MASSIVE ROTATION INTO POWER. ⚡️ POWER is a top investment theme for the rest of the decade. And NUCLEAR is at the center of it. ☢️ ARE YOU POSITIONED? $CEG $VST $TLN $BWXT $OKLO $LEU $GEV $MTZ $FTAI $FPS $PWR

Here you go guys. Sry no $MU video yet. My son had a bit of a melt down. Will try again tmr. $MU big picture is still bullish rebound / larger pullback. My preferred short-term read is: $1,113.97 = B $1,068.56 = first motive leg down inside of a C Bounce ladder: $1,085.91 → $1,091.26 → $1,096.62 → $1,103.25 → $1,107.34 If C continues lower: $1,028.28 = C=A $1,022.93 = takes the A low $1,008.06 = 1.236×A $975.32 = 1.618×A Hold $1,022.93 and the running-flat finish is an option in my EW chart. Lose it and the expanded-flat / deeper-C path will be the option that I'd lean into. A print above $1,113.97 kills my EW count and forces me to recount this setup. Important upside completion zone: $1,184.66–$1,185.86. That is the LIVE Weekly and 1D bearish AB=CD D-zone / sell zone - IT IS NOT a bullish target. This means my larger time frame rebound thesis I'm still bullish on, but in super short-term time frames I feel like C may still have more work to do. Not financial advice. $MU $MUU

JUST IN: Apollo Global Management warns AI agents could trigger an “agentic bank run” by automatically moving household cash out of low-interest bank accounts & into higher-yield alternatives.

I’m declaring a State of Emergency for Nassau, Suffolk, New York City and Westchester as this powerful coastal storm bears down on the region. We’re expecting dangerous coastal flooding, strong winds and potential power outages through the weekend. Take this storm seriously. Stay alert, avoid unnecessary travel, and text 333-111 for realtime updates.

Bring it on! The weekend war seems to be on cue #Midterms $SPY $QQQ

Trade around a core. Consistently book profits. make your life easier

When the CME FedWatch Tool says there’s a 95% chance of a rate hike, that’s not an opinion. It’s an implied probability based on a trillion dollar Fed Funds futures market. The biggest money in the world is betting on this outcome. When someone on 𝕏 says “Trump won’t let them raise rates,” that person doesn’t understand probabilities or markets. Respectfully.

The global bond market appears to be "blowing the fuck up." Maybe I'm wrong but it seems like it could be a problem. h/t @KobeissiLetter

Great analysis on $AVGO Hopefully $333 next

PETER THIEL HAS 72% OF HIS PORTFOLIO IN ENERGY AND POWER ‼️ Here are the 8 stocks he owns 👇🏻 1/8 Vista Energy $VIST 18.1%

If you have the ability to buy something cheaper than Pelosi did then the rule is simple. You buy it.. & a lot of it. $VST now trades at $150. Meanwhile Pelosi bought at $180. This company trades at a 13x p/e, with its own CEO buying 3X in the past week. Keep an eye out…

Sam Altman (CEO of Open AI): "You no longer need to write prompts." In just 38 minutes, he explains how to use ChatGpt at a level that most people can't even imagine. It's talk he gave to stanford students. A friend sent me the recording last night. After watching it, I realized I was only taking advantage of about 15% of what this tool can really do. Watch it in full and then read the guide l leave below on how to create a system that prompts itself.

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

$AVGO - The last time it tagged its 100 week MA was at the April 2025 crash low. Now that it has decisively broken its July low, it's safe to say that the 100 week MA is the target for this crash too, so we're talking about a bottom around $300 about 3 weeks from now.

Earnings for next week: $DELL $PANW $AVGO $SNOW

If $QQQ is stronger than $SPY, avoid shorts. If it’s weaker, avoid longs. One of the simplest and most reliable signals for day traders. Today was the perfect example.

Here is another example of the vendor-financed demand story: 1. Nvidia holds equity in CoreWeave 2. THEN sells CoreWeave the chips 3. AND backstops them with $6.3 billion valuation 4. WHICH CoreWeave takes to a bank (signed customer contract) 5. TO BORROW AGAINST and buy more GPUs. Yes, it’s legal but that doesn’t make it any less round tripping!! AND when $CRWV data center capacity isn't fully used by its own customers, $NVDA is OBLIGATED to buy the unsold capacity through April 2032. 👉So Nvidia sells and funds and backstops the buyer.👈 That’s another way of saying: DEMAND IS NOT REAL but it is “guaranteed”.

HERE’S EVERYTHING $META AGREED TO IN ITS $18B TEEN SAFETY SETTLEMENT New protections for users under 18 across Instagram and Facebook: TIME LIMITS • Default 2-hour daily limit • Default 12 a.m.-6 a.m. nighttime block • Parent approval required to remove either restriction FEED + SAFETY • Option for a non-personalized feed • Hide like and reaction counts • Stronger age checks and removal of users under 13 • More tools for parents and guardians • Respond to 90% of potentially harmful content reports within 6 hours OVERSIGHT • Maintain & improve teen safety measures for 10 years • Independent compliance audits for 5 years PAYMENTS • ~$12.7B paid to states • Another $5.3B contingent on TikTok and YouTube agreeing to similar terms If TikTok and YouTube join, Meta’s default teen time limit drops from 2 hours to 1 hour per day. Meta will also record a ~$10B legal expense in Q3 2026, while keeping its July guidance unchanged.

Breaking: Michael Burry has disclosed his updated positions He: • Bought CoreWeave $CRWV shorts • Added to Micron $MU shorts • Added to Palantir $PLTR shorts • Added to Semiconductor ETF $SOXX shorts • Added to Mercado Libre $MELI longs at $1890s • Added to Lululemon $LULU longs at $115s • Added to Molina $MOH at $201 • Bought Sprouts Farmer’s Markets $SFM shares at $70s • Bought Temple & Webster $TPLWF shares in low $3s • Bought Build-a-Bear $BBW in mid-upper $30s • Trimmed PayPal $PYPL• Trimmed Veeva $VEEV Michael Burry said "The vast majority of people should never short, and likewise should never be on margin."