To The Moon

$Texas Instruments(TXN)$ $Silicon Laboratories(SLAB)$ $Enphase Energy(ENPH)$ 📈 🚀 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. 📈 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

$RTX Corp(RTX)$ $Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ 🔐📈 $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

$Strategy(MSTR)$ $CME Bitcoin - main 2602(BTCmain)$ $Coinbase Global, Inc.(COIN)$ 📉📉📉 $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 😱 ⓗⓐⓟⓟⓨ ⓣⓡⓐⓓⓘⓝⓖ ⓐⓗⓔⓐⓓ! ⓒⓗⓔⓔⓡⓢ, ⓑⓒ🍀🍀🍀

$Opendoor Technologies Inc(OPEN)$ $GameStop(GME)$ $SanDisk Corp.(SNDK)$ ⚡ $OPEN ripped nearly +8% intraday as rotation accelerated back into oversold housing plays and momentum reversed after an extended selloff phase. 🏠 Rocket CEO confirms mortgage volumes are surging back toward 4-year highs, with production pacing improving, signalling demand is thawing across US housing activity. 🏗️ Developers are now advancing large-scale “Trump Homes” concepts targeting up to 1M entry-level homes, roughly $250B in potential supply expansion. Increased inventory and turnover directly lift transaction velocity, exactly where Opendoor’s high-volume iBuying

$DaVita HealthCare Partners(DVA)$ $Teradyne(TER)$ $Ball Corp.(BALL)$ DaVita $DVA is dominating NYSE flows today, ripping +25% to $138.97 after a decisive earnings beat that completely resets the stock’s technical structure. I’m seeing one of the strongest reversals in decades as price powers back above the 200DMA for the first time since November, signalling a shift from prolonged downtrend toward renewed momentum leadership. For months, price was trapped inside a descending channel with contracting volatility. This session shattered that regime. Strong volume confirmation and a clean break through layered resistance zones now place price abov

$Sea Ltd(SE)$ $Alibaba(BABA)$ $MercadoLibre(MELI)$ 🚨📉🔥 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

$Fortinet(FTNT)$ $NVIDIA(NVDA)$ $Intel(INTC)$ 🌍 Macro backdrop and February seasonality tailwinds January delivered macro volatility, geopolitical noise, and earnings dispersion that kept software positioning defensive across the board. As February begins, flows are reassessing names where sentiment remains cautious but technical structure is quietly improving. Fortinet stands out as one of the more constructive setups within the group. Seasonality adds an important tailwind. Fortinet has finished higher in 9 of the last 10 Februaries, averaging +8.5%, placing it among the strongest February performers in the S&P 500. With position

$Amazon.com(AMZN)$ $Alphabet(GOOGL)$ $Advanced Micro Devices(AMD)$ This week isn’t just another earnings cycle, it’s a stress test of whether liquidity, labour data, and earnings momentum can keep equities climbing while macro and political risks crowd the tape. I’m positioning where that decision shows up first, not after it’s obvious. 02Feb26 ET 🇺🇸 and we’re entering one of those weeks where everything converges at once. Earnings weight, labour data, shutdown politics, tariff talk, sector rotation and global policy signals are all colliding. When catalysts stack like this, price rarely moves gently. It reprices. I’m not trading headlines.

$iShares Silver Trust(SLV)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 🥈🔥🚨🥈 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.

$CME Bitcoin - main 2602(BTCmain)$ $Bitwise XRP ETF(XRP)$ $Coinbase Global, Inc.(COIN)$ 📉🔥 Metals Flushed Yesterday. Crypto Liquidated Today. Global Risk Reset in Motion. 🔥📉 I’m watching a full cross-asset deleveraging wave hit markets in real time. Metals liquidated first, now crypto follows with aggressive forced unwinds as leverage gets purged and liquidity pockets get raided across majors. Crypto never trades in isolation. This is macro repositioning, volatility expansion, liquidity drain and risk regime repricing colliding simultaneously. 🚨 Crypto Damage Snapshot 🟥 $BTC −7.9% 🟥 $ETH −11.5% 🟥 $SOL −13% 🟥 $DOGE −12%+ 🟥 $XRP −9%+ This