AI & Tech Stock Alpha - October Setup đŻ
10-year yields cooling + Fed Vice Chair dovish = October rally incoming. Superintelligence stocks already bouncing.
$SPY additions:
âą $TWLO (cloud comms)
âą $VYLR (gene tech)
Optical movers:
âą $COHR +11% â $350 PT (Bernstein)
âą $LITE +8% â $1220 PT
$SPCX -2%: Musk walks back Starship goals from 1/day to 1/week. Launch failures still too frequent.
$Anthropic IPO watch: Roadshow mid-Nov, listing by Nov 26 (pre-Thanksgiving). Claude's parent co going public.
10-year yields cooling + Fed Vice Chair dovish = October rally incoming. Superintelligence stocks already bouncing.
$SPY additions:
âą $TWLO (cloud comms)
âą $VYLR (gene tech)
Optical movers:
âą $COHR +11% â $350 PT (Bernstein)
âą $LITE +8% â $1220 PT
$SPCX -2%: Musk walks back Starship goals from 1/day to 1/week. Launch failures still too frequent.
$Anthropic IPO watch: Roadshow mid-Nov, listing by Nov 26 (pre-Thanksgiving). Claude's parent co going public.