$Meta Platforms, Inc.(META)$ 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 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 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

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 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