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Memory is on fire again DRAM is up 66% from April lows NAND is up 80% from June lows DDR5 spot $61 vs $48 contract, NAND spot $0.58 vs $0.50 contract $MU $SNDK $SKHY $DRAM

Qualcomm $QCOM reports earnings today after close The implied move is: 7.33% The expectations are: Revenue: $10.15B EPS: $2.02 Expect numbers at 4:00PM EST Here’s the Historical Earnings Data👇

$ARM reports earnings today after close The implied move is: 8.47% The expectations are: Revenue: $1.38B EPS: $0.42 Expect numbers at 4:04PM EST Here’s the Historical Earnings Data👇

$APP reports earnings today after close The implied move is: 13.57% The expectations are: Revenue: $2.08B EPS: $4.01 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Mercado Libre $MELI reports earnings today after close The implied move is: 6.17% The expectations are: Revenue: $10.7B EPS: $9.30 Expect numbers at 4:15PM EST Here’s the Historical Earnings Data👇

Coherent $COHR reports earnings today after close The implied move is: 9.22% The expectations are: Revenue: $2.31B EPS: $1.93 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

$ELF reports earnings today after close The implied move is: 10.02% The expectations are: Revenue: $473.03M EPS: $0.55 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Joby Aviation $JOBY reports earnings today after close The implied move is: 8.40% The expectations are: Revenue: $39.86M EPS: -0.25 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Cava $CAVA reports earnings today after close The implied move is: 10.32% The expectations are: Revenue: $358.26M EPS: $0.12 Expect numbers at 4:10PM EST Here’s the Historical Earnings Data👇

How it feels managing a risk off portfolio and still doing market research

Experts spent months calling it too close to call, Kalshi had the Democratic sweep priced at 75% before polls even closed and near 100% by 9 PM EST $1.9 billion traded, The market didn't guess the election, It knew.

Google Cloud just took the crown, 40% of all new hyperscaler dollars in Q3 AWS fell from 54% to 33% in the same stretch Azure peaked at 42% and is now down to 27% $GOOGL $AMZN $MSFT

$MSTR didn’t just buy Bitcoin, they put themselves on the Blockchain SpaceX currently has the third largest tokenized stock at $268M $SPCX $NVDA $MU $SNDK $TSLA

Depending on download speeds, $TTWO GTA VI could download in 28M or 46H

Solar stocks are trading significantly higher🟢🟢🟢🟢🟢 First Solar $FSLR +11.31%🟢 Next Power $NXT +11.88%🟢 Enphase $ENPH +10.77%🟢 Canadian Solar $CSIQ +9.95%🟢 Array Technologies $ARRY +20.69%🟢

Five companies are about to spend $1.6T a year Amazon alone is expected to spend $489B in 2028, more than all 5 companies combined $AMZN $GOOGL $META $MSFT $ORCL

Here’s how the magnificent 7 has opened trading today🔴🟢🟢🟢🔴🟢🟢 Nvidia $NVDA -1.25%🔴 Amazon $AMZN +7.24%🟢 Apple $AAPL +3.70%🟢 Microsoft $MSFT +4.76%🟢 Tesla $TSLA -3.99%🔴 Meta $META +2.25%🟢 Google $GOOGL+2.56%🟢

Google $GOOGL will back the debt from Terawulf $WULF to build a data center for Anthropic The project is currently tied to about $19B lease commitments

19 out of the last 19 years following midterms have been green 1950: +14.8%✅ 1954: +19.8%✅ 1958: +12.2%✅ 1962: +23.5%✅ 1966: +17.2%✅ 1970: +24.8%✅ 1974: +18.1%✅ 1978: +9.2%✅ 1982: +23.0%✅ 1986: +18.2%✅ 1990: +23.5%✅ 1994: +9.0%✅ 1998: +21.5%✅ 2002: +3.5%✅ 2006:

67% tax credit upside and the market doesn’t seem to care $ARRY is the exception proving the rule, 40% 45X upside and already +37% vs SPX $FSLR, $NXT, $ENPH, $SEDG, $CSIQ, $BE