Had a solid $SPDR S&P 500 ETF Trust(SPY)$  day. One trade covered a truckload of lumber. Need to get more tomorrow, so I'll probably have to trade it again to pay for it.

$Micron Technology(MU)$ Chart update. The EMA wave is in sync, and price action is showing room for more if momentum continues. A break above $1,105.50 puts $1,254.81 fully into play. Earnings are behind us now, so it's back to reading the chart and letting price do the talking.

AI hardware should pay back 10x in about 2 years. Memory only accounts for roughly 15% of the cost of systems installed today. Agentic AI like Grok Bot, Meta Muse, and OpenAI dots could push compute demand up 100x within a year. All reserved 8x h100, h200, b200, and b300 systems are sold out on vast globally. H200 rates are now 4.5x what they were 9 months ago, if you can even get allocation. If $SK hynix(SKHY)$ , $Micron Technology(MU)$ , and Samsung charged 10x current memory prices, $NVIDIA(NVDA)$  and others would still buy RDIMM, NAND, and HBM. $Micron Technology(MU)$  was modest. OpenAI was bad with

$Micron Technology(MU)$ This feels like when the Avengers assembled against Thanos.

$Robinhood(HOOD)$ The Treasury announced they are auto-enrolling 61 million kids in the Trump Account. The app behind it looks similar to Robinhood's, and the Robinhood logo appears every time they open it. With grandparents and parents handing off their fortunes to their kids and grandkids, an estimated $11 trillion is expected to shift over the next decade. Robinhood could be their choice for brokerage, banking, credit card, and social media with Robinhood Social. It is positioned as a finance platform for all things. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  BTC.X

$SPDR S&P 500 ETF Trust(SPY)$  $Eversource(ES)$ Bullish divergence = green dot. Exhaustion = yellow dots. Flush = purple dot. Pros = white candles. 30 EMA = red line. 50 EMA = green line. 100 EMA = yellow line. 200 EMA = aqua line. Most recent 3 timestamped lines: Pro triggered bullish divergence near the lows. Higher low flush. Support discovery at session low is a 100 EMA breakout over $7732.25 and 200 EMA breakout threat over $7735.50.

$Invesco QQQ(QQQ)$ The numbers should look strong, and we could close near all-time highs. Then $Micron Technology(MU)$  might take us to new highs along with SPY.

$SPDR S&P 500 ETF Trust(SPY)$ Looking forward to the Santa rally starting in November. For October, keeping the buy-the-dip mindset in mind.

$Invesco QQQ(QQQ)$ $Micron Technology(MU)$ Micron is expected to post higher profit than half of the Mag 7 names. Blowout.

$SPDR S&P 500 ETF Trust(SPY)$  Oil is under 90.00. A deal looks like it's coming soon. Bears should be careful here.

$Netlist, Inc.(NLST)$ Patents are getting more exposure. When politicians are on the payroll, it muddies the truth. Disgusting collaboration growing from California. More fires on the ballot. Follow the Pelosi, Soros, Harris, Vidal trail. Bullish for every thief of Netlist Tech. $Alphabet(GOOGL)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$ 

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$  looks super bullish to me. Not touching options at the moment, just sticking with shares for now.

$SPDR S&P 500 ETF Trust(SPY)$ It needs to get past 771 first, and then it could reach 788. If rates move higher, it may retest 749. Watching GTLA.

$SPDR S&P 500 ETF Trust(SPY)$ It looks like some kind of deal between the US and Iran is becoming more likely. Both sides seem desperate, which is usually a good setup for finding common ground.

$Micron Technology(MU)$ Squeaked out a small win, but otherwise it was a rough day. Last week I was pretty close to dropping memory and going all in on ETH.X since my account was nearly back to its all-time high. Once things settle down here, I'm thinking about going half Ethereum and half memory.

$Alaska Air(ALK)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $United Airlines(UAL)$ $Delta Air Lines(DAL)$ ALK looks like it's heading toward $47 or higher per share.

$SPDR S&P 500 ETF Trust(SPY)$ I still remember back in 2008 when AIG board members went on vacation after getting bailout money from taxpayers. In the end, unfortunately, we all end up paying even if it feels unfair.

The stock market is forward looking, usually 3 to 6 months out, so if you believe AI isn't going to wipe us all out, any dip is a buy. That's probably why every dip keeps getting bought. The only real early adopters of AI right now are porn, criminals, and defense. Mainstream adoption is still years away for the reasons below. $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$  $Micron Technology(MU)$  $Palantir Technologies Inc.(PLTR)$ 

$SPDR S&P 500 ETF Trust(SPY)$ Markets thrive on pessimism. We need a lot more bad news on yields and inflation.

$Cisco(CSCO)$ Cisco needs a proper squeeze tomorrow. $SPDR S&P 500 ETF Trust(SPY)$  $Meta Platforms, Inc.(META)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$