Crypto, stocks & market intelligence. 📊 I'm Adam, an active investor & options trader sharing market insights, technical setups & trends. No hype.
Texas, USA
Joined January 2021
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🚨 $TSLA TERAFAB: THE BIGGER OPPORTUNITY MAY NOT BE TESLA.
Nikkei reports Elon Musk’s Terafab is targeting 1 MILLION wafers/month by 2032:
• 700K memory wafers
• 300K logic wafers
That’s an enormous potential semiconductor buildout.
The picks-and-shovels winners to watch:
$LRCX — Etching & deposition
$AMAT — Chipmaking equipment
$KLAC — Inspection & yield
$ASML — Lithography
Here’s the twist: $MU could benefit from AI memory demand, but Terafab could eventually become a competitor.
My take: Equipment suppliers may be the cleaner way to play this ambition.
Watch for actual equipment orders. That’s where the opportunity gets real.
👀 BITCOIN ETFs JUST ERASED THEIR 2026 NET INFLOWS
U.S. spot BTC ETFs lost $1.28B last week, leaving year-to-date flows approximately $914M negative.
Here’s the interesting part:
ETFs created a new channel for Bitcoin demand—but also an easy way to reduce exposure during market stress.
The question isn’t whether one day turns green.
It’s whether sustained buying returns after this reversal.
Source:
theblock.co/news/markets/202…
🚨 U.S. TREASURY TARGETS MAJOR CRYPTO EXCHANGE
FinCEN has ordered U.S. financial institutions to stop processing transfers involving MEXC, alleging at least $16B in illicit transactions over five years.
Here’s what interests me:
MEXC reportedly handles more than $1B in daily trading volume.
If restrictions cut off access to U.S. financial institutions, where does that liquidity go?
Toward regulated exchanges like Coinbase? Further offshore? Or out of crypto entirely?
That’s the market impact worth watching.
Official source:
home.treasury.gov/news/press…
🚨 $NVDA — Jensen Huang is now at the center of a growing Chinese espionage controversy.
The Financial Times reports U.S. intelligence believes Huang had a romantic relationship with a woman suspected of working for Chinese intelligence.
Congress has requested a closed-door briefing on Nov. 18.
Nvidia denies sharing sensitive information. The allegations remain unproven.
The bigger question for investors: Could this intensify restrictions on Nvidia’s AI chip business with China?
🚨 $95 BILLION Treasury buyback. Bullish for stocks and Bitcoin?
The U.S. Treasury plans to repurchase up to $95B in debt over the next quarter.
Here’s what matters:
• Improves Treasury market liquidity
• Could ease pressure on bond yields
• Potential tailwind for $QQQ, tech and $BTC
But this is NOT QE or $95B in newly printed money.
The real signal? Watch the 10-year Treasury yield. If yields fall and liquidity improves, risk assets could benefit.
A potential tailwind, not a confirmed market bottom.
CryptoGossip retweeted
Holding Apple for over 15 years taught me this. (Not a lot of shares but never sold, since my grandpa gave me these shares) Your best $SPCX returns start when you:
1. Stop trading it. Fully.
2. Stop rotating. Jumping from SpaceX to the AI name of the week is gambling and you know it.
3. Look at how people actually got rich on Apple. $1,000 at the iPhone launch is about $78,551 today. They held through -61%, -44%, -39% and two -31%s.
4. Understand what makes SpaceX valuable. Rockets, Starlink, compute, chips and Grok. It owns many of the key layers.
5. Watch who's holding. Ask whether these are people who will still hold in 5 years.
6. Ask what else gives you launch, a global network and AI in one ticker. The list is short.
7. Once you get that, you can hold for years. That's where life-changing money can be made.
Not a trade. A position
$SPCX
🚨 SIGNAL WATCH: $MU
Micron plunged 17.5% Thursday to $656.39 on nearly 76M shares.
Short-dated put activity surged alongside the selloff, with particularly heavy trading around the $660–$670 strikes.
The question isn’t just whether AI memory demand remains strong.
It’s whether institutional hedging and positioning could accelerate another leg lower.
$650 is the immediate level I’m watching.
🚨 SIGNAL WATCH: $GLXY
Galaxy Digital CEO Mike Novogratz just disclosed a $9.86M purchase of 760,000 shares through a controlled entity.
This wasn’t an RSU grant. The Form 4 reports open-market purchases.
With crypto under pressure, that’s a notable insider conviction signal.
Is Novogratz early—or buying into a deeper correction?
Source: SEC Form 4, Nov. 5
CryptoGossip retweeted
Just a reminder that we are all in this drawdown together.
I am not going to act like it has been easy, because it has not.
Watching positions you did real work on bleed for weeks tests everyone, me included.
But this is the part of investing nobody can skip. The drawdowns are the price of admission for the returns.
Stay rational, protect your capital and your mental, and remember that every great run I have ever had started in a stretch that felt exactly like this one.
We will get through it like we always do.
🚨 Intel CEO Lip-Bu Tan just made a $9.7M bet on $INTC.
An SEC Form 4 confirms he purchased 150,000 shares at an average $64.73 on Nov. 2, through a family trust.
This wasn’t a stock grant. It was an open-market purchase.
The question: Is Intel’s CEO early in identifying a bottom, or is more pain ahead?
sec.gov/Archives/edgar/data/…
Could June 2027 be the real timeline for a $TSLA / $SPCX merger?
Here’s an interesting theory:
Elon Musk’s 366-day SpaceX IPO lockup expires June 12, 2027, with other major shareholder unlocks occurring throughout the period.
What if Musk waits until the bulk of those restrictions expire before announcing a combination?
It could allow for more shareholder liquidity, better price discovery, and a clearer valuation for a potential deal.
Musk has already acknowledged the growing overlap between Tesla and SpaceX.
No merger has been announced, and the lockup doesn’t prevent one.
But June 2027 is a date worth watching.
Would you rather own Tesla and SpaceX separately or as one company?
🚨 $SPCX $QCOM — SpaceX just took another major step toward disrupting the telecom industry.
SpaceX selected Qualcomm to power Starlink Mobile’s nationwide 5G network, with tens of thousands of cell sites planned beginning in 2027.
Qualcomm calls it its BIGGEST 5G deal yet.
The bigger picture? SpaceX isn’t just building satellite internet anymore. It’s building a satellite + terrestrial wireless network that could eventually challenge Verizon, AT&T and T-Mobile.
Another massive market SpaceX is positioning itself to enter.
Wall Street keeps debating whether the AI trade is overextended.
Meanwhile, tonight’s earnings:
$ALAB revenue +154%
$AMD data center revenue +97%
$ANET revenue +58.5%
$OUST revenue +50%
Four companies. Four different parts of AI infrastructure. Explosive growth across the board.
The real question isn’t whether AI demand exists.
It’s how much growth is already priced into these stocks.
🚨 $OUST is quietly building momentum in Physical AI.
Q3 revenue: $59M (+50% YoY)
27,000+ lidar and camera sensors shipped
15 consecutive quarters of product revenue growth
GAAP net loss improved to $14M
Robotics, automation and machine vision are becoming a real growth story.
One to watch beyond the traditional AI chip names.
$ANET just delivered its fastest revenue growth since going public.
Q3 revenue: $3.66B (+58.5% YoY)
Non-GAAP EPS: $1.20
Non-GAAP operating margin: 49.1%
Nearly 50% operating margins while growing revenue almost 60%.
Everyone focuses on AI chips. Don’t overlook the networking infrastructure connecting them.
🚨 $AMD just posted record Q3 revenue of $13.4 BILLION.
Revenue +45% YoY
Data center revenue +97% to $8.5B
Non-GAAP EPS +74% to $2.09
And here’s the kicker:
AMD guides Q4 revenue to approximately $17 BILLION, up 66% YoY.
The AI spending boom is showing up in actual earnings.