To The Moon

$Invesco QQQ(QQQ)$  rallied as WTI fell 5.1%, but the internals left a split signal. NYMO turned positive and TRIN fell to 0.87, while $VanEck Semiconductor ETF(SMH)$  gained just 0.91% versus the Nasdaq's 2.13%. Watching $Invesco S&P 500 Equal Weight ETF(RSP)$ /$SPDR S&P 500 ETF Trust(SPY)$  and $VanEck Semiconductor ETF(SMH)$ /$Invesco QQQ(QQQ)$  for relative confirmation.

$SPDR S&P 500 ETF Trust(SPY)$  760 long puts tomorrow lol can't go wrong with the cheapest put on the highest price ever lol

$SPDR S&P 500 ETF Trust(SPY)$ I'd welcome a small pullback to go long again.

$Intel(INTC)$  Semis across the board have already gone through a sizeable correction. Right now it looks more like consolidation. I think it just needs a bit more time. The fundamentals are stronger than ever, so I do expect it to rise again.

$Intel(INTC)$ It looks like $112.81 is the 50-day moving average. If it can trade above that level soon, the $121 gap close might be reachable within a few days. At this point, a lot of scenarios seem possible, especially since some big shorts are bullish or long in this sector. The recent selling looked more like forced margin-driven moves rather than anyone wanting to sell voluntarily. It feels like the next phase could be about letting sidelined buyers chase, and that might set up the next leg higher for the broader market. $NASDAQ 100(NDX)$ 

$SPDR S&P 500 ETF Trust(SPY)$ Could see 750+ soon. Based on historical data, the month should close fairly strong from here. We'll see how it plays out.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Grok 4.5 looks like a genuinely strong frontier model. Fast, cost-efficient, and it seems to hold its own against Claude Opus 4.8 and GPT-5.5 in coding, reasoning, and professional tasks. Grok 4.6 is slated for August.

$SPDR S&P 500 ETF Trust(SPY)$ I almost feel bad for those who got roped into puts at the close.

$Invesco QQQ(QQQ)$ Down almost 12% since June, while the SPY is only off about 4%. The April and May run gained around 35%, but the June and July tech rout wiped out 12%. A few things hitting at the same time — the Iran ceasefire falling apart again, KOSPI correcting 40% and dragging memory and AI plays lower, plus China CXMT and now selling weapons to Iran. Not exactly a clean setup.

$Intel(INTC)$ Rates unchanged. The buying opportunity on the most important company in America probably won't last long. It's been beaten down within the semi segment even after a strong earnings report. We're already deep into Q3, and there's clearly more happening at Intel than in Q2. Apple didn't take part in the tech dip. They have cash to spend. Guess where that's going to go?