Diana Graham

$COIN upside target of $200+ has officially been hit 🎯✅ If we get a pullback into the $160 or $145 support areas, those are the buy the dip zones I would be watching closely. Long term, I still see $270+ in play.

$CRCL Overreaction in my opinion. I do not think many people were buying USDC for a 0.15% yield anyway. That is only $15 on every $10k, which is pretty underwhelming. Most people I see buying stablecoins are doing it to escape weakening local currencies and stay closer to the dollar. That is the real use case.

$LUNR this Gateway noise has very little to do with IM. IM is not a primary Gateway builder. Gateway is not their core revenue stream. Losing Gateway does not mean losing IM’s main business. The market is acting like this changes everything when it really does not.

$LUNR going to the moon is cool, but AI is taking over Earth right now. Deepfakes, bots, and agents are making it harder to know what is real. That problem needs solving now. $ORBS is building for that. The identity layer for the AI economy. $LUNR is focused on the next frontier. $ORBS is focused on the one we are already living in 👀 NFA.

$LUNR This price action is pure market psychology. Nothing changed except the LTV announcement got pushed back 2 months. That is it. No loss, no broken story, no hit to the core thesis. If it was a buy before, it looks even more like a buy now. Weak bulls and delusional bears everywhere. Good luck to everyone that holds strong 🤍🙌

$SMCI has a real business that deserves valuation. Vera Rubin is shipping, liquid cooling is a strength, and the engineering is still delivering. But the governance story keeps getting worse. Delayed filings, auditor resignation, accounting issues, and now another headline tied to leadership trust. At some point this stops being noise and starts looking like a pattern. Great servers do not automatically make a trustworthy stock.

$SOFI My 2 cents. I am a long term bull and I am not here for a quick flip. I do sell calls and puts every week, however that is part of my long term strategy. 💕 Today was a BUY SIGNAL in a major way. Several things happened. Short report. Stock tanked and then rebounded on its own. Big swing. Noto made ANOTHER open purchase today. Super bullish. SoFi came out swinging after hours. Nice. Take these 3 together and you have the makings of a very strong upward move if the market allows it. SoFi and Noto are both signaling that all is well and the stock is undervalued. Nothing is more bullish than the CEO making open market purchases. Today was your buy signal. It might not help tomorrow, but this felt like the moment for sure. If you cannot sleep soundly after today, you might as well sell and never look back.

$SOFI SoFi issued a firm and structured response to the Muddy Waters report They stated the report reflects a fundamental misunderstanding of their financials and business model and are now evaluating legal action over claims they describe as misleading and factually inaccurate A key point is disclosure Muddy Waters confirmed they hold a short position and may cover shortly after publication meaning they can directly profit from the price reaction SoFi’s defense is grounded in regulatory and reporting standards Financials are prepared under U.S. GAAP Disclosures are filed with the SEC They operate as a bank holding company under Federal Reserve oversight And their bank is regulated by the OCC Overall this was a direct and credibility focused response

$IBRX $SPY $BTC $IBRX is led by Dr Patrick Soon Shiong, the creator of the blockbuster cancer drug Abraxane which he sold to Celgene for $2.9B. He has personally funded ImmunityBio for years and still owns about 80% of the shares, which makes the real float extremely tight. Shorts have been leaning on the $350M annual cash burn while the company launched Anktiva. But the NCCN just updated guidelines to include Anktiva for the much larger papillary bladder cancer cohort, expanding the market dramatically and enabling reimbursement through Medicare and insurers. If confirmed in an official release this could completely shift the narrative and trap shorts in a very restricted float. Explosive setup. 📈 #IBRX #biotech #stocks #bullish

I assume the press release is already prepared and ready to go. To me this is almost as important as the initial FDA moment. It expands the potential market and brings the company closer to covering costs while showing indication expansion is possible. The speed also suggests urgency given the potential patient benefit. Adding another $15K to my position.

$IBRX hoping this development gets a news release tomorrow before market open 💕 Even if it does not trigger the earth shattering rally everyone hopes for, it is still another strong positive for the company. Sometimes these things build step by step before the bigger move happens. Either way it feels like something that could pay off over the coming days, weeks, and months. #IBRX #biotech #stocks #investing #bullish

$MU $NVDA GTC was clearly bullish for $MU and $SNDK, and $MU could see another gap up tomorrow. Jensen Huang noted Nvidia could generate $1T in AI chip revenue by 2027, implying massive GPU deployment and strong memory demand across AI data centers. The new Vera Rubin AI platform will use HBM4 memory delivering 3+ TB/s bandwidth, with no indication that HBM will be replaced by SRAM.

$BCRX This was the first biotech stock I bought back in 2020 before FDA approval. I watched it run to $19.99 before eventually closing my position around $10. Picked up shares again this morning for the first time in a few years. I almost bought at $6 earlier this year but waited. Not a huge position, but it feels good to be back.

$INTC Fundamentally Intel still looks very cheap based on price to sales. Once the current heavy investment cycle is finished, operational cash flow could become very significant. For long term investors this is a phase to believe, initiate a position, or continue adding. Glta.

$INTC moving higher as fab orders and strategic partnerships accelerate, supported by the onshoring of semiconductor supply chains. $60 becoming a realistic target.

$INTC looks like Wall Street may be starting to recognize just how important and undervalued this company really is.

$INTC this will be $400+ by 2030!

$GRRR looking strong this morning. New deal worth over $500M across the next five years, adding meaningful visibility to the revenue pipeline.

$GRRR Credit where it is due. Jay did say on the last call that an announcement was coming within days and he delivered. Even with the share price where it is, management is following through.

$GRRR and another deal worth more than our market cap

$GRRR Finally a well written release with quantified figures, a clear timeframe, and the word “binding.” “Contract” or “order” would have been stronger than “agreement,” but the structure still adds credibility. Feels a bit like the early ONE Amazon and Goldman Sachs days. 🤞 Yotta moving.