Tracking tech, AI, cloud, earnings, and long-term business trends. Data over hype. Educational only—not financial advice.

Seattle, Washington
Joined August 2009
I’m sharing my personal stock entry checklist and trading tips in my free WhatsApp group. If you want to see what I look for before entering a trade, follow me and DM me “CHECKLIST.” It’s completely free to join.
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Today's fan perk: I'll be sharing my US stock entry list and trading notes in my free WhatsApp group. The list details all the factors I consider before making a trade. Follow me or message me "Hi" to join.
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. $GOOGL + $CEG / AI Power The AI trade is quietly turning into a power trade. $GOOGL just locked in a massive power deal with $CEG, and that matters a lot more than people think. Everyone keeps talking about GPUs. But AI data centers need ridiculous amounts of electricity, and that power has to come from somewhere. That’s why nuclear, grid infrastructure, cooling, transformers and power equipment are becoming part of the same trade. The next AI bottleneck may not be chips. It may be electricity. $GOOGL $CEG $VST $GEV
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They still think MAGA is trash. They still think the people they’ve mocked and written off won’t show up when it matters. They think you’re staying home. They think they’ve already got it in the bag. Whatever your politics, don’t let anybody else assume your voice doesn’t matter. Show up and make your own choice.
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Jonathan Mercer retweeted
A watchlist is really a capital-allocation system: every stock that earns your attention is competing for the same limited money, time, attention, and risk.
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Jonathan Mercer retweeted
Months after NASA’s leadership issued a scathing indictment of Boeing’s Starliner capsule — saying the botched 2024 test flight that left two astronauts in space months longer than expected was a disaster in league with Columbia and Challenger — the space agency has revealed a new road map to get Starliner on track for regular flights. cnn.it/4hkXRwY
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Jonathan Mercer retweeted
The last 2 times the USA got panda's from China... June 2024 - $SPY rallied 12% in 12 months December 2003 - $SPY rallied 20% in 12 months
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UN mission: strikes on Libya's oil, energy infrastructure may lead to sanctions under Security Council resolutions
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🚨 $387.5 MILLION — GONE IN ONE SECURITY BREACH. Bitget confirmed roughly $387.5M in crypto was transferred to attacker-controlled wallets. ETH, XRP, USDT, ZEC, TRX and more were involved. Bitget says the incident is contained and customer balances remain protected. Big reminder for crypto traders: Where you hold your assets matters just as much as what you buy. bitcoin:native $ETH $XRP #Crypto
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Jonathan Mercer retweeted
Strait of Hormuz flows are hovering at ~13-14 million barrels a day (7-day average). That's about the same as the brief peak in July. But with two notable difference: a) Iranian flows are zero (rather than ~2m b/d); b) all flows are fresh loadings, rather than pre-loaded tankers.
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Jonathan Mercer retweeted
$SPY DEEP ITM LEAPS PUT WRITER ✍️ SPY to 900
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Both $SPY and $QQQ put in an important higher low yesterday. This will be a level to measure risk against next week. A break below will bring "reasons" from the news. Just focus on the price action. OPP 65 minute timeframe with 5 day sma shadows
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Jonathan Mercer retweeted
Bad news everywhere, so here is the $SPY setup that I am gonna play Be-careful Monday can be brutal. #SP500 $SPY
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$MU had a real tug-of-war today. 👀 Micron started strong, pushing above the $1,100 level, but sellers stepped in and erased most of the early momentum. The important part wasn’t the pullback — it was how price reacted near the lows. After dipping toward the $1,066 area, buyers showed up and helped stabilize the chart back around $1,070 into the close. Key levels I’m watching next: 🔹 $1,065–$1,070 → important support zone 🔹 $1,100 → first resistance 🔹 $1,105+ → needs volume for continuation Today was a good reminder: strong stocks don’t always go straight up. Sometimes the best information comes from how they handle a pullback. Tomorrow I’m watching whether $MU can reclaim $1,100 or if sellers continue defending that area. $MU #Micron #Semiconductors #Stocks
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$MU tried to bounce, but the tape keeps selling the recovery. After opening near $1,100, Micron flushed hard to $1,070.52. Buyers responded, but the rebound stalled around $1,081–$1,082, and since then the chart has been building lower highs. What stands out to me: • $1,074–$1,075 is the immediate battleground. • $1,070.50–$1,072 is the key downside support zone. • A reclaim of $1,076.50–$1,078 would be the first sign that momentum is improving. • $1,080–$1,082 remains the bigger recovery test. The early selloff came with the strongest volume of the session. The later bounce had less participation, which is why I’m not treating it as a real reversal yet. For now, $MU is down about 2% and trading underneath its short-term averages. I’m watching whether buyers can finally hold a higher low — or whether $1,070.50 gets tested again.
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Jonathan Mercer retweeted
Business spending on AI has become HEAVILY concentrated
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$MU is giving back a little premarket after yesterday’s +5% move — nothing crazy yet. The part I’m watching: buyers showed up around $1,081 and pushed it back toward $1,088–$1,090. That’s the first sign this pullback still has some support underneath it. My levels into the open: $1,081–$1,084 → key support $1,090–$1,096 → first resistance $1,097+ → breakout territory If MU holds the lower zone and reclaims $1,090, I’ll be watching for another test of the highs. Lose $1,081 and I’d expect the pullback to get a little messier. Yesterday was the headline. Today we find out whether buyers still have an appetite. 👀 $MU #Micron #Semiconductors #Stocks
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V-recovery ✅ new highs next
now some ltf chop before full V recovery into new highs
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I’m only posting this once. $META just moved to the top of my watchlist. Muse is gaining serious traction, and the stock just closed around $741.25 after trading as high as $753.00. What I’m watching: Support: $730–$735 Reclaim: $745 Breakout: $753 If $745 holds and buyers push through $753 with volume, momentum can expand again. Lose $730 and I’d get a lot more cautious. No fantasy targets. Just confirmation, levels, and risk.
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