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CryptoLite_247
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CryptoLite_247

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$SPCX reached the Fib 50 retracement level and reversed. The previous breakdown horizontal support zone has acted as resistance. I am looking for a pullback toward $130 zone if the market goes below $144 and triggers the consecutive inside day patterns to the downside. What's your take on $SPCX ?
$SPCX reached the Fib 50 retracement level and reversed.

The previous breakdown horizontal support zone has acted as resistance.

I am looking for a pullback toward $130 zone if the market goes below $144 and triggers the consecutive inside day patterns to the downside.

What's your take on $SPCX ?
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We’re never seeing $SPCX below $100 are we?
We’re never seeing $SPCX below $100 are we?
$SPCX AI has built a massive battery at Colossus 2 near Memphis that may be America’s largest. A July satellite image shows 720 Tesla Megapacks. SpaceXAI says it holds 3.3 GWh, enough to power Memphis for 2 hours. Elon Musk always builds big. 🦾
$SPCX AI has built a massive battery at Colossus 2 near Memphis that may be America’s largest.

A July satellite image shows 720 Tesla Megapacks. SpaceXAI says it holds 3.3 GWh, enough to power Memphis for 2 hours.

Elon Musk always builds big. 🦾
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.
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. ✅
Partly True
- $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).
- $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).
Zig zag pattern in play $LULU.US has gone from a $500 to $100 That’s an 80% drawdown from the 2023 highs Now look at the weekly chart I am getting goosebumps just to think about the next rally getting ready for new highs again Years of — higher highs → brutal lower lows → straight into a major long-term support zone I’m not calling the bottom rn I’m watching to see if the trend finally changes here because if you look closely, from the same support it bounce back hard Patterns always plays, market never moves in one direction Fingers locked for this one
Zig zag pattern in play

$LULU.US has gone from a $500 to $100

That’s an 80% drawdown from the 2023 highs

Now look at the weekly chart

I am getting goosebumps just to think about the next rally getting ready for new highs again

Years of — higher highs → brutal lower lows → straight into a major long-term support zone

I’m not calling the bottom rn

I’m watching to see if the trend finally changes here because if you look closely, from the same support it bounce back hard

Patterns always plays, market never moves in one direction

Fingers locked for this one
LULUUS+2.26%
From $90 to $200 and now comes the boss fight $NOW looked completely dead around the $90 mark Fast forward and price is knocking on $200 again That’s a pretty serious recovery imo The structure is also starting to tell a different story LL → CHoCH → BOS → higher high One candle can turn this from nice recovery into oh shit, it’s actually sending vibes
From $90 to $200 and now comes the boss fight

$NOW looked completely dead around the $90 mark

Fast forward and price is knocking on $200 again

That’s a pretty serious recovery imo

The structure is also starting to tell a different story

LL → CHoCH → BOS → higher high

One candle can turn this from nice recovery into oh shit, it’s actually sending vibes
Nike $NKE.US is sitting at a level where we should pay attention Price has been bleeding for years after the ATH, but we’re now back inside the same strong low zone that held the major 2015–2016 base Structure is starting to look exhausted rn If $NKE.US can reclaim $80 and print a proper CHoCH, I’d be watching for a move toward $120–130 and potentially much higher too But if this low breaks, the downside gets ugly Either a major reversal is cooking here, or Nike is about to teach everyone why falling knives exist Don't get in FOMO, wait for reversal
Nike $NKE.US is sitting at a level where we should pay attention

Price has been bleeding for years after the ATH, but we’re now back inside the same strong low zone that held the major 2015–2016 base

Structure is starting to look exhausted rn

If $NKE.US can reclaim $80 and print a proper CHoCH, I’d be watching for a move toward $120–130 and potentially much higher too

But if this low breaks, the downside gets ugly

Either a major reversal is cooking here, or Nike is about to teach everyone why falling knives exist

Don't get in FOMO, wait for reversal
NKEUS+0.71%
🚨UPDATE: $NBIS Is still inside the bull flag pattern. We watch for the breakout above 236 next week and should target 250 and 269.
🚨UPDATE: $NBIS Is still inside the bull flag pattern.

We watch for the breakout above 236 next week and should target 250 and 269.
$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.
$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.
Verified
Leopold Aschenbrenner is back in the AI trade. 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.
Leopold Aschenbrenner is back in the AI trade.

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.
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Bearish
🚨UPDATE: $NVDA Might be doomed if 221 is not reclaimed on the open. Yesterday's daily candle is as bearish as they come with the close below the rising wedge pattern.
🚨UPDATE: $NVDA Might be doomed if 221 is not reclaimed on the open.

Yesterday's daily candle is as bearish as they come with the close below the rising wedge pattern.
🚨 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. ✅
🚨 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. ✅
🚨 UPDATE: $ORCL retested the breakout and bounced after a double earnings report beat Should now be bullish, as before, and even more so since the retest was successful ✅
🚨 UPDATE: $ORCL retested the breakout and bounced after a double earnings report beat

Should now be bullish, as before, and even more so since the retest was successful ✅
Verified
Morgan Stanley thinks $TSLA Semi software could generate ~150x more monthly revenue per vehicle than consumer FSD. That could turn autonomous Semis into a $15B+ software business by 2040.
Morgan Stanley thinks $TSLA Semi software could generate ~150x more monthly revenue per vehicle than consumer FSD.

That could turn autonomous Semis into a $15B+ software business by 2040.
$UBER OUTSTANDING - CEO + COO bought ~$15M worth of shares - Paul Pelosi bought 200 long-dated $50 calls - Trump disclosed a multi-million-dollar $UBER position And the technical setup supports that bullish outlook. The structure remains strong, and my next major target sits between $129 and $147. As long as $UBER stays above the red line at $65.41, this outlook won’t change.
$UBER OUTSTANDING

- CEO + COO bought ~$15M worth of shares

- Paul Pelosi bought 200 long-dated $50 calls

- Trump disclosed a multi-million-dollar $UBER position

And the technical setup supports that bullish outlook.

The structure remains strong, and my next major target sits between $129 and $147.

As long as $UBER stays above the red line at $65.41, this outlook won’t change.
Article
SpaceX SPCX just signed another hosting contract.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.

SpaceX SPCX just signed another hosting contract.

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.
HUGEEEE CPI print incoming today! $SPY $QQQ 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 📉
HUGEEEE CPI print incoming today! $SPY $QQQ

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 📉
$HOOD looks ready for new all time highs at $150+ 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.
$HOOD looks ready for new all time highs at $150+

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.
$RKLB just completed its 16th Electron launch of 2026 and 95th overall. Another launch is already scheduled before month-end.
$RKLB just completed its 16th Electron launch of 2026 and 95th overall.

Another launch is already scheduled before month-end.
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