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Family - Trading - Nutrition

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Every big yearly number is just a daily one in disguise. $100K/yr is $385/day. $1M is $3,846/day. Depends on your schedule; the card runs 260 days; I pull mine from the markets, so I'm closer to 250. Back into your own number.

$SPY $QQQ

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Ranked by daily range: the AI build-out still swings widest. Memory is holding into Micron tonight, the rest is leaking. Card's got it

$SPY $QQQ $SNDK $LITE $MPWR $MELI $STX $ASML $MU $LLY $META $GEV $DELL $GS $MDB $EQIX $WDC $BLK $STRL $AMD $AXON $ALAB $PWR $CIEN $MCK $REGN

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Two years ago today the Boomerang app shut down and got folded into Max. ScoobyAddict said it right, RIP. Classic cartoons deserved their own home. Card's got it.

$WBD $SPY $QQQ

[ScoobyAddict @ScoobyAddict]

September 30, 2024 - The Boomerang app shut down and moved to Max. I loved the Boomerang app and I miss it very much. RIP Boomerang app 😢

#ScoobyDoo #Boomerang #Max #HBPMax

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The baton changed hands by lunch. Crypto led premarket and faded. Now it's software, health and the refiners, with UTHR up 13.7% on heavy volume. MU reports tonight. Card's got it

$SPY $QQQ $UTHR $FORM $ACMR $PARR $HPE $DK $QLYS $PBF $CBOE $FROG $GRAL $TWST $MDB $SNOW $MU

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Ranked by volume: megacaps kept grinding, AI power kept leaking, MU flat into the print. Card's got it

$SPY $QQQ $INTC $NVDA $SPCX $HOOD $TSLA $AAPL $HPE $AMZN $GOOGL $RKLB $MRNA $MSTR $ORCL $MU $CRWV $META $MSFT $NBIS $AMD $BE $PLTR $AVGO $ASTS

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Power prices are up about 43 percent in five years, and Hedgeye's chart nails it. Demand is back, the grid needs rebuilding, and power prices only ratchet up. Card's got it.

$SPY $QQQ $XLU $VST $CEG $NEE $TLN $GEV

[Hedgeye @Hedgeye]

U.S. electricity prices are rising at their fastest pace in decades.

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Macro tape: fuel prices up 4 to 5, long bonds sold again, and stocks rising anyway. Card's got it.

$SPY $QQQ $TLT $USO $BNO $UGA $GLD $UUP $EWJ $DBA $VXX $IBIT

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Ranked by highest relative volume: only four names above normal, and three are sellers. FNV leads at 3x. Card's got it

$SPY $QQQ $FNV $CELC $JBL $HOOD $MDB $VST $FDS $HPE $HUT $NOC $TLN $MRNA $FORM $CEG $RKLB $CI $ASTS $SNOW $SYRE $RVTY $SCCO $BA $CVLT $TSLA

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Sold from the open: the AI build-out, 18 of the top 25. The money is moving into software. Card's got it

$SPY $QQQ $LITE $MELI $MPWR $FNV $GEV $SANM $CAT $STRL $JBL $BE $PWR $EQIX $CLS $CIEN $COIN $COHR $HOOD $VICR $FN $ALAB $ASML $MSTR $ARM $CEG $MTN

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Ranked by gains off the open: software is getting bought, MDB up 6 leading the way back. Card's got it.

$SPY $QQQ $MDB $SNOW $CBOE $SNDK $RCL $TYL $VEEV $AAPL $CRM $PANW $GRAL $HUBS $MSCI $DE $MSFT $INTU $FDS $TEAM $CDNS $ADBE $GOOGL $QLYS $WDC $VRSN $AXON

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Ranked by volume: the crypto pop faded at the bell, megacaps took over, RKLB up 6. MU into earnings tonight. Card's got it.

$SPY $QQQ $INTC $NVDA $HOOD $SPCX $HPE $MRNA $TSLA $MSTR $ORCL $CRWV $RKLB $GOOGL $AAPL $MU $AMZN $NBIS $META $AMD $MSFT $ASTS $BE $MRVL $COIN $VST

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MRNA is down 7 percent premarket after Citi cut it to Sell, and Wall St Engine laid out the math well: even 100 percent success only supports about 100 a share. The science is real. The price already assumes it wins everywhere. Card's got it

$SPY $QQQ $MRNA $MRK $BNTX $PFE $XBI

[Wall St Engine @wallstengine]

Citi downgraded $MRNA to Sell from Neutral, saying the stock’s 222% rally since interim INTerpath-001 cancer trial results has pushed the valuation too far.

The bank raised its price target to $80 from $60, but says Moderna’s roughly $80B market cap now implies success across multiple cancer indications.

Citi estimates that even assuming 100% success for intismeran’s lead programs, its valuation supports only around $100/share.

To justify roughly $200/share, Citi says the drug would need to generate about $26B in annual cancer sales, nearly 7x its current forecast.

Citi still sees intismeran as potentially becoming a leading melanoma treatment, but says investors now need to see strong efficacy and consistency across patient groups.

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Premarket sellers: light selling on a green morning. MRNA down 8 is the one real blowup. Defense and data-center builders leaking. Card's got it

$SPY $QQQ $MRNA $JBL $EME $NOC $COR $ESLT $FDS $KLIC $APP $NTRS $DG $RACE $CEG $META $AMT $CDNS $SAP $ICLR $MBX $BURL $NSC $VST $NXPI

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Broad green premarket, 131 up and 22 down. Crypto leads (HOOD, MSTR, COIN), the AI build right behind (HPE, NBIS, CRWV), and MU reports tonight. Card's got it

$SPY $QQQ $HPE $HOOD $MSTR $FORM $COIN $NBIS $AXTI $CRCL $BA $RKLB $HUT $ASTS $BE $CRWV $CRDO $MU $OKTA $GOOGL

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Ranked by premarket volume: crypto and brokers leadStocks green, but the early bond bounce faded. Card's got it

$SPY $QQQ $ORCL $INTC $HOOD $SPCX $MRNA $NVDA $MSTR $TSLA $HPE $MU $CRWV $RKLB $GOOGL $CRCL $NBIS $META $ASTS $COIN $AAPL $AMZN $BE $AMD $BA $APP $MU

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@HostileCharts 😄

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This right here is the only reason I'm not living under a bridge somewhere. Going faster, testing more, out-working the problem is the only way a simple guy like me competes with the high-IQ muggles and non-muggles. Accelerate.

😀

[DHH @dhh]

There's almost no problem that can't be solved by going faster, trying more options, testing additional hypotheses. Accelerate!

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@GasperTheSith Agreed, bonds are the tell. One day of relief after six straight down days isn't a trend yet though. If the 30-year holds back under 5.6 and Micron guides strong, tech gets both tailwinds at once. Miss either one and the room closes fast.

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Wednesday premarket: bonds bounce first, TLT up 0.6 after six straight down days. Every index green, META the lone red. Micron reports after the close. Card's got it.

$SPY $QQQ $TLT $AAPL $MSFT $AMZN $GOOGL $NVDA $META $TSLA $LITE $MU

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Big fella looked like he had an itch to scratch.

🐻😄

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@WaferBull Exactly. When both sides are fighting over the check, the size of the prize is already settled. That's the tell.

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Nvidia and AMD are lobbying to keep China open. The twist: it's not left vs right. It's chipmakers and the White House vs bipartisan hawks and their own biggest customers. And Nvidia's China share is already near zero. Card's got it.

$SPY $QQQ $NVDA $AMD $MSFT $AMZN $TSM

[Shay Boloor @StockSavvyShay]

$NVDA and $AMD are reportedly pushing the Trump administration to soften new China chip restrictions being considered in Congress.

Both companies want to preserve access to China while new rules could tighten licensing and track where advanced chips ultimately end up.