To The Moon

$S&P 500(.SPX)$   The December S&P 500 rebalance is never just a reshuffling exercise. It is a window into how institutional capital is preparing for the next cycle. With CRH, Carvana and Comfort Systems confirmed for inclusion, the market is signalling a preference for companies showing margin expansion, operational resilience and clear revenue visibility. This is a decisive shift from the liquidity driven trades of early 2025. Looking beyond the confirmed names, the next wave of possible entrants hints at a deeper structural rotation. 1. Cheniere Energy (LNG) Cheniere stands out as the strongest energy candidate. Rising global demand for natural gas, combined with new US export infrastructure, position

The BTC rebound has created a clean risk-on ripple across the crypto equity basket, and the moves in BMNR, CRCL and MSTR hint that positioning might have reached exhaustion on the downside. What matters now is the path of liquidity. If BTC holds above the 89K to 92K range, the next impulse zone opens toward 97K, with a potential late December test of 100K if volatility compresses. BMNR continues to trade as a leveraged beta play to BTC strength. A break above its recent lower-high structure points to 40 to 45 in a squeeze scenario. CRCL is still one of the cleanest AI x crypto infrastructure names. If BTC pushes for 95K, CRCL could retest the 12 to 14 zone as funding flows rotate back into high convexity names. MSTR remains the institutional torque for BTC. As long as BTC sustains higher l

Trump's approval for Nvidia to resume H200 sales to China has injected fresh energy into a cooling AI sector. The after hours bounce was small, but the signal was big. This is the first real policy break in months, and traders now have a clear catalyst to anchor short term direction. Below is the clean breakdown of how the market may trade Nvidia in the coming sessions. 1. Why This Catalyst Matters China demand was never the issue. Policy blockage was. H200 carries higher margins and stronger upgrade cycles than the previous A series chips. Data center budgets for 2025 are still expanding, not contracting. The approval lowers headline risk and reduces fear premium in the entire AI basket. T

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1.TRADE PLAN for Dec 9th 📈 $S&P 500(.SPX)$ most likely we see another consolidation day from 6800-6900 before FOMC. If SPX can get through 6900 after FOMC I'd consider calls. SPX Under 6800 more bearish this week $NVIDIA(NVDA)$ touched 190.99 after hours yesterday, Now its at 186, needs back through 190 to set up for 200. $Invesco QQQ(QQQ)$ 627 breakout level for a move back to ATH at 637. Wait for 627 this week. $Oracle(ORCL)$ earnings coming up tomorrow if there's a positive reaction we can see 250+.Good luck and be patient today everyone!! 🫡2. $NVIDIA(NVDA)$ $7 Trillion M