In the short term… (days to weeks)
I’m expecting $XRP to move into the $2.00–$2.30 range.
Price will likely tap this range and then retrace once again.
I do not expect that retracement to create new lows below $1.00.
Instead, I expect price to establish a higher low while consolidating sideways before gearing up for the next move higher.
A new all-time high is not guaranteed before the end of 2026, but as of today, it remains a possibility.
If $XRP can push above $2.50 in Q4 and hold that range without a major rejection…
A new all-time high becomes increasingly likely before the 2026 yearly close.
Keep in mind:
The yearly candle turns bullish above $1.84.
Once XRP moves above $1.85... which could happen any day now... momentum may begin accelerating.
Where price lands on the next push higher will be very telling.
The key question:
Can $XRP push through the $2.20 area, or will that level reject price again in the coming weeks?
With a little over 3 months left in 2026, a LOT can still happen.
While the majority were waiting for lower prices in Q4…
The market may do the complete opposite.
$PYPL and $META have a long history of partnerships. Whether it is Muse that brings agentic commerce to reality or not, that's eventually coming.
The adoption will take time, but it's likely going to be much faster than the adoption wave was for mobile checkout.
$SOFI / $MA SoFi is in the process of migrating its settlement layer onto$SOFIUSD via their Master Card partnership, which is expected to move more than $25b in volume annually
This can be a real differentiator for businesses and merchants that want instant access to their funds
$TSLA I've had a few more people than usual ask me about our Teslas. I added 1500 miles on mine last month (long commute) at the cost of $63.00 for charging.
My prior vehicle got about 15 mpg. I swapped out an expense that'd be $400 per month for one that's $63. Plus, virtually
PORTFOLIO UPDATE!
It's been a while (4+ months) since I've done one of these.
$HOOD - #1 holding, thanks to the price action of Robinhood. I only have shares, and narrowly missed adding options at $60 (the low was $63). This is 24% of my portfolio.
$CRWV - CoreWeave has become my #2 position, though since it's apparently going to $0 that won't be for long.
All jokes aside, I added shares around $100, and added a bunch of LEAPs (about half this position) for Dec '28 $120 strike. This is, combined, 20% of my portfolio. The LEAPs are a swing - I plan to exit those for a big loss and tax help in a couple of years (just kidding on the loss).
$AEHR - Earnings are tomorrow! My PT for the EoY was and always has been $70. I think it's actually slightly under fair value right now, and there's room for upside in that PT. But the big catalyst (a second hyperscaler client) hasn't happened yet.
I took quite a few gains, from $55 to $95 (and covered calls), so it's now 11% of my port.
$FIGR / $SOFI Figure is also around 11% of the portfolio. They, like $SOFI, are executing well, but right now the market wants nothing to do with lenders, and that's understandable given the possibility of 2+ rate hikes per CME Fedwatch. Figure also is lumped into the crypto space, where most names have struggled due to crypto winter, even though this is immaterial for the business. I've added LEAPs down below this range which are now ITM.
SoFi is facing similar overhang (though not any/much from crypto) and is relatively undervalued, but as it's at a 10% weight, I don't have room to add to it right now.
$PLTR / $NVDA - Both are 8%. Chips and ontology = driving value in the AI space. They're both long-term holds for me, growing incredibly well, with stout moats. I've been adding more to Palantir than to Nvidia over the past 4 months.
$VG / $NU / $BMNR These are 2%, 2%, and 1% weightings respectively. I reduced all 3 to feed into $CRWV when I added LEAPs, and used all the cash I had as well. I'm still bullish on all 3, but I've never been afraid to rotate to my core convictions, and I just see such ridiculous upside for CoreWeave at these levels that I made the choice to do a painful trim here.