John Smith

More than half of the 1.6% US GDP growth in the first 6 months of this year came from AI-related spending, per Barclays.

$TSLA red to green here.. 440 in play next, $META setting up for a run to 653,662 next

20% of fund managers think companies are spending too much money on investment, per Bank of America, $BAC.

During this season of giving, let’s do what we can to give back to the communities that have given us so much. From our family to yours, have a wonderful Thanksgiving!

$SPX another gap up today, SPX to ATH at 6920 in play early next month if SPX can close above 6800 today. Calls can work above 6800. $ORCL up 10 premarket, ORCL dropped from 345 to 185. If it holds 200 into December, the bottom is in. Calls can work above 206 for today.

$SPX almost dropped to the 6550 support but managed to reclaim 6600 and moved up 60+ points. SPX if it holds above 6600 as a higher low we should see 6700 test next SPX Nov 19 6700C is best above 6670

Bull market isn’t over - just a deeper correction playing out.

$QQQ $SPY 9-EMA is curling down and slipping under the 21-EMA. First time this setup has shown up since April 2025. We’re also losing the 50-SMA. Not the end of the world, but it does signal more weakness across the board.

$NVDA earnings on Wed and Jobs report on Thursday so i'd wait to see how the market reacts later this week. $TSLA if it can reclaim it should start a bounce back to 410-415. Calls can work above 400 for this week

Former US Treasury Secretary Janet Yellen says the US is “in danger of becoming a banana republic.”

GOLDMAN SACHS NOW OWNS 9.2 MILLION SHARES OF $HIMS - More than 4% ownership - Up from 8.7 million last quarter - A +13% boost in shares

Google's after-hours gains extended to 3%. On the news front, Berkshire's 13F filing with the SEC shows it held 17.8 million Class A shares of Alphabet at the end of Q3. $GOOGL

Bridgewater, the world's largest hedge fund, held 2.51 million Nvidia shares as of the end of Q3 this year. This reduction indicates Bridgewater is becoming cautious about Nvidia's future performance.

- US prepares some tariff exemptions to lower food prices, will include beef and citrus products - Trump has not made final decision on exemptions - Exemptions would apply to certain reciprocal tariffs looks like Trump is admitting grocery prices are too high

Strong dip-buying setup on $SOUN 🚀 Weekly BX is still red, but price is pulled into Weekly Market Bias + THT Volume Profile A major discount zone where institutions usually step in. If the macro bull cycle holds, this should bounce soon.

JUST IN: Michael Burry is shutting down his hedge fund

$SOFI Pushing to new all time highs today Even with weaker markets this name shows a ton of relative strength If markets hold up this one should be a leader into end of year

$CMCT was textbook today, from entry near $5.10 to highs around $7.90+. The plan worked perfectly because it was built before the chaos

BREAKING: Bessent says going to see tariff relief in next couple of days.

SoftBank sold approximately $9.2 billion worth of its T-Mobile, $TMUS, stock during the quarter ending in September 2025 (Q2 of its fiscal year 2026) to help fund its substantial AI investments.