoft(MSFT)$ 4 Options traders want even more...👀 $Corning(GLW)$ 5 $AeroVironment(AVAV)$ GOD CANDLE 🔥 +15% in after-hours

Hello everyone! Today i want to share some trading ideas with you! 1 Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years. AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay. 2 $Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI

The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |

Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at

Hello everyone! Today i want to share some technical analysis with you! 1 The market has doubted Elonmusk before... Didn't last long. $Tesla Motors(TSLA)$$Space Exploration Technologies(SPCX)$ 2 When attention spikes on $NVIDIA(NVDA)$, proceed with caution... 3 Search interest in $Palantir Technologies Inc.(PLTR)$ has plummeted in 2026 to its lowest level ever... Has the retail party moved on for good? 4 $RH(RH)$ RIPPING on a Double Beat 🔥 Q1 Adj EPS: $(1.97) vs $(2.11) est Q1 REV: $800.328M vs $792.78

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of

Hello everyone! Today i want to share some technical analysis with you! 1 Gotta be support down here somewhere... $PayPal(PYPL)$ 2 Are we gonna look back and say this was a no-brainer?$Palantir Technologies Inc.(PLTR)$ 3 The biggest moves often take the most patience$NVIDIA(NVDA)$ 4 Don't forget about the bird... 🦉 $Duolingo, Inc.(DUOL)$ 5 Shares of Applied Digital are surging in after-hours after announcing a new 15-year data center lease with a U.S. based hyperscaler 🟢 $APPLIED DIGITAL CORP(APLD)$

One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Apple(AAPL)$ will reportedly use $Alphabet(GOOGL)$ Cloud's $NVIDIA(NVDA)$ Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity. 2 $Amazon.com(AMZN)$ unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfil

Hello everyone! Today i want to share some technical analysis with you! 1 $SPDR S&P 500 ETF Trust(SPY)$April to October 2025 compared to April to October 2026. If this even slightly rhymes, the market is about halfway there. 2 $Micron Technology(MU)$Trading right at the 10.618 extension of the 2000-2008 measured move. 3 $Marvell Technology(MRVL)$Nearing the 3.618 extension of the January to April measured move. 4 $iShares Silver Trust(SLV)$Still in the anchored VWAP pinch. Crazy how volatile this was, and then absolutely nothing. 5

Hello everyone! Today i want to share some technical analysis with you! 1 🚨 The S&P 500 is staring at history. If $SPDR S&P 500 ETF Trust(SPY)$ closes green tomorrow, it will mark 10 consecutive weeks higher for the first time in more than 40 YEARS. The last double-digit weekly win streak came in 1985, when the S&P 500 climbed for 12 straight weeks. One close away... 2 Run it back? $Reddit(RDDT)$ 3 OUCH 🩸 $Lululemon Athletica(LULU)$ Down 8% on mixed Q1 earnings results EPS: $1.69 vs $1.70 est REV: $2.472B vs $2.433B est Lowered FY2026 GAAP EPS Guidance Lowered FY2026 Sales Guidance 4 Time for drone stocks

Hello everyone! Today i want to share some technical analysis with you! 1 CEO is absolutely printing rn... 🖨️ $Oscar Health, Inc.(OSCR)$ 2 🚨 Micron $Micron Technology(MU)$ just closed back-to-back weeks red for the first time since mid-March. You buying the dip? 3 Is Burry about to make everyone stop laughing once and for all? $iShares Semiconductor ETF(SOXX)$ 4 BREAKING: $Microsoft(MSFT)$ is committing $2.5 billion and 6,000 employees to a new subsidiary called "Microsoft Frontier Co." The new group will focus on assisting clients with implementing AI technol

Hello everyone! Today i want to share some trading ideas with you! 1 When $NVIDIA(NVDA)$ talks about a $20B CPU opportunity, you should immediately think $ARM Holdings(ARM)$ because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing. 2 $Pa

$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud • Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$

Hello everyone! Today i want to share some technical analysis with you! 1 You ain't gotta like it but... 🎶 $Robinhood(HOOD)$ 2 🚨 $Micron Technology(MU)$ closed below its 21EMA for the first time since March, when shares were trading ~60% below the current price. Another great buying opportunity? 3 My oh my... 👀 $ServiceNow(NOW)$ 4 Swooshing the wrong way 😬 $Nike(NKE)$ 5 Right on cue 🎯 $Meta Platforms, Inc.(META)$

Hello everyone! Today i want to share some trading ideas with you! 1 $Ambarella(AMBA)$ up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. 2 $Amazon.com(AMZN)$ plans to open a fully robotic logistics center in Poland in October 2026. The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. 3 $Rocke

Hello everyone! Today i want to share some technical analysis with you! 1 Back above the 200EMA and the MACD has opinions 👀 $Amazon.com(AMZN)$ 2 Sit through the chop, get paid handsomely on the breakout... that's been the $Tesla Motors(TSLA)$ story. Could the era of AI and robotics give us round three? 3 Stock taking a break, revenues never got the memo... $Microsoft(MSFT)$ 4 Options traders want even more...👀 $Corning(GLW)$ 5 $AeroVironment(AVAV)$ GOD CANDLE 🔥 +15% in after-hours

Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ is at a tipping point between a Stage 2 breakout and a Stage 4 breakdown. Michael Burry has seen enough. 2 Vice President JD Vance had just 3 positions in 2025 with more than $1 million invested. Those three are: S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ Nasdaq-100 $Invesco QQQ(QQQ)$ Dow Jones Industrial Average $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 3 $Bloom Energy Corp(BE)$ just announced they

Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ Still a pretty decent volume shelf setup on the monthly candle chart. 2 $Microsoft(MSFT)$ This November 2022 pivot VWAP zone has been a strong bounce spot over the last 3.5 years. This time? Tbd. 3 $Rivian Automotive, Inc.(RIVN)$ Volume shelf setup still remains on the monthly candle chart. 4 $Tesla Motors(TSLA)$ Continues to get very close to the apex of the ascending triangle on the monthly candle chart. 5 $SPDR S

Hello everyone! Today i want to share some trading ideas with you! 1 Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years. AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay. 2 $Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI

Hello everyone! Today i want to share some trading ideas with you! 1 $AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare. 2 $Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies. Palantir gives mission-critical organizations the operating layer to securely deploy, cu

The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |

Hello everyone! Today i want to share some technical analysis with you! 1 $Tesla Motors(TSLA)$ teetering with a Stage 4 breakdown... 😬 2 Squeezing into multi-year support... this is about to get interesting 🌶️ $Meta Platforms, Inc.(META)$ 3 Approaching the 50 👀 $NVIDIA(NVDA)$ 4 $Micron Technology(MU)$ hasn't recorded back to back red weeks since $450/share, ~60% below the current share price... Having already gained +250% YTD but sitting at a mere ~7x forward P/E, the question on every trader's mind... is it too late to get in, or is this party just getting st

One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2

Hello everyone! Today i want to share some trading ideas with you! 1 Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3. They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix. 2 Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week. The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon. 3

Hello everyone! Today i want to share some technical analysis with you! 1 The market has doubted Elonmusk before... Didn't last long. $Tesla Motors(TSLA)$$Space Exploration Technologies(SPCX)$ 2 When attention spikes on $NVIDIA(NVDA)$, proceed with caution... 3 Search interest in $Palantir Technologies Inc.(PLTR)$ has plummeted in 2026 to its lowest level ever... Has the retail party moved on for good? 4 $RH(RH)$ RIPPING on a Double Beat 🔥 Q1 Adj EPS: $(1.97) vs $(2.11) est Q1 REV: $800.328M vs $792.78

Hello everyone! Today i want to share some AI trading ideas with you! 1 DDR5 MEMORY PRICES UP NEARLY 10X DDR4 is older memory that was being phased out but it's spiking too as $Micron Technology(MU)$, Samsung & SK Hynix shift wafer capacity from conventional memory into HBM for AI chips. The AI cycle is pulling on compute, memory, storage & servers at the same time with pricing power now flowing through the rest of the hardware stack. 2 Great to be featured in the Wall Street Journal today talking about the $Cerebras Systems(CBRS)$ IPO. Cerebras is attacking one of the biggest bottlenecks in the AI economy like running massive models faster, cheaper and more efficient

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wantsAI proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era. 2 $NVIDIA(NVDA)$ hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at

Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and

Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive amount of CPU-bound work around the GPU. The best way to think about this is the GPU will still continue being the engine but CPU will now become the traffic controller. If AI agents are going to run inside enterprises all day across millions of workflows then the CPU layer becomes a much more important part of the AI infrastructure stack. 1. $Advanced Micro Devices(AMD)$ AMD is the cleanest way to play the agentic AI CPU bottleneck through EPYC where they just posted record Q1 data center revenue of $5.8B (+57% YoY) and biggest gem was AMD capturing ~46% of server CPU revenue despite only 27% unit sha