9 charts today. Only one gets my money right now. Adding here: $CRM Entry when the level holds: $ORCL Structure not finished, waiting: $APP $ADBE $NOW $ZS Last leg up, then a correction: $PANW $LB Already paid: $GRRR Follow-ups come as each one hits its level. Which one do you want the full count map on?

Wall Street is raising $ZS targets. I'm waiting for $80. (B) waves rarely stop at the first fib. Resistance sits between the 0.5 at $225.63 and the 0.618 above it. RBC's new $236 target lands right inside that zone. New sales chief. Investor day on October 6. Targets going up. Perfect fuel for a (B) wave. After (B) comes (C). It finishes wave 2 from the 2021 top and targets the 0.786 at $80.30. I'm not touching it before the entry zone.

Up 111% this year. One wave left. $PANW: wave (4) held and wave (5) is running. This is the final leg of wave I. Target sits at the 2.272 extension, marked on the chart. The numbers carry the move. Record Q4. RPO at $21.2B, up 34%. FY27 guided to 23% revenue growth. CyberArk integrating ahead of plan. Wave II comes after, and after a run like this it takes back a big piece. The earnings won't stop it. I'm riding wave (5). I won't be holding it at the top of wave I.

$ORCL : wave (2) is testing the entry zone. Oracle's credit default swaps printed a record this week. The chart is sitting on support. Two scenarios. $114.50 holds: wave (3) is next. Targets are marked on the chart. $114.50 breaks: the correction extends to the 0.786 at $80.31. I take my entry when the level holds. Record fear is where wave (2) lows get made.

$NOW: the "SaaSpocalypse bottoms out" headlines showed up right under the wave B high. Nothing changed in my count. B stalled at the resistance zone, and wave C still targets the entry zone between the 0.786 and the 0.887, marked on the chart. The Street is all in. 60 buys, one sell, Cantor raising to $174. Media sentiment is starting to roll over, and this week brought five disclosed AI platform security flaws, two of them critical. Earnings on Oct 28 can deliver wave C, especially when expectations are too high. I'm waiting for it.

The chart says the top is in for $LB Wave Ⓑ overshot the wave ① high and tagged the 1.224 extension. That's an expanded flat. First target is the 0.618 at $30.78. That's also where Ⓒ equals 1.618 times Ⓐ. 350,000 acres in the Permian. 89% EBITDA margins. A $6B market cap on roughly $200M of EBITDA, leverage above 3x after debt-funded deals, and a fresh $125M bond this week to pay down the revolver. The stock sits right under the consensus target of $86. There's nothing left to price in. I'm not touching it until Ⓒ reaches the entry zone!!!

If price followed earnings, nobody could ever sell you a stock. Adobe posted record revenue in each quarter this year. The stock is 34% off its high. AppLovin grew revenue 53%. The stock got cut in half. If price tracked fundamentals, both would sit at highs. They can't. A stock trades on what buyers expect next. By the time the number prints, that expectation is already in the price. Earnings come out four times a year. Price moves every second. Fear, greed and positioning fill the gap. And if price moved in lockstep with the numbers, nobody would ever sell you a share. Every trade needs someone who believes the opposite at that exact price. The best headlines show up near the top of wave 5. The worst ones in wave C. The news follows the waves. I chart the crowd. The balance sheet tells me what to own, the waves tell me when.

$GRRR: five days ago I said the count works or dies here. It worked. Subwave (ii) held the pocket, and $10.63 never came into play. 181% left to the wave 3 target. Since then Gorilla landed a repeat national-security contract in Taiwan. Tens of millions, NVIDIA B300 systems, deployment starting Q4. Next checkpoint is wave (iii) at the 2.618, marked on the chart.

$CRM: I'm adding to my position. Wave 4 is doing its job. C is heading into the entry zone between the 0.382 and the 0.5, and I'm scaling in on the way down. Next is wave 5. Target sits at the 1.0 at $350. Dreamforce put a $63B revenue target for 2030 on the table. The stock pulled back anyway. That's the wave 4 I wanted.

$ADBE: the next bounce is a trap. The low is in. Wave 1 off the June bottom is complete, and wave 2 is unfolding as an ABC. $24.5B of buyback still unused. New CEO, interim CFO. The Street sits on Hold and waits for clarity.I don't buy wave A. I buy the end of C. Don't confuse the B bounce with the start of wave 3.

$APP: the downtrend is in its last leg. Wave (C) of ② is working on its fifth wave. Wave 4 is done or close to it. The level that matters is $235. That's where (C) equals (A), and the 200-week MA sits right next to it. Revenue grew 53% last quarter. The stock is down more than half. Class actions, a "show-me story" downgrade, Meta launching its own game tools. The headlines are all bearish. That's how a wave ② ends. I'm not buying the chop at $310. I want the final flush into the zone, then I build my position for wave ③.

$APP: down 55% from the highs. Revenue up 53%. Class actions, downgrades, "show-me story." The Street is cutting numbers. The chart is setting up something else. One of the most asymmetric setups on my watchlist. Full count drops later today. Don't chase the headlines. Wait for the zone.

$MOH: wave (B) might be done. Doesn't matter. I buy in the zone between the 0.786 and the 0.887. Not a dollar above it. Earnings hit on Oct 22. The Street expects EPS to drop 52% this year, then rebound 85% in 2027. The count says you get the drop first. Wait for the zone. Patience here

$UA: standing in the entry zone. Morgan Stanley's target is $4. My invalidation sits just below it. A flush to their number keeps my count alive. The 0.887 at $4.37 is the line I'm watching. Wave (3) target on the chart. It's a range, not a line.

$ISRG: this bounce is not the bottom. Wave (A) is done, (B) topped in spring, and the (C) leg still has work to do. I want a new low before wave II confirms. Entry zone runs from the 0.618 to the 0.786. That's where the next rally starts, not here at $397. Robotic surgery is still in the first innings, and Intuitive owns the installed base. Nobody is short a compounder like this one. That's exactly why the flush comes.

$IDIA: price is sitting on the 200 DMA Right at the top of my entry zone. 👀 Wave 2 came down and the C leg is finishing here at the 0.618. Hold this and wave 3 starts. QUVIVIQ sales up 62% to CHF 91M in H1, full-year guidance of CHF 200M reaffirmed, liquidity out to 2028. The loss is shrinking while sales double. I buy on confirmation, not on the level itself. The scenario above is worth waiting one candle for.

$BABA $BIDU: Trump and Xi meet with AI and rare earths on the table, and the US crowd owns none of this. Both charts bottomed before the summit was on the calendar. That's the part that matters: the structure turned without needing a headline. I bought both. $108 and $92. Whatever comes out of that meeting, I'm already positioned. Both are a buy for me today. Are you investing?