1010🚨BULL FLAG ALERT: $MU Printing a solid base here for the next week!!
This still needs to break 1010 to target the current high near 1050 and then a new high near 1090 - 1100 zone off here. A break below 960 would case a retest of 925-935 zone and then we see how it goes.
CryptoLite_247
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🚨 UPDATE: $MU is now making a BULL FLAG on H4 timeframe.
A breakout above 1,020 would be massively bullish here for MICRON!! Earlier when everyone was bullish, we had called for 980 to hit and it did. ✅
- $NVDA is a strategic partners of both $SPCX and $NBIS - Both NBIS and SPCX use exclusively NVDA - NBIS does not compete directly with SPCX , while SPCX competes directly with Anthropic, Open AI and Google (only current customers ex. Open AI which is a potential next one).
- NBIS is building a strong software moat, while SPCX is mostly good to build and put in operation row compute - SPCX benefit from flexibility to quickly sell excess compute at high prices while NBIS main goal is to acquire and serve their excessive demand (AI companies) with their own UX before anyone else does, and the software moat likely will allow higher margin (so can afford to pay more for than competitors for compute).
$TSLA at 365, up 0.4% today, and the Semi finally reaching Europe is the product story the stock never gets paid for: 550 km of range, 60% charge in 30 minutes, and a diesel truck market that has to electrify under EU rules whether it likes it or not. Trucks are a margin business, not a hype business.
The stock trades on robotaxis, so this will not move it. Over 375 the tape stops caring about fundamentals again. Under 350 the Semi is the only thing that does.
His Situational Awareness fund has been active in the options market again, with significant call buying tied to:
CRWV SNDK $BE AMD
Reports also point to call activity in $INTC , $MU and $SKHY. The trades are believed to involve roughly $315M in premiums and more than $1B in delta exposure.
He’s clearly leaning back into AI infrastructure, memory, chips and power after the fund’s blowup earlier this year.
Now it would be nice to see him get back into TE too.
He previously owned 10 million shares of T1 Energy, a stake originally worth about $44M.
CFO Bret Johnsen at Goldman: • Closed earlier this month • $1.11 billion a month starting December 1 • Adds roughly $13 billion of ARR $SPCX Today at Goldman Sachs Communacopia, SpaceX CFO Bret Johnsen sat with Eric Sheridan for about 34 minutes. Not an earnings call. No slide deck theater. He walked through the three things that actually matter from here: the near-term print, Starship turning into a production machine, and orbital compute arriving sooner than the market wants to believe. Most people will screenshot “$100 billion ARR.” The useful part is how that number is built, why the contracts are deliberately short, and why Flight 14 is the date the CFO actually sounded excited about. 1. What he actually said about the new contract Johnsen’s update was specific. They signed another hosting contract earlier this month. It starts December 1. It is about $1.11 billion a month. That is another ~$13 billion of ARR. He said that contract gives them even more conviction in the year-end $100 billion ARR target. • $100B ARR is the December month annualized. It is an exit run rate, not $100 billion of revenue already booked in 2026. Q2 revenue was about $7.8 billion for the whole quarter. The year-end target is about the December exit, not the trailing twelve months. • Almost all of these compute contracts are structured as roughly 90 days plus a 90-day out. Call it a six-month commitment. This is not a ten-year take-or-pay. So the $1.11B/month print is real and it is large. The quality of it depends on whether it ramps on December 1 and whether the customer stays. 2. Why this contract changes the $100B path Johnsen framed terrestrial compute as the thing currently bending the company’s P&L. Capacity from this talk: • A little over 2 GW by year-end 2026 • 5–10 GW deployed in 2027 • Monetization next year: $30–$50 per watt, and they are already at the high end of that range • Payback on new compute deployments: under one year • NVIDIA: exclusive relationship. GPU allocation is the one piece they do not fully control • Power, buildings, permitting: he said they would not give the 5–10 GW range without line of sight This is not just another headline contract. SpaceX is selling compute the same way it learned to sell launch and connectivity: own the building, own the power, stand the machines up, take the customer all the way through. Sheridan even introduced the company as SpaceXAI. After the xAI combination, that is the story they want investors to hold. Vertical integration was the first answer in the room, not a throwaway. Rockets first, because the supply chain could not move at their pace or hit their quality bar. Then Starlink: launch, satellite, customer. Now AI: they are the GC on the building, they put up the power, and they take their own models straight to consumer and enterprise.
CPI is the print that matters for next weeks FED decision Futures are already leaning hike, 69.6% priced for 375-400, only 30.4% for a hold at 350-375, 0% chance of a cut.
So todays CPI is the swing factor:
🔥 Hotter than expected = hike 🧊 Cooler than expected = pause
The FED is in a horrible spot. Trump removed Powell and brought in Kevin Warsh with a clear brief to CUT.
Inflation is still the problem, and the clean move is to hike here with the rest of the world.. but the political pressure to cut has not gone away..
A lot of people think a Warsh cut in the coming meetings would be rocket fuel for stocks. I disagree. If the market decides the FED is no longer independent, that is how you get a real correction, not a melt up
Trust in the FED is the whole game. Lose that and risk assets do not like it 📉
Stock is currently above the 9/21/50 weekly EMA's with the weekly BX also being green, last 2 times this happened stock ran up 200% and 45% in the following days
The financial super app of investing, banking, prediction markets, crypto, looks ready for MUCH higher.