$HTFL ascending triangle breakout. Measured move target $72. I am long.

I expect we will see some bananas large capex spending forecasts at earnings tonight and tomorrow from $META and $SPCX with the success of Muse and Grok. Perfect time to grab some AI infrastructure names on sale today to hold at least into Friday. I will be using $SOXL as my primary trading vehicle.

$AAOI at Leopold liquidation lows

I see a lot more people saying to "buy" the Black Monday fear then people actually saying it will be a Black Monday. Don't go all in on a down open. There is still a lot of optimism out there. Keep some dry powder.

$RKLB has already fixed the manufacturing issue. Take a listen before you hit sell. $RKLB CEO is top notch. investors.rocketlabcorp.com/…

Buying $RKLB in my retirement account. Super deal under $60. Enormous moat considering $SPCX is only real competitor. Imagine starting a rocket company from scratch and how long it would take to get going commericially.

$QNT has hit hold nose and buy prices. Fabulous risk reward for a long trade oversold bounce to $40 or so.

$CIFR on track for 1st or 2nd HVE into 13 of 14 down days in a row into a debt offering. Max fear= Time too buy.

$QBTS signs multiyear manufacturing agreement with $IONQ 's newly acquired subsidiary Skywater. Very bullish for $IONQ. I think we continue to see more agreements from coming from multiple quantum companies.

$AAOI large descending triangle. From tightness comes expansion. I am long.

$CIEN large ascending triangle breakout

$CCXI has an investor day Tuesday. Could see a run higher into the event from here in the low $12s. Risk reward is very good at these levels.

We are setting up for massive rip higher in airlines, cruisers, truckers, home builders and related. They have stopped going down even as underlying oil price and yields go against them. I started buying a basket with names such as $AAL $DAL $RCL $RKT $TOL $ODFL to balance out my AI infrastructure exposure. I believe this will come in very handy for a few days sometime soon!

$APH multimonth now culminating in a bullish symmetrical triangle. Next leg should up with a measured move target of $114.

With the enormous initial success of $META Muse, what isn’t be talked about is the potential of Muse (Facebook) to change the direction of data center sentiment from negative to positive . Facebook is already in the home of the everyday mom and this may be the first AI experience for millions of Americans and from most accounts the experience is quite positive. The tailwind for AI infrastructure may have just gotten stronger and not just for $META.

The strength in AI infrastructure names is quite incredible. $SMH