$SPDR S&P 500 ETF Trust(SPY)$ Using weekend Wall Street moves to predict Monday's market is a bit like using Monopoly money to forecast forex. It might point in the right direction, but it's not the real thing.

$SPDR S&P 500 ETF Trust(SPY)$  Here's my take on the market. I believe we're still in a bull market, and I think the major indices will finish 2026 higher than current levels. I also expect the semiconductor sector to perform well for the rest of the year, with names like NVDA and AVGO ending 2026 above where they are now. However, I'm less convinced that some of the high-momentum names that have pulled back will fully recover this year. On my end, I'm holding my semiconductor positions, managing some of those momentum holdings, and gradually building positions in companies I believe are positioned to be AI winners. I'm also looking for shorter-term trading opportunities and aiming to exit those quicker.

$Intel(INTC)$  I'm getting the sense there could be a quick relief bounce before any further downside. I'm watching for a potential reversal around the 92 - 94 range. We might see that move play out soon.

$SPDR S&P 500 ETF Trust(SPY)$  The chart looks pretty rough, almost like something bears would love to see. It's not a pleasant sight to look at, honestly. But I think the eventual move higher will come, whether that's in a couple of months or by 2027. $iShares Semiconductor ETF(SOXX)$ 

$SPDR S&P 500 ETF Trust(SPY)$ Looks like 745-746 is pretty clearly the next target again.

$SPDR S&P 500 ETF Trust(SPY)$  Honestly, it feels like the bears might be out of steam here. To me, there's a chance we could see a large-scale breakout with some momentum.

$Intel(INTC)$  It's holding above the 100s range. That could be a good support level.

$Intel(INTC)$  I'm thinking I have to buy more. They keep hitting milestones.

$Intel(INTC)$ Looking at the Q1 numbers, Intel posted revenue of $13.6B, which came in $1.4B ahead of guidance. Non-GAAP gross margin was 41% with EPS at $0.29. The AI-related segment saw 40% year-over-year growth and now makes up 60% of the total revenue.

$Intel(INTC)$  Intel's stock has surged 370% over the past year, driven by strong performance in its Data Center and AI segments. There's some optimism around its upcoming earnings, with expectations for growth in those key areas. The earnings report on July 23, 2026, is getting attention given the company's track record of recent beats.

$Intel(INTC)$  People are talking about a big correction here, but honestly we've barely moved in 5 years. It's kind of hilarious.

$Intel(INTC)$  200after earnings

$NioCorp Developments Ltd.(NB)$ I see some short interest activity around INTC.

$SoFi Technologies Inc.(SOFI)$ Trading under $20 brings to mind the opportunity AMD presented when it was under $100. I say this as someone who owns AMD with an average cost of $118. The risk/reward setup for SOFI is getting quite interesting. The market doesn't seem to be pricing in its potential growth over the next few years, while sentiment remains extremely low. Some of the best opportunities often emerge when expectations are reset and investor confidence fades. With continued growth in its financial products, expanding customer adoption, and potential future inclusion in the SPY ETF, SOFI is a stock I'm watching closely.

$SPDR S&P 500 ETF Trust(SPY)$ bears fighting hard

$Intel(INTC)$ so it’s worth more than $100. Ok.

$Intel(INTC)$  Intel might be down today, but the underlying demand is strong enough that they're raising prices. AI demand is surging, supply remains tight, and customers are locking in long-term deals. It seems like the bears are fighting the trend here.

$SPDR S&P 500 ETF Trust(SPY)$  Looks like Hormuz is back open. Could be heading for all-time highs.

$SPDR S&P 500 ETF Trust(SPY)$ The upcoming earnings could be a positive surprise and potentially push the market up another 10%. If that happens and sentiment shifts, it might fuel a further 10% move. After that, we'll have a clearer picture of the situation.

$SPDR S&P 500 ETF Trust(SPY)$ I'm relieved to have closed my puts. I'm now back in calls, and I'm looking for 757, with 765 as a possible target.