To The Moon

1. Retail activity $Robinhood(HOOD)$ traders apparently felt fine fighting the Fed by buying the dip: net daily purchases of single stocks [on Tuesday] were the third highest on record, trailing only June 12 (#1, $SpaceX(SPCX)$ 's IPO) and September 23 (#2). 2. SPY 200DMA Th $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ could spend the next 69 trading sessions going sideways between $730 and $780, and its 200-day moving average would keep rising every day. Even if every close was at the bottom of that range. 3. AI spend AI spending rose to a new peak in October, rising 1.65% from September. Spend also in

I have a net worth of over $1,100,000 at age 35. If I had to start over, I would buy and hold these 10 stocks forever: 1. $NVIDIA(NVDA)$ Nvidia sells the chips at the center of the AI buildout. Revenue grew 106% to $96.2B last quarter at a 75% gross margin, and data center revenue grew 117% to $89B. It guided to $108B for the quarter it reports on November 17 and returned $26B to shareholders in the last one. 2. $Broadcom(AVGO)$ Broadcom designs custom AI chips for hyperscalers and the networking that connects them. AI semiconductor revenue grew 221% to $16.7B last quarter, and it guided to $21.7B for the quarter it reports on December 9. It also converted 46% of revenue into free cash flow, which came to

You could buy 100 shares of $Amazon.com(AMZN)$ for roughly $26,600 today. Or you could sell the January 15, 2027 $250 put and collect approximately $720 in premium while waiting for a better entry. Amazon sold off following its October 29 earnings report. Earnings missed estimates, and management indicated that 2027 capital spending would be meaningfully higher than this year's roughly $220B. Shares fell to around $229 the following day, then rallied approximately 16% from that low. They now trade near $266, about 7% below their 52-week high. The underlying business continues to grow. AWS revenue increased 39% to $46B last quarter, while its backlog reached $578B. With the stock recovering, this put-selling strategy offers a way to get paid while

You could buy 100 shares of $CoreWeave, Inc.(CRWV)$ for $6,077 today. Or you could buy a $50 call LEAP expiring January 21, 2028, for $2,665. That gives you exposure to 100 shares with roughly 56% less upfront capital — and more than 435 days until expiration. Here are the key details: Strike: $50 Expiration: January 21, 2028 Premium: ~$26.65 ($2,665 per contract) Breakeven: $76.65 At expiration: If $CRWV reaches $100, the LEAP returns approximately 88%. At $120, the return rises to approximately 163%. At $140, the return reaches approximately 238%. By comparison, owning 100 shares purchased at $60.77 would generate a return of approximately 130% if the stock reaches $140. Why I Like This Setup Revenue grew 168% to $3.66B last quarter, beating the

Here's how the State Street Select Sector SPDR ETFs have performed so far in 2026. Energy is running away with the lead, with $XLE up nearly 60%. Technology and healthcare follow, while communication services and consumer discretionary are the only sectors in negative territory. Here is the full ranking: 🥇 1. $Energy Select Sector SPDR Fund(XLE)$ +59.60% 🥈 2. $Technology Select Sector SPDR Fund(XLK)$ +25.14% 🥉 3. $Health Care Select Sector SPDR Fund(XLV)$ +20.92% $Materials Select Sector SPDR Fund(XLB)$ +17.85% $Consumer Staples Select Sector SPDR Fund(XLP)$ +17.29%

Here's how the ETF market performed today. Semiconductor ETFs led the rally, with chip stocks delivering the strongest gains. Asian markets also posted an impressive session, particularly South Korea and China Taiwan. Gold-related ETFs moved in the opposite direction, while major asset classes broadly finished higher. 🚀 Semiconductor Leaders $iShares Semiconductor ETF(SOXX)$ : +6.01% $VanEck Semiconductor ETF(SMH)$ : +4.82% $Technology Select Sector SPDR Fund(XLK)$ : +3.23% 🌏 Asia Rallied $iShares MSCI South Korea ETF(EWY)$ : +6.20% $iShares MSCI Taiwan ETF(EWT)$ : +5.82%

$Grab Holdings(GRAB)$ is down 31% in 2026! Yet, I am still bullish! Here are 5️⃣ simple reasons why:🧵 1/ ADJ EBITDA is exploding. Q3 hit $237M, the highest yet, +73% Y/Y, the 19th straight quarter of growth. Margin jumped to 21.3% from 15.6%. 2026 guidance went up for the second time this year, to $790-800M. Grab quarterly ADJ EBITDA from -$305M in Q4 2021 to $237M in Q3 2026 2/ All 3 segments make money for the first time. Mobility $207M, Deliveries $123M, Financial Services $12M. Financial Services lost $28M a year ago. Grab segment ADJ EBITDA by quarter for Deliveries, Mobility and Financial Services 3/ More people use Grab than ever. 57M monthly users, +20% Y/Y. Over 1 in 5 delivery users subscribes to GrabUnlimited, and they order almost 3x a

1. CPI Food and energy came in hot. But if you exclude that, goods came in hot. But if you exclude that, shelter came in hot. But if you exclude that, the rest of core non-housing services came in hot. If you exclude that, then, well, there's nothing left. 2. AI vs. economy Far from the job killer many feared, AI has so far been an engine of job growth. Since ChatGPT launched four years ago, the economy has added 4.1 million jobs. By our estimates, AI is responsible for 786,000 of them, or nearly one-fifth, net of the jobs lost to AI substitution. AI's contribution has grown over the past year to 284,000 of the 943,000 jobs created, or nearly one-third. 3. Cross-asset momentum Risk-off is getting old. SG XMOMO is at 36%, cautious for a 10th week. Only the 2022 Fed hiking cycle pr

$SoFi Technologies Inc.(SOFI)$ is down 38% this year! Yet, I am still bullish! Here are 5️⃣ simple reasons why:🧵 1/ Members are exploding 1.2M added in Q3, a record. 17.1M total, +35% Y/Y. 51% of new products now come from existing members, which makes every new dollar of growth cheaper. Sofi members, products and products per member through Q3 2026 2/ Profits are growing faster than revenue Revenue +44%. ADJ EBITDA +70%. EPS +64%. 46 cents of every new revenue dollar turned into EBITDA. Sofi adjusted EBITDA and margin by quarter through Q3 2026 3/ Credit keeps getting better Personal loan charge-offs fell to 2.26% from 2.60%, while originations grew +71%. Bears predicted the exact opposite. Sofi net charge-offs by quarter through Q3 2026 4/ The d

If you're under 40, this market dip could be a generational opportunity to buy great companies at a discount. The key is to look beyond short-term volatility and focus on businesses with strong revenue growth, expanding AI demand, and substantial long-term opportunities. Screenshot this list and check back in 2030. $NVIDIA(NVDA)$ Current price: $178 | Price target: $325 Data center revenue surged 117% to $89B last quarter. The company is guiding for $108B in total revenue next quarter. $Broadcom(AVGO)$ Current price: $317 | Price target: $400 AI chip revenue jumped 221% to $16.7B last quarter. Next-quarter guidance calls for $21.7B. $Alphabet(GOOGL)$ Current