To The Moon

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $e.l.f. Beauty Inc.(ELF)$ $Invesco QQQ(QQQ)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ The deal with ALDI alone is good enough to justify the stock doubling. This was a $90 stock just months ago and dropped for no good reason. The run has started back towards $120 plus.

$SPDR S&P 500 ETF Trust(SPY)$ I'm bullish here. The extreme fear gauge is usually a trailing indicator. I'm not saying we'll see an immediate recovery, but I believe the SPY will finish above $8200 for the year. I think it will become range-bound in early October with some quick consolidations. The next run before a broader pullback in May 2027 will present more interesting buying opportunities than in previous years.

$Micron Technology(MU)$  The numbers I circled are pretty typical short volume ratios for Micron. The top three there are from Wednesday through Friday last week. Around 55% is about the highest I've seen since March. It doesn't necessarily mean we'll see a squeeze on Monday, but it does look like we were held down pretty significantly last week.

$Everspin Technologies Inc(MRAM)$ Everspin Technologies operates as a "fabless" semiconductor company. It designs the technology and holds a portfolio of over 600 MRAM patents, but relies on major global foundries to manufacture the chips. Consequently, some companies serve as its contract manufacturing partners, some as IP licensees, and others are direct competitors.

$SPDR S&P 500 ETF Trust(SPY)$ give us a green day, bulls gotta eat too

$CEVA Inc(CEVA)$ $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ $Strategy(MSTR)$ Just bought some CEVA shares.

$Microsoft(MSFT)$ Microsoft has a comprehensive set of businesses. It's #1 in AI as a service in the cloud. Overall in cloud, Azure has 1 billion users with 35% YoY growth. Its AI chatbot has 250 million users. It's the #2 most popular search engine with 1 billion monthly active users. It owns the #1 workplace website LinkedIn and the #1 productivity tools with Office. Its Windows OS is far and away the #1 in the world with 1.4 billion users. Xbox is the #2 most popular game console. Future P/E is 18. Price target is $570. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$SPDR S&P 500 ETF Trust(SPY)$ July could see a wave of buybacks and a significant influx of liquidity into stocks.

$Micron Technology(MU)$ Micron just delivered a pretty clear capital allocation signal, and it aligns with Buffett's idea of returning cash when you can't deploy it better. From CFO Mike Murphy: "We intend to increase our capital return. Over time, we expect to return 100% of our excess cash to shareholders." From a trading desk perspective, this is more than just guidance; it's a shift in capital strategy tone. Higher focus on shareholder returns. Long-term target: 100% of excess cash returned. Strong confidence in cash generation through the cycle. Less emphasis on reinvestment versus payout. When a cyclical name starts talking like this, it usually changes how the market thinks about the durability of its cash flow.

$Micron Technology(MU)$  Yesterday's earnings report was absolutely explosive - revenue up +346% YoY and +74% QoQ to around $41.5B, with GAAP net income margins hitting about 68%.