JohnnyYoung
JohnnyYoung
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$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $United States Oil Fund LP(USO)$ $Tesla Motors(TSLA)$ Semi is now in volume production. The top version can go 500 miles fully loaded at 82,000 lbs, at an efficiency of 1.7 kWh per mile. That means it uses about a third of the energy of a comparable diesel truck to haul the same load. In trucking, energy is one of the biggest costs per mile, so Tesla says that gives Semi operators a real advantage. The Nevada factory is built for 25,000 Semis a year, and Tesla deployed its first pre-assembled Megacharger to support the ramp.
$Meta Platforms, Inc.(META)$  Anthropic just came out saying they have a new agentic LM to try to compete with MUSE, but they still don't have MET's massive lineup of DAU apps like Facebook, Instagram, WhatsApp, MUSE, Ray Bans, and the billions of daily active users that come with them. Anthropic is also likely going to charge 5-10x what MUSE charges for pro developers and retail use, so that brief drop from a few minutes ago probably won't last more than 15 minutes while the algo quant shorts bury themselves again. I added another 2k shares into the Q call.
avatarJohnnyYoung
10-21 05:05
SpaceX's earnings beat is lifting the Nasdaq, with several tech and AI infrastructure names following higher after hours. Intel, CoreWeave, Cerebras Systems, Roundhill Memory ETF, Dell Technologies, Super Micro Computer, TSS, Inc., and Nebius Group are among the names moving. SpaceX's 161% revenue growth and booming SI business reinforce the demand for AI compute, memory, servers and data center capacity. Investors are looking across the entire infrastructure ecosystem as spending continues to scale. $SpaceX(SPCX)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $SUPER MICRO COMPUTER INC(SMCI)$ 
$Meta Platforms, Inc.(META)$ I'm buying right now without hesitation. This could hit $800 by Wednesday after earnings. They moved up the earnings for a reason, so a split may be coming.
$BlackBerry(BB)$ There's a lot of call sweep activity on $Invesco QQQ(QQQ)$  right now. That should be a positive sign for BB.
$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$  looks to be on the verge of a massive breakout. I think it happens regardless of how the election plays out, whether before earnings or after. I don't see anything stopping Meta from reaching $850, or MSFT from taking out $600. I'm positioned accordingly.
$Meta Platforms, Inc.(META)$ Posted a few alerts since March 2026 about buying Meta under $600. Also shared a recommendation to buy NFLX around $726, with a minimum target above $839. I don't expect the $660 level to be breached for now.
$Invesco QQQ(QQQ)$ A break above 763 and new all-time highs could be coming within the next 2 weeks.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ SPY and QQQ have been performing well since the AI-generated Vol Breakout signals, while DJA still needs to do a lot more work to catch up. I'm keeping trailing stops in place as the rally continues.
$Meta Platforms, Inc.(META)$  looking very strong.
$Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ Like him or not, it's a great thing that the President of the United States owns a huge stake in META. PT $1,000.
$Klarna Group plc(KLAR)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ I'm grateful for the knowledge that has helped me trade successfully and support others along the way. Still, I'm in this for the long haul. If it reaches $19, I'll take 50% off the table and let the rest run toward $31 for its ultimate retest.
$Meta Platforms, Inc.(META)$  META short-dated call flow is heating up. Buyers are hitting the ask on $740 calls expiring Oct. 12 and Oct. 14, with multiple sweeps flagged as opening and unusual. Combined premium across the six highlighted trades is over $1.34M. Oct. 12 $740 calls: $572.5K across 1,974 contracts. Oct. 14 $740 calls: $774.3K across 1,395 contracts. Oct. 9 $740 calls: $156.9K sweep at ask. Call flow sits at $1.7M versus $297.3K in put flow. Calls account for 74.2% of displayed flow volume. $720 remains the key level to hold. Watching for follow-through.
TNXEvery time the 10Y yield gets above 5.3%, it gets pulled right back down. The auction closed at 5.3%, though the market was jittery earlier that it could go higher. Hoping the 5.35% area is the top and it fades from here. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $iShares Russell 2000 ETF(IWM)$  BTC.X
$Meta Platforms, Inc.(META)$  With Horizon, and now $Alphabet(GOOGL)$  and $Unity Software Inc.(U)$  with Playground, all of them are coming for RBLX. The stock reaction makes the picture pretty clear, it is bullish. Someone will eventually have to pay their way into an online ecosystem with over 120 million daily active users.
$SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Invesco QQQ(QQQ)$ The rally just keeps going. It has been climbing day after day without any real pullback.
XRP.X$Strategy(MSTR)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ In 2026, Strategy bought $14.91 billion worth of Bitcoin, BlackRock bought $2.97 billion, Strive bought $1.86 billion, and Metaplanet bought $756 million. Institutions have never been this aggressive with BTC.X.
$Boeing(BA)$ I'm curious to see if they magically announce a fix for the glitch once the market closes. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

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