To The Moon

Staying risk-on but keeping it selective here. Technology and semis still look like the areas with clear relative strength, and I'm letting winners run. Participation is uneven though, and rates moving sharply higher, so I'm not looking to aggressively expand exposure until broader sectors and longer-term breadth improve. Keeping some cash available and using weakness in leading areas for measured entries rather than chasing new highs. Watching $Invesco QQQ(QQQ)$  and semiconductor leadership, market breadth, and the bond/rate move for confirmation or deterioration. If improving internals broaden into more sectors, I'd add exposure. But if tech leadership breaks, breadth rolls back over, or rising rates start pressuring the major indexes more

$Invesco QQQ(QQQ)$ $Micron Technology(MU)$ Plenty of investors were expecting Micron to wreck the market. Micron did the opposite, and it may have given the Nasdaq a reason to keep dreaming about new highs.

$Invesco QQQ(QQQ)$  750+ tomorrow. Bulls, don't fight it, just ride with it and make money.

$Invesco QQQ(QQQ)$  Indicators suggest a double top similar to Feb 2025, with a flash crash incoming. Gap fill under 600, then higher from there, at least in my view.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Advanced Micro Devices(AMD)$ Tom Lee has made me a lot of money. Bears have Burry, bulls have Tom Lee.

$Celestica(CLS)$ It is remarkable timing that just as AI stocks are about to break their descending tops, Dario decides to have a Jerry McGuire moment. Does he seriously think the whole world is going to slow down AI development now? $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Someone said something, and now the world market is about to tank. Historically, this kind of moment has always been a solid buying opportunity in the stock market.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Google, Microsoft, Amazon and Meta are winning the AI race. Fearing for their survival, Elon Musk, Amodei and Sam want to slow AI development.

$SUPER MICRO COMPUTER INC(SMCI)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  LFG. Almost forgot they were on tonight with all this drama around the Anthropic employee.

$Invesco QQQ(QQQ)$ If you think the people who control the outcome care about a 20K portfolio, you're mistaken. The US has never looked so good, and the effects should become clear shortly.