Athan ☘️📈

Always learning | investing in stocks | selling options

[Justin Banks @RealJGBanks]

THE AI MILLIONAIRE ROADMAP

AI still has 10-15+ years to complete

Bookmark this. Save this you will need it to make Millions through the AI Cycle.

1. Build AI: $NVDA $AVGO $VRT
Everything starts with chips, networking and data centers.

⬇️ More compute needs more power.

2. Power AI: $CEG $ETN $GEV
AI requires massive electricity. Power generation and the grid become the next bottlenecks.

⬇️ Infrastructure enables adoption.

3. Enterprise AI: $MSFT $PLTR $NOW
Businesses deploy AI to automate work, improve productivity and reduce costs.

⬇️ AI begins taking physical actions.

4. Physical AI: $TSLA $SYM $ISRG
Robotics transforms factories, warehouses and healthcare.

⬇️ Robots reshape transportation.

5. Autonomous Mobility: $UBER $JOBY $ACHR
Self-driving vehicles and autonomous aviation change logistics.

⬇️ Governments adopt the same technology.

6. Defense & Space: $LMT $PLTR $RKLB
AI expands into defense systems, drones and satellites.

⬇️ AI accelerates scientific discovery.

7. Frontier Technologies: $IONQ $CRSP $VRTX
Quantum computing and biotechnology become the next frontier.

This how you will invest early and stay ahead of every correction.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Athan ☘️📈 @athan1427]

@TommiPedruzzi Send

[Esther & Michael @SuperLuckeee]

🔥 EARNINGS THIS WEEK:

🟢 Palantir (PLTR)
EPS: ~$0.28
Revenue: ~$1.54B
Guidance focus: AIP (AI platform) commercial growth acceleration

Catalysts:
Enterprise AI adoption → commercial revenue inflection
Government contracts scaling (defense + intelligence tailwind)

🟢 Shopify (SHOP)
EPS: ~$0.33
Revenue: ~$2.1–2.2B (street range)
Guidance focus: GMV growth + merchant services margins

Catalysts:

AI-powered commerce tools driving merchant expansion
Payments + fulfillment increasing take rate

🟢 AMD (AMD)
EPS: ~$1.29
Revenue: ~$9.8–9.9B
Guidance focus: Data center + AI GPU ramp

Catalysts:

MI300 / AI chip demand vs NVDA competition
Data center revenue >$5.5B confirms AI dominance trend

🟢 Super Micro Computer (SMCI)
EPS: ~$5.5–6.0 (range)
Revenue: ~$5–6B (AI server demand driven)
Guidance focus: AI server backlog + margins

Catalysts:

AI infrastructure buildout (NVDA + AMD partnerships)
Hyperscaler demand (cloud + sovereign AI)

🟢 IONQ (IONQ)
EPS: ~(-0.10 to -0.12)
Revenue: ~$8–10M
Guidance focus: bookings + quantum roadmap

Catalysts:

Government + enterprise quantum contracts
Commercialization timeline credibility

🟢 ARM Holdings (ARM)
EPS: ~$0.30–0.35
Revenue: ~$850M–$900M
Guidance focus: royalty growth (AI chips + mobile)

Catalysts:

AI chip licensing growth (edge + hyperscalers)
Expansion beyond smartphones into data centers

🟢 Uber (UBER)
EPS: ~$0.20–0.25
Revenue: ~$10–11B
Guidance focus: profitability + EBITDA margins

Catalysts:

Mobility + delivery operating leverage
Ads + subscription (Uber One) monetization

🟢 AppLovin (APP)
EPS: ~$1.30–1.40
Revenue: ~$1B+
Guidance focus: ad engine (AXON AI) growth

Catalysts:

AI ad targeting driving massive ROAS improvements
Gaming + non-gaming ad expansion

🟢 Fastly (FSLY)
EPS: ~(-0.05 to -0.07)
Revenue: ~$130–140M
Guidance focus: edge computing growth

Catalysts:

AI + real-time data delivery demand
Enterprise security + CDN expansion

🟢 Snap (SNAP)
EPS: ~$0.02–0.05
Revenue: ~$1.2–1.3B
Guidance focus: ad growth + DAU

Catalysts:

AI-driven ad targeting recovery
AR + social commerce monetization

🟢 Datadog (DDOG)
EPS: ~$0.42–0.45
Revenue: ~$680–700M
Guidance focus: enterprise cloud spend

Catalysts:

AI observability demand (huge tailwind)
Multi-product adoption expanding margins

🟢 Coinbase (COIN)
EPS: ~$0.28
Revenue: ~$1.55–1.56B
Guidance focus: subscription revenue + trading volumes

Catalysts:

Crypto recovery → transaction revenue spike
“Everything Exchange” (stocks, derivatives expansion)

🟢 Affirm (AFRM)
EPS: ~(-0.05 to -0.08)
Revenue: ~$550–600M
Guidance focus: loan growth + credit quality

Catalysts:

Buy-now-pay-later adoption expansion
Partnerships (Amazon, Shopify ecosystem)

🟢 MercadoLibre (MELI)
EPS: ~$6–7
Revenue: ~$4.5–5B
Guidance focus: fintech + e-commerce growth

Catalysts:

Latin America digital payments explosion
Logistics + marketplace dominance

[Jason Luongo @JasonL_Capital]

Claude Cowork just dropped live artifacts, and I immediately built a "WHEEL STRATEGY" tracker with it.

It saves my actual positions and pulls live option Greeks every time I open it. No code. No backend. No monthly fee.

Here's how to build your own:

[Casey @Team2Trading]

My favorite setup for trading all time highs on $SPY 📝

Step 1 • Mark the Pre Market High (4am to 9:30am est)

Step 2 • Wait for price to break above that PMH level (15 minute candle close)

Step 3 • Enter calls on retest of Pre Market High (2 minute strategy)

*Stop loss is a 2 minute candle close under that PMH level.

For most people trading calls at all time highs is “scary”. Having a R/R setup this good will eliminate that fear.

Check out the breakdown below 🤙

[Jason Luongo @JasonL_Capital]

I make thousands each week buying and selling options.

Not because I'm smarter than anyone else. Because I built a system.

Here's the entire framework in one thread:

[Mimu | AI Tools & News @mimu_ai1]

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.
GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.

No more $26,000/year subscriptions.
Claude just turned my laptop into a private quant desk.

Here are 9 prompts to build a hedge fund from home ↓

[No Risk No Premium™ @NoRiskNoPremium]

0DTE options & why 90% of traders are donating liquidity.

Let's get into it 👇

[Seth Golden @SethCL]

💥 $SPX Midterm year history, based on Fed Cycles

Midterm years when the Fed is easing have produced the greatest Q4 rallies and full year returns, but also the largest median drawdowns (-18%).

No pain, no gain 💪! Forest for the trees 🌳!

$ES_F $SPY $QQQ $VOO $SMH $NYA $IWM $AAPL $NVDA $PLTR $GOOGL $META $MSFT $BTC

[Jason Luongo @JasonL_Capital]

After years of selling cash-secured puts, here's the framework that changed everything.

The setup I look for:

- RSI pulling back toward 30-40
- 30 DTE, around 0.20 delta
- A strike price I'd happily own shares at
- Close around 50% profit, usually within 7-10 days
- If assigned, flip to covered calls above cost basis

This cycle can repeat 3-4 times per month on quality names.

The way I think about it:
- Sell a put for $500
- Close at $250 in 7-10 days
- Redeploy into the next setup
- 3 rotations = $750 vs $500 holding to expiration

Less time in the market. More profit. More at-bats.

My favorite names to sell puts on right now:
- $IREN - high IV, strong AI infrastructure thesis
- $HOOD - liquid options chain, clear support levels
- $ONDS - elevated premiums on defense momentum
- $RKLB - volatile enough to pay well, strong long-term setup

What I've learned to avoid:

- Selling into earnings, CPI, or Fed days
- Wide bid/ask spreads that eat your edge
- Stacking correlated positions in the same sector
- Entering without knowing where I'm wrong

Most people sell puts every week and wonder why they blow up.

I wait for red days on quality stocks and collect premium like rent.

The secret to selling puts isn't the premium.

It's the patience to only sell when the setup is obvious.

[Cole @StockOptionCole]

https://t.co/0its4cIm2C

[LEAPTRADER @LEAPTRADER_]

Here’s why I favor selling monthly options instead of weeklies, four evidence-based explanations:

1️⃣ Gamma risk can sneak up on you. As expiration approaches, gamma ramps up, heightening delta’s responsiveness to price shifts.

Weeklies amplify this quickly…any error in direction hits hard, demanding spot-on timing and market calls.

With monthlies, the extended timeframe softens gamma’s impact, allowing more flexibility even if your direction isn’t flawless.

2️⃣ Theta decay doesn’t match the textbook ideal. In weeklies, particularly out-of-the-money (OTM) ones, theta erosion slows to a crawl near expiration…the decay curve levels off, diminishing your advantage from time value.

Folks often highlight those sharp at-the-money (ATM) theta graphs, but OTM behaves differently.

Monthlies provide ample time for steady decay, ensuring the premium erodes reliably to your benefit.

3️⃣ Volatility distribution curves are crucial. Weeklies feature narrow standard deviation ranges…a 1SD OTM setup can slip toward ATM with minor stock movements.

Monthly options expand those distributions, creating real probabilistic protection. You’re not only collecting premium; you’re gaining built-in security.

4️⃣ Weeklies create a nonstop grind for traders…endless oversight, wild swings, and looming deadlines.

Monthlies allow you to ease off, capitalize on larger market trends, and sidestep fleeting disruptions. Perfect accuracy isn’t essential when duration works for you.

The numbers support it: extended options strike a better equilibrium between risk and return for consistent premiums.

Monthlies come out on top.

[Dividendology @dividendology]

This is funny.

What if you invested in the S&P 500 every time CNBC had a "Markets in Turmoil" special?

Well... your average return after one year would be 40%, with a 100% success rate.

[The Insider @insiderinvests]

Important 2026 $SoFi dates

January 7 - share offering ends

January 16 - 39 million shares expire in the money

January 21 - The last 90 trading days start

January 27 - Q4 earnings

March 6 - S&P 500 rebalance

April 28 - Q1 earnings

June 1 - $35 and $45 PSUs expire

June 6 - S&P 500 rebalance

June 18 - 19 million shares expire in the money

July 28 - Q2 earnings

September 4 - S&P 500 rebalance

October 27 - Q3 earnings

December 4 - S&P 500 rebalance

[Esther & Michael @SuperLuckeee]

CHEATSHEET for earnings next week Oct 27–31
(Loaded with mega cap + AI + semis)

Tech & AI Infrastructure
$MSFT – WED pm
$GOOGL – WED pm
$META – WED pm
$ADP – WED am
$NOW – WED pm
$CRM – THUR pm

Semiconductors & Hardware
$AMD – MON pm
$NXPI – MON pm
$ENPH – TUES pm
$AMKR – MON pm
$WDC – THUR pm
$LRCX – WED pm

Financials & Payments
$PYPL – TUES am
$V – TUES pm
$HSBC – TUES am
$AXP – FRI am
$SOFI – TUES am

Energy & Industrials
$XOM – FRI am
$CVX – FRI am
$CAT – WED am
$PSX – WED am
$WM – MON am

Healthcare & Pharma
$LLY – THUR am
$MRK – THUR am
$ABBV – FRI am
$BAX – THUR am
$CVS – WED am

Consumer & Retail
$AMZN – THUR pm
$AAPL – THUR pm
$CMG – WED pm
$SBUX – WED pm
$ROKU – THUR pm
$KHC – WED am

The biggest ones to watch for market direction:
$MSFT $GOOGL $META $AAPL $AMZN

[The Future Investors @ftr_investors]

Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈

1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 101.7%%
4. $LLY | Eli Lilly - 83.1%
5. $RDDT | Reddit - 80.0%%
6. $AMD | AMD - 74.7%
7. $TXN | Texas Instruments - 72.0%
8. $ALAB | Astera Labs - 62.1%
9. $AS | Amer Sports - 52.5%
10. $ISRG | Intuitive Surgical - 46.7%
11. $APP | AppLovin - 44.4%
12. $AVGO | Broadcom - 43.4%
13. $PLTR | Palantir - 42.6%
14. $NVDA | Nvidia - 40.9%
15. $SAP | SAP - 40.7%
16. $SN | Shark Ninja - 39.6%
17. $DASH | DoorDash - 37.3%
18. $AXON | Axon - 35.5%
19. $DUOL | Duolingo - 32.6%
20. $APH | Amphenol - 32.1%
21. $AMZN | Amazon - 31.6%
22. $NFLX | Netflix - 27.8%
23. $CELH | Celsius Holdings - 27.5%
24. $SHOP | Shopify - 27.5%
25. $RHM | Rheinmetall - 27.4%

Source: @KoyfinCharts

𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮
- EPS & Revenue next 3Y >10%
- FCF+ and profitable
- Gross Margin >30%
- Altman Z-Score >3
- Marketcap $10B

In which of these high FCF growth stocks do you invest? 💸 🤔

[Cole @StockOptionCole]

Just listed down the BEST companies in each sector

Please give this a ❤️ & retweet to share for others to see.

Any of these companies you own may explode to the upside.

JPMorganChase has announced it will invest $1.5 trillion into 27 "critical industries" in America.

They include:

‣ Advanced Bulk Materials MP, RIO, APD
‣ Advanced Manufacturing TSM, AMAT, CAT
‣ Artificial Intelligence NVDA GOOGL AMZN NBIS ARM CRWV
‣ Autonomous Mobile Robots NVDA ISRG TSLA RR
‣ Battery Storage ENPH HON NEOV EOSE FLNC
‣ Command & Control Tech NOC LMT RTX
‣ Critical Components HWN CW HEI
‣ Critical Minerals Mining & Processing MP RIO ILU
‣ Cybersecurity PANW CRWD FTNT
‣ Distributed Energy NEE BE STEM
‣ Edge Computing AMD ANET DDOG
‣ Grid Resilience GEV EIX OKE
‣ Mesh Networks CSCO ERIC QCOM
‣ Mission Critical Real Estate ARE PLD DEA
‣ Munitions, Missiles & Hypersonics LMT RTX NOC
‣ Nanomaterials and Microelectronics TSM INTC AVGO
‣ Nuclear Energy CEG SMR URA
‣ Pharmaceutical Precursors LLY PFE ABBV
‣ Quantum Computing IONQ QBTS RGTI
‣ Secure Communication PANW ZS NET
‣ Sensor Hardware ST ADI TXN
‣ Shipbuilding HII CW GSL
‣ Solar FSLR ENPH NOVA
‣ Space Launch RKLB ASTS LUNR
‣ Spacecraft LMT NOC RDW
‣ Unmanned Systems KTOS AVAV ESLT
‣ 6G QCOM INTC AVGO AAPL

[Lin @Speculator_io]

This market is a dream for theme pickers.

Chips: $NVDA $AMD $TSM $ASML
Space: $RKLB $PL $ASTS
Crypto: $BMNR $COIN
Quantum: $RGTI $QBTS $QUBT $IONQ
Nuclear: $OKLO $LEU $NNE $SMR $LTBR
Data Centers: $NBIS $CRWV $IREN $WYFI
Miners: $BITF $RIOT $CIFR
FinTech: $HOOD $SOFI $OPEN
AVs: $TSLA $PONY $OUST
Rare Earths: $IDR $CRML $UAMY
Robotics: $RR $SERV
Networking: $CRDO $ALAB $ANET
Memory: $STX $MU $SNDK $WDC
Batteries: $EOSE $QS
Drones: $ONDS $RCAT $KTOS
Air Taxis: $JOBY $ACHR

[Manly Mentor @manly_mentor]

This video will change your Life ‼️‼️