singlesanddoubles

Trading is a psychology class with an unlimited compensation plan attached.

BofA out on Apple $AAPL Apple Inc. Will agentic AI drive the next inflection in Apple’s valuation? PO to $380 from $330 Agentic AI shifts control from model to trusted endpoint In an agentic world, value accrues to the platform that controls user intent, personal context, app access, permissions, identity, authentication, payments, and trust. Smartphone is the scaled consumer device where these factors already converge. If AI assistants become the new front door to search, apps, commerce, scheduling, payments, and workflow completion, we think Apple should have meaningful leverage over model providers, app developers, merchants, advertisers, and payment networks. We raise our PO to $380 on 37x our C27E EPS of $10.29 from $330 on 32x C27E of $10.29. We raise the multiple to account for the significant opportunity in agentic AI. Reiterate Buy ratin

Absolutely incredible: Over the last 6 years, the S&P 500 has risen +130% while US Consumer Sentiment has collapsed by -55%, to its lowest since data began in 1952. We are witnessing the formation of the biggest wealth divide in modern history.

The S&P 500 closed higher and notched an eighth straight week of gains

@LadeBackk you too

Have a great weekend everyone 🇺🇸

$SRTA hod $6.27

Sounds like we're close to a deal...

@Reformed_Trader same

$MRLN I increased my position today *NFA

$IMSR 7.21 is the most slept on nuclear play in the entire market right now and the DD is SCREAMING Terrestrial Energy is sitting on a commercial pipeline of roughly 10 IMSR plant projects representing 7.8 GIGAWATTS of indicative power capacity. That is not a dream number, that came straight from the Q1 2026 earnings call The DOE just signed TWO OTA contracts with them. Project TETRA for the pilot reactor and TEFLA for the fuel salt supply line. The US government is literally funding and co signing this technology. Trump's Executive Order 14301 created a fast track pathway and IMSR was SELECTED The NRC just approved their Postulated Initiating Events Topical Report with a full Safety Evaluation Report. Back in September 2025 they already got Principal Design Criteria approval. Two foundational NRC approvals now locked in permanently and can be referenced in every future license application without re review. That is a MASSIVE regulatory moat being built right now RIOT PLATFORMS just signed an MOU with IMSR on May 6th to co locate reactors with hyperscale AI data centers. Up to 4GW of nuclear capacity across multiple sites. The AI power demand wave is here and IMSR just plugged directly into it through one of the biggest names in the data center space THE JULY 4TH CATALYST. Project TETRA is targeting reactor criticality by July 4th 2026. That is weeks away. First molten salt reactor criticality in the United States. If they hit that date this thing reprices overnight 1 to 3 additional commercial project announcements still expected before year end on top of everything already disclosed The market cap right now is attributing less than $500 million to all of this. Over a decade of development, two NRC approvals, two DOE contracts, a Riot Platforms partnership, 7.8GW pipeline, and criticality in weeks $IMSR July 4th is not just a holiday this year Peers: $OKLO $LEU $SMR $NKLR

$SRTA The $6. level matters. Stock has failed to clear it multiple times dating back to last September. Now testing the area again. Watching closely.

University of Michigan consumer sentiment, final May: - Headline: 44.8 vs 48.2 est, down from 49.8 in April - Current conditions: 45.8 vs 52.5 prior - Expectations: 44.1 vs 48.1 prior - 1-year inflation outlook: 4.8% vs 4.7% prior - 5-year inflation outlook: 3.9% vs 3.5% prior Sentiment well below consensus and falling while inflation expectations climb. Stagflationary read.

$INO 16:05 on May 21 2026 Positive Topline Results from a Phase 3 Trial for VGX-3100 in Cervical Dysplasia Patients Announced by ApolloBio, INOVIO's Partner in China

Deckers $DECK Q4 earnings: - Sales: $1.12B vs $1.09B est, beat - EPS: $0.96 - Gross margin: 57.6% Guidance: - FY sales: $5.86-5.91B vs $5.82B est, above - FY EPS: $7.30-7.45 - FY gross margin: 56.5% Beat and raise.

$BULL knife

#earnings after the close on Thursday, May 21, 2026 earningswhispers.com/calendar $WDAY $DECK $BULL $TTWO $ZM $ROST $CPRT $FLO $LION $CAE $CVCO $PLUS

$SPY *IRAN'S AL-ARABIYA TV CLAIMS FINAL DRAFT OS US-IRAN AGREEMENT REACHED

Does this mean that stimulus checks aren't coming? Everything is fine...

$SIRI As the satellite-to-device (D2D) market heats up, Companies need contiguous spectrum to bridge terrestrial network gaps, and S-band is ideal for communicating with unmodified consumer devices 9 PE cash flow positive SPACE play mega value that they will love 50% higher eventually LOL

$SIRIous move

$NOK $NVDA Blog highlights NVDA: Building Token‑Metered AI Services on Telco AI Factories developer.nvidia.com/blog/building-…

FED RATE CUT BEFORE 2027 SLIPS TO 33% Kalshi traders now price just a 32.9% chance of a Fed rate cut before 2027, the lowest level in months. Odds have collapsed from over 90% earlier this year, with markets increasingly pricing a “higher for longer” rate path into 2027. kalshi.com/markets/kxrate…