DannyMarque

If there's one thing I'm very confident in is that AI will NOT replace a fortune 500s CRM platform and enterprises are not going to just abandon their CRMs overnight
The risk to SaaS is real, but I think people are applying it too broadly. AI will absolutely pressure weak software companies that are basically just thin workflow tools with poor data ownership, low switching costs, and no real system-of-record position. Those businesses are vulnerable.
But Salesforce $CRM, ServiceNow $NOW, and HubSpot $HUBS are scaled platforms. The moat is not just the software UI. It's the data model, the inte

Might be the time to get interested in Netflix $NFLX again. A similar pattern has played out to the current once since 2003.
V-shaped breakout + correction to backtest the neckline of breakout

$MARA has outperformed both $IREN and $CIFR since February

Micron $MU has now hit its 1.618 extension since the 2000 high at $1200+, an incredible feat and something all long-term shareholders should be extremely proud of.
An 18x return in less than 18 months and 120x in 10 years. This is by definition a parabolic move and there have been many speculators chasing the name as of late
I'm well aware much of this rally has been earnings driven but the market is a forward looking mechanism and pricing in future growth. While price can stay irrational without significant pullbacks, I'll stand by the position that over the next few years we will see a -50%

Everyone's focused on the wrong opportunities right now
Circle $CRCL will probably be one of the cleanest 2-3x over the next 12-18 months

Solana $SOL
"Waiting" for lower (aka being sidelined) on asset prices when they've already had material selloffs is riskier than slowly getting positioned
Bullish divergence with price and OBV. AKA while the price is declining, selling pressure is drying up and buying volume is actually beginning to accumulate.
Smart money is stepping in

Since I get almost no engagement on any of the plays that I share, many of which have played out exactly as I've outlined over the last few months....I'll just continue sharing them
I bought Redcat $RCAT last month in mid $8s when it retested the 21m EMA and made it a significantly larger position (about 1.3% of the folio)
The dominant structure here is a massive inverse head & shoulders pattern and in the formation of the right shoulder price is continuing to form higher lows in what looks to be an ascending triangle. Price has seen resistance from the ~$15-17 for 2 years now and it looks lik

$USAR USA Rare Earth
Bearish divergences shouldn't go unnoticed. Stock had a bearish divergence on OBV + RSI where price made a higher high and strength indicators formed a lower high. If you're trading that's typically a sign to reduce the position / trim. Or if you're a LT investor like me good area to sell covered calls.
Look at the confluence of where divergence occurred relative to the 0.786 fib rejection as well. Textbook. There's a daily gap at $19 which at this point might as well get it over with. But, as long as the trendline support of the last year holds up we should form another

$GRRR Gorilla Technology Group
Interesting small cap that I've been in since ~$12. The falling wedge pattern caught my attention and its remained the dominant structure. It's had an equal time-based correction since the first impulse from '24-25.
Alot to like here as price is above the bull market support band + broke out of the wedge + was able to breakout of the ichimoku cloud (now backtesting it)
I think $30+ is in the cards over next few months (likely where I sell the position). Represents <1% of holdings

Tesla $TSLA
The last time it broke out from a multi-year ascending triangle pattern was in 2013 and proceeded to do a +631% move in a year
It's been in another one since 2021, consolidating for 5 years and now nearing the apex of the triangle (where compression before expansion is tightest). The longer the consolidation the higher the expansion
I've overlaid the fractal for illustrative purposes and it suggests $1600 by 2028

$SERV - Serve Robotics
High risk but the robotics theme is still very early so its to be expected. The setup is interesting here and you have a falling wedge forming