WOW! SK Hynix ($SKHY) just said it expects the global memory chip shortage to persist THROUGH 2030! Even crazier? The company says its DRAM and high-bandwidth memory (HBM) production is effectively SOLD OUT through 2029! AI demand is absolutely exploding, and supply simply can’t keep up. This could be HUGE for the entire memory and semiconductor industry. $SKHY $MU $NVDA $SNDK

$SKHY JUST CRUSHED EARNINGS!🚨 • Revenue: $78.9 BILLION (+328% YoY) • Operating Profit: $62.8 BILLION (+632% YoY) • Operating Margin: 80% • Net Income: $30 BILLION (+216% YoY) • Revenue grew 32% QoQ! But here’s what really caught my attention… SK Hynix now has long-term agreements covering OVER 50% of its production capacity for 2027 AND 2028! Management also expects HBM4 to become its mainstream high-bandwidth memory product in Q4, with production ramping up significantly. And get this… The company is planning approximately $75.4 BILLION in shareholder returns in 2026, including dividends and share buybacks! This is another VERY encouraging sign for the broader AI trade. Companies aren’t just talking about AI anymore. They’re committing billions to infrastructure years in advance, and memory suppliers like SK Hynix are benefiting tremendously. The big question now is whether these extraordinary margins are sustainable, but fundamentally, these results are incredibly impressive. This is very bullish for the AI infrastructure story!

$HOOD IS TANKING AFTER EARNINGS!📉 Some pretty impressive numbers here, but also a few areas of concern! • Revenue: $1.42 BILLION (+12% YoY) • EPS: $0.51 (GAAP) • Net Income: $476M • Options Revenue: $399M (+31%) • Equities Revenue: $121M (+41%) • Crypto Revenue: $120M (-55%) • Prediction Markets: $173M (over 6x growth!) • Robinhood Gold: 5.2 MILLION subscribers (+34%) • Total Platform Assets: $396 BILLION (+19%) • Funded Customers: 28.7 MILLION (+7%) One of my biggest takeaways? Robinhood is becoming MUCH more than just a stock and crypto trading platform. Gold subscriptions are soaring, prediction markets are generating serious revenue, and customers continue pouring money into the platform. The biggest concern? Crypto revenue fell 55%, and operating expenses increased 16%. Overall, I still like what I’m seeing fundamentally from $HOOD. The long-term growth story remains intact, and I’m actually looking to add more shares here, particularly in the $80–$85 range if we get there. Obviously, there’s no guarantee we see those levels, especially with how volatile this stock can be, but I think that would be an attractive area to increase my exposure. I’m not looking to gamble on short-term price action. I’m looking at where this business could be over the next several years. What do you guys think? Bullish or bearish on $HOOD? 👀

$SOFI or $HOOD over the next 5 years? Which one are you picking?

🚨$SOFI Q3 EARNINGS ARE OUT! BIG NUMBERS! SoFi just delivered another record quarter, with revenue surging 44% year-over-year! Here’s the breakdown: • Revenue: $1.39B (+44% YoY) • EPS: $0.18 • Net Income: $241M • Adjusted EBITDA: $470M (+70%) • Members: 17.1M (+35%) • New Members: 1.2M added! Segment Performance: • Lending: $821M (+66% YoY) • Financial Services: $525M (+25%) • Technology Platform: $87M (-24%) Management also RAISED full-year 2026 revenue guidance to $5.04B and introduced 2027 guidance of $6.4B in revenue and $0.90 EPS! My biggest takeaway? The growth is impressive, especially in lending, while fee-based revenue now accounts for 42% of total revenue. The Technology Platform remains a weak spot, but overall, there’s a lot to like here. What do we think of these numbers?! 👀

$SOFI earnings tomorrow before the bell… big test here. Wall Street expects roughly $1.25–$1.26 billion in revenue and $0.17 adjusted EPS. Personally, I’m more interested in whether they raise that $0.60 full-year adjusted EPS outlook. A beat is nice, but the guidance needs to back it up. I’ll also be watching member growth, borrower defaults, and whether Financial Services can keep growing while the Technology Platform recovers. Strong growth is great, but I want to see more of it translating into profits. What do you think—comeback quarter or another sell-the-news reaction?

Just added more $GOOG today at $314.70. Will buy more at $300 and $290.

$TSLA TO $400+ VERY SOON‼️📈 Who else agrees!?

🚨BREAKING: ANTHROPIC FILES FOR IPO! Anthropic has officially filed its public S-1 with the SEC, looking to trade on the Nasdaq under ticker $ANT! Look at these numbers! • $16.3 BILLION in revenue during the first half of 2026 • Valued at $965 BILLION in its last private funding round • Potential IPO valuation approaching $2 TRILLION • Could begin trading as early as November! This could be one of the largest IPOs in stock market history and a massive test of investor appetite for AI. The million dollar question or TRILLION dollar question is: Would you buy $ANT at a $2 trillion valuation?

🚨$MSFT EARNINGS THIS WEEK! A HUGE TEST FOR AI! Microsoft reports Wednesday after the bell, and investors will be paying VERY close attention to Azure and AI spending. Wall Street is expecting: • Revenue: ~$90.6B (+16.7% YoY) • EPS: ~$4.71 (+14% YoY) • Azure Growth: ~45% is a key benchmark • CapEx: Aggressive AI infrastructure investment remains a major focus The biggest catalyst here is Azure. Demand for AI computing continues to surge, but investors want to see Microsoft convert that demand into sustained cloud revenue growth. I’m also watching Copilot adoption and monetization. Microsoft has invested billions into AI, and the market wants to see those investments translate into real earnings growth. The biggest risk? CAPEX. If spending continues accelerating faster than revenue and cash flow, investors could start questioning the returns on these massive AI investments. Ultimately, this isn’t just about beating EPS and revenue expectations. It’s about proving that AI demand is translating into profitable, sustainable growth. $MSFT earnings could have major implications for $NVDA and the broader AI sector.

🚨$GOOG EARNINGS THIS WEEK! HERE’S WHAT TO WATCH! Google reports earnings Wednesday after the bell, and expectations are HIGH heading into this one. Wall Street is expecting: • Revenue: ~$127.9B (+25% YoY) • EPS: ~$3.00 • Google Cloud Revenue: ~$28.6B expected • 2026 CapEx: ~$195B–$205B company outlook The biggest thing I’m watching is Google Cloud. AI demand continues to accelerate, and analysts are expecting another massive quarter from the business. Search and YouTube advertising growth will also be important, especially as investors look for signs that AI is strengthening Google’s core business rather than disrupting it. But here’s the big question: CAPEX. Google is spending aggressively on AI infrastructure, and investors want to see that spending translate into meaningful revenue growth, stronger margins, and eventually higher free cash flow. A strong quarter would be great, but Cloud growth, profitability, and management’s outlook for AI spending could ultimately determine where $GOOG heads next. This is a BIG earnings report for the entire AI trade.

One of the biggest mistakes investors make is waiting for the “perfect” opportunity to enter the market. When stocks are at all-time highs, they’re too expensive. When stocks fall 10%, they’re worried about another 20% decline. When stocks finally recover, they regret not buying lower. There’s always going to be a reason NOT to invest. That’s why having a consistent strategy, keeping some cash available for opportunities, and thinking long term is so important. You don’t need perfect timing to build wealth. You just need to get in the game.

$LRCX IS DOWN 26% IN THE PAST MONTH📉 Down EVEN MORE from the $433 all time high! This is amongst the plethora of AI stocks getting absolutely demolished. I’ve been in and out of this name all year. Looking to get back in it soon, preferably in the $210-215 range. Thoughts?🤔

Stocks are slipping this morning! Anything on your radar for today?🤔

$META SHOOTING UP 7% AFTER EARNINGS!📈

🚨 $SPCX JUST GAVE AI STOCKS A MASSIVE BOOST! AI stocks are surging after hours following $SPCX earnings, and the biggest takeaway goes well beyond the earnings beat itself. The results are reinforcing something investors have been questioning lately: Is the massive spending on AI infrastructure actually translating into real demand and revenue? Tonight’s results suggest the answer is YES. AI computing demand remains incredibly strong, infrastructure investment continues to accelerate, and companies are spending billions to expand capacity. That’s great news for $NVDA, $AVGO, $MU, $CRWV, $NBIS, $GLW, $COHR and the broader AI ecosystem. More AI demand = More GPUs, memory, networking equipment, data centers, and optical connectivity. With concerns surrounding an AI bubble weighing on sentiment recently, these are exactly the kinds of results bulls want to see. The AI trade isn’t over just yet. If anything, tonight’s earnings suggest the infrastructure buildout still has plenty of room to run!

Cathie Wood Thinks Tesla’s Going To $4,400!?🤯 $TSLA #tesla #cathiewood #stocks #stockmarket #investing

SPACEX JUST CRUSHED EARNINGS! THIS IS HUGE!🔥 $SPCX $TSLA #elonmusk #spacex #tesla #stocks #finance

$TSLA TO $4,400!? Cathie Wood and Ark think so! What are your thoughts?🤔

Opened a speculative position in $VKTX today: 2 January 2028 $25 calls at $11.25, totaling $2,250. Recent VK2735 data caught my attention. Selected groups maintained up to 97% of their prior weight loss with injections every other week, and 90% with monthly injections, over 12 weeks. Small groups, but promising results for making weight management more convenient. The big thing I’m watching in 2027 is the injectable Phase 3 VANQUISH program. Viking expects those studies to complete next year, giving us a clearer picture of long-term weight loss, safety, and tolerability. That’s why I picked 2028 expiration: more time for the trials and potential results to play out, though delays are still possible. My bullish scenario is $50–$60, but this is a spec trade, not a sure thing. High IV, clinical risk, and the entire premium is at risk. Let’s see if the larger trials deliver!