$CBRS IS SURGING ON $ORCL PARTNERSHIP NEWS! 🚀🤝 Cerebras is bringing its AI inference technology to Oracle Cloud Infrastructure! • Brings Cerebras AI inference to Oracle Cloud Infrastructure (OCI) • Expands access to enterprise customers and developers • Enables high-speed inference for advanced AI agents • Creates a new channel for commercial AI adoption • Expected availability in 2027 Could this partnership spark a major turnaround for $CBRS? 👀

$NBIS & $CRWV ARE SURGING! 🚀 Elon Musk marked the bottom. Compute demand has never been stronger. Please don’t be a bull trap. Please don’t be a bull trap. Please don’t be a bull trap. 😭

THE AI GROWTH SUPERCYCLE STACK! 🚀 AI SEMICONDUCTORS $CBRS — $887.1M - $7.54B (+750%) AI COMPUTE $NBIS — $3B → $22.9B (+663%) SPACE & ORBITAL AI $SPCX — $48.8B → $330.3B (+577%) PHOTONICS $AAOI — $1B → $4B (+300%) POWER GENERATION $BE — $4.5B → $10.3B (+129%) AI SOFTWARE $PLTR — $8.2B → $17.8B (+117%) AI CONNECTIVITY $CRDO — $2.5B → $5.1B (+104%) PHYSICAL AI & ROBOTICS $OUST — $221.52M → $405M (+83%) POWER DISTRIBUTION EQUIPMENT $FPS — $2.5B → $4.5B (+80%) MEMORY & STORAGE $STX — $19.1B → $31.5B (+65%) Projected Revenue Growth: 2026 → 2028 10 Stocks. 10 Sectors. One MASSIVE AI Supercycle. Would you own this portfolio? 👀

$SOFI HOLDERS ARE IN PURE BLISS TODAY! 🤩 THE BEARS ARE SILENT. SoFi delivered a HUGE Q3 DOUBLE BEAT and MASSIVELY raised FY2026 and FY2027 guidance despite a challenging rate environment! FY2026 Guidance: • Revenue: $5.04B vs. $4.87B expected 🟢 • EPS: $0.61 vs. $0.59 expected 🟢 FY2027 Guidance: • Revenue: $6.4B vs. $5.9B expected 🟢 • EPS: $0.90 vs. $0.82 expected 🟢 $20 is looking closer than ever… $SOFI holders stand ⬆️ It’s our day.

THE 5 BIGGEST SECULAR GROWTH TRENDS OF THE NEXT DECADE! 🚀 1. SEMICONDUCTORS & AI HARDWARE • AI growth is driving surging demand for chips, memory, storage, and networking. Top Stocks: $NVDA $MRVL $MU $AVGO $LITE 2. POWER GENERATION & INFRASTRUCTURE • AI data centers, electrification, and reshoring drive power and grid expansion. Top Stocks: $VST $CEG $GEV $BE $FPS 3. SPACE EXPLORATION & ECONOMY • Falling launch costs and rising demand for satellites, connectivity, and defense. Top Stocks: $SPCX $RKLB $ASTS $LUNR $VOYG 4. CYBERSECURITY • Rising cyber threats and AI adoption are accelerating demand for digital security. Top Stocks: $CRWD $PANW $OKTA $NET $RBRK 5. AI CLOUD COMPUTING • Surging AI training and inference demand is driving massive cloud expansion. Top Stocks: $MSFT $AMZN $ORCL $CRWV $NBIS These are the secular trends I believe will create some of the BIGGEST investment opportunities of the next decade. Position accordingly. 👀

$GOOG IS IN ITS LARGEST DRAWDOWN OF THE PAST YEAR! • Down over 20% from ATHs 🐻 • Daily RSI officially OVERSOLD (<30) • Forward P/E down to ~23x • Earnings October 28th! Keep your eyes on $GOOG 👀

$DASH is reportedly close to acquiring $CART and gets NUKED! Meanwhile, $UBER dropped ~4% on the SAME acquisition speculation and has STILL yet to recover, despite having walked away from talks. $UBER has the REAL alpha right now… 👀