“How can I play the $BTC breakout? $MSTR is extended.” Part 2. $COIN $SQ Coinbase is my favorite Bitcoin company, $300 by EOY seems possible with a Bitcoin breakout. Block has been flailing but I think it’s time for Jack Dorsey to get back in the limelight. $100+ coming imo.

Starting to see some cracks in this earnings season after a strong start. $CROX $TMDX $DHI $PYPL $SOFI all whacked after reporting. Something to be aware of but not too worried yet because $TSLA $TSM $NFLX $NOW all more important and were bought. Big tech week starts tonight.

The 5 miners I’d want to be long into this $BTC move are $CORZ $IREN $WULF $HUT $BTBT. All have an angle separate from Bitcoin whether it’s AI, data center, or nuclear and I think that’s important now. *not a miner furu this is just my opinion don’t want to argue about miners*

$RDDT is a political cesspool which should be bullish for earnings today, no other platform allows idiots to argue with eachother over nonsense like Reddit. I’m a buyer on weakness but I wouldn’t be surprised to see this just rip to $100.

12,000 people ready for online war on a Tuesday at 2:19PM. Bullish.

This $AMD setup looks so similar to $TSLA pre earnings. Failed hype event, selloff, and backtest of the monthly breakout. Lisa please send AMD to $180. Show you can be a legitimate player in AI. Thanks.

Only $AMD could lower their revenue guidance when AI demand is exploding and we’re entering a new tech age. At least $RDDT porn and politics came through 🫶

Tonight we learned two things about two companies who didn’t report earnings yet. 1) $AMD solidified $NVDA has no competition and likely won’t for many years. $5T market cap is possible and I’d even say likely. 2) $GOOG $SNAP $RDDT solidified $META is going to crush earnings.

Something to note about $RDDT: The market has been dying to find the next major public social media app/Facebook. Everyone wanted it to be $SNAP or Twitter but Snapchat has awful management and Twitter had it just as bad when they were public. Reddit fills a major void in the

Happy $META earnings day. A lot is baked into this report as it sits near all time highs so a muted/down reaction is possible but betting on a generational 40 year old founder in the long run is never a bad idea. Ads and AI should be humming. Just please don’t split the stock.

So now we have three new IPO’s that have had multi month consolidations before explosive IPO base breakouts in $RDDT $ARM $CAVA. The next two I’m watching to have similar moves are $ALAB and $TEM. Keep an eye here.

Jensen seeing $SMCI burst into flames knowing soon he can buy the company and their technology for nothing:

As everyone expected $CVNA $ETSY and $TWLO are the stars of today’s earnings. Why buy $META $MSFT?

As I posted earlier I think there’s some newer IPO’s that can see moves like we’ve seen with $RDDT $ARM $CAVA. I did some more digging, the four I’m thinking of and keeping a close eye on are $ALAB $RBRK $CART $TEM.

Fintech looks so ready to lead here. Already broken out: $AFRM $UPST $SOFI $LC $TOST $TREE $HOOD Lagging but setting up: $PYPL $SQ Probably missing some but those are the 9 I’m focused on for now. 2025 is going to be the year of Fintech if I had to guess.

Everyone’s looking for the next $CVNA while $PTON is sitting in plain sight. They named an Apple Fitness co-founder named as the CEO which is genius, finally someone who understands the digital fitness industry. He’s also a longtime user of the app which is a major change from

cathie’s revenge coming soon, don’t say I didn’t warn you.

“Initiate the dividend and buyback Jassy, that’ll gap us over $200. If you don’t we’re going to $175, the stock has been a piece of garbage under your leadership, I need to sell over $200 so I can buy the Celtics. Do it and all is forgiven.”

Monster $AMZN quarter but again no dividend or buyback which makes management look incompetent because they’re the only name from Apple, Microsoft, Nvidia, Google, & Meta without one so the street doesn’t care. $400B in cash by 2027 but won’t return capital to shareholders. Lol.