$Aeluma, Inc.(ALMU)$ It's easy to forget just how involved the government is with Aeluma, and how much of a vested interest they have in seeing the company succeed. $Intel(INTC)$  $VanEck Semiconductor ETF(SMH)$  $iShares Semiconductor ETF(SOXX)$ 

$Intel(INTC)$  Nasdaq could be up 100 points tomorrow. Hoping the market shrugs off the jobs report. Interest rates matter less when companies are still making solid profits. There's always some scary narrative floating around around the clock.

$SPDR S&P 500 ETF Trust(SPY)$ Nvidia is putting up some historic numbers right now. At close to $5.3 trillion in market cap, $NVIDIA(NVDA)$  now makes up nearly 8% of the S&P 500's total value, which is basically its highest share ever. To put that in perspective, that's worth more than 5 of the S&P 500's 11 sectors on their own, and more than the combined value of the Energy, Utilities, Real Estate, and Materials sectors. Its market cap is also equivalent to roughly 16.3% of U.S. GDP. The AI boom has turned this into one of the most extraordinary corporate growth stories in market history. It feels like Nvidia isn't just leading the AI trade anymore, it's reshaping the market itself.

$SPDR S&P 500 ETF Trust(SPY)$ From how I read Wall Street right now, we're going to hit all-time highs or get pretty close to them soon.

$SPDR S&P 500 ETF Trust(SPY)$ I'm confident this will all settle down eventually. Still buying the dips myself.

$Intel(INTC)$ INTC is holding like a champ. The market is down 150 points and INTC is flat to up. Selling volume has dried up and the spring is being tightened. Once any good news comes out, and I think it will, this stock could blast off. Could see $175 before the year is over, but $140 is a sure thing.

$SPDR S&P 500 ETF Trust(SPY)$  $Trump Media & Technology(DJT)$ USO.X$Battalion Oil Corp(BATL)$ $Sky Quarry Inc(SKYQ)$ U.S. forces struck two Iranian launchers on Larak Island after Revolutionary Guard forces were reportedly observed preparing to launch rockets carrying sea mines into the Strait of Hormuz, according to a U.S. official cited by Axios. Iran's Revolutionary Guards said the strike killed and wounded several soldiers and civilians and vowed "response and punishment," warning the U.S. will face both economic and military repercussions. Oil moved up to 85+

$Trump Media & Technology(DJT)$ If Democrats win in November, the market could keep ripping to new all-time highs for 2 years. $SPDR S&P 500 ETF Trust(SPY)$  might see some volatility before election day though. So just enjoy the show and buy the dips.

$SPDR S&P 500 ETF Trust(SPY)$  The market won't see another red day. Going forward, every session should keep posting a new all-time high and a new higher low.

$SPDR S&P 500 ETF Trust(SPY)$  The last Jackson Hole was a total mess. Today was a good day for filling gaps, but anything beats sideways trading. I think that 774.00 candle could end up being the high for the week. I'm still very bullish, but the chaos probably isn't over yet.

$Intel(INTC)$ $NVIDIA(NVDA)$ Nice move. Even caught the NVDA deal. Bears will have to deal with it.

$SPDR S&P 500 ETF Trust(SPY)$ I honestly don't know what the bears were expecting. 800 before 750.

$SPDR S&P 500 ETF Trust(SPY)$ Qs are pushing back toward the VWAP on the 30-minute chart. The bears had their moment.

$Intel(INTC)$ Counterpoint Research is taking a bullish view on Intel's foundry business. Analyst Neil Shah sees Intel's chip-packaging strategy as a potential way to challenge Taiwan Semiconductor in the AI hardware market. Shah said he expects more than 130 million GPUs and custom AI accelerators to ship with advanced memory packaging over the next five years, generating nearly $2 trillion in computing revenue. His view is that competition is shifting from simply making smaller chips toward finding better ways to connect processors, memory and other components. That shift matters because AI systems need faster memory access, more computing power and more efficient connections. Shah sees these constraints as creating opportunities for compan

HSBC has doubled its price target on $Intel(INTC)$ , with Frank Lee raising the target from $100 to $200 while keeping a Buy rating. The upgrade comes from Intel Foundry Services being included in the bank's sum-of-the-parts valuation for the first time, and this now stands as the Street's most bullish call by a wide margin. Lee's view centers on tight global advanced packaging and wafer capacity, especially around TSMC CoWoS constraints, which he sees pushing hyperscalers toward Intel's EMIB packaging and 18A. HSBC also raised its 2026 and 2027 server CPU shipment growth estimates to 25% and 30% year over year, which drives their DCAI revenue projections well above consensus. Management reinforced that picture, noting 18A yields are tracking

$Advanced Micro Devices(AMD)$ $Webull Corp(BULL)$ All five positions closed green. $Rum Group Inc(RUM)$  is turning into my second best stock of the year after AMD. I'm carrying some small bags with $Intel(INTC)$  and $Meta Platforms, Inc.(META)$  right now, but these should both be green soon as well. Unrealized gains of $77K today.

$Intel(INTC)$ The relationship with SpaceX and Elon could be a huge boost for Intel. That's why I'm just sitting back and letting this play out.

$Intel(INTC)$ Masayoshi Son, the billionaire head of SoftBank Group, is the most notable "billion-dollar investor" heavily backing Intel. SoftBank held a $12.1 billion stake in INTC as of their latest quarterly disclosure. In a massive vote of confidence, SoftBank directed roughly 67% of its total U.S. stock portfolio into Intel, having initially secured a massive 86.96 million share position at a cost basis of $23 per share back in September 2025.

$SPDR S&P 500 ETF Trust(SPY)$ Not even down a percent, so no real concern. More fiat gets printed every day, trillions of it.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Bears are working hard to find another QQQ pullback this year, but being bearish sounds smarter than it pays.