To The Moon

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain: • Cooling: $Vertiv Holdings LLC(VRT)$ • Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ • Optical: $COHERENT(COHR)$, $Fabrinet(FN)$ • Power: $Monolithic Power(MPWR)$, $Navitas Semiconductor Corp(NVT

Hello everyone! Today i want to share some technical analysis with you! 1 Jensen Huang on ServiceNow $ServiceNow(NOW)$: "I think the market's got it wrong." 2 Back above the cloud ⛅️ $SanDisk Corp.(SNDK)$ 3 What if I told you one of the best investments of the last 25 years had nothing to do with computers, technology, or AI? Monster Energy drink launched in 2002. A $10,000 investment in $Monster Beverage(MNST)$ before July 2003 would be worth over $19,000,000 today. Sometimes the best investments aren't flashy. 4 What's going on here? Overall market participation has been roughly cut in half since late March. In the

Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t

$Ondas Holdings Inc.(ONDS)$ FULL 2026 ACQUISITION LIST 1. Roboteam adds unmanned ground vehicle layer with rugged tactical UGVs already deployed by military & security forces 2. Sentrycs brings counter-drone protection validated by its selection to help defend venues at the 2026 FIFA World Cup 3. 4M Defense adds AI-enabled land intelligence for demining & border security backed by ~$80M in active Israeli tender value 4. World View brings stratospheric ISR through long-endurance Stratollite sensing extending Ondas from air & ground into the stratosphere 5. Mistral gives Ondas U.S. defense prime contractor status, direct access to Army & Special Operations IDIQ contracts & $264M in backlog. 6. Omnisys adds battlef

$NVIDIA(NVDA)$ NVIDIA recently broke out of a multi month base last month and squeezed to a high of 241. If we can gap up above 241 momentum can take us to 270 next. Under 200 and things shift back to being a harder trade. Markets are pricing an 7% post earnings move. $NVIDIA(NVDA)$ can squeeze if we see these things 👇 Q2 Guidance Above the Whisper ($90B): Stronger forward guidance would signal hyperscaler AI spending is still accelerating faster than expected and that demand visibility remains extremely strong into the second half of the year. China Revenue Surprise: Any upside from China would ease fears around export restrictions and show NVIDIA is still finding ways to

Hello everyone! Today i want to share some technical analysis with you! 1 Big Oil is back in the driver's seat $Chevron(CVX)$ 2 Talk about a hot streak 🔥 $CrowdStrike Holdings, Inc.(CRWD)$ 3 Who doesn't love a perfect score? $Amazon.com(AMZN)$ 4 200 EMA ✅ PoC ✅ Earnings Gap Fill ❔ $Cloudflare, Inc.(NET)$ 5 Are we really about to do this again? $AMC Entertainment(AMC)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, a

Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte

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

Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$ Divergence forming on the RSI. 2 $Microsoft(MSFT)$ Ascending triangle on the weekly candle chart. 3 $Oklo Inc.(OKLO)$ The January pivot VWAP zone acted as a perfect level of resistance over the last several weeks. 4 $Enphase Energy(ENPH)$ Starting to enter the volume gap. 5 $ServiceNow(NOW)$ Getting a bit tight w/ a recent MACD upside cross. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your cha

Hello everyone! Today i want to share some technical analysis with you! 1 When $Microsoft(MSFT)$ dips under 26x P/E, you don't ask questions... 2 Price ⬇️ Momentum ⬆️ CEO 💰💰💰 $SoFi Technologies Inc.(SOFI)$ 3 Nobody thought gold could do it, and then it did... $Energy Select Sector SPDR Fund(XLE)$ $SPDR Gold ETF(GLD)$ 4 Oil, you have my attention... $WTI Crude Oil - main 2607(CLmain)$ $W&T Offshore(WTI)$ 5 We had 17 years to accumulate

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

Hello everyone! Today i want to share some technical analysis with you! 1 The toll booth of mobile attention is starting to look alive again $AppLovin Corporation(APP)$ 2 Designing a reversal on record weekly volume and stellar earnings $Figma(FIG)$ 3 A Jensen Huang favorite btw 👀 $ServiceNow(NOW)$ 4 That is one dangerous wick $Tesla Motors(TSLA)$ 5 Back from the dead 🪦 $iShares Expanded Tech-Software Sector ETF(IGV)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected

Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in. 2 $Ondas Holdings Inc.(ONDS)$ revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform. 3 Joshua Kushner’s firm Thrive Capital just made a new $100M investment in

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

Hello everyone! Today i want to share some trading ideas with you! 1 FINALLY! 1, From Feb. top at 7002, I mapped out a future journey for SPX--first decline to 6400 zone, then a large rally to 7135 in MID-MAY [see MPW 3/25 update to subs below] $S&P 500(.SPX)$ 2, The upward move after 6315 low is faster and higher than I expected, but the CYCLE remains the same 2 For those who are really interested in MAKING MONEY rather than MAKING A POINT--here is the updated view of MPW, posted on May 2nd to subs. Key points: FINAL HIGH 7350 ZONE. Won't short heavily until May 15th or over 7350, whichever comes first. NOW, WATCH THE SHOW.... 3 MPW Mid-week Update Posted: (1) the official countdown begins now--it will run, at the maximum, for

Hello everyone! Today i want to share some technical analysis with you! 1 $Microsoft(MSFT)$For a red day on spot, this was hit heavy on the volume side vs. OI on multiple upside strikes for 5/15. 2 $Cipher Mining Inc.(CIFR)$Beautiful volume shelf setup on the daily candle chart. 3 $SPDR S&P 500 ETF Trust(SPY)$actually may go to $760 before any meaningful pullback. This is nuts. Remember the people that manage money still on the sidelines “waiting for that pullback” that are gonna have really pissed off clients if they get a call and have zero exposure. Window dressing on steroids. 4

Hello everyone! Today i want to share some trading ideas with you! 1 In the last 6 weeks alone, $Alphabet(GOOGL)$ has added close to $1.5T in market cap. That's more than the GDP of all but 15 countries on Earth. Gained in 6 weeks. By 1 company. At $4.9T, Google's valuation exceeds all but 3 countries on Earth. 2 Jassy might not be on that plane but $Amazon.com(AMZN)$'s still moving just fine 3 Breaking out of the range and not looking back $NVIDIA(NVDA)$ 4 Step aside Gold... it's Silver's time to shine $iShares Silver Trust(SLV)$ 5

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

Hello everyone! Today i want to share some trading ideas with you! 1 $SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$ This rally looks insanely similar to late 2023 (similar not exact). If thats the case, we are due for a 2-3.5% pullback into the second half of May before moving towards $800 into August. 2 $Microsoft(MSFT)$ If this follows EW theory, this should technically be around $475-$485 by the end of the first week of June. 3 $Bitcoin ABC(BCH.USD.CC)$ This chart continues to suggest $BTCUSD may have put in a low back in February. Personally,

Hello everyone! Today i want to share some trading ideas with you! 1 Seth Klarman Investing Rules 2 Nice visual of how sectors move based on where we are in the business cycle: 3 I always invest with the intention of holding forever. I actually hold until: 1) The thesis is busted 2) I want to use the capital for something else 4 Cash Flow Ratios Every Investor Should Memorize: 5 Face value. Fair value. Market value. Book value. What's the difference? 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off

Hello everyone! Today i want to share some technical analysis with you! 1 Jensen Huang on ServiceNow $ServiceNow(NOW)$: "I think the market's got it wrong." 2 Back above the cloud ⛅️ $SanDisk Corp.(SNDK)$ 3 What if I told you one of the best investments of the last 25 years had nothing to do with computers, technology, or AI? Monster Energy drink launched in 2002. A $10,000 investment in $Monster Beverage(MNST)$ before July 2003 would be worth over $19,000,000 today. Sometimes the best investments aren't flashy. 4 What's going on here? Overall market participation has been roughly cut in half since late March. In the

Hello everyone! Today i want to share some trading ideas with you! 1 I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout. Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched. Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market. 2 Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close t

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain: • Cooling: $Vertiv Holdings LLC(VRT)$ • Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ • Optical: $COHERENT(COHR)$, $Fabrinet(FN)$ • Power: $Monolithic Power(MPWR)$, $Navitas Semiconductor Corp(NVT

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

$NVIDIA(NVDA)$ NVIDIA recently broke out of a multi month base last month and squeezed to a high of 241. If we can gap up above 241 momentum can take us to 270 next. Under 200 and things shift back to being a harder trade. Markets are pricing an 7% post earnings move. $NVIDIA(NVDA)$ can squeeze if we see these things 👇 Q2 Guidance Above the Whisper ($90B): Stronger forward guidance would signal hyperscaler AI spending is still accelerating faster than expected and that demand visibility remains extremely strong into the second half of the year. China Revenue Surprise: Any upside from China would ease fears around export restrictions and show NVIDIA is still finding ways to

Hello everyone! Today i want to share some AI stories with you! 1 $Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale. 2 President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilte

Hello everyone! Today i want to share some technical analysis with you! 1 Big Oil is back in the driver's seat $Chevron(CVX)$ 2 Talk about a hot streak 🔥 $CrowdStrike Holdings, Inc.(CRWD)$ 3 Who doesn't love a perfect score? $Amazon.com(AMZN)$ 4 200 EMA ✅ PoC ✅ Earnings Gap Fill ❔ $Cloudflare, Inc.(NET)$ 5 Are we really about to do this again? $AMC Entertainment(AMC)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, a

$Ondas Holdings Inc.(ONDS)$ FULL 2026 ACQUISITION LIST 1. Roboteam adds unmanned ground vehicle layer with rugged tactical UGVs already deployed by military & security forces 2. Sentrycs brings counter-drone protection validated by its selection to help defend venues at the 2026 FIFA World Cup 3. 4M Defense adds AI-enabled land intelligence for demining & border security backed by ~$80M in active Israeli tender value 4. World View brings stratospheric ISR through long-endurance Stratollite sensing extending Ondas from air & ground into the stratosphere 5. Mistral gives Ondas U.S. defense prime contractor status, direct access to Army & Special Operations IDIQ contracts & $264M in backlog. 6. Omnisys adds battlef

Hello everyone! Today i want to share some technical analysis with you! 1 When $Microsoft(MSFT)$ dips under 26x P/E, you don't ask questions... 2 Price ⬇️ Momentum ⬆️ CEO 💰💰💰 $SoFi Technologies Inc.(SOFI)$ 3 Nobody thought gold could do it, and then it did... $Energy Select Sector SPDR Fund(XLE)$ $SPDR Gold ETF(GLD)$ 4 Oil, you have my attention... $WTI Crude Oil - main 2607(CLmain)$ $W&T Offshore(WTI)$ 5 We had 17 years to accumulate

Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$ Divergence forming on the RSI. 2 $Microsoft(MSFT)$ Ascending triangle on the weekly candle chart. 3 $Oklo Inc.(OKLO)$ The January pivot VWAP zone acted as a perfect level of resistance over the last several weeks. 4 $Enphase Energy(ENPH)$ Starting to enter the volume gap. 5 $ServiceNow(NOW)$ Getting a bit tight w/ a recent MACD upside cross. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your cha

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

Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in. 2 $Ondas Holdings Inc.(ONDS)$ revenue is expected to reach nearly $1B a year by 2028. That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform. 3 Joshua Kushner’s firm Thrive Capital just made a new $100M investment in

Hello everyone! Today i want to share some technical analysis with you! 1 The toll booth of mobile attention is starting to look alive again $AppLovin Corporation(APP)$ 2 Designing a reversal on record weekly volume and stellar earnings $Figma(FIG)$ 3 A Jensen Huang favorite btw 👀 $ServiceNow(NOW)$ 4 That is one dangerous wick $Tesla Motors(TSLA)$ 5 Back from the dead 🪦 $iShares Expanded Tech-Software Sector ETF(IGV)$ 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected

Hello everyone! Today i want to share some AI stories with you! 1 $NEBIUS(NBIS)$one year ago was a speculative AI infrastructure story worth $8B with a ~$200M revenue run-rate. Today, it has more cash ($9.3B) than its entire market cap a year ago and generated more profit in Q1 alone ($295M) than last year’s annual revenue. Nebius is positioning itself as the cloud utility for the agentic AI era. 2 $NVIDIA(NVDA)$just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China. 3 $Eos Energy Enterprises Inc.(E

1. $Rocket Lab USA, Inc.(RKLB)$(Vertically Integrated Defense Prime) Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated space prime with Q1 2026 revenue growing 64% YoY to a record $200M, backlog jumped to $2.2B (+108% YoY, +20% sequentially) & management booked more Electron, HASTE & Neutron launches in Q1 alone than it did in all of 2025. Rocket Lab is becoming a launch, space systems & national security platform with real scale, real backlog & a $2B+ liquidity position to keep consolidating the space stack. The $190M Anduril HASTE deal, $816M SDA award, Mynaric, Geost & Motiv acquisitions all point toward a company that could become a $100B space prime one day with Ne

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

Hello everyone! Today i want to share some trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house. 2 $Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue. The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030. 3 Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings. This past week, it added another $300B in marke

Hello everyone! Today i want to share some trading ideas with you! 1 FINALLY! 1, From Feb. top at 7002, I mapped out a future journey for SPX--first decline to 6400 zone, then a large rally to 7135 in MID-MAY [see MPW 3/25 update to subs below] $S&P 500(.SPX)$ 2, The upward move after 6315 low is faster and higher than I expected, but the CYCLE remains the same 2 For those who are really interested in MAKING MONEY rather than MAKING A POINT--here is the updated view of MPW, posted on May 2nd to subs. Key points: FINAL HIGH 7350 ZONE. Won't short heavily until May 15th or over 7350, whichever comes first. NOW, WATCH THE SHOW.... 3 MPW Mid-week Update Posted: (1) the official countdown begins now--it will run, at the maximum, for

Hello everyone! Today i want to share some technical analysis with you! 1 $Microsoft(MSFT)$For a red day on spot, this was hit heavy on the volume side vs. OI on multiple upside strikes for 5/15. 2 $Cipher Mining Inc.(CIFR)$Beautiful volume shelf setup on the daily candle chart. 3 $SPDR S&P 500 ETF Trust(SPY)$actually may go to $760 before any meaningful pullback. This is nuts. Remember the people that manage money still on the sidelines “waiting for that pullback” that are gonna have really pissed off clients if they get a call and have zero exposure. Window dressing on steroids. 4

Hello everyone! Today i want to share some trading ideas with you! 1 In the last 6 weeks alone, $Alphabet(GOOGL)$ has added close to $1.5T in market cap. That's more than the GDP of all but 15 countries on Earth. Gained in 6 weeks. By 1 company. At $4.9T, Google's valuation exceeds all but 3 countries on Earth. 2 Jassy might not be on that plane but $Amazon.com(AMZN)$'s still moving just fine 3 Breaking out of the range and not looking back $NVIDIA(NVDA)$ 4 Step aside Gold... it's Silver's time to shine $iShares Silver Trust(SLV)$ 5