Nvidia is sitting at three-month highs on a thesis that needs basically everything to go right for the next two years. Morgan Stanley just told you to buy it anyway.

Micron printed $54 billion in revenue last quarter. Nearly 4x year-over-year. Net profit up more than 10x. Guidance well above consensus. Management said supply and demand in the memory market would stay tight through 2028.

Micron reports after the close tonight. Normally I wouldn’t build an entire email around a single earnings print, but this one lands at a spot where two things line up in a way that doesn’t happen often: a real question…

Yes, I’m back. And there’s absolutely no way I’m catching up on two months of market whiplash, tariff hysteria, AI euphoria, and whatever else CNBC is filling increasingly diminishing airtime with these days. Truthfully, it’s very easy to get sucked…

Alright, before the comment section collapses under its own weight and my loan shark files a missing persons report, let me surface for air. Yes, I’m alive. No, I didn’t get abducted, defenestrated, or spiritually enlightened. I’ve just been buried…

Markets are still trending strong. But the shakeouts are getting sharper. This week brought a classic combo: new highs, tactical fades, and some retail confusion. Perfect conditions for systems with discipline.

The new market update just dropped – and it’s not one to miss. I’ve really polished up the charts and you even get to enjoy the high-res desktop version.

Bitcoin blew out of its range. Spiders hit resistance. Ethereum got cold feet, as usual.

🎵 Quantunes 001 just dropped: Retail Illusion