$MU is my highest-conviction name going into 2026
Delivered the biggest earnings beat in semis history outside $NVDA — EPS, revenue & guidance annihilated expectations as AI memory shortages tighten
Morgan Stanley $350 PT, Rosenblatt $500 PT — the Street sees massive upside
Memory is the bottleneck for AI & cloud growth — $MU controls the choke point for the tech powering the next decade
Even after this rally, forward EPS < $10 — AI-driven memory demand could still fuel huge upside
What’s your #1 pick for 2026?
$MSFT Near the 200MA on the weekly timeframe
MSFT hasn't had a weekly close below in over a decade
The green lines are just a MA envelope with a +/- 2% buffer
Very interested to see how price reacts around this area
$PLTR I have used the 34 Weekly EMA as my gauge on PLTR on this run up and it has proven its reliability
I've seen people bear post on twitter the entire run up and be proven wrong time and time again
But now that we have had multiple weekly closes below, I don't think that it is unreasonable to expect a larger pull back
I don't like to bear post but I try my best to have no bias and just read the chart how I see it
Time will tell if I join all the others who were wrong about PLTR 😂
I made a trade back in may based on this thesis, only buying after we had the bullish engulfing candle off of the moving average ( green circle ) and sold at the 1.618 fib extension; which in hindsight may have been a little conservative as we went a bit higher but still was a good trade
Now that we have Weekly closes below the moving average, I would only be interested in puts with a small position (no position yet currently)
The chart tells a story. Usually best to ignore the noise and trust the technicals.
I agree many people are blinded by emotion in this market
Made a post just last week on why I think pltr is due for a larger pullback and I’ve been bullish on pltr for quite some time
We take what the market gives us and react accordingly 👍
$ASX Very strong move after that breakout
34 EMA dip buys have worked beautifully on this trend up since $10 impulse
34 EMA is a very slept on metric imo; often provides great hidden dynamic support
$ONDS I've been pretty happy with my calls on this one
Next key area i'm looking at is at the A-VWAP, which we are very close to. Price reacted well off this metric previously.
Price has pulled back sharply so it's important to watch how price reacts here first.
If the overall market keeps dumping we could blow right through this level which is why we need confirmation 1st
Will post an update sometime next week
$ONDS got the push up to the MM ✅
Now seeing consecutive long top wicks (blue circle)
Usually this means sellers are starting to step in and a pullback is likely
However, IF we do get a push higher towards $16 now, there's a better chance that it squeezes the price much higher above the 1.618 extension
Will be watching closely to see how price reacts at this area 👀
$SILVER $SLV Currently testing 12ema which has held strong since November
This is the spot where you want to see buyers step in
If we lose the 12ema it is very likely we will test the 50ema (red line)
$SILVER $SLV Currently testing 12ema which has held strong since November
This is the spot where you want to see buyers step in
If we lose the 12ema it is very likely we will test the 50ema (red line)