Iran threatens to close the Strait of Hormuz. Market didn’t flinch. That’s your signal. War is bullish. Uncertainty gets priced fast. They’ll figure it out. They always do. $SPY $QQQ

Sometimes it really is that easy. $CRWD up big this morning.

We are long $RDDT and that’s not changing. People sleep on this one. Reddit isn’t just a social media company. It’s years of real human conversation. That’s some of the most valuable AI training data on the internet. Google paid for it. OpenAI paid for it. Anthropic allegedly scraped it over 100,000 times without paying and now they’re getting sued. That lawsuit isn’t a risk to Reddit. It’s proof of how valuable the data is. $RDDT - Buy.

Picked up $CRWV heading into the weekend. Option flow was too loud to ignore. We’ll see what happens $CRWV

The SpaceX IPO is shaping up to be the largest in history. Every major bank is underwriting it. Retail finally gets access to Musk’s vision. But remember, the biggest, most hyped IPOs often mark the top. Aramco. Uber. Coinbase. All launched near a top. Will the $SPCX mark a local top?

Big earnings week coming up and we’re locked in. $AVGO, $CRWD, and $PANW all report next week. We’ll be putting out plays on all three. Stay tuned. Which are you most excited for?

You really want to be shorting $PLTR right now? The sitting president named it by ticker symbol on Truth Social and called it a company with “great war fighting capabilities.” First time in history a president has ever done that. They have a 10 year Army contract. And Trump personally bought the stock before saying any of it. Michael Burry is short. Trump is long. Pick your side carefully. We’re long over here. Buy.

$ZETA closing above $20 yesterday was a bigger deal than it looks. That level has been the ceiling for months. Hit it after earnings, got rejected, fell back to $15. The double bottom at $14.60 set the floor, $19.40 was the neckline. Closing above $20 breaks both cleanly. Revenue up 50% to $396 million. Guidance raised. Free cash flow at a record. They missed EPS but are guiding to full year GAAP profitability for the first time. $20 was resistance. It’s now support. Next target $25. $ZETA - Long.