To The Moon

$Invesco QQQ(QQQ)$ These AI stocks just keep running with no sign of slowing down. For a lot of them, no price seems too high. Higher inflation and interest rates don't appear to matter much either. $SPDR S&P 500 ETF Trust(SPY)$ 

$CoreWeave, Inc.(CRWV)$  $SPDR S&P 500 ETF Trust(SPY)$  is the best stock to hold in all of Wall Street.

If the key takeaways don't include the company being FCF positive in 1H'26, demonstrating operating leverage, and holding a massive cash position at 6/30... then the read on anything AI-related just doesn't hold up. Whether that's from a lack of financial sophistication or bad faith framing is beside the point. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$ 

$Waste Management(WM)$ $SPDR S&P 500 ETF Trust(SPY)$  The setup looks strong defensively, and the upcoming earnings report should be decent for the new CEO. I'm keeping an eye on the 250 level.

$United States Oil Fund LP(USO)$ $SPDR S&P 500 ETF Trust(SPY)$  Oil really did not do this. Stop blaming oil for every bad day in the market.

$SHF Holdings, Inc.(SHFS)$ I've stepped out for now at 0.45 and taken all profits. I've gone all in on $ROBIN ENERGY LTD.(RBNE)$  for its recovery. I'll be moving in and out of other names, but for now I'm staying heavily positioned in $ROBIN ENERGY LTD.(RBNE)$  heading into the close and through tomorrow, expecting big moves to come. Watching $CoreWeave, Inc.(CRWV)$  and $IREN Ltd(IREN)$  as well.

Retail knows these dumps are fake and it tends to V back up. At this point it's just another pattern. My idea was a $Qnity Electronics Inc(Q)$ qq put as a hedge. I took profit too early, but I did sell more than half of my longs into the after-hours pump. The read felt right. Now I can buy dips, but I expect Monday to dump, the opposite of this Monday, so any dip I'll sell by Friday at the latest. $APPLIED DIGITAL CORP(APLD)$  $IREN Ltd(IREN)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Meta Platforms, Inc.(META)$ The AI revenue is real. Look at META AI revenue and spending. $CoreWeave, Inc.(CRWV)$  is taking the biggest chunk of this spending.

$SPDR S&P 500 ETF Trust(SPY)$  SPY has gone up something like 20% in the past 5 months. That's a pretty wild move.

$SPDR S&P 500 ETF Trust(SPY)$  The upper orb was set first. The 2 and 5 minute charts are sitting at the 20 SMA resistance. The middle orb is at 768.42. For the bulls, a break above the upper orb at 768.85 is needed. Below the middle orb could lead to the lower orb at 768.11.