To The Moon

$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Intel(INTC)$  Google's latest earnings after the bell reinforced a clear trend: the company is dedicating $200 billion to AI infrastructure. On a related note, Treasury Secretary Scott Bessent has stated the U.S. aims to grow its share of global AI compute capacity from about 60% to 80% in the coming years. The objective is straightforward—to maintain the country's position as the leading AI superpower for decades to come. This is a positive development for the broader AI ecosystem, including semiconductor

Sometimes the biggest investment mistake isn't picking the wrong stock, but overlooking where the real growth is actually happening. The difference a year can make: $Tesla Motors(TSLA)$ : +13% $Micron Technology(MU)$ : +795% $SanDisk Corp.(SNDK)$ : +3803% The point here isn't to chase the biggest winner after the move. It's more about spotting the sectors with strong long-term tailwinds before the market fully prices them in. Areas like AI infrastructure, semiconductors, and next-generation technology keep producing some of the biggest opportunities, though timing and risk management still count. The ke

$Apple(AAPL)$ I'm wondering if, once the big players push the price down to around $310, they'll actually start buying back in. Or could they just hold off and wait a few more weeks?

Cramer trying to jinx NVDA. Retesting ATH in August. $Dell Technologies Inc.(DELL)$  $Micron Technology(MU)$  $Intel(INTC)$ 

$Intel(INTC)$ The upcoming sessions could see a lot of movement in the Nasdaq, with a packed earnings calendar. Wednesday's reports include $Alphabet(GOOGL)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $Texas Instruments(TXN)$ , and IBM. Thursday brings INTC.

$Intel(INTC)$ Intel just doesn't seem to stay under $100 for long. It keeps fighting back.

$Tesla Motors(TSLA)$ Forgot to mention – they're already in the process of replacing their older diesel semi trucks with the Tesla Semi.

$Apple(AAPL)$  A lot of deep ITM calls were printed on Friday, so I don't see the price falling much in the near term. I'm considering buying a call at the open, with a target of $344.

$Intel(INTC)$ If it stays above $96.87, the next levels to watch could be $107, $113, $122, and then $128 before earnings. After the report, it might move toward $150, and possibly reach $200 by the end of the year.

$Apple(AAPL)$ I never expected to still be holding Apple calls going into July, but that's just how the market goes sometimes.