To The Moon

Weight Watchers is possibly the most famous weight loss brand in the world! $WW International, Inc.(WW)$ They have been providing weight loss programs for over 60 years, peaking at a $6.7B market cap in 2018. However, since then, the company has not only lost weight for its customers, but it has lost 99% of its market cap, today trading for just barely above $100M! The first trouble started when, in the 2010s, easy-to-use weight loss and calorie-counting apps began stealing market share from WW’s flagship point-based and in-person weight loss coaching programs. Then, the GLP1 boom of the 2020s killed the company completely. There was little interest in WW’s weight loss programs if customers could just take highly effective and safe medical treatment

The "presidential basket" is waking back up for round two. Source? $Intel(INTC)$ ran 50% in the last 2 weeks... If this gov't backed theme continues to heat back up, most direct beneficiaries are: Semiconductors Drones Rare Earths More in depth: Semiconductors: $INTC (gov’t-backed funding + strategic priority) $Taiwan Semiconductor Manufacturing(TSM)$ (Arizona fab heavily subsidized by U.S. gov’t) Drones (“drone dominance” push): $Ondas Holdings Inc.(ONDS)$ ($20M border protection PO) $Red Cat Holdings Inc.(RCAT)$ (army SRR contract + exposure to $1.1B program) $Kratos Defense &

New position...adding to my core position on $Energy Fuels(UUUU)$ . Looks ready + two pieces of interesting news dropped last week. Here's the scoop. Folks have short memories on here...aka moved on from solid narratives to chase other unprofitable slop. But I never stopped watching rare earths. Ya know the theme that was all the rage 6 months ago with real $$$ deals behind it + legit tailwinds? Well, the former pentagon chief of staff just joined the realloy (another strategic rare earth firm) as the chair of its advisory board... Question then becomes...why would a senior defense supply chain official be joining a rare earth company. Well, maybe the hard 2027 deadline requiring US defense systems to eliminate all chinese-sourced inputs?! See bel

Is $Lumentum(LITE)$ experiencing an Nvidia Moment? When the AI boom really began after the release of ChatGPT, $NVIDIA(NVDA)$ saw the demand for its AI GPUs explode. From 2022 to 2026, Nvidia’s data center business grew 18x in just 4 years, to nearly $200B! As we are reaching the limits of what current technologies can achieve, Nvidia has invested billions in its suppliers to help them develop technologies critical for making AI better, faster, and cheaper. $2B went to the company we are covering today, Lumentum! Lumentum is a technology company that specializes in photonics, a field that is enabling the shift from electrical signals to light-based signals. For a long time, Lumentum was known for helpin

Momentum is rotating into a handful of high-beta leaders. $CORZ, $GEV, $NBIS, and $CRWV are all breaking out — either hitting all-time highs or reclaiming key moving averages with strong trend persistence. As these names enter momentum and price discovery phases, leveraged ETFs like $COZX, $GEVX, $NEBX, and $CWVX are attracting attention from traders seeking amplified exposure — increasing both upside potential and volatility risk. 1. $Core Scientific, Inc.(CORZ)$ VS $Tradr 2X Long CORZ Daily ETF(COZX)$ Core Scientific $CORZ breaks above resistance on an 8-day winning streak, its longest in history ✅ That is strength 🚨 How high is this headed? For magnified exposure, consider the Tradr 2X Long CORZ Daily

The market is sending mixed signals. While $SPY extends its longest winning streak in nearly a year, underlying cracks are widening across key assets. $QQQ is experiencing record capital outflows, $MSFT is breaking long-term support, and cyclical names like $CRM and $NKE are hitting multi-year lows. This growing divergence between index strength and internal weakness suggests the current rally may be fragile — and increasingly dependent on narrow leadership rather than broad participation. 1. $Salesforce.com(CRM)$ Salesforce $CRM falls to its lowest price in more than 3 years 📉📉 2. $SPDR S&P 500 ETF Trust(SPY)$ S&P 500 $SPY on track for its 8th consecutive green day, its longest winning streak since

The Great Software Meltdown The software sector is undergoing a broad and synchronized pullback as investors reassess elevated valuations and long term growth assumptions. Names across collaboration, cloud, AI, and enterprise SaaS are all under pressure, suggesting this is not an isolated correction but a structural repricing. As capital rotates and expectations reset, the key question shifts from growth potential to sustainability and profitability. $Atlassian Corporation PLC(TEAM)$ $Asana, Inc.(ASAN)$ $Monday.com Ltd.(MNDY)$ $Doximity, Inc.(DOCS)$ $Figma(FIG)$

Lack of follow-through volume...one of the lowest volume days for $SPDR S&P 500 ETF Trust(SPY)$ in over a year. Look back now. > HUGE volume day last tuesday > lower volume wednesday > even lower volume thursday > and tiny volume today ...all while price is moving higher. Price moving up + volume moving down = weakening participation...BUT context matters. So let's look again. Last tuesday was the big emotional/impulse move day, but was it real demand? Or was most of that volume end of month/quarter flows, shorts covering, and re-positioning?...has there been any true demand confirming this counter trend rally? i'm questioning this. What we're seeing is classic volume taper after expansion. So what's next? Two options: a) volume com

Remember opposite day? Here’s some situations where you do the opposite of what human nature is telling you to do: 1) All of social media agrees on direction - human nature: confidence up, size up, feels good - what you should do: be very cautious, consensus usually shows up WAY too late 2) Price breaks below key psychological level that everyone is watching - human nature: stop out / sell - what you should do: see if level is quickly recovered, and if so, look for entry 3) Bad news - human nature: sell immediately - what you should do: see how price reacts to news…if no selling pressure? Buy 4) Big green (or red) candle - human nature: chase it right away - what you should do: wait for the candle to close (based on the timeframe you're trading). If the candle closes with strength? Buy 5)

Markets remain under pressure as key indices extend bearish streaks, while major names flash technical breakdowns and extreme downside moves. 1. $S&P 500(.SPX)$ S&P 500 $SPX closed below its 200-day moving average for the 11th consecutive day, the longest stretch since April/May 2025 📉📉 S&P 500 on track for its 10th consecutive red Thursday, the longest streak in history 📉📉 2. $Kohl's(KSS)$ Kohl's $KSS forms a Death Cross ☠️ for the first time since June 2024 🚨 The last one sent prices plunging 74% over the next 10 months 📉📉📉 3. $Nike(NKE)$ Nike $NKE obliterated for its 2nd largest loss in the last 25 years 📉📉📉 Nike reportedly considering legal options