To The Moon

$Alphabet(GOOG)$  $Alphabet(GOOGL)$  Cloud came in with 103% growth. The AI model push is actually showing some consumer traction too. Google said its Gemini app hit 1 billion users, making it the fastest-growing product in the company's history. Sundar Pichai also told analysts they're already seeing strong demand for the recently launched Argon Gemini model, and the Carbon version announced on Wednesday outperforms Argon on almost every domain.

$Meta Platforms, Inc.(META)$ Meta is raising about 35 billion dollars in equity to fund the AI buildout, 22.5 billion in Class A stock and about 12.5 billion in mandatory convertible preferred. Capex this year is still guided at 135 to 145 billion dollars. $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$  have indicated interest in buying up to 5 billion dollars of the Class A shares between them, nonbinding, same terms as everyone else. The suppliers selling Meta its compute are stepping up to fund their customer too.

40SpaceX has confirmed new GPU purchases totaling a billion over the next 3 quarters. NVDA could reach $1 trillion in revenue in calendar 2027.

$SpaceX(SPCX)$ The elephant in the merger/acquisition room is that SpaceX investors and Elon have all the leverage. Elon holds more SpaceX, and he's incentivized to have SpaceX market cap far outweigh Tesla's in a merger. The bigger the difference, the more voting control he retains. The lower the price for Tesla, the higher a completed merger has to run. It's unfortunate for $Tesla Motors(TSLA)$  long-time holders, but the reality is Elon can walk away from Tesla and the stock price could drop 50-80% in a day. For that reason, Tesla should accept any terms offered before it gets ugly because, if needed, Elon could acquire for pennies on the dollar. A 20-30% premium is nuts. Just call it 0% prem

$Alphabet(GOOG)$ OCT30 350C, still actionable. Zone: $339.10 to $343.90 Invalidation: close under $336 Objectives: $355, then $371 The math: up 4.0% to the first objective and 8.6% to the second, against 1.6% risk on the invalidation, better than 5 to 1 to the second. The setup looks like a big ship that has been sitting in a harbor between $337 and $355 for weeks, waiting for a reason to move. Alphabet reports earnings on October 28, and that report is the reason, because Cloud growth and Search will tell everyone whether this range was quiet building or quiet doubt. Price is holding near $341 after buyers defended the low end again. This swing setup buys time through that report with a clear floor, and room toward $355 first and $371 next i

$CoreWeave, Inc.(CRWV)$ 85 is my price target for this week. A 40% drop in 10 days is pure manipulation. The short squeeze is going to be beautiful. CRWV calls will print across the board. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$  $IREN Ltd(IREN)$ 

$CoreWeave, Inc.(CRWV)$ Nvidia reportedly holds 47.2 million CoreWeave shares, representing approximately 10% ownership. This looks like more than a commercial partnership. Nvidia has significant financial exposure to CoreWeave's long-term success, while CoreWeave remains a major purchaser of Nvidia GPUs and a critical AI infrastructure provider serving customers including Meta. Despite recent selling pressure, analyst Tal Liani maintains his $140 price target, arguing that the decline is largely sentiment-driven rather than evidence of deteriorating fundamentals. Debt and financing risks remain legitimate concerns, but market sentiment can change rapidly when revenue growth, AI demand, and operational execution reinforce the investment thesi

$BlackBerry(BB)$ This was the obvious loading zone. That's why I kept saying we would retest under $8 again because of those 4H wicks. Now we break out over $8.50 and run back over $10 soon. Long term this will pull a move like $Advanced Micro Devices(AMD)$  did from 2015. Too many big name partnerships with this one like AMD, $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , along with nearly all car manufacturers. Those of us who loaded in the $2 - $4 range know the dips to add on.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Seems like money is rotating out of high-value names into value stocks like Google. Kind of wild that Google is now viewed as a value play, even with double-digit growth.

$TeraWulf Inc.(WULF)$ Revenue growth here is already locked in, with guaranteed payments coming from GOOG. Just takes patience at this point.