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StockChaser retweeted
You’ve been following the X account
You already know the quality
Imagine what’s inside
patreon.com/c/StockChaser_
StockChaser retweeted
YOU SHOULD NOT BE IGNORING THIS SETUP
- $ONDS is holding magnificently above the 0.618 fib level
- RSI is showing signs of a big reversal next
- Possible start of Wave 3, price target $30
The setup is there
We are already positioned accordingly
NFA
$WYFI is down 78% in 4 months
It is now trading at a closer market cap / projected end-2026 ARR to peers
$WYFI thesis still has a basis:
• 54 MW gross power delivered at NC-1, supporting the initial 40 MW IT deployment
• 99 MW gross under NC-1’s utility agreement, with delivery targeted by May 2029
• 1.5 GW acquisition pipeline under evaluation (potential development capacity)
The initial 40 MW IT is contracted under Nscale’s 10-year, $865M agreement
The latest capacity roadmap targets:
• 70 MW gross online by YE2026 (lowered from 76 MW)
• 175 MW gross online by YE2027, including NC-1 expansion and initial capacity at NC-2/NC-3
• Potential to double NC-1’s initial deployment toward 80 MW IT by YE2027
The revenue opportunity has also expanded:
Management expects >$200M in cloud-services ARR once signed contracts are fully deployed
This is separate from colocation revenue
If $WYFI achieves that $200M ARR in 2027 (without taking into account colocation), its current $500M market cap may end up being cheap
$HOOD earnings were a MISS
Q3 results:
❌ Revenue: $1.424B vs. $1.44B expected
❌ GAAP EPS: $0.51 vs. $0.56 expected
✅ Adjusted EBITDA: $808M vs. $794M expected
✅ Crypto revenue: $120M vs. $114M expected
✅ Operating expenses: $739M vs. $776M expected
EPS miss needs context: GAAP EPS included a $0.07 hit from unrealized investment losses
The growth engines:
🟢 Options revenue: $399M, +31%
🟢 Prediction-market revenue: $173M, up >6x
🟢 Gold subscribers: 5.2M, +34%
🟢 Platform assets: $396B, +19%
The pressure points:
🔴 Crypto revenue: $120M, -55% YoY, despite recovering 20% QoQ
🔴 Net interest revenue: $415M, -9%
🔴 Net deposits: $15.7B vs. $21.7B last quarter
Diversification is working: options and prediction markets are helping offset weaker crypto activity
But since $HOOD is priced for strong growth and margins, a revenue miss and slower deposits still matter
What are your thoughts?
You’ve been following the X account
You already know the quality
Imagine what’s inside
patreon.com/c/StockChaser_
YOU SHOULD NOT BE IGNORING THIS SETUP
- $ONDS is holding magnificently above the 0.618 fib level
- RSI is showing signs of a big reversal next
- Possible start of Wave 3, price target $30
The setup is there
We are already positioned accordingly
NFA
$NFLX currently at levels I’m very interested in
We might be looking at a generational entry around $63
A key long-term trendline is being tested
Remember this
NFA
Long time without seeing insider buys on $NBIS
This month alone, 4 purchases from Director Arne Grimme
Oct 15, 296 shares at $169.99
Oct 19, 148 shares at $169.99
Oct 20, 299 shares at $166.26
Oct 22, 770 shares at $159.01
Nothing too big, but something to keep an eye on
Insiders don’t buy for no reason
NFA
Good time to revisit the long term chart on $SOFI
Long term target: $61
Earnings are in, and they’ve been very good
Full deep dive dropping inside the group later today
Stay close
NFA
We have a position in $SOFI
And I couldn't care less about this consolidation between $15–$18
The longer the consolidation, the more explosive the breakout
Long-term target: $61
Not touching my position
NFA
When you understand the distinction between a declining stock price and an improving thesis
That’s where the massive opportunities are
NFA
$ONDS short interest is currently at 47.60% of float
I have never seen it this high
At the same time, institutional ownership is growing
Smart money is accumulating, short sellers are piling in
One of these sides is going to be very wrong
NFA
$APP reports earnings next week
Expectations:
• Revenue: $2.08B (+48% YoY)
• EPS: $4.04 (+65% YoY)
Management’s guidance:
• Revenue: $2.055–2.085B
• Adjusted EBITDA: $1.71–1.74B
• EBITDA margin: 83%
The key question: did the newer Axom models increase performance? E-commerce adoption?
What I’m watching:
1️⃣ Q4 guidance
The holiday advertising outlook will matter more than a small Q3 beat
2️⃣ AI model performance
Management said a meaningful upgrade arrived after Q2. Q3 needs to show the impact
3️⃣ E-commerce adoption
Are more advertisers joining, and are existing customers scaling budgets while maintaining returns?
4️⃣ Margins
Are higher AI training and inference costs generating enough additional revenue?
After >50% drop from highs, the bar is not as high
Trading at 13x PS and 20x PE (14.5x Forward PE, analysts), are you bullish $APP
$ETH, still one of the best looking charts in the market right now
A retest from above the 200 MA next, and then we continue higher?
That’s perfect to me
NFA
When price action reaches a support level, that’s something you definitely need to watch
But the most important part isn’t reaching it
It’s whether it actually holds above it
$CBRS and $OPEN both reached a very important support zone
Both failed to hold
That’s when you don’t add. You let price action tell you the story
Be constructive with price action
NFA
StockChaser retweeted
I warned everybody
$ASTS was NOT an opportunity at $113
Go back and check the comments, everyone was full of greed while we were being conservative
Now we’re at $39, having broken the support level we were watching at the 0.618 fib
The next support level I’m watching is the 0.786 fib, currently sitting at $29
Once this correction ends, Wave 3 is next
Price target: $237
That’s a 700% move from the 0.786 fib level
NFA
I guess I agree with what Claude says about $ASTS
Let’s see what happens















