K Wills

[Mike @MikeLongTerm]

$PLTR | $250 Price Target & Outperform Rating

[Alpha Owl @AlphaOwlTrading]

TODAY’S ANALYST PT HIKES:

$MU — D.A. Davidson: $2,100 → $3,000

$MRVL — Jefferies: $325 → $450

$BE — UBS: $325 → $350

$CRWV — Northland: $165 → $200

ARE YOU BUYING THIS DIP???

[Bilaal- BD investing @bdinvestingg]

These are the key infrastructure stocks building the future

$ASTS — Building satellites that connect normal smartphones directly from space.
$RKLB — Launches rockets and builds spacecraft for commercial and defense.
$OKLO — Developing advanced nuclear reactors for data centers and industry.
$IONQ — Building quantum computers for complex commercial and government workloads.
$PL — Operates Earth-imaging satellites delivering constantly updated geospatial intelligence.
$NBIS — Builds AI cloud infrastructure powered by large GPU clusters.
$AAOI — Makes optical components connecting high-speed AI data centers.
$AEHR — Tests semiconductors used across AI, automotive and power markets.

[RStacker @RaberTrades]

So many pussies in my timeline today. Let them panic. Every time the bears scream "market crash," it’s just noise hiding a massive opportunity. I welcome the dip. Let’s hit HTF higher macro lows, shake them out, and build the perfect launchpad to climb the wall of worry! 🚀

[Cantonese Cat 🐱🐈 @cantonmeow]

$PLTR daily

[Chris @StonkChris]

You essentially have a handful of semiconductor names carrying this entire market higher on a weekly basis.

Market breadth is so atrocious right now that it is becoming increasingly difficult to trust almost any sector outside of semis, even when individual names are trading near what would otherwise be optimal buying zones.

I genuinely have no clue how the rest of this year plays out.

$SPY and $QQQ still look technically fine, but underneath the surface, this market is about as ugly as I can remember.

To me, there are essentially two scenarios here:

1) Semiconductors continue roaring higher before eventually putting in a local top sometime this year. $SPY and $QQQ then finally begin catching down to the broader growth market that has already been absolutely annihilated, potentially resulting in a much larger correction extending into 2027.

2) Market breadth finally wakes up, capital begins rotating into the countless beaten-down sectors, and this market experiences a much broader melt-up higher.

I have no strong conviction as to which scenario ultimately plays out.

What I do know is that a market being carried by a handful of semiconductor stocks while much of the rest of the market struggles is certainly not the picture of health you would ideally want to see.

As Casey highlights here, the divergence between headline index performance and what is actually happening beneath the surface is becoming increasingly difficult to ignore.

[Overkill Trading @OverkillTrading]

5 STOCKS TO WATCH NOW 📈 DISCORD CHART REQUESTS 10/7

[Team LAMBO @TehLamboX]

$MU tomorrow

[Shay Boloor @StockSavvyShay]

$PLTR and $ZETA are deepening their partnership by combining Foundry with Zeta’s customer intelligence stack for sovereign enterprisE AI.

Karp says “AI Sovereignty protects and augments this value” as both companies build around proprietary data that enterprises can use without giving up control.

[Donald Trump Stock Tracker @DJTRadar]

Ladies and gentlemen, we did it again.

If you want to win in 2026, follow us.

The next one is coming soon.

[Jukan ✈️OCP 2026 @jukan05]

Lip-Bu Tan: Intel will continue working with Terafab.

$INTC

[Hardik Shah @AIStockSavvy]

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Elon Musk Says Tesla-SpaceX Will Build and Run Terafab, Limiting Potential TSMC Role - $SPCX $INTC $TSM

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸 says his company will build and operate 𝗧𝗲𝗿𝗮𝗳𝗮𝗯.

➤ Potential 𝗧𝗦𝗠𝗖 involvement could be limited to a site sublease.

➤ 𝗧𝗦𝗠𝗖 ADRs fell 𝟭.𝟯% in Wednesday pre-market trading.

➤ 𝗜𝗻𝘁𝗲𝗹 shares rebounded 𝟭.𝟲% pre-market after Tuesday's 𝟯.𝟮% decline.

➤ Intel CEO 𝗟𝗶𝗽-𝗕𝘂 𝗧𝗮𝗻 says Intel remains involved in Terafab.

➤ Terafab targets over 𝗼𝗻𝗲 𝘁𝗲𝗿𝗮𝘄𝗮𝘁𝘁 of annual AI compute capacity.

➤ Initial investment totals $𝟭𝟲.𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻, potentially reaching $𝟭𝟭𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝗜𝗻𝘁𝗲𝗹 is the sole named manufacturing partner using its 𝗜𝟰𝗔 process.

➤ Terafab could support 𝗢𝗽𝘁𝗶𝗺𝘂𝘀, Cybercabs, SpaceX, and xAI infrastructure.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸:

"will build and run the fab. Let there be ZERO doubt about that,"

𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸, on discussions with TSMC:

"just discussions, but something may come of it."

[dax @JusTADax]

$RDDT 3 Day Chart Update

Bouncing off the lower boundary of the Rectangle Bottom, the same zone price has held on every touch since August

[Hardik Shah @AIStockSavvy]

$MRVL | TD Cowen 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 from Hold to 𝗕𝘂𝘆, raises PT to $𝟯𝟱𝟬 from $𝟮𝟰𝟱

Analyst sees strong connectivity growth and largely de-risked custom XPU concentration and margin risk supporting a Buy upgrade.

[Wayne Liang @wliang]

$BTC is sitting right at the gold zone support. High chance we hold this level and see a reversal soon.

Should make for a decent entry on $ASST / $MSTR if you missed my earlier buy-signals.

I'll be sharing additional research and entry zones for Startup members today. 🫡

[HeidingOut @HeidingOut]

And, here's your 30 min pivot to go long with hidden bullish divergence. I'm adding $AAOI $AAOX stop loss is the low of the last green bar.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $CRWV CoreWeave Tees Up First India Data Centers With AdaniConneX Deal - Bloomberg

[Hardik Shah @AIStockSavvy]

$CRWV | Northland 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲, raises PT to $𝟮𝟬𝟬 from $𝟭𝟲𝟱

Analyst sees CoreWeave’s valuation as attractive, with reiterated margin expansion supporting top-pick status and a higher DCF target.

[Hardik Shah @AIStockSavvy]

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $CRWV CoreWeave Enters India, Expanding AI Cloud Platform With AdaniConneX

https://t.co/YCs7WphI7l

[Team LAMBO @TehLamboX]

🚨 $AVGO got the expected move.

I told you we will move to test the 380-385 resistance when it was at 365, it did and has rejected off there since then towards 370 as well, A1 analysis.

If you missed this move, Then FOLLOW us now to get these and join free telgram as well