$VanEck Gold Miners ETF(GDX)$ $SPDR Gold ETF(GLD)$ $iShares Silver Trust(SLV)$ $Coeur Mining(CDE)$ $SPDR S&P 500 ETF Trust(SPY)$ The charts look bullish to me. There are positive signals like bullish MACD crossovers on both, positive divergence, and oversold conditions. It looks like a major bottom might be forming here. I think there's a chance these could run hard again soon.

$Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$  Amazon relative strength, I'll take it.

Some stocks I'm keeping an eye on for July: $NVIDIA(NVDA)$  - 203 → 480 $Broadcom(AVGO)$  - 371 → 680 $Advanced Micro Devices(AMD)$  - 496 → 720 $Taiwan Semiconductor Manufacturing(TSM)$  - 405 → 710 $Micron Technology(MU)$  - 849 → 1,500 I sometimes get asked why I don't charge for this kind of content, but for me, it's just a personal interest. I share it freely. Another update will be posted before long.

There are September rate hikes, war, and shipping blockages on top of more blockages. It feels like $SPDR S&P 500 ETF Trust(SPY)$  could be back to 725 before long.

$Micron Technology(MU)$ The Nasdaq is up just a touch, 0.1%, but the significance is that there's no more selling. Micron could hit $1250 this week, with earnings from Tesla and Google on Thursday.

$Micron Technology(MU)$  Let's consider the most extreme bear case for a moment. Suppose the AI market collapses, despite what IBM, ASML, and TSMC are saying. Suppose Micron's demand falls back to bear market levels, and it only earns $10 per share. Give that a 20x multiple for a bear case. Add to that, Micron has visibility on earnings through the end of 2027, and let's assume zero new orders—that could be about $300 per share in profit. Include take-or-pay contracts worth another $100 per share, and it amounts to a $600 share price in this worst-of-the-worst scenario, ignoring all AI spending reports, shortage reports, and reports of software company prices crashing. Let's also assign no value to Chinese compani

$Micron Technology(MU)$  The AI sector seems unusually cheap right now. Profits are soaring, yet stock prices are stagnant, which feels like a reverse bubble compared to the typical market frenzy. The issue isn't the technical charts; it's driven by public sentiment. The dominant emotion isn't hype, but fear and anger over potential job displacement, making this one of the most psychologically resisted technological shifts. This rejection acts as an anchor, artificially holding down valuations. It's creating a market anomaly where earnings growth is outpacing price appreciation, pushing forward P/Es into the low teens. Once this widespread fear subsides, it's worth considering how high the sector could potentially

$Micron Technology(MU)$ The dot-com bubble in 2000 had companies with no profits and no real business, trading at P/E ratios of 100 or more. Today's AI market is built on real technology with actual earnings, yet it trades at a forward P/E of just 5.48. Back then, dreams were priced like gold. Now, reality seems priced like trash.

$Micron Technology(MU)$ I wasn't in on this, but I remember that crash in memory after an extended slump. It looks like nothing now, but I recall it was just as frustrating for investors—until suddenly it wasn't.

$Micron Technology(MU)$ I've managed to bring my average cost down to $865.68 so far. I think we could see a decent bounce before long.

$SPDR S&P 500 ETF Trust(SPY)$ 754From where I stand, the 200-day EMA looks too strong to hold back the price. We could see $755 before long.

$Navitas Semiconductor Corp(NVTS)$ I'm not selling any of my positions. Looking to see everyone again when these stocks hit $20 per share. $Wendy's(WEN)$  $Micron Technology(MU)$  $Advanced Micro Devices(AMD)$ 

$Micron Technology(MU)$ There's no other company globally with financial numbers like this... $945 by the end of the day.

$MannKind(MNKD)$ When Mannkind reports over $120 million in revenue for the second quarter of 2026, that would represent a more than 57% increase compared to the same period a year earlier.

$SPDR S&P 500 ETF Trust(SPY)$  $CrowdStrike Holdings, Inc.(CRWD)$  ripped from 3.00 to 12.00 on 8/21 23.

No matter which exchange $SK hynix(SKHY)$  is listed on, how can any financial industry in any country justify a company that's among the world's most profitable trading at just 5-6 times forward earnings? The same question applies to $Micron Technology(MU)$  and SNDK. Are investors really supposed to choose beloved COST at a 40 P/E or CRWD at 135.5 instead? Seriously, $SK hynix(SKHY)$  generated $92.06 billion in revenue over the last twelve months.

SK Hynix $SK hynix(SKHY)$  finished up 27.28% today. Its South Korean listing (A000660.KS) is trading at about a 43% discount to the overseas listing. There are two ways this could go. Either $SK hynix(SKHY)$  corrects down roughly 30% to 43% to close that valuation gap, or the South Korean listing, along with other memory names like Samsung, $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , rally sharply in the coming days to catch up. Given that memory companies just reported their strongest quarter ever, with profits nearing some of the Mag7 companies, I think the second scenario is more likely.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ SLB, Liberty Energy to sell infrastructure to data centers

$Micron Technology(MU)$ Micron has a low forward P/E. It looks like a cheap stock at this price.

$SPDR S&P 500 ETF Trust(SPY)$  I think the rest of the week could see a retest of the 755-760 area.