To The Moon

$Advanced Micro Devices(AMD)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  AMD has signed a deal with Core Scientific for 530MW of AI data center capacity across five sites. Initial delivery is expected in 2027, with full delivery by the end of 2028, and there is potential to scale to 2.5GW over time. The deal is reportedly worth more than $14 billion.

$SPDR S&P 500 ETF Trust(SPY)$  The real question here is what secret sauce Warsh uses to measure inflation.

The Nazzy filled some gaps and held the 680-strike put support. Not a bad spot to take a shot with defined risk. $Invesco QQQ(QQQ)$ 

$SUPER MICRO COMPUTER INC(SMCI)$ 2026 biggest short squeeze will be coming soon. Get onboarded. NASDAQ $SPDR S&P 500 ETF Trust(SPY)$  DYD

$ServiceNow(NOW)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ ServiceNow has posted over 20% annual revenue growth in every single quarter throughout its history, except for one.

Futures are pointing to a strong open, and it looks like the bears could be in trouble heading into the next session. $SPDR S&P 500 ETF Trust(SPY)$ 

$SPDR S&P 500 ETF Trust(SPY)$  This is exactly why most perma-bears lose in the end in the US market. Looking at a SPY weekly chart, corrections usually don't last long, and they tend to be followed by big gains: ■ In 2020, a 1-month correction of -30% was followed by a 19-month rally of 150%. ■ In 2021, a 9-month correction of -39% was followed by a 27-month rally of 121%. ■ In 2025, a 2-month correction of -27% was followed by a 6-month rally of 60%. ■ In 2025, a 5-month correction of -13% was followed by a 2-month rally of 35%.

There's a chance we could see some green early next week for BTC.X and SPY.

$SPDR S&P 500 ETF Trust(SPY)$ The support level here looks really strong, so anyone on the short side might want to think twice.

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Reuters is reporting that Intel and AMD are working on long-term CPU supply deals with major Chinese AI data center customers, mainly due to severe shortages and surging demand. Sources say CPU prices in China have already gone up more than 40% since the start of the year, with month-on-month increases over 10% for some high-end products. CPUs have become the key bottleneck for AI inference and agentic workloads, and the supply crunch is re