HobbyGuy

Retired Entrepreneur, Jack of All Trades, Master Of The One. A Grey Man, I Get In, Get Out & Live. Living Proof That An Old Dog Can Learn New Tricks.

[CHART 📈 VISION_NYC👀💡⚡️🗽 @ChartVisionNYC]

Old Notes 📝 Market Maker Primer Course.

https://t.co/lerCyGPMXL

[DexterLab @TraderDext3r]

STDV TIP 🧪

The size of the Turtle Soup = the measurement for the expansion.

The expansion should be 2x or 4x the Turtle Soup.

Measure the sweep → project the move → execute.

[HobbyGuy @thehobbyguy2]

@KylitoCapital @blondecapitalvc Wonder if it has anything to do with this?

[silky @tradersilky]

I rarely give out trading sauce lately or even mention concepts, do educationals etc. because I genuinely don't see a point if you're fucked in the head and things are not firing as they should

I'd just be selling you a dream like a freak and blindly leading you

Fix YOU first

[Daily Chartbook @dailychartbook]

Despite it's +12% gain, the S&P 500 has gotten 6% cheaper this year.

via @DualityResearch

[HobbyGuy @thehobbyguy2]

@bradledoo @Ray_Radwan

[Kirk Lubimov @KirkLubimov]

Excellent news!

Donald Trump approved a pipeline that will take oil from Alberta, Canada to the US.

It will increase Canada's exports to the US by 12%.

It's all pretty much approved on the Canadian side as it will use some of the Keystone XL pipe.

It's a joint venture between South Bow and Bridger Pipeline.

No carbon capture nonsense, no one cares about carbon tax. Just a handshake, and let's get building.

[Derek Quick @derekquick1]

The uranium & Nuclear energy squeeze is coming.

[Shay Boloor @StockSavvyShay]

THE 7 LAYERS OF PHOTONICS

1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG

2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX

3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC

4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC

5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN

6. Optics (module layer)
$AAOI, $POET, $GLW

7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN

[Shay Boloor @StockSavvyShay]

ACTIVE GROWTH PORTFOLIO WATCHLIST

1. $PL | Planet Labs
2. $OKLO | Oklo
3. $LMND | Lemonade
4. $OUST | Ouster
5. $FSLY | Fastly
6. $HROW | Harrow
7. $CRML | Critical Metals
8. $JOBY | Joby Aviation
9. $ACHR | Archer Aviation
10. $LEU | Centrus Energy

[Shay Boloor @StockSavvyShay]

KEY FIB LEVELS FOR POPULAR GROWTH STOCKS

Space
• $RKLB -- $69
• $ASTS -- $63
• $PL -- $27
• $BKSY -- $29

Photonics
• $AAOI -- $112
• $LITE -- $615
• $COHR -- $249
• $AEHR -- $66

Drones
• $ONDS -- $10
• $UMAC -- $12
• $AVAV -- $170
• $KTOS -- $50

Nuclear
• $OKLO -- $69
• $UUUU -- $20
• $GEV -- $867
• $LEU -- $183

CPU Bottleneck
• $AMD -- $253
• $INTC -- $60
• $ARM -- $185
• $AMKR-- $55

AI Utility
• $IREN -- $43
• $NBIS -- $113
• $CIFR -- $17
• $CRWV -- $96

AI Power
• $VST -- $140
• $BE -- $118
• $NVTS -- $257
• $VRT -- $192

AI Hardware
• $NVDA -- $71
• $TSM -- $314
• $ASML -- $1,205
• $MU -- $341

AI Applications
• $PLTR -- $138
• $SNOW -- $134
• $CRWD -- $433
• $ZETA -- $17

AI Inference
• $AVGO -- $336
• $ALAB -- $186
• $CRDO -- $148
• $MRVL -- $126

Agentic AI
• $NET -- $205
• $DOCN -- $71
• $FSLY -- $17
• $PATH -- $10

Physical AI
• $TSLA -- $351
• $AMZN -- $232
• $GOOGL -- $272
• $ISRG -- $466

[Shay Boloor @StockSavvyShay]

SPACEX ECOSYSTEM CHEAT SHEET

A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy:

Launch & Space Infrastructure
• $RKLB builds launch vehicles, spacecraft systems and orbital infra with a ~$1.9B backlog, 87 missions completed, Mynaric bringing laser comms in-house and FY2026 guidance of ~$885M making it the most complete vertically integrated small launch platform outside of SpaceX.
• $FLY completed the first successful commercial Moon landing, grew FY2025 revenue 163% to ~$160M, is guiding to ~$440M in FY2026 revenue and has a ~$1.4B backlog while $NVDA & SciTec’s lunar AI module partnership expands the story beyond launch into space data and AI infrastructure.

Direct-to-Device & Communications
• $TMUS is partnering with SpaceX on D2C through Starlink while $T & $VZ are backing AST as the competitive alternative.
• $QCOM enables satellite-to-device connectivity through modem & RF integration across both the Starlink-T-Mobile and AST carrier ecosystems.
• $ASTS is building broadband directly to unmodified smartphones with FCC clearance for 223 additional satellites, 45+ MNO agreements, $1B+ in contracted revenue, $65M in $VZ prepayments & BlueBird 8–10 ready to ship within 30 days.

Partners & Commercial Integration
• $SATS provides spectrum access & satellite communications infrastructure through assets tied to SpaceX’s spectrum push.
• $PL delivers geospatial intelligence with launches tied to SpaceX while defense & intelligence growth across NATO, NRO, NASA & the Missile Defense Agency validates Planet as a serious defense intelligence asset.
• $AMZN is shifting from competitor to partner across satellite and cloud layers through Amazon Leo, Globalstar assets & massive AWS AI infrastructure commitments with the broader SpaceX/xAI ecosystem running on the same generation of compute demand.

[HobbyGuy @thehobbyguy2]

#NewProfilePic

[Edwin 🎯 @AlterEgoTrader]

When you align your analysis with the most likely Draw on Liquidity, everything becomes easier, all you have to do is find your entry on a lower timeframe chart and manage risk properly.

The HTF levels will serve you for the coming days and weeks.