To The Moon

The SpaceX IPO will ignite a trillion-dollar space race. 1.𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲: $Rocket Lab USA, Inc.(RKLB)$ $Sidus Space Inc.(SIDU)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$ $Intuitive Machines(LUNR)$ $MDA Space Ltd.(MDA)$ $Voyager Technologies, Inc.(VOYG)$ $York Space Systems, Inc(YSS)$ $Virgin Galactic(SPCE)$ $Starfighters Space Inc(FJET)$ 2.𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻

Markets are hitting fresh highs with strong momentum, led by tech, as sentiment shifts toward greed. While the trend remains bullish, extended streaks and elevated positioning suggest a near-term pause could be approaching. 1. $S&P 500(.SPX)$ S&P 500 hits new all-time high 📈🥳🤑🫂 S&P 500 $SPX hits 7,000 for only the 2nd time in history 📈🥳🤑🫂 S&P 500 relative to M2 Money Supply 🚨 Dot Com Bubble vs. Now 😱👀 Over the last 35 years, April 15 has been the joint worst day of the year for the S&P 500 📉📉 2. $NASDAQ(.IXIC)$ Nasdaq on track for its 11th consecutive green day, its longest winning streak since 2021 📈📈 3. $Microsoft(MSFT)$ Microsoft $MSFT on

While people have always loved gambling, the way the industry operates has changed immensely in the last hundred years. The rise of the internet and smartphones is driving unparalleled innovation in the casino industry! Casino services suppliers such as Evolution are developing innovative casino games and Las Vegas-like game shows. Whilst online casinos are quickly becoming much larger than the established brick-and-mortar casino giants. At the same time, the trend of online casino and sportsbook legalization is continuing. More and more states in South America, Asia, Africa, and the US are implementing new regulatory frameworks. This creates an opportunity not only for the large and established players but for smaller upstarts. Gaining ground in fast-growing and quickly legalizing emergin

Themes stocks are back: 1.𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 $NioCorp Developments Ltd.(NB)$ +18.84% $United States Antimony(UAMY)$ +13.93% $Texas Mineral Resources Corp.(TMRC)$ +10.57% $The Metals Company(TMC)$ +8.16% $USA Rare Earth Inc.(USAR)$ +7.42% $Energy Fuels(UUUU)$ +6.88% 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 $D-Wave Quantum Inc.(QBTS)$ +19.56% $IONQ Inc.(IONQ)$ +19.41% $Quantum Computing Inc.(QUBT)$ +15.47% $Arqit Qu

Weight Watchers is possibly the most famous weight loss brand in the world! $WW International, Inc.(WW)$ They have been providing weight loss programs for over 60 years, peaking at a $6.7B market cap in 2018. However, since then, the company has not only lost weight for its customers, but it has lost 99% of its market cap, today trading for just barely above $100M! The first trouble started when, in the 2010s, easy-to-use weight loss and calorie-counting apps began stealing market share from WW’s flagship point-based and in-person weight loss coaching programs. Then, the GLP1 boom of the 2020s killed the company completely. There was little interest in WW’s weight loss programs if customers could just take highly effective and safe medical treatment

The "presidential basket" is waking back up for round two. Source? $Intel(INTC)$ ran 50% in the last 2 weeks... If this gov't backed theme continues to heat back up, most direct beneficiaries are: Semiconductors Drones Rare Earths More in depth: Semiconductors: $INTC (gov’t-backed funding + strategic priority) $Taiwan Semiconductor Manufacturing(TSM)$ (Arizona fab heavily subsidized by U.S. gov’t) Drones (“drone dominance” push): $Ondas Holdings Inc.(ONDS)$ ($20M border protection PO) $Red Cat Holdings Inc.(RCAT)$ (army SRR contract + exposure to $1.1B program) $Kratos Defense &

New position...adding to my core position on $Energy Fuels(UUUU)$ . Looks ready + two pieces of interesting news dropped last week. Here's the scoop. Folks have short memories on here...aka moved on from solid narratives to chase other unprofitable slop. But I never stopped watching rare earths. Ya know the theme that was all the rage 6 months ago with real $$$ deals behind it + legit tailwinds? Well, the former pentagon chief of staff just joined the realloy (another strategic rare earth firm) as the chair of its advisory board... Question then becomes...why would a senior defense supply chain official be joining a rare earth company. Well, maybe the hard 2027 deadline requiring US defense systems to eliminate all chinese-sourced inputs?! See bel

Is $Lumentum(LITE)$ experiencing an Nvidia Moment? When the AI boom really began after the release of ChatGPT, $NVIDIA(NVDA)$ saw the demand for its AI GPUs explode. From 2022 to 2026, Nvidia’s data center business grew 18x in just 4 years, to nearly $200B! As we are reaching the limits of what current technologies can achieve, Nvidia has invested billions in its suppliers to help them develop technologies critical for making AI better, faster, and cheaper. $2B went to the company we are covering today, Lumentum! Lumentum is a technology company that specializes in photonics, a field that is enabling the shift from electrical signals to light-based signals. For a long time, Lumentum was known for helpin

Momentum is rotating into a handful of high-beta leaders. $CORZ, $GEV, $NBIS, and $CRWV are all breaking out — either hitting all-time highs or reclaiming key moving averages with strong trend persistence. As these names enter momentum and price discovery phases, leveraged ETFs like $COZX, $GEVX, $NEBX, and $CWVX are attracting attention from traders seeking amplified exposure — increasing both upside potential and volatility risk. 1. $Core Scientific, Inc.(CORZ)$ VS $Tradr 2X Long CORZ Daily ETF(COZX)$ Core Scientific $CORZ breaks above resistance on an 8-day winning streak, its longest in history ✅ That is strength 🚨 How high is this headed? For magnified exposure, consider the Tradr 2X Long CORZ Daily

The market is sending mixed signals. While $SPY extends its longest winning streak in nearly a year, underlying cracks are widening across key assets. $QQQ is experiencing record capital outflows, $MSFT is breaking long-term support, and cyclical names like $CRM and $NKE are hitting multi-year lows. This growing divergence between index strength and internal weakness suggests the current rally may be fragile — and increasingly dependent on narrow leadership rather than broad participation. 1. $Salesforce.com(CRM)$ Salesforce $CRM falls to its lowest price in more than 3 years 📉📉 2. $SPDR S&P 500 ETF Trust(SPY)$ S&P 500 $SPY on track for its 8th consecutive green day, its longest winning streak since