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$QQQ Watching the daily 100 SMA closely. A clean bounce keeps the trend intact. If it fails and that level turns into resistance a 10% or larger correction becomes very realistic and arguably overdue.

$NFLX Definitely up tomorrow

$IREN It still amazes me that the market keeps reacting to empty tariff threats. More likely outcome is no Greenland acquisition but mineral rights and a strategic NATO linked military presence. No tariffs. Markets stay choppy for another one to three weeks and then snap back.

$CRVS announced a $150 million public offering priced at $15 p/S. The market is now resetting around that level. Expect the stock to gravitate toward $15 by tomorrow morning and potentially reach it by the end of AH trading.

$ONDS is set up for a strong move and the story is just beginning. The company is still early and positioned to benefit from future US defense initiatives tied to the Golden Dome. Leadership matters here and the team includes experience linked to Israel’s Iron Dome which gives

$ONDS The technological innovation unlocked by consolidating these platforms under a single umbrella at Ondas is not reflected in the current valuation. Not even close. In my view the business already justifies a price in the $20s and the gap is simply a matter of market

$SPY $OKLO The market has confused a valid thesis with a valid trade, and nuclear is the clearest example of this disconnect. The demand thesis is real. AI requires massive amounts of power. Data centers are straining electrical grids faster than renewables can scale. Nuclear

$ONDS All the sell the news traders are always the loudest. Tomorrow’s move will be whatever the market makers decide. A pullback could take it toward $10. If it holds, it may base around $13, and with momentum it could push toward $20. If you are a true long, short term

$SMCI milestones today. First two week win streak since late October and the first two day win streak since early December. First close above 32 since December 12. First week closing above the 5 day moving average since October. First week closing above the 20 day moving

$RIOT The thesis expands to seven operators by this weekend or early next week depending on bandwidth. RIOT adds something unique. A chipmaker as counterparty. AMD is not a hyperscaler but has strong strategic incentive to build inference capacity outside NVIDIA’s ecosystem. A

$IBRX the funding concerns are resolved. The $500 million debt that shorts keep referencing was converted into equity and has been off the balance sheet for some time. With Saudi Arabia now in play, the EU coming online, and a steady flow of new data, capital is no longer a

$VKTX we will get through this. The price action is frustrating, but I am neither overly excited nor discouraged by short term moves. We are still early in the Viking story, and the heavy stock manipulation by bad actors is noise to me. GIA, this has the potential to become the

$ASTS may play with it around 98-105 here—OPEX tomorrow. I expect dips to be short-lived. 120-140+ is coming later.

$BMNR for anyone anxious about today’s price action, the best move is to step away and check back closer to the meeting. Between now and then, expect choppy trading as the market waits for fresh information. From a technical perspective, deeper downside momentum would actually

$AMD strong move today, well done to the bulls. Even though we did not close above 230, there is no concern. A retest is likely tomorrow, and a clean break with a close above 232+ is in play. With earnings approaching, AMD should work its way back toward 265+ in due course.

$COIN pushing back toward 260+ by next week, with momentum setting up for a much larger breakout beyond that level.

$RILY holding above $10 is the key confirmation. This is no longer an after hours spike. It is a fundamental repricing. Q3 delivered approximately $91M in net income with roughly $30–40M generated from core operations. That implies normalized operating EPS power of about

The risk reward profile on $HOOD is becoming compelling. Price is approaching the lower boundary of a long forming symmetrical triangle, while the 200 DMA continues to trend higher, tightening the setup and improving the asymmetry.

$MSFT Margin expansion is what makes top line growth feel durable. Q3 gross profit came in around $2.4M versus roughly $0.6M year over year with gross margin cited near 11% compared to about 8% in Q2. Revenue without margin is just activity but revenue with expanding margins