Safe to say Quantum Computing became the next major theme huh?. Since this post:. $QUBT $1 to $17.$QBTS $1 to $9.$RGTI $0.80 to $9.$IONQ $10 to $40. Unbelievable.

I think we all take for granted what a time it is to be involved in markets. Not only do we have AI but we also have crypto, robotics, autonomous driving, quantum computing, precision medicine/genomics, space exploration, new energy sources, eVTOL, etc. It’s cliche to say.

So we’re keeping track…. 1) Improving U.S. and China relations.2) New Fed chair (rate cuts).3) Massive AI infrastructure investments from both government and enterprise.4) Bank earnings signaling healthy consumer.5) Dovish administration. Inflation is a backseat story.

Drones, space, nuclear, crypto, etc. are on fire. Themes are hot right now. Trump’s nuclear/energy AI investment news today got me thinking… what other sectors could he target with AI focused investments?. People forget but when he first took office he actually said one of his.

If you just simply listen to what the chart is telling you and don’t ask questions about “why” it’s going up or down you’d be much better off. Very easy to complicate trading and wonder why a stock is going up, down, or sideways but reality is none of that matters. What matters.

Explosive move checklist:. -High ADR.-High $ volume.-Relatively low outstanding shares.-Captivating narrative/story.-Decent-high short interest.-$20B(ish) market cap and below.-Insider or institutional ownership . Not all of these criteria need to be met but the more the better.

$ETH. You know I don’t post crypto charts often but I think this has potential to explode much higher. Three direct ways to get exposure if you don’t have a crypto wallet/exchange:. $ETHE $ETHA $ETHU* (leveraged Ethereum). Look at that volume pouring in… over $3,000 can fly.

$SMCI. If we can just go a period without fraud accusations or sketchy accounting practices I think this has a chance to ignite. Every key moving average reclaimed and a year long consolidation in this range. The bigger the base…

$ACHR. Drone and new generation defense hype + conference this week where Archer, Anduril, and Palantir will be present. Volatility contraction often turns into expansion…

$MSTR. This has been dormant far too long. Volatility has come down considerably, it seems like we’re in for an eruption any day now. $500+ feels inevitable with how Bitcoin is moving.

$GRAB. Free cash flow is ramping, they hold $9B in cash, and behemoths like Uber, Toyota, and SoftBank together hold a sizable stake. The noise on this has quieted down substantially over the last few months. Good. Really nice big picture setup.

More tariffs, nice. 1) U.S. let the EU know about this in advance, sounds like a negotiation tactic. 2) Mexico just said they’re in the process of negotiating. 2) If the EU knew tariffs were coming, the market knew. 3) Bitcoin hasn’t budged. Tariffs aren’t a shock to the.

Slow Friday so few market truths:. -Individual stock/leader feedback > index feedback.-Price > news.-Close > open.-Unfilled gaps > filled gaps.-Low volume uptrends=bullish.-Breakouts that don’t retest pivot=bullish.-The current trend is more likely to persist than reverse.

Don’t overthink a textbook setup. One lesson I hope many take from this $BTC $ETH breakout is something I’ve been posting about for some time now…. Crowded or heavily watched trades are not bad trades. This Bitcoin and Ethereum trade was all over my timeline and it was an.

Defense Secretary Pete Hegseth just fast tracked drone development and deployment. I think this will be a massive theme especially leading into the Anduril IPO. Drone watchlist:. $ACHR $AVAV $KTOS $RCAT $JOBY $ERJ $DRS $UMAC $MRCY $SARO $PDYN $EH.

If cryptocurrency becomes a global theme like AI, who is the $NVDA?. $COIN. Just as Nvidia provides the technology fueling AI, Coinbase provides the infrastructure, rails, custody, liquidity, and institutional access enabling global crypto adoption. Retail trading volume is nice.

It only takes a few trades to make your year. You do not need to trade every single day, I’d argue that’s actually destructive behavior. Let winners run and cut losers quickly, that’s it. The majority of my gains this year have come from four stocks $UBER $RKLB $HOOD $HIMS.

Until we have laser eyes and your neighbor talking $BTC, crypto is not euphoric. This app magnifies noise because we’re all obsessed with markets but in reality, 2021 was so much more stupid. There were normal people talking about crypto and Bitcoin. Nobody in real life is.

$COIN > $MSTR this time. Coinbase has Base acting as a tailwind from $ETH momentum AND the Stablecoin narrative. Institutions trust Coinbase. Who has real big money? Who is loading Bitcoin in the billions? Institutions. Coinbase has every characteristic of a market leader.

RT @ZaStocks: Looking at stocks and crypto, Bitcoin sticks out as not extended. It’s gone nowhere for almost eight months now similar to M….