
Making the best investment strategies available $2B invested so far Best known for launching @PelosiTracker
Joined August 2020
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Everything you missed in the stock market on October 28th:
1. Fed held rates steady at 3.75%-4%
2. $WEN soared 15.15% after Nelson Peltz's Trian offered to buy it for $7.35 a share
3. $MU jumped 5.87%, $AMD climbed 3.25%, and $AVGO rose 2.77% as the chip rally extended
4. $NBIS surged 6.96%, $CRWV gained 7.32%, and $IREN climbed 5.10% on AI infrastructure demand
5. $NVDA slipped 1.18% and $META fell 1.24% while $GOOGL added 1.34%
6. BlackRock published its Fall 2026 Hedge Fund Outlook, calling hedge funds closer to the core of portfolios
7. $MSTR climbed 2.66% and $COIN added 0.76% as crypto names tracked a steadier bitcoin
8. The 10-year yield rose to 5.05%, up from 4.99%, as traders priced in a possible December hike
9. WTI crude jumped 2.63% to $102.53 after Houthi militants struck Saudi Arabia's largest oil refinery
10. $RXO sank 5.09% after buyer C.H. Robinson's weaker earnings dragged on the stock-and-cash deal
11. The S&P 500 rose 0.28%, the Dow climbed 0.19%, and the Nasdaq gained 0.27%
And that's just ONE trading day
Breaking: SK Hynix is surging today after saying its memory chips are sold out through 2029
$SKHY added ~$94,600,000,000 in market cap today
Breaking: President Trump’s tariffs sent US steel prices to highest level since 2022
5 stocks worth watching:
• Nucor $NUE
*North America’s largest steel maker, making ~25% of all raw steel in the US
• Cleveland-Cliffs $CLF
*Largest flat-rolled steel producer in North America
• Steel Dynamics $STLD
*Makes steel sheets at mills in Indiana, Mississippi, and Texas
• Commercial Metals $CMC
*Makes rebar and steel products used in construction across the US
• Reliance $RS
*Largest metals service center in North America, selling steel and other metals
Breaking: The angel investor behind Uber, Robinhood, and Calm just made 3 new trades
@Jason put:
• Tesla $TSLA 3,000 shares @ $357 = $1,071,000, now up 10.1%
• Uber $UBER 15,000 shares @ $65 = $975,000, now up 1.8%
• Netflix $NFLX 3,000 shares @ $63 = $189,000, now up 1.2%
His 12-month targets: $500 TSLA, $120 UBER, $90 NFLX
Everything you missed in the stock market on October 26th:
1. Stocks climbed after Anthropic filed for an IPO, pushing the Nasdaq to a one-month high
2. $TSLA jumped 5.21% after Barclays upgraded it to Overweight with a $450 price target
3. $ARM surged 6.19% on dip buying as AI workloads shift from training to inference
4. $CRWV sank 9.70% after Morgan Stanley cut its price target to $70 from $99
5. $NVDA, $AMD, and $AVGO all gained more than 2% on Anthropic IPO
6. BlackRock cut its US equity allocation to neutral while JPMorgan and Morgan Stanley stayed constructive
7. $RDDT fell 4% as traders de-risked ahead of Thursday's earnings and slower growth guidance
8. $CRCL dropped 7% after Mizuho cut its price target to $43 on AI agent risk to USDC
9. $MSTR fell 4.24% and $BMNR dropped 6.47% even as Bitcoin held near $79,800
10. The 10-year Treasury yield held near 4.99% ahead of Wednesday's Fed decision
11. WTI slipped 1.54% to $101.68 and Brent fell 5.27% to $110.57 on Iran de-escalation hopes
12. The S&P 500 rose 0.70%, the Dow climbed 0.29%, and the Nasdaq gained 0.82%
And that's just ONE trading day
Breaking: The investor who turned $20K into $80M bought the dip on Bloom Energy
$BE is down -40% from its June high
@ChrisCamillo also added to Amazon $AMZN
Breaking: President Trump just signed an executive order to make home loans cheaper
Lenders can lower your mortgage insurance automatically once you build enough equity
4 stocks worth watching:
• Rocket Companies $RKT
*One of the biggest mortgage lenders in the country
• UWM Holdings $UWMC
*The biggest wholesale mortgage lender in the US
• PulteGroup $PHM
*Sells homes mostly to buyers using mortgages
• D.R. Horton $DHI
*One of the major homebuilders in the U.S
Breaking: Anthropic, creator of Claude, just filed to go public on the Nasdaq under $ANT
6 stocks that invested in Anthropic early:
• SK Telecom $SKM: Up 1,198% on its stake
• Zoom $ZM: Up 789% on its stake
• Salesforce $CRM: Stake now worth ~$5.1B
• Amazon $AMZN: Owns up to 12%
• Alphabet $GOOGL: Owns up to 15%
• Microsoft $MSFT: Invested in 2025
































