To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ With Thursday Night Football coming up, QQQ is green, Amazon is green, Robinhood is green. Most people just get on with their lives and don't obsess over watching SPY dip 0.08% in the overnight futures. $Invesco QQQ(QQQ)$  $Amazon.com(AMZN)$  $Robinhood(HOOD)$  $DraftKings Inc.(DKNG)$ 

$CoreWeave, Inc.(CRWV)$  CoreWeave has dropped nearly half from its 52-week high, but the triple-digit backlog and a new wave of AI commitments suggest bears may be underestimating this setup.

$GameStop(GME)$ Nice little knock back at the close. They had to hit $SPDR S&P 500 ETF Trust(SPY)$  and the rest of the market to cool things off. Someone seems to be getting concerned.

$SPDR S&P 500 ETF Trust(SPY)$ Not your time, bears. You had a chance with the rate hike and fumbled it, like you always do.

$CoreWeave, Inc.(CRWV)$ Jamie Dimon mentioned that $1 Trillion will be spent on AI compute and infrastructure in 2027. Some of the biggest beneficiaries could be names like CRWV and NBIS.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$  Today felt different. For months now, any pump we got just wouldn't hold. It would fade the next day, sometimes even later that same afternoon. This time there was basically no selling at all, just a straight rip higher. No sellers anywhere, except a bit of retail profit-taking near the close. The market is forward-looking, as people like to say. With the Trump/Xi meeting and Iran heading to the U.N. for peace talks, that's what the market is pricing in right now. If there's some kind of resolution in the Middle East, we already saw back in April what that could mean. Inflation data should drop right along with oi

$SPDR S&P 500 ETF Trust(SPY)$ It is a bit sad that the VIX has to be pumped just to give puts some kind of premium. Otherwise they would cost nothing and be worth nothing.

$SPDR S&P 500 ETF Trust(SPY)$ So the idea is to spread fear over the weekend, then have the UN meeting early this week, with Trump and Iran likely talking on Wednesday. Hedgies buy the dip Monday through Wednesday and then ride the relief. Is that the play here?

$SPDR S&P 500 ETF Trust(SPY)$  A lot of the earlier comments claimed Trump was heading to the White House early as things were kicking off, and now he's apparently on the golf course near the White House.

$SPDR S&P 500 ETF Trust(SPY)$ Trump's Iran news might sink some puts soon. He's quite good at moving the market.