📊 FRIDAY SCORECARD — WEEK OF MARCH 16-20 ───────────────────── THE WEEK IN NUMBERS ───────────────────── ├─ S&P 500: 6,583 (-0.7% week) ├─ Nasdaq: 21,941 (-0.4% week) ├─ Dow: 45,992 (-1.2% week) ├─ Brent oil: $107

💻 $DELL: THE AI INFRASTRUCTURE BEAST AWAKENS $DELL just hit a fresh 52-week high of $169.90. While the "PC maker" label sticks for some, the tape tells a different story: a massive pivot to AI infrastructure. THE TAPE: ├─ Price: $163.72 (+30% in 30 days) ├─ Support: $148

📋This weekend's watchlist. ‼️ One macro event changes everything. ────────────────── If the Strait reopens this weekend: Oil drops. Rates ease. Sentiment flips. $IREN $NBIS $NVDA all get a bid. Russell 2000 leads the bounce. If the Strait stays closed:

The Geopolitical Pivot is here. 🚨 Trump signals a "winding down" of Middle East efforts. If the Strait of Hormuz reopens, the "War Premium" vanishes and the massive short squeeze begins. 📉 Energy: Watch for profit-taking on $ANNA / Oil. 🚀 Tech/AI: $NVDA $PLTR $IREN are

While retail panicked at the $40 level, BlackRock and others are adding to $IREN. We are moving from a "Crypto" narrative to an "AI Infrastructure" reality. 📊 By The Numbers: • BlackRock $IREN position: 34.11 million dollars • $IREN Market Cap: 13.84 billion dollars • $IREN

NVIDIA just confirmed the next leg of the AI Revolution. 💎 Jensen Huang is dropping 4 billion dollars into photonics ($COHR, $LITE) to secure the "AI Factory" supply chain. At the same time, Trump signals a Middle East wind-down. 🚀 The Play: The bottleneck isn't the chip;

The Great Rotation is accelerating. 🔄 Gold just logged its worst week since 1983, crashing to $4,550. Why? The "War Premium" is dying as Trump signals a Middle East pivot. 💎 Where is the money going? NVIDIA is dropping 4 billion dollars into photonics ($COHR, $LITE) to

🚨 The U.S. is now selling Iranian oil to fight Iran. Read that sentence again. This is what running out of options looks like. Sanctions waived. Russian oil unlocked. Jones Act suspended. Strategic reserve tapped. All in two weeks. And analysts are saying it out loud — the

This is not a contract. This is a doctrine. The Pentagon is not buying Palantir software. The Pentagon is making Palantir AI the operating system of the U.S. military. That is a moat no competitor can cross. The U.S. is at war right now. Real war. Oil at multi-year highs.

🚨 GROWTH WATCH: $MU THE AI SUPERCYCLE 🚨 The market is giving you a "sell the news" discount on Micron after record earnings. Don't mistake a 5% pullback for a change in fundamentals. The Data: - Q2 Revenue: 23.86 billion dollars (+196% YoY). - HBM Status: 100% of 2026 supply

🚨 SPACE SECTOR ALERT: $YSS BREAKOUT 🚨 York Space Systems is proving the "Modern Mission Prime" model works. After a 52% revenue surge in 2025, the market is finally waking up to the valuation gap. The Data (March 21, 2026): - FY25 Revenue: 386.2 million dollars (+52% YoY

One robot per person is the floor. Jensen thinks demand could be even higher. Let that sink in. 8 billion people on Earth. Millions of workers short globally. And the CEO of the company making the chips for every robot says supply cannot keep up. Every robot runs on $NVDA

"Program of record." That is the most important phrase in defense contracting. It means $PLTR is not a pilot. Not a trial. Not a vendor. It means Palantir is now baked into the permanent budget of the U.S. military. Year after year. Automatically. The U.S. is at war right

"Program of record." That is the most important phrase in defense contracting. It means $PLTR is not a pilot. Not a trial. Not a vendor. It means Palantir is now baked into the permanent budget of the U.S. military. Year after year. Automatically. The U.S. is at war right

🚨 MARKET INTELLIGENCE: THE INFRASTRUCTURE PIVOT 🚨 The S&P 500 just broke its 200-day MA. While the indices bleed, the "Smart Money" is rotating into secured backlogs and power moats. The Benchmarks (March 21, 2026): - $NVDA: Trading at 21x forward earnings—a massive discount

THIS WEEK'S BIGGEST HEADLINES. One thread. No noise. Just signal. ───────────────────── 🔴 SMCI — CHARGED Three executives including a co-founder charged with smuggling $NVDA chips to China. Stock down 27% in a single session. 🔴 S&P 500 — FOURTH STRAIGHT

🚨 THE 2026 DISCOUNT LIST: 10 TICKERS TO WATCH 🚨 The index is hitting resistance, but the "Smart Money" is buying the valuation gap. 10 stocks trading at massive discounts to intrinsic value: The High-Conviction List: 1. $MU: Sold out through 2026. 12x P/E. 2. $IREN: The 4.5GW

🚨 $IREN: THE 4.5GW POWER MONSTER The transition is complete. $IREN is no longer a miner—it’s a vertically integrated AI Cloud giant with a 9.7 billion dollar Microsoft backstop. The Data (March 21, 2026): - GPU Fleet: Scaling to 150k units (added 50k NVIDIA B300s this week).