KAT being the worst possible Wemby matchup makes you appreciate just how rare his skill set is. One of the best shooting bigs ever, but also a great rebounder, skilled driver, very good stationary passer, and has enough weight on him not to get pushed around. 1 of 1 talent.
Big earnings week coming up and we’re locked in. $AVGO, $CRWD, and $PANW all report next week. We’ll be putting out plays on all three. Stay tuned.
Which are you most excited for?
$ZETA closing above $20 yesterday was a bigger deal than it looks.
That level has been the ceiling for months. Hit it after earnings, got rejected, fell back to $15. The double bottom at $14.60 set the floor, $19.40 was the neckline. Closing above $20 breaks both cleanly.
Revenue up 50% to $396 million. Guidance raised. Free cash flow at a record. They missed EPS but are guiding to full year GAAP profitability for the first time.
$20 was resistance. It’s now support. Next target $25.
$ZETA - Long.
POV: It’s 2033, and you tuned out the “SaaS is dead” talk back in 2026.
• $NOW climbed from $80 to $1,200+
• $MSFT is sitting near $1,480+
• $ORCL reached $963
That $40k position? Now worth over $2M.
The biggest regret won’t be missing the perfect entry.
It’ll be never buying at all.
Kevin Porter Jr is currently playing for the Bucks.
In 2020, he was arrested after he crashed his car and police found a loaded handgun and suspected marijuana in his car.
In 2023, he was arrested in New York City on felony charges of second-degree assault and strangulation after an alleged domestic violence attack on his girlfriend (WNBA player Kysre Rae Gondrezick).
Reports described her sustaining a fractured neck vertebra, a cut above her eye requiring stitches, and her fleeing into a hotel hallway covered in blood to escape his attacks.
The NBA has no issue with Kevin Porter's behavior, but Jaden Ivey is released for holding Biblical beliefs.