Rocket Lab now controls absolutely everything: from rocket manufacturing and satellite deployment to owning the complete Iridium global commercial communications network. This is a direct and brutal challenge to Elon Musk’s Starlink.
$RKLB
$COST business model is not broken; it’s in perfect shape (US/Canada renewal rate at 92.2%). The current sell-off is just a technical deflating of a multiple expansion bubble. The stock is searching for a new base, most likely around $940–$950. #COST
Norways $2.3T Sovereign Wealth Fund has publicly demanded an independent human rights audit of Palantir ($PLTR) due to its contracts with US ICE and Israel. While this hasn't impacted retail liquidity, major institutionals might use the current pump to trim their positions. #PLTR
Can the market grow indefinitely on the AI idea when the macroeconomy is literally screaming danger? $QQQ is at its highs, but the fundamentals are shaking: inflation is accelerating, rates bite, and bond yields are at 2007 levels.
#QQQ#XLK
US economy slowing (GDP 1.6%), while prices rise (inflation 3.7%)
Rates remain high (3.5%–3.75%), no cuts in the near future.
Indices at all-time highs.
Friday, 15:30 MSK: Labor market report (Payrolls). This will decide whether we enter a correction or continue to hold.
Market’s pricing in a "bulletproof consumer" but remains spooked by "higher-for-longer" debt costs. We’re seeing a heavy rotation into Fins and Energy. Position accordingly. Smart money is rotating out of multiples and into real-world infra.
#YTD2026#Rotation
We’re seeing a market that’s completely ignoring the old economy and going all-in on the “AI + Energy” combo. This isn’t just hype - it’s capital being reallocated into the new foundational sectors of the economy.
#QQQ
Looking at these charts, have you considered flipping your scanners from Nasdaq to the Dow entirely? It feels like all the volatility and 'honest' trends have rotated into the real economy names.
#YTD2026#DOW#NASDAQ
Analysts are just playing catch-up. The market already priced $ARM as “the next NVIDIA” — banks are just backfilling the narrative so they don’t look dumb. Own silicon ?
In 2026, capital flows to megawatts and cooling, not just code. The fact that OpenAI and $xAI are queuing for Larry Ellison’s power grid makes $ORCL a high-demand commodity. They aren’t competing for the cloud; they are providing the foundational infrastructure
$ORCL #AI
$IONQ just went full beast mode
First quantum name EVER to escape R&D hell and hit commercial escape velocity.
SkyWater acq incoming → vertical integration, US foundry moat locked in. Institutions piling in hard.
#IONQ#QuantumComputing
Diversification here is just an illusion. Both assets are essentially leveraged plays on #BTC, currently attempting to base after a volatile February. We’re watching for a clean breakout above resistance. When the momentum shifts, these will be the first to fly.
#COIN#MSTR#BTC
AI is consuming massive amounts of power — nuclear energy and uranium are winning.
Grid expansion is critical — copper is the nervous system of the new economy.
Geopolitics reminded everyone: oil isn’t going anywhere.
Data centers are built with steel and concrete, not hype.
#AI
Natural Gas: +51.88% 📈
Gold: +14.07% 📈
Soybean Oil: +20.84% 📈
Bitcoin: -24.25% 📉
Bytes are getting cheaper, atoms are getting pricier. Capital is rotating into things you can actually touch, burn, or eat!
Welcome to the Great Commodity Rotation.
#Commodities#Gold#Energy
The market moves in a chain:
Equipment → Chips → Components → Hardware → Software → Services → Distribution
Capital enters at the start of the chain,
the market notices it at the end.
#stocks#infrastructure#semiconductors#AI#trading
$IWM 2026 base target: 275–280. Fuel: 18–30% earnings rebound + Fed rate cuts driving rotation into small caps.But valuations stretched after 2025 rally — expect pullback to the 230 zone. Best entry on the dip. Patience beats FOMO.#IWM#SmallCaps#Stocks2026