$NVIDIA(NVDA)$ It's tough to say whether we'll finish red or green today, and honestly it doesn't matter much to me. Long-term investing isn't about today, next week, or even next month. Some traders could really benefit from understanding that perspective. With this stock, it's been green in 11 out of the last 13 years.
$NIO Inc.(NIO)$My put spread on NIO had a 943% return on equity today. I entered the 430P from the open and held a 410P swing position—these contracts moved around 1400% today. It's likely the most insane trade I've seen all year. I called this move here in real time, sharing my entries and everything. I mentioned yesterday that after a move up of over 40 points, the delivery numbers would likely trigger a 'sell the news' event today, and that's exactly what played out.
$Tesla Motors(TSLA)$ Maybe a 5-day pump incoming. Then expand Cybercab again. Then another 5-day pump. I'd like to see this cycle repeat for a long time.
$BlackBerry(BB)$ Alloy Kore is designed to give OEMs the freedom to choose the best hardware without paying the traditional software penalty. By standardizing the software foundation across multiple chip vendors, BlackBerry QNX enables faster development, lower costs, stronger supplier flexibility, and a scalable platform for software-defined vehicles and the emerging era of Physical AI.
$APPLIED DIGITAL CORP(APLD)$ The stock has completed a clean break and retest. Backed by data center expansion, surging power demand, and its strong ties with $NVIDIA(NVDA)$ , it's holding firm near $46 and looks poised to head toward $50+ soon.