Daddy Trades

Father | Follower of Christ | Trader | Long Term Investor

[TrendSpider @TrendSpider]

Why hello there...

✅ Holding the 200 weekly EMA
✅ Insider buy conviction
✅ Offering SpaceX shares at IPO

👀 $SOFI

[TrendSpider @TrendSpider]

Ouch 🩸

$SPY rejected at the cloud for the 2nd day in a row and falling

[The Kobeissi Letter @KobeissiLetter]

What just happened?

At 9:45 AM ET, the S&P 500 was trading nearly +1.5% higher and tech stocks were sharply higher.

At 10:40 AM ET, selling pressure began to intensify without any major headlines in one of the biggest reversals of the year.

Just 2 hours later, President Trump said Iran shot down a US helicopter "last night" and that the US must "respond to this attack."

This sent the S&P 500 to a new low of the day, down 240 points since 9:45 AM ET.

In just 3 hours, the S&P 500 has erased -$2.1 trillion in market cap.

Volatility is back.

[Jake Wujastyk @Jake__Wujastyk]

$ORCL #ORCL Back down to the diagonal trend zone.

[Chris @StonkChris]

$CRWV is going to be one of those charts people look back on and ask why they weren't buying around $100 while it was retesting the breakout level near the bottom of the daily cloud.

If this critical support zone continues to hold and the uptrend resumes, I believe $300+ is very achievable for $CRWV by the end of 2026.

And if $CRWV ends up securing a U.S. government equity stake sometime soon, this might get there a lot sooner than people expect.

[Сarm1ne @carm1nee]

Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost

"I have the entire physical design of the chip laid out in memory - I can visualize the whole thing"

when TSMC told him a new fab takes 5 years he said: "five years to me is an eternity - my timelines go one year, two year, and at year three it goes to infinity"

so he's building his own

Tesla's self-driving has logged 10 billion miles - 4 times safer than a human driver - with the new chip it will be 10x

"I don't own any vacation homes - just one house in Austin and a tiny house at Starbase - friends come to visit and they think I'm kidding"

watch the full conversation ↓

[TrendSpider @TrendSpider]

This cup is still brewing ☕️ $IREN

[The Analyst @MMatters22596]

The setups I'm watching closely on this drop.

1. $SOFI
Heavy insider buying from the CEO.
Down 50% from highs.
Weekly Indicators suggesting massive trend-shift.

2. $CRWV
One of the cheapest AI-Infrastrcture plays.
$99B Backlog and $NVDA partnership.
Setting up for a HUGE move to the upside.

3. $PLTR
The best AI-Software Pureplay wedging into support.
You can't ignore a setup like this.
Next target is $250.

4. $IREN
One of the highest potential plays among data-centers.
Chart seems to be setting up for an $NBIS type of move here.
Confirmation of execution via a hyperscaler deal could send this through the roof.

[Michael Edward @MikeEdward_TTG]

SpaceX $SPCX valuation: $1.75T
$META valuation: $1.5T

SpaceX 2025 Revenue: $18.7B
$META 2025 Revenue: $201B

SpaceX 2025 Net Income: -$4.9B
$META 2025 Net Income: $60.46B

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says it has now fully blocked the Bab el-Mandeb Strait, along with the complete closure of the Strait of Hormuz, with the next step being strikes on oil, gas and energy infrastructure of US-allied Gulf countries in response to today's Israeli strikes on the Petrochemical Complex, per a source close to Iran's Ghalibaf.

[TrendSpider @TrendSpider]

Return rejected 🚫 $INTU

[Cole @StockOptionCole]

$SPY I am excited for these pullbacks. Because they give us 50x the return

You can be short term term
You can be a mid term bear
You can be a long term bear

But I would never go permabear

You can bullish here at the 732 test and we can push another 15-20 points this week

Or

You can wait and test your luck for a deeper pullback under 732 for 715

[Cole @StockOptionCole]

NVIDIA $NVDA AND SK HYNIX JUST ANNOUNCED A MULTIYEAR TECHNOLOGY PARTNERSHIP

SK Hynix will codevelop memory for four specific NVIDIA platforms: Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs, and Jetson Thor robotic computing platforms.

SK Hynix will apply AI to semiconductor chip design and manufacturing itself, using NVIDIA's CUDA-X libraries and PhysicsNeMo framework to accelerate chip simulations and engineering workflows.

SK Hynix will build factory digital twins using NVIDIA Omniverse, targeting fully autonomous fab operations.

"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang