$Apple(AAPL)$ That pullback forming a lower wick above the 5 level looks positive on the daily chart. On the minute chart, you can see the uptrend that started around 2 PM. It's a good example of why checking shorter timeframes can be useful. The open looked manipulated and bearish, but the recovery was solid. Overall, it turned out to be a bullish session.

$Nokia Oyj(NOK)$ That was a pretty rough sell-off, but I've seen this kind of thing before with AMD. Back when the whole tariff situation with China was going on, the stock took a hit too. It's since gone up more than 5x from those levels. A lot of this feels like market maker noise. From where I stand, the move is to just hold or maybe average down if you're already in it.

$Advanced Micro Devices(AMD)$ I have specific price levels in mind for adding to my position in $GraniteShares 2x Long AMD Daily ETF(AMDL)$  and for entering another swing trade.

Apple just hit a new all-time high. The stock is up 17% over the last 10 trading sessions, adding roughly $688B in market value. A couple of things are notable here. First, Apple's approach to AI is different. While Microsoft, Meta, Amazon, and Alphabet are making big, aggressive investments in AI infrastructure, Apple's spending remains more disciplined. This leaves its free cash flow generation in a strong position, especially as some investors start questioning the long-term returns on those massive AI capex projects elsewhere. Second, Apple's sales are holding up better than some expected, despite growing concerns about a potential slowdown. It feels like the market is starting to reward execution, efficiency, and strong cash generation again. I'm watching to see how

$Advanced Micro Devices(AMD)$ Multiple analysts have raised their price targets for Advanced Micro Devices. BofA Securities adjusted its target to $620 from $550. Phillip Securities moved its target to $755 from $520 and maintained a Buy rating. TD Cowen set its target to $675 from $600, also keeping a Buy rating. Stifel increased its target to $635 from $450.

$BlackBerry(BB)$ With a market cap under $7 billion and partners like $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , and $Apple(AAPL)$  (yes, Apple), it seems to be in that "hated" category. I'm just not sure why Wall Street would overlook a profitable business that hits the Rule of 40. AMDN is a partner too... I mean, all Amazon does is sell books, right? It feels like there's a lot of potential here, but the bears are still active.

$Apple(AAPL)$ It still looks like there's some room to run here. We could see it move into the high 320s by mid to late next week.

$Broadcom(AVGO)$ AAPL.It looks like Broadcom might raise its guidance.

$Advanced Micro Devices(AMD)$  The stock often seems to shake out retail investors ahead of a major AI event. Then institutional investors step in to buy at lower prices.

$Advanced Micro Devices(AMD)$  There are quite a few catalysts lined up this month. There's an AI event on July 22nd where they're expected to announce a deal with Anthropic, and earnings are in early August. Plus, the MI450 finally got released.

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  It's interesting to see CELH trading around $30 now, after it was around $90+ before the market shifted focus to AI. It feels like a chance to look at some overlooked names. The company is positioned as a defensive play, with plans to double sales through international and domestic expansion. There's also a short-term catalyst with the upcoming World Cup.

$Apple(AAPL)$  $Roundhill Magnificent Seven ETF(MAGS)$  plummeted 5% to $274 on the price hike news, but it rebounded 7% in just four sessions to erase the losses. Panic selling into solid fundamentals rarely works out well. Despite that sell-off, it still maintains a 9% year-to-date total return.

$BlackBerry(BB)$ Court documents from the antitrust case show Google paid Apple $20 billion in 2022 for its search default placement. Meanwhile, BlackBerry's QNX software is currently running the sensors in 275 million cars, though that hasn't been fully monetized yet. Your phone's data is a revenue stream, but your car's data isn't—at least not yet. BB.TSX $Apple(AAPL)$  $Alphabet(GOOGL)$ 

I see potential upside setups across some key names. $Micron Technology(MU)$  could move toward new highs above around $1,260, driven by the memory cycle and AI-led demand expansion. $Intel(INTC)$  from around $128 to around $140, seems to be in an early recovery and turnaround momentum phase. $Corning(GLW)$  from around $221 to around $350, tied to fiber and optical infrastructure buildout for AI data growth. $Apple(AAPL)$  from around $283 to around $360, based on ecosystem compounding and expanding premium for services stability. $NVIDIA(NVDA)$  from aro

I hope $Apple(AAPL)$  gets a trillion dollars of its market cap taken by $Micron Technology(MU)$ , just like what happened to $Microsoft(MSFT)$  and META.

$ARM Holdings(ARM)$ Didn't they also start manufacturing their AS chips recently? This is on top of licensing their proprietary technology to other semiconductor companies like $Advanced Micro Devices(AMD)$  $Apple(AAPL)$  $Amazon.com(AMZN)$  and many other major players. I suspect this could lead to a $Micron Technology(MU)$ -style run in Q3.

$UiPath(PATH)$ $Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ Software is how AI gets monetized. The new safety stocks could be software stocks: they are Fed independent, consumer independent, and oil independent. Software is also inflation independent as they sell services directly to businesses. Their valuations are often 3 to 10 times lower than traditional "safety stocks" like Walmart, Costco, and Target.

$Apple(AAPL)$  People still want Apple products, and we're just at the start of a new upgrade cycle. Demographics and inflation also feed right into software revenue. Own the market and charge accordingly.

$Advanced Micro Devices(AMD)$ Forward PE is 74. This should come down significantly after blowout earnings. A couple of years ago, Nvidia had a 70 PE, and then it dropped to 30 after they beat earnings by double the amount.

$Advanced Micro Devices(AMD)$ AMD stock is seeing some short-term volatility due to the broader semiconductor selloff, but the bullish momentum remains strong. Analysts like UBS have raised their price target to $670. The company was recently named the "Company to Beat" in enterprise AI server CPUs by Gartner.