To The Moon

$T-Mobile US(TMUS)$ When CPI prints run hot and rate fears flare, capital looks for shelter. That's why T-Mobile works as an institutional safety trade heading into its Oct 28 earnings. The revenue base is inelastic. High inflation pushes consumers to cut discretionary spending, but almost nobody cancels their cell phone. More than 100M postpaid subscribers generate recurring monthly payments with sub-1% churn. It functions like an essential utility. Cash generation is another layer. While speculative tech gets hit by multiple compression when rates stay high, T-Mobile generates roughly $16B in annual free cash flow. Top-line revenue turns into hard liquidity, insulated from macro credit squeezes. Capital return is active too. With a strong c

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ So when everyone is trying to short, it tends to go higher instead. Isn't this actually a good setup for more upside?

$SPDR S&P 500 ETF Trust(SPY)$ 782 Monday. Pullback to 775, then it should be setting up for new highs. This pattern looks fairly predictable to me, and I have been right about these moves around 90% of the time.

$Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Ternus' restructuring efforts are meant to make Apple run leaner and hotter, and more capital efficient as well. They need to protect those margins. Good luck to them.

$Invesco QQQ(QQQ)$  Probably not a good idea to short here. $ProShares UltraPro QQQ(TQQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$SPDR S&P 500 ETF Trust(SPY)$ Well, today was an interesting one. Looking for a solid bull session next. Open around 780-782. Maybe it just hangs there all day, or pushes up to 785.

$Boeing(BA)$ Talk is cheap, the fair value gap has been filled. I'm looking at 195-200 by the end of the week. The 2-500% move could play out over the next 2 days for $SPDR S&P 500 ETF Trust(SPY)$  and QQQ.

$SPDR S&P 500 ETF Trust(SPY)$ The bears already lost. Not sure why they keep talking. Their catalysts have been useless. The FED minutes will be a nothing burger, and it might actually help the bulls more with no rising rates for October.

$SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Invesco QQQ(QQQ)$ The Nasdaq 100 is up around 4,000 points since the rate hike. That's something.

$SPDR S&P 500 ETF Trust(SPY)$  LOL looks determined to push toward $780 this week. Could pull back to the 60s too, but that's just how it goes. Trade what the market gives you.