To The Moon

ETH.XBTC.X$BitMine Immersion Technologies Inc.(BMNR)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The book “Follow the Smart Money” teaches you to track institutional behavior, insider activity, and large-scale capital flows to identify opportunities that retail investors often miss. ETH fits this idea if you track institutional flows: BlackRock, Fidelity, and Franklin Templeton entering tokenization, ETH ETFs, on-chain whale accumulation, and VC money flowing into L2s and AI-crypto projects. ETH could be considered a “smart money” asset if you believe institutions are quietly positioning for tokenization and AI infrastructure.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Seasonality is a real pain... for the bears. Look at where we are right now, when all the largest names in the world have been underperforming. That's not a coincidence.

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ BTC.X$Invesco QQQ(QQQ)$ CELSIUS: $120+ seems to be around the corner, and a 10X potential looks reasonable. Portfolio expansion via Alani Nu and Rockstar: The acquisitions broaden appeal to female consumers and mainstream markets, creating cross-selling opportunities and higher overall volumes. PEPSICO distribution powerhouse: The full rollout and optimization of Pepsi's network should accelerate shelf space, sales velocity, and international scaling. International growth runway: Europe, Asia-Pacifi

$Invesco QQQ(QQQ)$ It feels more like the market's fear before $Micron Technology(MU)$ 's earnings. The sky isn't falling. Not this week, not this month. It will recover.

Crude oil is already near where it was before the conflict. Nobody was sure how long that would last back then. I suspect the price shock could have sparked momentum for increased production, just from the industry reacting to the higher prices. That means we could have a glut coming, taking us below the previous lows of $55 per barrel. If that's true, it means inflation could drop significantly.

Micron fell 11% today. On the same day, Bank of America raised its price target by 58% to $1,500. The Nasdaq was down 2.21%. The KOSPI in Seoul plunged 10%. The entire semiconductor sector got hit. Tomorrow, Micron reports its Q3 earnings. Analysts are expecting $35.3 billion in revenue. Options are pricing in a 14% move. One BofA note sent the Nasdaq down. Another BofA note said to buy the dip. Which desk is right will determine where the AI trade goes from here. $Micron Technology(MU)$  $NVIDIA(NVDA)$  $VanEck Semiconductor ETF(SMH)$  $Invesco QQQ(QQQ)$  $SPDR S&

$Invesco QQQ(QQQ)$ $FedEx(FDX)$ Earnings beat on both the top and bottom lines, and they've raised their outlook for 2026. EPS $6.31 vs. $5.96 Est. Revenue $25B vs. $24B Est. On guidance: Revenue growth rate 6%-6.5% vs. 5%-6% previously. EPS guidance $16.05-$16.85 vs. $14.80-$16.00 previously.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The people around Musk believe in him and have been well rewarded for it. It's possible these lockup tiers will pass with minimal insider selling. He also has experience dealing with capital flows from institutional inclusions. The capital structure is set up in a way that it could easily see a 10x increase over the next 12 months.

I see a structural, mechanical liquidation event as inevitable, potentially triggering a liquidation cascade or deleveraging spiral. I'm just not sure when it will happen. For now, I remain bullish and plan to play along, hoping my stop loss doesn't get gapped during after-hours in the event of an overnight -50% global drop. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Russell 2000 ETF(IWM)$  $Cboe Volatility Index(VIX)$ 

$Tesla Motors(TSLA)$ Has SpaceX overshadowed Tesla stocks now? I think since SpaceX is way overpriced and overhyped, investors will come back to Tesla soon. It can rebound back to the $500 range.