The video argues the post-election, high-volatility selloff is a midterm-style flush, not a broken thesis: the bottom may not be in yet, but best-in-class names, semis, data-center leaders, and select Bitcoin trades are framed as buys into fear. The main setup is to use volatility to finance long-dated calls or sell puts, then lean into names like NVDA, AMZN, MU, GOOG, and SOXX while avoiding weaker underdogs like CRWV. It also lays out specific technical levels for AMD, NVDA, MU, GOOG, TSLA, SPY, and BTC, with repeated emphasis that this kind of drawdown can still resolve into new highs over the next 6 to 12 months. Ashley and Larry reinforce the bullish longer-term framing while Josh stays tactical on where not to catch falling knives.
The bottom is not in and another week of 'hell' is likely; support can break and then be reclaimed 1–2 days later, so exact bottom timing is not knowable even if support holds after a break.
The selloff is tied to politics: the other party took the House and Senate and is not pro data center, but the view is that the uncertainty clears after midterms and data-center deals get worked out.
CRWV is a do-not-touch NTC name with 'a ton of more room' to go down, while APLD, INTC, and CRWV are explicitly grouped as underdog trades that should stay very, very moderate in size.
NVDA, Google, and AMZN are the best-in-class names to lean heavier on in downturns because they are framed as companies that are 'not going anywhere.'
Ashley’s favorite data-center exposure is NBIS; she also says CRW scares her right now because of its debt, while she prefers less risky generational trades like SPMO, QQQ, VO, and VTI.
For leverage, the playbook is long-dated calls and LEAPS: options 1 year or more out are framed as giving the movement of 100 shares via delta, with VIX-elevated environments making calls and puts pricier and favoring sellers.
A LEAPS tactic is to sell an option about 6 months out when cash is available to help finance the call, and when VIX falls toward 15 the sold put can be closed for profit and may fully offset the extra volatility paid for the call.
Texas data-center buildouts for 2027–2028 are said to have 'no changes' from the newly elected governor, with likely concessions on taxes, union labor for buildouts, water usage, and resident electric bills; the expectation is that data centers proceed in Texas, overseas, or even 'Mars.'
MSTR and MARA were nibbled on as a Bitcoin swing trade; RIOT is liked a little better than MARA, and the larger Bitcoin-tied vehicles are framed as higher-risk names that run early and should be sold first.
MARA is described as near its low, with a lowest pivot low of about 323 and a current level around 586; the target is a minimum $15 stock, with $15–$16 called a roughly 200% move.
AMD has a profoundly ugly candle with lower lows, a possible local level at 395, and a trade structure from 395 to 457; 395 is treated as a 40% drop and a potential head-and-shoulders right-shoulder area, with rejection around 460 ending the trade.
SPY is expected to flush lower into November and December rather than reverse first: the notes flag 764 and 750 as prior bounce zones, 714 and weekly RSI 40 as a no-reverse-before level, and the view is that the market makes a new high within 6 to 12 months after the midterm.
Ashley cites 19-for-19 midterm-year gains back to 1950 with an average 15% rise and says that after VIX spikes like today, the market has been up 81% of the time one month later.
NVDA is treated as a pullback buy: the stock was bought today at 180 rather than fully sized because RSI suggests room down, with earnings in two weeks and the expectation that shorts covering ahead of earnings can force big green candles off the bottom.
MU is framed as a high-time-frame buy with major support around 650/649 and a minimum back-test target around 758; earnings are December 23rd, and a break of 650/649 is treated as a black-swan-type event only.
GOOG is being bought around 300 and 280, with a lower-low target at 265; a massive head-and-shoulders pattern is tracked, 27458 is the key line not to lose, and if that holds the view is a higher high in 2027 and possibly 400 later in 2027.
TSLA lost $41 and more than 11% on the move, with 275 called the level to watch for a hard flush; the expectation is more weakness into Friday before any Monday relief.
BTC at $75,000 is treated as a buy, not a bottom-guessing exercise, and the note also says MSTR, MARA, and RIOT are higher-risk ways to express that trade.
SOXX is added to the ETF portfolio; SOXL is cited from $7.83 after Liberation Day oversold conditions to as high as $300, with a current support-based setup for at least a move from 40 back to 74.
PLTR’s safest Fibonacci reversal area is 146 to 142, with a conditional call that if it crosses back beneath 160 it should head to that golden pocket.
AMZN is called the best-in-class performer for 2026, with a load at 227, a weekly reach to 273, and a target of 300 in the next 6 months if no major macro event hits.