I do not have any paid service or any intention to have one. I DO NOT have any paid, a. website, b. discord channel c. whatsApp Group d. Telegram e. Any other Please do not get scammed.

So far, the breadth has been shrinking.

$MSFT - With massive restructuring underway, $MSFT could be a good candidate for an earnings-pop move. Not planning to participate, though

What was your fill for $MU?

On my watch today - Memory stocks $SNDK and $MU - if good R/R entry is found

Open Positions: I trimmed yesterday to close the margin $NBIS - 72% $SOXL - 20% $CLS - 8%

Major Market Movers, Wed Oct 28 Market Fed day: The FOMC decision is at 2:00 PM ET, with Warsh’s press conference to follow; the expected outcome is a hawkish hold that sets up a December hike. Oil risk premium building: UBS lifts its year-end Brent forecast to $110, the US warns ships to avoid the Strait of Hormuz, and WSJ reports Gulf allies were told to prepare for a short, intense Iran campaign after the midterms. September goods trade deficit widened to $134.9B (est. $130.2B) on a 7.5% jump in capital-goods imports; mortgage applications rose 3.4% as the 30-year rate eased to 7.41%. KOSPI jumped ~6% overnight on memory-chip strength; in the US, the equal-weight S&P is beating the cap-weighted index by 4 points in October as leadership broadens beyond AI. Stock Movers $AVGO - CEO Hock Tan personally rescued the $63B Anthropic chip financing (~1.7GW of XPU compute, deliveries from 2027); also seen benefiting as OpenAI moves to buy Google TPUs $MU - SK Hynix says memory shortages last through 2030, with 2027 DRAM demand growing 20%+ and over half of 2027–28 capacity locked under long-term deals $NVDA - Oracle expands Vera Rubin superclusters to multi-gigawatt scale and puts Vera CPUs into production for OpenAI’s agent workloads $CBRS - Cerebras and Oracle partner to bring Cerebras inference to Oracle Cloud in 2027; stock rose 9% $META - Upsized $25B share sale priced at $625 drew ~5x demand $AMZN - FCC approves the Globalstar acquisition, bringing Amazon Leo into satellite-to-phone service $CEG - Secures a conditional DOE loan commitment of up to $5B to expand nuclear output $VRT - Q3 crush (revenue $4.3B vs $3.76B est., organic orders +100%), FY26 guide raised; up ~16% premarket $HOOD - Down ~7% after Q3 revenue and EPS came in light and crypto revenue fell 55% YoY Earnings Reported $STX - Earnings beat: Revenue $4.2B vs $4.14B est., adj. EPS $7.68 vs $7.42; Q2 guide $4.8B revenue / $9.20 EPS, both well above consensus LTM Revenue: $13,767M, NTM Revenue: $20,768M, Revenue growth %: 50.9% EV: $153,540M, EV/NTM Revenue: 7.4x, Adj: 0.15 $GEV - Earnings beat: revenue $12.6B vs $11.99B est.; orders $29.3B (+96% organic), backlog $197B; FY26 revenue guide raised to $46.5–47.5B LTM Revenue: $43,999M, NTM Revenue: $51,289M, Revenue growth %: 16.6% EV: $228,064M, EV/NTM Revenue: 4.4x, Adj: 0.27 $SKHY - Earnings beat on revenue and operating profit: revenue $78.9B vs $74.8B est., operating profit $62.8B vs $58.5B (80% margin), net profit miss; ~$75B in 2026 shareholder returns LTM Revenue: n/a, NTM Revenue: $338,466M, Revenue growth %: n/a EV: $1,010,569M, EV/NTM Revenue: 3.0x, Adj: n/a Earnings Today After Market $GOOG - Alphabet $NOW - ServiceNow $MSFT - Microsoft $KLAC - KLA $FTNT - Fortinet $VKTX - Viking Therapeutics

Fear to Fomo??

$NBIS - For me, there is no more rewarding setup than oversold bounce and reversals Experience one in making, Doesn't matter where MA are..

$CBRS -Dead cat bounce or reversal?

$CLS : Checks on FCF, EPS Growth and PEG is 0.21 Why PEG? A P/E on its own can’t tell a cheap stock from a slow-growing one. A 15x P/E is expensive for a company growing earnings 5% a year and cheap for one growing 70%. PEG divides the P/E by the growth rate, which turns the question into “what am I paying per point of earnings growth?” It’s the earnings-side twin of Adj, which does the same thing with EV/Sales and revenue growth. The usual benchmark is 1.0, from Peter Lynch’s rule of thumb that a fairly priced company’s P/E roughly equals its growth rate: - Below 1: you’re paying less than one turn of P/E per point of growth, conventionally “cheap for its growth.” - Around 1: fairly priced on that heuristic. - Above 1: paying up. For context, mega-cap quality names often trade at 1.5–2.5+ on consensus.

$CLS : Adj (refer to image) is a growth-adjusted revenue multiple: Adj = (EV / NTM Revenue) ÷ NTM revenue growth % It answers one question: how much am I paying for each point of revenue growth? Lower means cheaper per unit of growth There are very few companies better than $CLS

Open Position $NBIS - Average in 157 between yesterday and today, position size is 72% of portfolio $SOXL - about 50% $CLS - About 50% $SOXL is from yesterday $NBIS is from yesterday, I trimmed and a back today $CLS added today at 267

I am unsubscribing from all the news feed, unfortunately few of them run until middle of next year. I have cancelled renewal Best place to get news is a list by @gbstocks xitter.cf/i/lists/20741422320644… I wrote a Claude scheduler, refer to attached output

After careful review, I will NOT continue with Blademap. It is good software, but not suited for my trading style. Since I operate on fixed list, I find most of the time, I am front-running. I usually do not take trades outside.

Were you on the fastest horse today? I was on #4 Isn't it fun that the market gives 8-to-10 % opportunity multiple times a week? Are you able to capitalize or waiting for MA to turn up and captured?

This is exactly the winning formula: lose small to win big