$Intel(INTC)$  Intel's CEO LBT and a family member just committed $12M of their own money to Intel's $20B stock offering at $95/share. That's some serious conviction.

$Rum Group Inc(RUM)$ $Reddit(RDDT)$ $Intel(INTC)$  Shorts are in a really tight spot here. The setup looks like it could squeeze for weeks. Daily volume is only 2 million against 28 million short shares. RUMBLE is trading at just a $3 billion market cap, and they just acquired $12-16 billion in book value of 22,000 NVDA GPUs and 300,000 CPUs. That's a 4-5x from today's closing price.

$Intel(INTC)$  Intel's CEO really seems like a solid leader. It's not often you see a CEO actually back up their words with real money. I'm pretty bullish on Intel.

$Palantir Technologies Inc.(PLTR)$ After eight months, the stock price has returned to the level it was at back in December. $Oracle(ORCL)$  $Intel(INTC)$ 

$Invesco QQQ(QQQ)$  The chart still points to about 35% upside on the S&P 500.

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Just a couple of weeks ago QQQ looked like it was headed for the worst July since the dotcom era. That's been completely erased now. As usual, it's a lightning-fast V-shaped rally back toward the highs.

$Infleqtion(INFQ)$ I believe this company still has a ton of potential. Beyond the quantum angle itself, which could reshape the broader tech landscape, I'm mainly focused on the US government's stake in INFQ. That part looks incredibly bullish to me. I'm expecting a run similar to what INTC had at some point. There will likely be a rough patch involving dilution as the company scales and pours more into R&D and expansion. That's expected. But over the long term, assuming their tech gets ratified, this could be the kind of setup that leads to generational wealth.

$Oracle(ORCL)$ Trillions of dollars are flowing toward Oracle. The new AWS deal validates Oracle's database as something essential, and it looks like it will bring in long-term revenue with high margins. There's also talk that Wall Street is going to finance an unlimited cloud buildup for Oracle, then package that financing into CAI products — Collateralized AI — which would give investors solid assets and a revenue stream. That basically gives Oracle all the capital it needs, trillions, to build out a world AI database. Imagine 8 billion people online, what kind of network you would need, and the mountain of clients paying you for it.

$KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BABA)$ $Invesco China Technology ETF(CQQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  I'm staying long Chinese tech stocks. It doesn't really make sense that the market keeps ignoring the actual winners of the AI race while piling into the losers through SPY and QQQ. The world is betting on Peter Griffin and ignoring Usain Bolt. It's getting weird.

$Palantir Technologies Inc.(PLTR)$ Palantir isn't a typical software company or a meme stock, and that's the wrong way to value it. The company operates at the intersection of national intelligence, geopolitical competition, defense, and AI-enabled decision infrastructure. Very few companies can deploy secure, mission-critical software across classified government and military environments at scale. That scarcity, deep integration, and strategic importance are part of what the market is pricing—not just today's revenue or earnings. Look at Intel. Once a company becomes important to national security and industrial sovereignty, governments treat it differently from an ordinary business. That doesn't mean any valuation is automatically justifie

$Intel(INTC)$ LBT mentioned that INTC will return value to shareholders. Quite a bullish signal there.

$United States Oil Fund LP(USO)$ US banks shorting this to keep markets calm might get squeezed pretty hard, and oil could push past $200 in my view. Iran seems to have time on its side, while the US has about 40 days to work with. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$SPDR S&P 500 ETF Trust(SPY)$ The put wall at 770 just got tagged, and the gamma flip has moved up to 766.61. If 770 holds and SPY reclaims 771.41, I would expect a reflex bounce toward 772.53 or higher. Breadth on QQQ is improving.

$SUPER MICRO COMPUTER INC(SMCI)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Fool me once, shame on you. Fool me twice, shame on me. Fool me five times, I guess I'm just a SMCI investor at this point. Positioning for the next move.

$Eversource(ES)$ Bullish continuation looks likely in the coming sessions. A new range high and higher low were set to start this week, so the structure seems built to be bought off the intraday lows or support.

$Intel(INTC)$  Intel's next big news release — what might it be? Given everything that's been going on, I'd guess the next announcement could be a positive one. Purely my own take, since I obviously don't know what Intel has lined up. But something feels like there's more news ahead. Everyone should make their own decisions based on what they see and hear. Staying tuned.

$Oracle(ORCL)$  All those cheap calls at $150 and below that got sold were swallowed up by Wall Street. The setup felt like a trap from the beginning. Selling calls below $200 looks risky — any bullish headline could turn into a quick regret. $Palantir Technologies Inc.(PLTR)$ 

$Intel(INTC)$  There was a falling wedge breakout on the daily chart last week. The next level I'm watching is the 50-day SMA at $110.65. I like the way this setup looks heading into the new week.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $United States Oil Fund LP(USO)$ $Chevron(CVX)$ Brent crude oil has rallied above $84 per barrel, with Iran rejecting U.S. talks and no agreement reached to reopen the Strait of Hormuz.

$Oracle(ORCL)$ A lot of people rushed to follow Burry's short position disclosure. It's pretty common sense that whales use that kind of move to trap others into giving them cheaper shares. Feels like it could open above 150 tomorrow. Anyone who panicked into mirroring that short is probably looking at a quick loss.