The DOJ constantly going after the companies who change the world is disgraceful. Whether it’s Nvidia, Apple, Amazon, Uber, Google, etc. these companies are making the world a better place by providing jobs and services that improve people’s lives. They’re the reason the USA is

$NVDA +115.60% YTD The sky is only falling if you chased the top.

$BTC isn’t cool anymore and everyone hates it again which is notable. Last time this happened it ran about 10% in a few days. Probably time to start buying for a run up into the rate cut.

$TSLA $250 by 10/10. Coining the phrase 2501010. If it doesn’t hit $250 by then I’d be shocked. 2501010.

Given the fact that last night it was announced $NVDA is being investigated by the government (they’ve since refuted this) I’d say today is a win. $QQQ looks like it may be putting in an inverse head and shoulders with the right shoulder currently being formed. We’ll see.

I’d argue $TSLA and $PLTR are the two companies best positioned to see significant revenue gain from AI. Tesla is working on the real world physical application of AI in robotics and self driving. Palantir is one of the only legitimate software AI companies making substantial

$COIN is trading at the same price it was on 8/5 when $BTC was trading at $49K. This means one of two things: 1) Coinbase is no longer correlated to Bitcoin (doubt). 2) Coinbase is going to play some catch up. I’m going with #2. Think this gets back to $180+ quick from here.

$TSLA 2501010. That’s all.

It’s actually bullish for $TSLA and $PLTR that Elon and Karp aren’t featured on this cover. The list is an absolute joke.

My style of trading isn’t catching breakouts, I’d rather buy pullbacks into key areas which is why I’ve been pounding the table on $TSLA so hard the past couple of weeks. Paying now. I’m seeing a similar setup in $BTC. “Skate where the puck is going, not where it has been”

Safe to say the market is growing tired of the semi names. Both $NVDA and $AVGO with double beats and solid guidance getting sold off. Market participants are looking for more at this stage of the game. They want to see use cases and revenue generation. Jobs report tomorrow

$SPY has been red 3 days in a row and hasn’t gone 4 since April. I prefer to see some pullback/consolidation vs. buying going into a major event such as this jobs report tomorrow. The 25BPS vs 50BPS debate doesn’t really matter in the big picture, cuts are coming and rates will

Decent NFP numbers which showed the economy isn’t collapsing. Slight miss on jobs added but unemployment rate not rising significantly is a good sign and shows the Fed might actually achieve a soft landing. Seems like a solid report which many weren’t expecting.

Last quarter I was very confident that $CRWD was going to be included in the S&P500 and this quarter I think it’s $WDAY. 90% institutional ownership, public for over 10 years, and a staple SAAS company with a large MOAT. Other name I’m thinking is $APO.

Lots of charts look like they’re about to fall off a cliff but sometimes that’s the best time to buy. Maybe the bull market is over (I’m not in this camp). Think we’re close to some good opportunities coming up. September seasonality is off to a hot start huh? Rate cut imminent.

$PLTR IN THE S&P500 FINALLY. Was not expecting this at all, wow. Happy Friday gang.