Investor/Options Trader Opinions only.... Not financial advice.
Joined November 2025
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NWS retweeted
Eleven stocks across three megatrends hit new highs today. Here is the scoreboard.
Consumer strength:
SharkNinja $SN, new high.
Airbnb $ABNB, new high.
Best Buy $BBY, new high.
Arhaus $ARHS, the home furnishings retailer, new high.
Clarus $CLAR, the outdoor gear maker, new high.
Apple Hospitality $APLE, the hotel REIT, new high. One more bullish read on the economy.
Made in America:
Xometry $XMTR hit a new one-year high. We flagged it as a reshoring winner earlier.
Boomer health care:
Generic drug giant Viatris $VTRS, new high.
Outpatient surgery operator Surgery Partners $SGRY, new high.
Biotech:
Xencor $XNCR and Delcath Systems $DCTH both hit new highs. Both trace back to the long biotech call we made last November, and both have been big winners.
The common thread: five consumer names making new highs on the same day lines up with everything the card networks, retailers, and cruise lines have been telling us.
The health care names fit a slower, steadier story. An aging population needs more generic drugs and more outpatient procedures every year, regardless of the economic cycle.
The market is rewarding companies tied to real spending, aging demographics, and domestic manufacturing.
Bookmark this for your watchlist.
NWS retweeted
The Data Center Buildout Is Not Dead
The Senate’s 73-25 vote to advance the Bipartisan American Affordability and Jobs Act undercuts the claim that rapid data center expansion is politically finished.
With White House support and President Trump publicly backing the measure as a way to unleash energy production and protect ratepayers, the bill both raises costs for operators and clears the largest practical obstacle to new capacity: the inability to build power and transmission on a workable timeline.
Under the legislation, large loads of roughly 20 megawatts or more must cover the full incremental cost of the generation, transmission, and distribution upgrades built to serve them. Ratepayers are shielded from cost shifting, and states gain additional tools to impose collateral or other requirements. Modeling suggests this could meaningfully increase the retail power price faced by data centers and add roughly 10 percent to the annualized cost of a gigawatt-scale facility. Those numbers are real, and some marginal projects will be repriced or delayed.
They are not fatal. The same bill shortens federal environmental reviews, limits the window for legal challenges, strengthens project certainty, and expands federal transmission siting authority after a defined state review period. The binding constraint on data center growth has not been the willingness of capital to fund servers; it has been the multi-year wait for reliable power. Faster permitting of generation and transmission addresses that bottleneck directly.
Higher power costs and clearer cost allocation will push some developers toward co-located generation or more selective site selection. That is an adjustment, not a shutdown. The combination of ratepayer protections, accelerated infrastructure deployment, and explicit Trump administration support is more likely to sustain the buildout than to end it. The political signal is that Washington is prepared to let the projects proceed, provided the incremental costs fall on the operators rather than on everyone else.
NWS retweeted
A lot of people are asking about $NVDA and if this is area is a buy.
As long as NVIDIA remains the top semiconductor name in its industry, it is ALWAYS a buy. Build slowly, take your time.
Rain or shine. No need to overcomplicate and worry about day-to-day noise.
The only time I'd be concerned would be if $NVDA fundamentally starts losing to its competitors like $AMD, $INTC, $AVGO, $HUAWEI, and $CBRS.
Until then, any large dip is an opportunity to buy for your long-term portfolio.
NWS retweeted
Investors who are rich today made great decisions 10 years ago and then held long enough for them to pay off.
NWS retweeted
$AVGO is one of the strongest companies and best setups in the market right now.
It’s trading at a steep discount with some of the strongest financials we’ve seen in a while.
In this video, I break down my bullish thesis and share my price targets.
NWS retweeted
FUTURUM'S FOUR LAYERS OF AGENTIC AI ECONOMY
APPLICATIONS & AGENTS LAYER
• $META scaling consumer agents through Muse & specialized models
• $AXON putting AI on officers cameras with AI ARR now above $100M
• $GOOGL bringing Gemini agents across Search, Android & Workspace
• $MSFT distributing Copilot agents across world's largest enterprise customer base
• $APP using next-gen AI models to price & target ads across gaming & e-commerce
• $SHOP plugging merchants into every major shopping agent as AI-driven orders grow 3x
• $PLTR giving AI agents operating context to act on real enterprise data through its ontology
INFERENCE PLATFORMS & CLOUD LAYER
• $IREN owning land, power & data centers under its AI cloud
• $MSFT $AMZN $GOOGL $ORCL running largest AI clouds in world
• $NBIS building vertically integrated AI cloud with zero Texas exposure
• $CRWV providing specialized GPU cloud capacity for hyperscalers & labs
• $NET running agents on isolates instead of containers as "the first agentic cloud"
• $DOCN offering a simpler cloud for developers as AI agents start choosing infrastructure
COMPUTE, NETWORKING, MEMORY & TIMING LAYER
• $MU $SKHY supplying memory every AI system is short on
• $CBRS delivering speed for inference with wafer-scale chips
• $AVGO supplying Ethernet & custom AI chips for hyperscalers
• $AEHR testing expensive chips before they go into production
• $CRDO adding high-speed links as AI systems spread across more chips
• $NVDA supplying accelerators, networking & software for AI infrastructure
• $SITM keeping every chip, switch & optical link in sync with precision timing
• $ARM collecting royalties on nearly every CPU challenging x86 in data center
• $AMD powering agents with EPYC CPUs & Helios racks alongside Instinct GPUs
• $ALAB connecting accelerators with content per chip roughly doubling each generation
• $MRVL supplying custom AI chips & optical DSPs with its pending $LITE deal adding in-house lasers
POWER, COOLING & PHYSICAL INFRASTRUCTURE LAYER
• $GEV building gas turbines for self-powered campuses
• $CEG $VST pairing data centers directly with nuclear power
• $NVTS bringing GaN power chips into 800V AI data centers
• $FPS supplying electrical gear that every power scenario needs
• $BE generating on-site power for data centers that can't wait for grid
• $VRT cooling & powering racks that get hotter & denser every generation
• $ON converting power efficiently as data centers move to 800V architectures
NWS retweeted
The Dividend Aristocrats ETF $NOBL is less than 2% from its all-time closing high, in a week when much of the market swung hard in both directions.
That's what quality looks like under pressure.
$NOBL owns only the Dividend Aristocrats, S&P 500 companies that have raised their dividends for at least 25 consecutive years.
Some have done it for 40 or 50 years straight. For context, a Dividend Achiever needs just 10 consecutive years of raises.
The roster reads like a who's who of durable American business: Johnson & Johnson $JNJ, PepsiCo $PEP, 3M $MMM, Walmart $WMT, Procter & Gamble $PG, Coca-Cola $KO, Chevron $CVX and ExxonMobil $XOM.
These companies paid and raised their dividends through recessions, bear markets and a global pandemic.
A company doesn't build a 25-year streak by accident. It takes pricing power, steady cash flow and management teams that treat the dividend as a promise.
There are plenty of ways to win in this market. High-growth tech, cyclical natural resource stocks, index funds and real estate all have their place.
But when headlines get loud, the steady compounders tend to be the ones still standing near their highs.
How much of your portfolio sits in 25-year dividend raisers like $JNJ, $PG and $KO?
NWS retweeted
An alert:
@JensenHuang is human. And he is an incredible human. Even incredible humans make mistakes.
He takes full responsibility as he should.
We should all support him and his family.
Onward.
Nvidia CEO Jensen Huang's email to Nvidia employees:
To my colleagues at NVIDIA,
I owe my family and all of you an apology.
I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.
Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it.
To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust.
To my colleagues at NVIDIA, including those I have worked alongside for decades, and to our board, partners, and shareholders around the world: you deserve better from me. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence.
Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American.
My family bears no responsibility for my choices. I do. Please give them privacy.
Jensen
NWS retweeted
Micron $MU closed Friday at $690.00, up 5%. Traders reportedly bought large blocks of January 2027 $600 call options during the session.
That strike sits about 13% below the current price. Buyers there are paying for upside over the next 14 months, with some room for the stock to slip first.
The fundamental case they are leaning on: SK Hynix said on its October call that its DRAM and HBM supply is effectively sold out through 2029.
Memory makers are pricing a multiyear shortage, while the stocks just priced a panic. It's still a massive chokepoint.
TradeSmith's Quantum Score gives Micron a fundamental score of 94 out of 100. The earnings engine is still running hot.
The stock remains about 45% below its 52-week high of $1,255. That gap is the whole debate in one number: sold-out supply on one side, fear of an AI spending pause on the other.
Would you bet on memory through January 2027?
NWS retweeted
BREAKING: Iran threatens to “rain down hell” on the U.S. if the White House rejects Tehran's latest proposal.
NWS retweeted
Democrats are already talking about impeaching Secretary Kennedy.
Realize that this is all tied to the corporate and special interest money in Washington.
Both parties are bought and paid for by corporate and special interests (especially the pharmaceutical industry).
@SecKennedy poses a threat to that and has been a disruptor to a multi-billion dollar industry.
NWS retweeted
How about a list of the sponsors who remain sponsors who, by doing so, make clear that they support this hateful and threatening rhetoric?
UPDATE: 19 COMPANIES NOW REPORTED AS HAVING ENDED OR RULED OUT SPONSORSHIPS WITH JENNIFER WELCH’S “I’VE HAD IT” PODCAST!
The fallout continues for left-wing podcaster Jennifer Welch and her co-host Angie Sullivan after they laughed at a social media post about digging up Charlie Kirk and shooting him again.
During their November 5 episode, the two laughed at the disgusting remark referencing the assassination of Charlie Kirk. The backlash was immediate, and advertisers began distancing themselves from the podcast.
Now, 19 companies have been identified as no longer sponsoring or advertising with the podcast, or as having ruled out future partnerships.
Here is the updated list:
1. Cash App - Confirmed it no longer sponsors the podcast and condemned violence.
2. Chewy - Confirmed it no longer sponsors or supports the show.
3. Boll & Branch - Confirmed it does not currently advertise with the podcast and will not in the future.
4. Lola Blankets - Confirmed it no longer works with the podcast.
5. Zenni Optical - Canceled advertising.
6. NOBL Travel - Reportedly ended its advertising deal.
7. Ridge Wallet - Confirmed it is no longer a sponsor and will not work with the show going forward.
8. Honeylove - Reportedly ended its advertising partnership.
9. Ethos - Reportedly ended its advertising relationship.
10. BetterHelp - Confirmed its last placement was months ago and that it was already no longer sponsoring the podcast.
11. PAKA - Reportedly ended its sponsorship.
12. Primal Queen - Reportedly confirmed it will not move forward with future sponsorships.
13. iRestore - Reportedly ended the relationship through its advertising agency.
14. Monarch - Confirmed its advertising relationship ended in September 2026, before this controversy.
15. Jones Road Beauty - Listed as no longer sponsoring the podcast in the updated advertiser tracker.
16. Casper - Reported to have cut ties.
17. Nutrafol - Marked as no longer sponsoring on the tracked list.
18. Ember Mugs - Marked as no longer sponsoring on the tracked list.
19. Ladder - Marked as no longer sponsoring on the tracked list.
NWS retweeted
Let me get this straight.
Bezos cheated on his wife and $AMZN has added $2 trillion to its market cap since.
Bill Gates cheated on his wife and $MSFT has added $2 trillion to its market cap since.
Jensen Huang just cheated on his wife.
You know what happens next for $NVDA
🤝 Paid partnership
BREAKING: Nvidia CEO Jensen Huang admits to an extramarital relationship with a Chinese spy
75% chance he's out as $NVDA CEO before 2028
Readers added context they thought people might want to know
Huang admitted to an extramarital affair in a memo to Nvidia staff but did not say it was with a Chinese spy. Reports of her suspected spying come from US intelligence; the company board launched a separate investigation.
nvidianews.nvidia.com/news/statement… theverge.com/ai-artificial-… techcrunch.com/2026/11/08/nvi…