The AI names get the headlines. My watchlist goes beyond GPUs—27 companies across nine growth themes. 27 stocks across 9 growth themes: Data centers: $NBIS $CRWV robinhood:0xf0ab0c93be6f41369d302e55db1a96b3c430212d Healthcare: $LLY $ISRG $HIMS Cybersecurity: $CRWD $PANW $ZS Memory & storage: $MU $SNDK $WDC Energy: $BE $VST $CEG Software: $PLTR $ZETA $SNOW Robotics: $TER $AMBA $SYM Optical networking: $LITE $COHR $CIEN Semis: $NVDA $AMD $AVGO Bullish themes—but valuation, funding and execution still matter. I’m spending more time on $MU and $LITE. Memory and optical connectivity deserve attention alongside GPUs.

Looking back at these levels: $AMD $100 $OSCR $19 $PLTR $9 $HIMS $11 $ZETA $14 Silver $24/oz $ETH $1,500 $UNH $230 They look different in hindsight. Buying never feels as easy in the moment.

$CLF is back on my radar. Management’s outlook for more than $4B in 2027 adjusted EBITDA gives the recovery a fundamental catalyst. That’s guidance, not a finished result—but it’s worth watching. My weekly levels: • $13.00–13.30: support to defend • Weekly close above $14.60: breakout confirmation • $15.00–15.40: next supply • $16.70: prior high if that supply clears I like the recovery. The latest candle has faded from its opening price, though, so holding the reclaim matters more than the headline gain. A weekly close below $13 would weaken the setup.

$APLD, $CIFR and $ONDS: all three show 200%+ implied upside to average analyst targets. That gets my attention. I'm bullish on the opportunity, but I want contracts, funding and execution to back it up. 10 names worth a closer look 👇

Breaking: The White House forced U.S Ambassador to Greece Kimberly Guilfoyle to quit asking a donor to pay her $100,000 credit card bill in exchange for favors

$UNH gave investors a reason to feel better today. Adjusted EPS came in at $4.69 vs. $4.14 expected, and full-year guidance moved up to at least $20.50. The guidance raise is what I like most. A good quarter helps, but more confidence in the earnings ahead gives this recovery something to build on. The stock traded roughly 4% higher before the bell. I read that as an encouraging first response, though holding those gains matters more. I'm leaning bullish here. If buyers keep showing up on pullbacks, this move could have more room.

I'm bullish $UNH. A raised $20.50+ adjusted EPS outlook backs today's strength in a mixed tape. Back above the 50-day at $388.12. Hold $388–390, clear $400–405, and $410–420 is next on my chart. Below $388, I'd reassess. For now, buyers have my attention.

BREAKING: Bitcoin reclaims $84,000 and Ethereum surges above $2,500 as both recover earlier losses. Over $600 million in crypto positions liquidated in the past 12 hours. $100 billion added to crypto marketcap in just 6 hours.

October 13 watchlist: the banks get their turn. Monday was pretty quiet on the surface. The S&P 500 slipped 0.1%, Nasdaq lost 0.4%, and Brent climbed to $106.65. Stocks are still close to record highs, but expensive oil deserves attention. Three things I’m watching Tuesday: • $JPM $C $WFC earnings. Loan losses, consumer spending and the outlook for interest income matter more to me than a small EPS beat. • Treasuries reopen after Monday’s holiday. I want to see where yields settle before reading too much into the first move in $SPY or $QQQ. • Positioning ahead of Wednesday’s CPI. That report lands October 14 at 8:30 a.m. ET—not Tuesday. Good bank results could give this market another reason to hold up. I’m especially interested in whether solid numbers actually get rewarded with buying. Plenty to trade this week. No need to squeeze the whole week into the opening ten minutes.

10 STOCKS PROJECTED TO SEE EXPLOSIVE REVENUE GROWTH OVER THE NEXT FEW YEARS! 📈 1. $SPCX | SpaceX 🚀

BREAKING: Oracle is down almost -6% after the FT reported OpenAI's annualized revenue is $20 billion lower than previously signaled. OpenAI told investors its annualized revenue was approaching $50 billion at the end of September. $ORCL has a $300 billion cloud contract with OpenAI, so lower OpenAI revenue puts that contract at risk.

Both metals dropping like that before the NY open makes me want answers before making a move. Appreciate you and @Daniel_Lawson__ for reminding me to stay levelheaded when the market gets wild.

I still like this part of the market going into year-end. Plenty to work on across power, space, AI cloud, chips and software. Here’s the list: POWER / NUCLEAR $VST $CEG $OKLO $TLN SPACE $SPCX $ASTS $RKLB $PL AI CLOUD $NBIS $CRWV $IREN $DOCN SEMIS $MRVL $AVGO $NVDA $AMD SOFTWARE / CLOUD $PLTR $NOW $ORCL $DDOG The appeal is pretty straightforward: reliable power, more computing capacity, better connectivity and software that customers find useful enough to keep paying for. The space names have their own drivers, too. Satellite broadband, launches and Earth data are very different businesses. I’m positive on the opportunity. But an operating power plant and a reactor still being developed need different expectations. So do recurring software revenue and a cloud contract that requires billions in new infrastructure. I’d be happy finding a few good investments on this list. No need to own all twenty.

$MRVL — I still like this pullback. Yesterday’s Investor Day lifted the FY28 revenue outlook to $20B from $18B. Higher yields are pressuring tech today, but the 5/25/50-day averages remain bullishly aligned. My focus: buyers defending $275–276. Reclaim and hold $285, and $300–302 is the next test. The growth outlook gives me a reason to stay interested; the chart gives me levels to work with. Below $275, I’d reassess, with $260 the deeper support to watch.

$XAUUSD — still interested in a rebound, but no rush to call the bottom. On this 4H chart, $4,090–$4,100 is the first area I want to see reclaimed and held. Then I’d watch $4,175 and $4,221. Even above that, the descending trendline could attract sellers before $4,315 comes into play. A sustained break below the $4,050 area would make me step back from this setup.

When mortgage rates were 3%, the monthly payment on a $500K house with 10% down was about $1,900. When rates rise to 9% next year, the same mortgage will cost over $3,600. At that rate, to reduce the payment to $1,900, the price of the house would have to fall by nearly 50%.

Launch products now and grow your business with X Ads. @1x_tech’s NEO robot campaign shows how X can turn a product announcement into action. As @Kenny___Rose put it, X was the perfect launch platform.

$BBOX’s bullish crossover and rounding bottom look interesting, especially if it can clear that resistance. Appreciate your charts and @Daniel_Lawson__’s strategies for helping me focus on the setup instead of rushing the entry.