@Barcode:$Ensign(ENSG)$ $WELLTOWER OP LLC(WELL)$  $Omega Healthcare Investors(OHI)$  🚑📈💰 Ensign Group $ENSG Breaks Out On Earnings Execution, Guidance Ignites Re-Rating 💰📈🚑 I’m watching Ensign Group dominate Nasdaq action following a powerful earnings reaction that pushed the stock to fresh all-time highs and delivered its strongest single-day performance in more than five years. Momentum, guidance strength, and institutional flow aligned perfectly. 📊 Price Action Explosion I’m seeing $ENSG trading around $194.7 after ripping roughly +12.3% on the session, briefly tagging a record $199.01 intraday. The move decisively cleared prior resistance, forcing u

@Barcode:$Palantir Technologies Inc.(PLTR)$  $Rigetti Computing(RGTI)$  $AST SpaceMobile, Inc.(ASTS)$  📉🧠🔥 Momentum Unwind Hits AI Leaders, Is $PLTR Resetting or Breaking? 🔥🧠📉 A regime shift is spreading across the AI and high beta complex, and Palantir now provides the clearest signal that momentum has decisively unwound after an extended multi quarter run. Despite delivering a strong earnings beat, price action confirms that positioning and valuation, not fundamentals, are now driving the tape. This is where crowded winners either reset or break. $PLTR now trades rough

@Barcode:$Blue Owl Capital Inc.(OWL)$ $Blackstone Group LP(BX)$  $Apollo Global Management LLC(APO)$  📉🦉📊 Blue Owl Capital options flow intensifies as put dominance accelerates post-earnings 📊🦉📉 I’m seeing aggressive institutional flow and positioning sharpen in Blue Owl Capital following the latest session, and the scale of activity now stands out clearly across the tape. Roughly 94,500 puts traded, about 240% above normal daily put volume, while the stock closed −3.9% at $11.59 on ~38M shares, more than double typical turnover. This is coordinated institutional positioning, not fragmented retail flow, pointing to systematic hedging, volatility positionin

@Barcode:$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$  $Duolingo, Inc.(DUOL)$  🫰🔥📈 $SNAP pops after a clean Q4 beat: • Rev $1.72B BEAT • EPS $0.03 BEAT • Adj. EBITDA +30% y/y • FCF $206M BEAT • $500M buyback approved Guide mostly in-line, but profitability & capital return doing the talking. Pivot to “profitable growth” showing up in the numbers👻📈 Snap Inc. $SNAP, Q4-25. Results: 📊 EPS: $0.03 🟢 💰 Revenue: $1.72B 🟢 📈 Net Income: $45.21M 🔎 The quarter reflected Snap’s pivot toward profitable growth, with margin expansion and strong cash flow generation. 🚀🅗🅐🅟🅟🅨 Ⓣⓡⓐⓓⓘⓝⓖ 🅐🅗🅔🅐🅓! 🅒🅗🅔🅔🅡🅢 🅑🅒 🍀🍀🍀

@Barcode:$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$  $Meta Platforms, Inc.(META)$  🚨📰🗞️ I’m seeing meaningful institutional signals lining up around $TSLA right now, and the capital flows are getting hard to ignore. 🚨 ARK Invest’s $ARKX just added 35,766 shares of Tesla, roughly $14.5M at the $406.01 close. Cathie Wood stepping in here signals conviction into weakness rather than chasing strength. 📰🗞️🚨 Zurcher Kantonalbank also lifted its Tesla exposure by 6.28%, adding 130,827 shares and bringing total holdings to 2,214,141 shares, worth nearly $996M in the latest 13F. That’s steady institutional accumulation, not speculative trading. 🚨 Then the real lon

@Barcode:$Coinbase Global, Inc.(COIN)$  $Strategy(MSTR)$  $CME Bitcoin - main 2602(BTCmain)$  🚨🪙📉 COIN Decision Zone Live, BTC Bear Cycle Driving Next Liquidity Move 📉🪙🚨 🪙 $COIN, Structure Inflection in Play I'M watching $149–150 as the active decision zone. That level preserves the right shoulder of the inverse H&S. Hold keeps recovery structure viable. Lose it and liquidity below becomes the magnet, with the $133–137 gap the natural rotation target. There is no ambiguity here. This is structure resolving in real time. From this point, $COIN largely behaves as

@Barcode:$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$  $Coinbase Global, Inc.(COIN)$  🚨₿📉 BTC Enters Monthly Bear Cycle, $MSTR Breakdown Intensifies 📉₿🚨 I believe BTC has now entered a monthly bear cycle, and the transition from expansion into correction is now transmitting directly into BTC-proxy equities like $MSTR. I’m stepping back from intraday noise and focusing on higher timeframe structure because regime shifts register here first, and right now structure is delivering a clear message. 📉 ₿ BTC Monthly Structure Breakdown I’m treating the 118k to 127k zone as the likely cycle high f

@Barcode:$RTX Corp(RTX)$ $Lockheed Martin(LMT)$  $Northrop Grumman(NOC)$  🔐📈 $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM ≥1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!! $RTX | 𝐑𝐓𝐗 𝐂𝐨𝐫𝐩: Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟑𝟓 Analyst sees $7–8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning. $LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1% Iran talks on Fri are cancelled

@Barcode:$Texas Instruments(TXN)$ $Silicon Laboratories(SLAB)$  $Enphase Energy(ENPH)$  📈 🚀 Silicon Labs $SLAB is among the top performers on Nasdaq today after agreeing to $7.5B buyout proposed by Texas Instruments $TXN . SLAB +49.3% today to trade at $204.03, marking its best daily pop EVER, after earlier hitting a three year high of $207.49. SiliconLabs $SLAB, Q4-25. Results: 📊 Adj. EPS: $0.56 🟢 💰 Revenue: $208.2M 🟢 📈 Net Loss: $2.7M 🔎 Strong YoY revenue growth driven by Industrial & Commercial, with margin expansion and non-GAAP profitability. 📈 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

@Barcode:$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$  $Coinbase Global, Inc.(COIN)$  📉📉📉 $MSTR earnings due tomorrow and the real tell isn’t EPS, it’s dilution vs. BTC per share. BTC holdings +5.1% in Q4, but diluted shares +7.8%.. so a -2.5% drop in BTC/share. With $BTC below avg cost & short interest at 12%, this stays a high-beta, sentiment-driven trade ⚠️ $MSTR has lost nearly $100 Billion in market cap since July 2025 Down 74% in 6.5 months If Bitcoin goes to $65k, Strategy could see $75 😱 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

@Barcode:$Walt Disney(DIS)$ $Paramount Global(PARAP)$  $Netflix(NFLX)$  🎬 Disney CEO Succession (Again) 🍿 Bob Iger has selected his successor for the SECOND time in 6 years. 🏰 Josh D’Amaro has been unanimously chosen by Disney’s board to become the next CEO of Walt Disney Co. ( $DIS). 📅 D’Amaro will officially take over from Bob Iger on March 18, 2026, and is expected to join the board the same day. Another major leadership reset at Disney 💥 🎥🎬🍿 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

@Barcode:$Sea Ltd(SE)$ $Alibaba(BABA)$  $MercadoLibre(MELI)$  🚨📉🔥 Sea Ltd Capitulation or Structural Inflection? Bearish Flow Spikes While Earnings Power Accelerates 🔥📉🚨 I’m seeing Sea Ltd $SE under heavy bearish flow this morning with 20K+ puts traded, roughly 10× normal volume. Feb 130p is the most active strike while fresh positioning builds in June 100p. Price is down about -6% on the day, trading near its lowest level since April and still roughly -13% Y/Y as momentum unwinds across growth names. Yet the earnings and cash flow trajectory keeps strengthening. TTM revenue now exceeds $21B, growing about 38% YoY, with a 5-year revenue CAGR near 22%. Pr

@Barcode:$Walt Disney(DIS)$ $Paramount Global(PARAP)$  $Netflix(NFLX)$  🎬📊🔥 Disney $DIS Earnings Showdown, Streaming Profits, ESPN Power Play & CEO Succession Shift Decide The Turnaround 📈⚡🎢 Disney $DIS heads into earnings with two major strategic shifts already reshaping the investment case. CEO succession is finally narrowing, with Parks & Experiences chief Josh D’Amaro emerging as a leading contender to replace Bob Iger, while the board signals a final decision is still pending ahead of the March shareholder meeting. At the same time, ESPN’s acquisition of NFL Network and associated league digital assets has officially closed following regul

@Barcode:$iShares Silver Trust(SLV)$ $Amazon.com(AMZN)$  $Apple(AAPL)$  🥈🔥🚨🥈 SILVER LIQUIDITY FLUSH SHOCKS GLOBAL MARKETS 🥈🚨🔥 🥈I’m glued to this into Monday as China 🇨🇳 sets the tone after silver smashed through structure in a classic liquidity flush. $SLV turnover hit a record $41B Friday, traded value greater than $AAPL and $AMZN combined, vs barely $2B a month ago.  Institutions warned of profit taking, options signalled risk, then silver plunged $40 an ounce in a brutal 26% record crash as Warsh Fed talk boosted USD and Chinese flow turned parabolic and untradeable. SI1 dumped 31.37% to 78.53, slicing LB T1 near 70 as momentum and flow flipped.

@Barcode:$Walt Disney(DIS)$ $Paramount Global(PARAP)$  $Netflix(NFLX)$  🎬📊🔥 Disney $DIS Earnings Showdown, Streaming Profits, ESPN Power Play & CEO Succession Shift Decide The Turnaround 📈⚡🎢 Disney $DIS heads into earnings with two major strategic shifts already reshaping the investment case. CEO succession is finally narrowing, with Parks & Experiences chief Josh D’Amaro emerging as a leading contender to replace Bob Iger, while the board signals a final decision is still pending ahead of the March shareholder meeting. At the same time, ESPN’s acquisition of NFL Network and associated league digital assets has officially closed following regul