SpaceX's earnings beat is lifting the Nasdaq, with several tech and AI infrastructure names following higher after hours. Intel, CoreWeave, Cerebras Systems, Roundhill Memory ETF, Dell Technologies, Super Micro Computer, TSS, Inc., and Nebius Group are among the names moving. SpaceX's 161% revenue growth and booming SI business reinforce the demand for AI compute, memory, servers and data center capacity. Investors are looking across the entire infrastructure ecosystem as spending continues to scale. $SpaceX(SPCX)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $SUPER MICRO COMPUTER INC(SMCI)$
$Meta Platforms, Inc.(META)$ I'm buying right now without hesitation. This could hit $800 by Wednesday after earnings. They moved up the earnings for a reason, so a split may be coming.
$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ looks to be on the verge of a massive breakout. I think it happens regardless of how the election plays out, whether before earnings or after. I don't see anything stopping Meta from reaching $850, or MSFT from taking out $600. I'm positioned accordingly.
$Meta Platforms, Inc.(META)$ Posted a few alerts since March 2026 about buying Meta under $600. Also shared a recommendation to buy NFLX around $726, with a minimum target above $839. I don't expect the $660 level to be breached for now.
$Klarna Group plc(KLAR)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ I'm grateful for the knowledge that has helped me trade successfully and support others along the way. Still, I'm in this for the long haul. If it reaches $19, I'll take 50% off the table and let the rest run toward $31 for its ultimate retest.