To The Moon

$Netflix(NFLX)$ Theaters are empty and fading. Streaming at home has taken over. Netflix looks like the strongest name here, and it should get to $100 eventually. Just needs patience.

I'm looking at putting some money into $Netflix(NFLX)$ , $Uber(UBER)$ , and AMZN. Waiting to see if Trump can make at least a bit of peace before I commit. I hope Netflix can reach around 64.62, Uber around 67-66, and Amazon around 212. Is that possible? I also like $ServiceNow(NOW)$  and hope I can catch it around 83.

$Netflix(NFLX)$ Loaded some $68 calls expiring 8/7, and they're already up 23.74% since this morning. Thought about taking profits, but I'm leaning toward holding — feels like we could crack $70 soon.

$Netflix(NFLX)$ It's hard to see this dropping into the 50s. Even top analysts are maintaining their $95 to $105 price targets. With a P/E of 19 and $58 billion in revenue, this isn't some weak, washed-up company that short sellers are trying to portray. Even Jim Cramer has turned bullish on Netflix, which is notable.

$Qualcomm(QCOM)$ Same as with the Nvidia chip in the $5K laptops. Wall Street media is painting Broadcom's increasing competition in custom AI inference chips as bad news for Qualcomm. The opposite is true. Enough said.

$Qualcomm(QCOM)$ No idea why it's popping today. As long as Qualcomm continues to book new customer orders, the price should respond accordingly, regardless of the Apple loss.

$Qualcomm(QCOM)$ It's likely to hit $300 soon. Working with Microsoft on Project Solara should be a significant boost.

$Intel(INTC)$ To catch up with TSMC, Lip bu needs to raise $50B from Berkshire Hathaway. I think Intel is being too conservative, and that's why Qualcomm, ARM, and Nvidia are now in the CPU business.

$Qualcomm(QCOM)$ The fast-paced rally in other stocks has made people too impatient with this one. Just chill, not every stock doubles in a few weeks. Patience pays off.

$Qualcomm(QCOM)$ Expect a slow grind up over the next three weeks leading into the June 24th news. I think it could reach $270 before the end of June.