To The Moon

1. $APPLIED DIGITAL CORP(APLD)$ — down ~64% from highs -AI data center builder leasing HPC capacity to GPU clouds out of North Dakota. -$36B contracted revenue backlog as Polaris Forge HPC campuses ramp in North Dakota - 600+ MW slated online in 12 months, more than double last year’s 250 MW 2. $Cipher Mining Inc.(CIFR)$ — down ~73% from highs - Bitcoin miner turned AI/HPC landlord with hyperscaler leases. - $8.5B+ in AI lease commitments with AWS and Google-backed Fluidstack, payments now ramping - Q3 earnings Nov 2 — first look at AWS lease revenue hitting the income statement 3. $CleanSpark, Inc.(CLSK)$ — down ~62% from highs -Bitcoin miner pivoting its power

1. Anthropic is reporting enormous losses Anthropic reported losing $80.7 billion in just six months. Most of that isn't money actually spent. It's largely an accounting loss caused by the rising value of financial agreements with $Amazon.com(AMZN)$ . Why it matters: Even if the company isn't burning through $80 billion in cash, it has made enormous financial promises that could affect future shareholders. 2. There's a mysterious $8.8 billion expense Anthropic reported nearly $9 billion in additional expenses, but the explanation isn't clear from these numbers. Why it matters: Imagine checking your bank account and finding an unexplained $9,000 charge. You'd want answers before trusting someone with more money. 3. Anthropic says it's profitable, b

Since 1950, November has finished positive in nearly 80% of midterm-election years, averaging a gain of approximately 2.7%. The fourth quarter of midterm years has also been historically strong, with the S&P 500 averaging roughly 6.6%. And the 12 months following midterm elections have historically delivered average gains of about 15%. Top 6 companies I’m looking to add to on pullbacks this month 👀📈 1️⃣ $Advanced Micro Devices(AMD)$ — AI computing • Revenue +50% YoY; data center revenue +107% • Adjusted EPS: $1.66 • Watching: EPYC processors, Instinct GPUs, and OpenAI deployments 2️⃣ $Bloom Energy Corp(BE)$ — Power for AI infrastructure • Revenue +138% YoY • Adjusted EPS: $0.94 vs. $0.15 • Watching: Orac

$269 BILLION invested in $Anthropic(ANT)$ . Here's who's involved: $Alphabet(GOOGL)$ — $114.5B cloud commitment $Amazon.com(AMZN)$ — $110B AWS commitment $Microsoft(MSFT)$ — $44.9B Azure commitment $SpaceX(SPCX)$ — Up to $120.5B NVIDIA GPU compute $Broadcom(AVGO)$ — Up to $42B convertible-note financing $Advanced Micro Devices(AMD)$ — MI450 racks + $5B stock investment $Salesforce.com(CRM)$ — Claude distribution $Sn

📅 Three MAJOR economic events to watch this week 👇 🔥 WEDNESDAY 10/28 — FOMC 🏦 2:00 PM ET — Fed Interest Rate Decision 🎙️ 2:30 PM ET — Fed Press Conference 🔥 THURSDAY 10/29 — GDP + PCE 📊 8:30 AM ET — Q3 GDP Report 📈 8:30 AM ET — PCE Inflation (MoM & YoY) 🎯 8:30 AM ET — Core PCE Inflation (MoM & YoY) ⚡ The Fed’s rate decision, economic growth, and inflation data could set the tone for the market heading into November. 👀 Expect volatility in: 📈 $S&P 500(.SPX)$ 📊 $SPDR S&P 500 ETF Trust(SPY)$ 💻 $Invesco QQQ(QQQ)$ 🐯 Trade smart. Manage your risk. Don’t chase the moves! 💚

Here are the price levels I'm watching if the market keeps pulling back: 🎯 $IREN Ltd(IREN)$ — $25 (67.5% below its 52-week high) 🎯 $NEBIUS(NBIS)$ — $150 (50.0% below its 52-week high) 🎯 $ARM Holdings(ARM)$ — $200 (55.8% below its 52-week high) 🎯 $Alphabet(GOOGL)$ — $320 (21.7% below its 52-week high) 🎯 $Amazon.com(AMZN)$ — $245 (14.7% below its 52-week high) 🎯 $Broadcom(AVGO)$ — $315 (36.4% below its 52-week high) 🎯 $IONQ Inc.(IONQ)$ — $30 (59.3% below its 52-week high) 🎯

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Before the opening bell, sentiment was overwhelmingly bearish: 🌍 Escalating Middle East tensions 🛢️ Rising crude oil prices and input costs 📈 Inflation concerns and elevated yields 🇺🇸 Midterm election uncertainty 💼 A slowing labor market 🤖 AI trade unwinding and ballooning CapEx The bearish narrative was everywhere. But nobody knew exactly where $SPDR S&P 500 ETF Trust(SPY)$ would turn lower. Patience was the edge. Instead of chasing the headlines, we waited. Around 10 AM, $SPY formed a double top near $768, giving traders a clearer signal to act. The result? $SPY puts delivered massive gains: ✅ $0.65 → $3.65 ✅ $1.05 → $3.27 ✅ $1.78 → $3.90 That’s roughly 100%–462% returns on the listed contracts, before fees and execution costs. The pin magnet

October pullbacks have historically created opportunities ahead of November strength in the $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ . With midterm elections, Q3 earnings, and Q4 guidance all in focus, investors have plenty to watch. But this year, some of the biggest names in the market are already well off their highs. 👀 🔥 The Pullback Watchlist 🍎 $Apple(AAPL)$ : $348.15 → $339 (-2.6%) 🪟 $Microsoft(MSFT)$ : $553.72 → $531 (-4.1%) 🔎 $Alphabet(GOOGL)$ : $408.61 → $340 (-16.8%) 📱 $Meta Platforms, Inc.(META)$ : $779.82 → $689

Since forming in April 2026, $SPDR S&P 500 ETF Trust(SPY)$ has bounced off the same trendline four times. On Friday, it held again near $760. Now trading around $767.50, SPY faces two key resistance levels: 🔹 $768.50 — 50-day SMA 🔹 $771.18 — 20-day SMA The first hurdle is a daily close above $768.50, with a move above $770 offering a stronger signal that buyers are regaining control. If SPY can reclaim these levels, a push toward its all-time highs could be back on the table this week. If it fails, the recent bounce may struggle to gain traction. 👀 Earnings could be the next catalyst. $TSLA and $META kick off a key stretch of tech earnings, potentially influencing broader market sentiment. I'm watching the technical levels closely, but I'm only