š Wall Street Radar: Stocks to Watch Next Week
š¼ Volume 66
We Ghosted You (But the Market Didnāt Ghost Us)
Look, we owe you an apology.
Last week? No watchlist. Radio silence. We vanished like a line cook on a Sunday morning after a Saturday night bender.
Did you miss us? Or were you relieved to have a week without our doom prophecies and financial paranoia? Doesnāt matter, weāre back. And before you start throwing stones, hereās the deal: in more than a year of weekly issues, weāve skipped exactly one. One. Thatās a better streak than most tech CEOs have with their āI promise this feature is coming soonā announcements.
Life happens. Personal shit gets in the way. Weāre not robots. (Though sometimes we wish we wereārobots donāt have to deal with family drama or existential dread at 2 A.M.)
But weāre here now. And the market? The market didnāt take a week off.
While we were gone, something beautiful and infuriating happened: the market ripped higher.
Everyone (and I mean everyone) was convinced we were in an AI bubble. FinTwit was ablaze with doomsday prophecies. āItās over.ā āThe top is in.ā āCash is king.ā
The usual choir of permabears is singing their favorite hymn.
And then the market did what it does best: it made fools of everyone.
It bounced. Hard. Fast. Violent. The kind of move that leaves you whiplashed, questioning your sanity, wondering if you shouldāve just bought the damn dip after all.
But hereās the thing: the market loves to fool people. Itās not personal. Itās just what it does. It waits until the maximum number of people are convinced of one thingāand then it does the opposite. Itās a sadist with a Bloomberg terminal.
Fridayās close, though? Not great. The bounce lost some steam. The euphoria faded. And now everyoneās looking ahead to next week with the kind of dread usually reserved for root canals and IRS audits.
Why? Because Powellās back.
The Federal Reserve meeting next week is shaping up to be one of the most contentious in years. And by ācontentious,ā I mean itās going to be a shitshow.
Hereās the setup: five of the twelve voting members of the Federal Open Market Committee have voiced opposition (or at least serious skepticism) about further rate cuts. Meanwhile, three members of the Washington-based Board of Governors are pushing for a cut.
Translation? The Fed is more divided than a Thanksgiving dinner table in 2024. And that division matters. Because itās not just about this meeting, itās about what comes next. Where the Fed leans now will tell us where theyāre headed in the months ahead.
Powellās going to have to thread the needle. Heās going to have to sound confident without sounding reckless. Dovish without sounding desperate. Hawkish without sounding like heās about to crater the economy.
Good luck with that, Jerome.
This is the main event. The headline. The thing everyoneās going to be watching, dissecting, and overanalyzing until the words lose all meaning.
As for us? Our portfolioās doing fine. Better than fine, actually.
All our positions are working. Weāre progressively increasing our exposure: slowly, carefully, like a chef adding salt to a sauce. A little at a time. Taste. Adjust. Repeat.
The VIX is back under 20, which is nice. Stability feels good after weeks of chaos. But hereās the thing: we donāt think the marketās out of the woods yet. This bounce was violent. Too fast. Too furious. We didnāt get time to digest the move. No consolidation. No healthy pullback. Just a straight-up rip that left everyone scrambling.
Markets need time to breathe. They need to consolidate, compress, and build a base. Without that? Youāre just setting up for another violent move in the opposite direction.
So yeah, weāre cautiously optimistic. But weāre not betting the farm. Not yet.
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š Free Setup: Make It Count
CIFR: Cipher Mining Inc. ā ļø
What they do: Develop and lease data center infrastructure for AI and high-performance computing applications.
Why watch? Cipher Mining has successfully repositioned itself from a Bitcoin miner to an AI and high-performance computing data center lessor, securing two massive long-term lease agreements that fundamentally transform the business model and revenue visibility. The companyās strategy involves securing land and powerāthe two most critical and scarce resources for data center developmentābuilding the infrastructure, and leasing capacity to customers who bring their own GPUs. The first deal is a 15-year lease with AWS worth $5.5 billion in contracted revenue, requiring Cipher to deliver 300 MW of gross capacity by the end of 2026. The second is a 10-year partnership with Fluidstack and Google, where Cipher serves as landlord, Fluidstack as primary tenant, and Google as guarantor. The amended terms of this deal call for the development of the Barber Lake Facility with completion by September 2026, when rent on the 10-year lease begins. The total value of this partnership, including extension options, could exceed $7 billion. Combined, Cipherās AI and HPC leasing contracts represent approximately $9.3 billion in contracted revenue ($5.5 billion AWS + $3.8 billion amended Fluidstack partnership), providing exceptional visibility and transforming Cipher into a high-growth infrastructure play leveraged to AI demand.
Technical Outlook: The stock bounced alongside the broader tech market and has reclaimed key moving averages, with the 10-EMA and 20-EMA now providing support. A decisive break above the descending trendline on the daily chart (essentially a move above $20 on volume) would confirm the reversal and open the door for a move toward initial targets of $25ā$30.
Why We Donāt Wait for Sunday
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