Today was constructive but much more selective than Monday. The Nasdaq still finished at a record close, +0.45%, while the S&P 500 was essentially flat. Micron and other memory/AI names led; oil stayed around $100 and the 10-year yield hovered near 4.94%.

The biggest change in the radar is MU: the >$1,050 acceptance we were waiting for has now occurred, with shares trading around $1,080 Tuesday ahead of September 30 earnings. NVDA, by contrast, still has not confirmed the $230 breakout.

Options note: September 25 OI is end-of-day data and can lag the underlying by a session. Where I can verify the ATM straddle directly, I use it; otherwise the implied move below is an IV-derived approximation using the latest verified front-week IV. I am not manufacturing call/put walls where the public chain does not support one.

Inside are new updates on: $HOOD, $COIN, $NVDA, $MU, $RKLB + Friday Expiration Map and a Top Idea in $NVDA setting up