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Options Trader & Growth Investor Advanced Market Research (Not Financial Advice)

Miami, FL
Joined August 2021
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How it feels chasing growth stocks that are up +80% YTD
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Illumina $ILMN launched BioInsight, integrating genomic analysis, AI models & curated biological datasets. Its SpliceAI2 model identified 17% more disease relevant splice variants than other splicing models in rare disease research datasets.
New S&P 500 Additions: - Bloom Energy $BE - Everpure $P - Illumina $ILMN
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General Dynamics $GD delivered 40 Gulfstream aircraft in Q3 2026. 40 Gulfstream's generated $3.54B in Aerospace revenue. Aircraft orders rose over 30% YTD, they're targeting 200 annual Gulfstream deliveries by 2030.
General Dynamics $GD latest $1.3B ENOCS contract will support new federal government enterprise IT environments. GDIT will stand up operations centers, provisioning technology, supporting personnel & delivering on site services, alongside network modernization & cybersecurity.
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Trump once the stock market is closed for the weekend and headlines won’t hurt the market
JUST IN: Trump cancels in-person rallies for Sens. Marshall and Hinson, switches to tele-rallies before midterms
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Microsoft’s backlog has flatlined, Google is about to eat their lead Google’s backlog has grown 6x to $561B, This sliced Microsoft’s lead from 3.4x to only 1.2x, AWS is only $578B behind $MSFT $GOOGL $AMZN
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AI Spending has gone from $79B to $420B within a single year The industry won’t break even until 2033 The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC $NVDA $AMZN $GOOGL $MSFT $CRWV
Cloud Capex next year is expected to outpace the last 6 years at $1.5T Neoclouds are now projected to outspend Amazon and become the largest slice of the stack $AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV
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Data center stocks had a brutal session today🔴🔴🔴🔴🔴🔴🔴🔴 Nebius $NBIS -10.40%🔴 Iren Limited $IREN -8.76%🔴 Cipher Digital $CIFR -10.06%🔴 Terawulf $WULF -8.08%🔴 Galaxy Digital $GLXY -11.75%🔴 Coreweave $CRWV -9.55%🔴 Hut 8 $HUT -10.60%🔴 Applied Digital $APLD -8.22%🔴
The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴 Nvidia $NVDA -3.16%🔴 Amazon $AMZN -4.60%🔴 Apple $AAPL -0.70%🔴 Microsoft $MSFT -1.53%🔴 Tesla $TSLA -3.56%🔴 Meta $META -1.57%🔴 Google $GOOGL -1.62%🔴
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Cloud Capex next year is expected to outpace the last 6 years at $1.5T Neoclouds are now projected to outspend Amazon and become the largest slice of the stack $AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV
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Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for $IREN: 5.8GW planned, 540MW contracted $CIFR: 4.03GW planned, 700MW contracted $HUT: 3.97GW planned, 1.33GW contracted $WULF: 3.63GW planned, 1GW contracted $MARA: 2.75GW planned, 0 contracted $CORZ: 2.55GW planned, 1.5GW contracted $RIOT: 2GW planned, 318MW contracted $CLSK: 1.83GW planned, 250MW contracted $GLXY: 1.7GW planned, 800MW contracted $BITF: 771MW planned, 0 contracted
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Jim Cramer has said “ losing money buys $IREN & $NBIS”
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How the weekend feels after watching thousands of dollars leave your portfolio
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The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴 Nvidia $NVDA -3.16%🔴 Amazon $AMZN -4.60%🔴 Apple $AAPL -0.70%🔴 Microsoft $MSFT -1.53%🔴 Tesla $TSLA -3.56%🔴 Meta $META -1.57%🔴 Google $GOOGL -1.62%🔴
Here’s how the magnificent seven has opened trading today🔴🔴🟢🟢🟢🟢🔴 Nvidia $NVDA -0.36%🔴 Amazon $AMZN -3.02%🔴 Apple $AAPL +1.35%🟢 Microsoft $MSFT +1.54%🟢 Tesla $TSLA +0.48%🟢 Meta $META +1.33%🟢 Google $GOOGL -11.51%🔴
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L3Harris $LHX reported Q3 Space & Mission Systems revenue of $3.1B, up 10% YoY. Backlog reached $22.3B, supported by missile warning & tracking programs, classified space contracts & higher F-35 volumes.
5th Generation Fighters Deployed Towards Iran, 👀 Keep an eye out for news, it appears very likely we could see a massive development this week! Stocks to watch: $LMT $NOC $BA $KTOS $RTX $LHX $ONDS
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Alphabet $GOOG ~$128B quarterly revenue run rate. - Google Cloud grew 103% - Search revenue rose 12% - Gemini surpassed 1B monthly active users - API token processing reached ~32B tokens per minute, up 40% QoQ.
Tempus AI $TEM says its core data business could grow ~30% annually for the next 5-10 years from oncology alone💊🤖 Tempus is specifically pointing to companies like OpenAI, $SPCX, Anthropic, and $GOOG for potential hyperscaler customers.
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Starbucks $SBUX just reported earnings Revenue: $9.14B Vs $9.23B EST EPS: $0.80 Vs $0.71 EST
Starbucks $SBUX reports earnings today after close The implied move is: 4.32% The expectations are: Revenue: $9.24B EPS: $0.71 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇
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Sandisk $SNDK announces an 8 for 1 stock split The new share price will look like: $1,329.46/8=166.18
Sandisk $SNDK just reported earnings Revenue: $11.03B Vs $10.70B EST EPS: $49.51 Vs $46.41EST
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Rocket Companies $RKT just reported earnings Revenue: $2.57B Vs $2.60B EST EPS: $0.15 Vs $0.13 EST
Rocket companies $RKT reports earnings today after close The implied move is: 5.72% The expectations are: Revenue: $2.59B EPS: $0.13 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇
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Pinterest $PINS just reported earnings Revenue: $1.17B Vs $1.21B EST EPS: $0.46 Vs $0.49 EST
Pinterest $PINS reports earnings today after close The implied move is: 10.56% The expectations are: Revenue: $1.2B EPS: $0.41 Expect numbers at 4:06PM EST Here’s the Historical Earnings Data👇
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Rivian $RIVN just reported earnings Revenue: $2.15B Vs $2.00B EST EPS: -$0.63 Vs -$0.72 EST
Rivian $RIVN reports earnings today after close The implied move is: 9.36% The expectations are: Revenue: $2B EPS: -$0.74 Expect numbers at 4:01PM EST Here’s the Historical Earnings Data👇
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Reddit $RDDT just reported earnings Revenue: $894.95M Vs $874.91M EST EPS: $1.40 Vs $1.33 EST
Reddit $RDDT reports earnings today after close The implied move is: 11.02% The expectations are: Revenue: $877.2M EPS: $1.32 Expect numbers at 4:06PM EST Here’s the Historical Earnings Data👇
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Amazon $AMZN just reported earnings Revenue: $201.94B Vs $202.26B EST EPS: $1.89 Vs $1.96 EST
Amazon $AMZN reports earnings today after close The implied move is: 6.72% The expectations are: Revenue: $202.22B EPS: $1.97 Expect numbers at 4:01PM EST Here’s the Historical Earnings Data👇
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