We continue to push and trading done until tomorrow. Just ride runner in #ES_F Today's plan was simple: 7716 Failed Breakdown was long trigger. Targets were 7740, then 7758-60 to backtest yesterday's breakdown. We dipped there then recovered. 70 was next (hit), 7782, 7812 next

Scoop: President Trump is headlining a "Golden Age" event in D.C. next week w/ top officials and tech executives, according to invitation materials obtained by @CBSNews -- which said Trump will deliver an "address to the nation." Also listed to be in attendance: Marco Rubio, Elon Musk, Jensen Huang, Tom Brown, among others, + panels on AI. cbsnews.com/news/trump-golde…

Reminder. No 20@520 on Fridays. And no #630club usually on Fridays. Today is the last day of the open house. You should tune in. Full morning call will take place like usual at 8:15 for all alpha team members and those in the open house this week.

The promise of agentic AI is simple: less time spent managing tasks and more time focused on higher-value work. As Micron SVP & GM, Core Data Center Business Unit, Jeremy Werner explains, agentic AI runs on two compute stacks, not one. The GPU reasons and plans, while the CPU orchestrates actions. Technologies like KV cache keep AI context available, but growing context sizes and agentic workloads are driving memory needs far beyond reasoning alone. Learn more: bit.ly/4xN0UTo

DAN ZANGER THE WORLD TRADER: •Dan Zanger is best known for turning approximately $10,000 into over $42 million. •This performance was achieved in less than two years, making it one of the most documented and respected trading records in modern market history. •His results were independently verified and later featured in Investor’s Business Daily (IBD). Early Trading Years •Zanger lost money consistently for many years. •He struggled with emotional trading, random entries, and lack of structure. •The major turning point came when he studied William O’Neil’s methodology, especially the book How to Make Money in Stocks. The Breakthrough Insight Dan Zanger realized one critical truth: Charts don’t lie. Price and volume tell the real story. From that moment: •He stopped predicting. •He stopped fighting the market. •He focused purely on high-probability chart patterns. The Zanger Trading Method 1. Pattern Selection •Tight consolidations (flags, pennants, bases) •Strong prior uptrend •Clean structure with minimal noise 2. Breakout Rule •Entry only at proper breakout points •No anticipation •No early guessing 3. Volume Confirmation •Breakouts must occur with significant volume •Often 50% or more above average •Confirms institutional participation 4. Risk Management •Losses cut quickly (usually 5–7% max) •Capital preservation comes first •No emotional attachment to trades 5. Focus •Only the biggest potential movers •Avoids lagging or weak stocks •Trades fewer stocks, but trades them well Psychological Shift (Before vs After) Before •Emotional decisions •Random entries •Overtrading •Hope-based holding After •Disciplined execution •Pattern-based entries •Risk-controlled trades •Rule-based exits

Today's Key Events (All EST) — 09/25/2026 05:15: Fed's Williams 08:30: US Durable Goods Orders 09:20: Fed's Schmid 10:00: University Michigan Sentiment Final 13:00: US Baker Hughes Total Rig Count 14:00: Fed's Hammack Before Open 👇 BMO: Tamboran Resources $TBN

A few RDR tactical buys developing for cash flow. That’s when u reclaim the prior days low

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

Xi Jingping had an exciting first night in DC.

This should be mandatory in all gyms .

BREAKING: Google launching TPUs in space NEXT WEEK on SpaceX falcon 9 to test AI data centers orbit ITS HAPPENING

22 Trading Rules You Need to Know 1. Ignore Opinions - Price Action Tells You What Matters 2. When the $SPX is above the 8 & 21 day moving averages, be long leading stocks in leading sectors 3. Get Tactical When SPX Breaks the 8 & 21 Day 4. Don’t Hold Stocks Under the 200 Day as Swing Longs 5. Use a Tier System to Scale In and Out of Positions 6. Focus on a Small Number of Stocks You Know Well 7. Take Notice of Stocks That Hold Post-Earnings Gaps 8. Never Short a Growth Stock on Valuation 9. Never Short an Index on a Macro Prediction 10. Only Short When the Price Action Indicates a Drop 11. Don’t Bet on Takeovers or Short Squeezes 12. Only Take Options Into Earnings, Never Stocks 13. Use Post-Earnings Highs/Lows to Find Key Levels 14. Use Day 1 Highs/Lows in IPOs to See FOMO & Fear 15. Don’t Stop Out Based on P&L or Percentages 16. Stop Out When the Trade Changes 17. Turn Losing Trades Into Lessons Learned 18. Let the Trend Be Your Friend Until It Turns on You 19. Hold More Cash in Choppier Tapes 20. Watch the Reaction to News, Not the News Itself 21. Never Revenge Trade - Accept What’s Done Is Done 22. There Is Always a New Setup Around the Corner If you agree with my philosophy, you'll love this: t3live.com/ma-ebook-tw-scott

WOW! Memory stocks are going MUCH HIGHER Citi just forecasted DRAM prices rising EVERY year through 2031 That has never happened in the history of the memory industry. If Citi is right, the way the market prices memory stocks is flat out wrong Not only is this not cyclical, it's a structural change in prices that pushes Memory higher for at least 8 years straight Why is this happening? HBM, the memory inside every AI GPU, consumes roughly 3x the wafer capacity of standard DRAM per bit. As Micron, SK Hynix and Samsung convert their fabs to HBM, regular DRAM supply gets starved right as AI demand for it explodes too. Citi sees that supply tightness persisting until 2031 Bears will scream "cycle peak" at that deceleration in 2027. But look at what the numbers actually say: prices NEVER go negative. Not one down year through 2031 For 25 years memory was a commodity coin flip, massive up years always followed by brutal crashes (2019: -51%. 2023: -43%). Citi is forecasting the first 8-year stretch in industry history with zero down years. That's not a cycle anymore, that's a repricing And it flows almost straight to the bottom line for producers. Micron just posted the largest earnings beat in its history with 85% gross margins, and that was BEFORE the 242% year fully hits the income statement. Even more important to note that teh buybacks from this free cash flow haven't even started yet (coming in December) The market still values memory stocks like the crash is 18 months away, according to Citi's chart that's not happening I hold Micron in my Milk Road Portfolio, our analysts got our members in $MU below $400. We also hold a few other memory stocks alongside other ways to play the Ai infra build out. You can check out our real-time portfolios here: link.milkroad.com/t5837z Don't forget to give me a follow @kylereidhead for more insights on AI and markets

It's official. As the bond market "meltdown" accelerates, the average interest rate on a 30Y mortgage in the US is up to 7.45%. That's up +150 basis points in 6 months and the highest since 2023, when inflation was at 6.4%+. What is happening? Let us explain. (a thread)

It's official. As the bond market "meltdown" accelerates, the average interest rate on a 30Y mortgage in the US is up to 7.45%. That's up +150 basis points in 6 months and the highest since 2023, when inflation was at 6.4%+. What is happening? Let us explain. (a thread)

$META this move is kind of ridiculous bro +40% in a month and +14% in a week on a Mag 7 multi trillion dollar company all it took was a normie version of open claw 😂 is anyone trimming? or selling calls? my only fear is the equity raise but we still don’t know if that will happen & if it does and we stay rangebound in the $750s, not a good enough reason to sell only reason to sell is if you see this going back to $680 but the vibez have shifted, zucks is being seen as the cool AI guy and people want to bet on his vision again hard to see this momentum get faded that easily vs a run to $800 which means maybe trimming here isn’t the best idea but +40% in a week at this scale could mean we give back some of the gains easily just due to how heavy this move has been fundamentals are just looking really, really strong and Muse doesn’t even have 100M users yet so the growth curve is literally just beginning for a potential new multi-billion user product

$TEM daily ⤴️ clean bull flag on flag follow-up

Hey Larry Ellison, did you forget to pay Oracle's AI bills? $ORCL

Last night, I predicted $META would be flat to down today following Meta Connect. The stock closed up 4.5%. What I missed was the significance of Zuck’s comment that Muse will be the centerpiece of Meta. That comment reveals Zuckerberg is in wartime CEO mode, willing to throw out the existing architecture and rebuild the company as an agentic, AI-first business. That drive raises the probability of success and lays the foundation for a re-rating of shares.

Last word on intel: fear of equity offering hanging over it --they don't need to do one and they have many who want to GIVE them money for foundry output. Very different case from a hyperscaler

Scientists have found a rare spider in Thailand that is half male and half female 👀

Ole Miss students found dead identified as freshman, 18, and 'dear son,' 20, as cops search for answers trib.al/iTiUgWF