Billy's Market Journal: Investor Jonah Lupton says memory stocks trade at about 4x 2027 EPS versus around 12x for e…

Market Pulse: Billy's latest alerts

Billy's latest actionable stock and crypto alerts are: September 11, 2026 at 4:49 PM CDT (17h 40m old): Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews September 11, 2026 at 4:42 PM CDT (17h 47m old): Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews 📷 📷 September 11, 2026 at 2:32 PM CDT (19h 57m old): Exit $SPCX Lotto with 30% profit September 11, 2026 at 1:32 PM CDT (20h 57m old): Long $SPCX $150 Call Lottos for .45 - 10 Contracts for "why the hell not" reason September 11, 2026 at 12:22 PM CDT (22h 7m old): Exit $APP with a $2 profit per share - nice day trade September 11, 2026 at 9:17 AM CDT (25h 12m old): Exit $GOOGL Sold Puts for 90% profit - Obviously the $SPY PDS is cracked - These are Billy's recorded entries, targets, updates, and risk limits—not newly generated recommendations.

The evidence

The macroeconomy and market-policy watch included: Investor Jonah Lupton says memory stocks trade at about 4x 2027 EPS versus around 12x for energy, highlighting a big valuation gap. He also compares Exxon’s $725B EV with SK Hynix at about $950B. Denmark raised its benchmark interest rate by 25 basis points to 2.10%, its second increase this year. The move adds to evidence that central banks are still tightening policy as inflation remains a core risk. Kevin Warsh faces a no-win Federal Reserve test, with scrutiny from both Donald Trump and Wall Street whether rates rise or stay put. The decision lands amid 70-year-low consumer sentiment and a U.S. budget deficit at 6% of GDP. Cathie Wood said higher UK tax rates could end up lowering government revenue by weakening incentives to work and invest. Speaking in Britain after talks with economist Art Laffer, she pointed to the Laffer Curve as the basis for that warning. 📰 This week: PumpFun paired memecoins with tokenized stocks, Hunter Biden’s LAPTOP plunged 98%, Liquid resumed blocks after a 4,000 #Bitcoin exploit, a crypto gang admitted stealing $245M, and Iran leaned further on BTC and USDT for trade. Here's the Weekly Recap 🧵👇

Targets and expectations

The source-backed decision levels are: Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews 📷 📷 Exit $SPCX Lotto with 30% profit Long $SPCX $150 Call Lottos for .45 - 10 Contracts for "why the hell not" reason Exit $APP with a $2 profit per share - nice day trade Exit $GOOGL Sold Puts for 90% profit - Obviously the $SPY PDS is cracked - Bullish or bearish confirmation requires price to move through Billy's stated trigger or target; a stated stop, closure, or move back through the entry invalidates that setup. These are reported levels, not guarantees or fresh recommendations.

Billy's take

My read starts with the biggest verified catalyst, then Bitcoin and broad-market positioning, then the exact support, resistance, or target levels actually stated by the desk. If BWB did not publish a level, I will not make one up. Respect risk and wait for confirmation.

What I'm watching next

• JUST IN: The Bitcoin Fear & Greed Index is holding at 63, "Greed" 👀 Bullish 🚀 →
• Gary Black says Meta is his second-favorite media and communications stock after Alphabet. He expects long-term revenue growth above 20% and EBITDA growth above 15%, citing 3.7 billion daily active users, 3%-4% annual user growth, and stron →
• Ryan Detrick says weaker market breadth is not a market breakdown. He cites March as a brief pullback, not a bear market, and says the S&P 500 could approach 8,000 if it stays above its June high. →
• Technical analyst Patrick Karim says crude oil is nearing a major breakout against silver, a signal he says deserves close attention across commodity markets. Karim previously projected long-term oil targets of $200 to $400 a barrel. →
• Investor Jonah Lupton says memory stocks trade at about 4x 2027 EPS versus around 12x for energy, highlighting a big valuation gap. He also compares Exxon’s $725B EV with SK Hynix at about $950B. →
• Binance CEO Richard Teng says financial markets are undergoing structural change, expanding access, choice and opportunity for participants. He points to trends such as perpetual markets and price discovery beyond traditional trading hours. →

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