36 days til November Midterms. I think we see Iran tensions ease til then. Meaning 10 year treasury yields and Crude Oil should both fall in unison.
I think we see a nice ramp up in October for all of the major Indices.
$QQQ $SPY
Mark my words, we're going to end the Iran war soon and switch fronts over to Cuba. And tbh I'm fine with that. Anything to end this BS war with Iran.
Sorry to the Cubans out there ππ
@SigCharts 2027 will be the end of Tradingview. Some nerd with an AI bot will be able to give us 90% of what Tradingview does for a fraction of the cost.
The Gold trade might be the hardest trade to understand π
Inflation down? War over? Dollar weakness? Safe haven flows? Rates?
What actually moves this damn thing πππ
$IREN long thesis:
β’ $4B contracted AI Cloud ARR for 2026
β’ $1B ARR already operating
β’ 5+ GW global data center pipeline
β’ Recent contracts >$20M revenue per MW
β’ AI Cloud revenue grew ~8x in FY26
AI compute demand is exploding. $IREN already has the power, land + customers.
$SPCX long thesis:
β’ Starlink keeps scaling globally
β’ $47.5B backlog already secured
β’ AI compute could approach 10 GW by 2027
β’ Grok + X create another major growth engine
β’ Starship unlocks satellites, launches & orbital AI infrastructure
β’ AI compute targeting ~10 GW by 2027
$AMZN long thesis:
β’ AWS wins from AI compute demand
β’ Trainium reduces reliance on Nvidia
β’ AI/robotics can expand retail margins
β’ Advertising keeps scaling
β’ Anthropic gives Amazon another AI growth engine
Multiple ways to win from the AI boom.