Better than yesterday: +525% since Oct 2019 — every trade is for my family. $MU —rolled puts up and out, banked the winners: • Closed 11/20 $900P @ $12.81 / opened 2/19/27 $1050P @ $111.09 → +$9,828 net • Closed 11/20 $1010P @ $40.01 / opened 3/19/27 $1060P @ $123.99 → +$8,398 net • Opened 1/15/27 $1050P @ $98.79 • Realized on the closes: +$10,397 $GEV — rolled down and out: • Closed 10/16 $1000P @ $40.51 / opened 11/20 $980P @ $63.49 → +$2,299 net Net premium collected today: +$30,409 Thesis: take profit on winners, reload higher and longer into strength. Short puts—getting paid to wait for entries I'd take anyway. Positioned for the $NVDA takeoff 🚀

D.A. Davidson expects $MU to nearly triple to $3,000 saying “If you don’t buy it, they will” as memory stays tight through 2027 and 2028. The interesting part is they see de-specing as bullish because customers cutting memory to ship more systems today can create even more demand later when they try to restore performance. The note basically argues Micron will stop trading like a normal memory cycle and rerate toward ~20x earnings as long-term agreements spread across $AMZN, $MSFT, $GOOGL, $NVDA and $AAPL.

OCTOBER 7, 2023: SHE KNEW SHE WAS GOING TO DIE. Libi Cohen-Meguri, a 22-year-old infantry officer, went to the Nova music festival. She was shot while fleeing the party. At 8:11 a.m., she called her parents and said: “I’ve been shot in the stomach, I’ve been shot in the arm, I’m losing blood. I’m going to die.” Calmly, quietly, she understood; these were the last minutes of her life. She asked her parents to call Tomer, her twin brother, and Maya, her little sister, and said: “I’m going to die. I just want you to listen to me. I love you, Yariv. You’re the best father I could have asked for. Mom, stop screaming. Just listen to me. You are the best mother we could have ever had. Don’t forget to be a good mother to Tomer and Maya after I die. Tomer, how lucky we were to live this life together. I love you. My Maya, never forget—you are the treasure of my life.” When she finished speaking, her parents told her to get out of the car, lie down on the road, and pretend to be dead. With her last bit of strength, she got out of the car and laid down on the road. “Mom, they’re coming to shoot me again,” Libi said after lying down. While her mother listened on the phone, shouts in Arabic could be heard, and then a barrage of gunfire. It didn’t stop. It kept going, until the call was disconnected. And that’s how Libi died—with demonic beasts from the pit of hell standing over her and emptying a full magazine into her body. Libi died with LOVE on her lips: love for life, love for her family, and love for her people. Her memory will forever be a blessing. NEVER FORGET. NEVER FORGIVE. NEVER AGAIN IS NOW. Israel is hunting down every single Palestinian and Hamas terrorist who participated in the October 7th Massacre—to kill them all. They’re living on “borrowed time,” Prime Minister Benjamin Netanyahu said. Sooner or later, every one of these monsters will be found and eliminated.

If you’re a memory investor and were confused about today’s selloff on $MU $SKHY or $SNDK This is a must read report from Cantor that explains it. Toshiba’s plans to double EB, SSD, NAND capacity by FY27 which supposedly “impact” pricing power is a buying opportunity. LIMIT UP!

Zuckerberg dropped out and still says the useful part of college was not the classes. He met Priscilla there. He met people who are still in his life. The lectures were fine, he says. Entertaining. The point was leaving home and learning how to be around other adults. He had already done two years of boarding school, then two years of college, and left. Then the part that is not nostalgia. College is expensive. You finish in debt. You are not guaranteed a job. If it is not preparing you for the work, you start in a hole. Saying not everyone needs the degree used to be taboo. He thinks that taboo is thinner than it was ten years ago.

She along with Lindsay Clancy and every other mother who murdered her children should be executed by firing squad

Ackman said Microsoft, Amazon, Meta, and Uber are "trading at prices that offer well north of a 20% IRR on a long-term basis." $AMZN $UBER $MSFT $META

S&P 500 hits new all-time high despite the 10y at 5.28 🙌 How?! Activity is strong but prices are rising amid the AI capex boom - as PMIs showed. And strong nominal growth is boosting stocks (tech) & yields. New blog 👇 @RyanDetrick @CarsonResearch carsongroup.com/insights/blo…

All year @sonusvarghese has said we are in a period of inflationary growth. Higher yields, higher inflation, a solid economy, and another strong year for stocks. Playing out well so far. Here is what he sees now 👇👇

Completely agree. We might consolidate sideways but the world is in the 4IR and it’ll be a much different place as we continue to build out.

JUST IN : SPACEX IS LOOKING TO RAISE $40 BILLION DOLLARS IN DEBT IT WILL USE THE DEBT TO BUY MORE NVIDIA CHIPS $SPCX $NVDA

The US has basically won the battle of the Hormuz

$MU $SNDK

“What's driving up Gasoline is no longer the Strait of Hormuz, because Record Numbers of Barrels are coming out now on an almost daily basis, but the word, "Refineries," where Russia's are being blown up by Ukraine, and where ours are being closed up, in Blue States…”