Equity Hunter

Market analyst focused on equities, sector rotation and the bigger market picture

[Equity Hunter @MickeyTokelu]

🐳 $2.8M just went into $RKLB $75 strike LEAP calls. 🚀

That’s a serious long-dated options position.

Big money is putting fresh upside exposure on RKLB, making the $75 strike one to keep on the radar. 👀

[Equity Hunter @MickeyTokelu]

🚨 $DIS is raising streaming prices.
Disney+ ad-free: $21.49 (+13%)
Disney+ & Hulu ad-free: $21.99 (+$2)
Disney+ with ads: $12.49 (+$0.50)
Disney+ & Hulu with ads: $12.99 (unchanged)
The ad-supported bundle now costs just $0.50 more than either standalone plan.

[Equity Hunter @MickeyTokelu]

🤖 The AI cost gap is getting hard to ignore.

China-based LLMs average roughly $0.18 per 1M tokens vs. ~$4 for leading U.S. models, according to KraneShares.

That’s about a 22x difference in inference costs — a major competitive variable for AI. 📊

[Equity Hunter @MickeyTokelu]

🚨 BREAKING: Brightline, the private U.S. passenger rail operator, is reportedly preparing to file for Chapter 11 bankruptcy as soon as this week.

A major development for the U.S. private rail sector. 🚆

[Equity Hunter @MickeyTokelu]

🚨 NVIDIA-backed Firmus is reportedly targeting up to $10B to fund AI chip development.

That’s a massive capital raise for the next phase of AI infrastructure — and another sign that competition in advanced chips is accelerating. $NVDA

[Equity Hunter @MickeyTokelu]

📅 Key events for today — Sept. 23

7:00 MBA Mortgage Apps
9:45 S&P Flash PMIs
10:05 Fed’s Barr
12:00 Fed’s Goolsbee
1:00 5Y Treasury Auction
📊 Earnings:
Pre-market: $GIS $CBRL $CTAS $PAYX
After-hours: $SFIX $FUL $NEOV
Watching rates + PMIs closely. 👀

[Equity Hunter @MickeyTokelu]

📉 $GOOGL and $MSFT are seeing a sharp fade today.

Both names ripped higher on the open, but heavy profit-taking has taken over as traders lock in gains from the recent gap-up runs.

Big Tech momentum is cooling fast after a strong move. 👀

[Equity Hunter @MickeyTokelu]

🚨 $BLDR is entering a technically interesting zone.

The stock is back inside our long-term buy zone, with monthly RSI nearing oversold and price approaching the 150-month SMA.

That same SMA provided major support in March 2020. The current setup is worth watching closely. 📊

[Equity Hunter @MickeyTokelu]

🚀 $RKLB’s long-term setup is getting interesting.

Once Neutron enters service and reusable boosters scale across more launches, the company could generate roughly $1.7B in cumulative EBITDA over four years.

With a ~$2.4B backlog, the key is execution and ramp speed.

[Equity Hunter @MickeyTokelu]

Breaking: Oil drops below $91 after reports that Iran offered to reopen the Strait of Hormuz within 7 days if the US eases its blockade.

The market is quickly pricing out part of the geopolitical risk premium. 👀

[Equity Hunter @MickeyTokelu]

History check: The S&P 500 has seen six 10%+ corrections over the past decade.

That works out to roughly one every 20 months. The last started in February 2025.

We’re now at month 19. History doesn’t predict timing, but the setup is worth noting.

[Equity Hunter @MickeyTokelu]

🚨 EMBASSY DEVELOPMENTS jumps 8%.
The stock surged after securing a ₹711 crore residential tower contract with Angel One’s founder, adding fresh momentum to the name.
A notable contract-driven move in today’s session. 📈

[Equity Hunter @MickeyTokelu]

JUST IN: Nasdaq 100 is now up more than 2.5% today
A powerful move for the tech-heavy index, with risk appetite accelerating across the market.
Momentum is clearly building into the close.

[Equity Hunter @MickeyTokelu]

September stock picks:
$TEAM $NOK $CIEN — don’t chase
$CAT $790–800
$ASML $1,600–1,630
$NTAP $188–193
$ESTC $84–87
$MRNA $150–155
Patience matters. I’m watching entry levels, not chasing momentum

[Equity Hunter @MickeyTokelu]

Strong open this morning, but the plan stays the same:
Don’t chase strength.
Wait for the right entry.
Let price come to the levels that make sense.
$SPY $QQQ $NVDA
Patience is part of the edge

[Equity Hunter @MickeyTokelu]

🚨 $GOOGL: Google has been hit with a $463M GDPR fine over user location data.
Another major regulatory cost for Alphabet in Europe.
Privacy, data usage and regulatory scrutiny remain key risks for Big Tech.

[Equity Hunter @MickeyTokelu]

🚨 $60M opening weekend for Resident Evil.
The reboot just delivered the biggest opening in franchise history. 🧟🔥
Did Hollywood just revive another major horror franchise?

[Equity Hunter @MickeyTokelu]

Tokenized stocks are getting harder to ignore.
Uniswap v4 led DeFi venues in deposit growth over the past 30 days.
Token Terminal breaks it down by asset, issuer, and chain.
RWA growth is one thing. Knowing exactly where it comes from is another.
What are you watching next?

[Equity Hunter @MickeyTokelu]

If you’re under 45 and don’t have $100K invested yet, this is one stock I’d have on my watchlist.
Price: $7.50
Target: $70–$200
Time frame: 1–3 years
Would you take the risk?
Ticker 👇

[Equity Hunter @MickeyTokelu]

Let past mistakes fade away, as they cannot change today's reality. Instead, focus all your energy on small, present actions to create a warm, bright, and fulfilling future. Living is truly a grand adventure.