To The Moon

$United States Oil Fund LP(USO)$ I think oil breaks its 20-year resistance this week and closes October 2026 with a breakout, so I plan to add to my oil positions this week before a potential run toward 200+ gets going. The only thing that would stop oil from pushing higher on this long-term bullish chart would be a global recession and a deep equity bear market in SPY, QQQ, and DIA, with the negative wealth effect hitting energy demand. Good luck to everyone.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Futures are up, just like we expected. Monday should bring a bounce, and now we're waiting to lock in profits on the calls. $Oracle(ORCL)$  $Micron Technology(MU)$ 

$Micron Technology(MU)$  Micron has dropped 32% from its all-time high of $1,255, erasing more than $400 billion in market cap. Bank of America sees memory sales rising from $937 billion in 2026 to $1.8 trillion by 2030, roughly a 92% increase. BofA analyst Vivek Arya is keeping the firm's $1,550 price target on Micron, which implies nearly 80% upside from current levels.

$Moderna, Inc.(MRNA)$ Called this one a while back. It's been one of my favorite long-term picks, and I've added more since.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Is anyone even pushing back on this panic selling anymore? Hedge funds shaking out weak hands.

$Micron Technology(MU)$ KOSPI keeps taking a toll on the after-hours price, so each time that happens, the morning dip is worth watching for a possible entry.

$Micron Technology(MU)$ And here we go... I mean, I like the stock, but the ride isn't exactly my favorite part. Still, excitement has its appeal.

Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$  lease the largest turnkey GPU rental in history? The numbers confirm it. At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth: - CoreWeave mega-deals: around $150M-$250M/month - Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month - Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer. Why this changes everything for $SpaceX(SPCX)$ : 1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3). 2. De-risks Mega-Capex: SpaceX deployed $16.

For anyone treating CXMT's progress in 4F² DRAM as a real threat to the leading memory makers, Micron basically said CXMT can have their leftovers since Micron has already moved well past 4F². $Micron Technology(MU)$ 

$SPDR S&P 500 ETF Trust(SPY)$  Not bad so far. Two more months to go, with a target of 20k each.