$Intel(INTC)$  There was a falling wedge breakout on the daily chart last week. The next level I'm watching is the 50-day SMA at $110.65. I like the way this setup looks heading into the new week.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $United States Oil Fund LP(USO)$ $Chevron(CVX)$ Brent crude oil has rallied above $84 per barrel, with Iran rejecting U.S. talks and no agreement reached to reopen the Strait of Hormuz.

$Oracle(ORCL)$ A lot of people rushed to follow Burry's short position disclosure. It's pretty common sense that whales use that kind of move to trap others into giving them cheaper shares. Feels like it could open above 150 tomorrow. Anyone who panicked into mirroring that short is probably looking at a quick loss.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ QQQ opened at $725 mid on July 15 and dropped hard and fast to $660 in 10 trading days. That entire move just got erased in 7 days, a violent V rally back to this level. Stairs down, elevator up. QQQ hit ATH on June 3 and took 38 trading days to drop to $660. With it sitting only 3.5% from that June 3 high, I'd expect QQQ to hit it this week, probably after CPI. That would be a 10-trading-day V rally back to highs. 38 days down, 10 days up. That's a bull market for you, fast and violent.

$SolarEdge(SEDG)$ $Invesco QQQ(QQQ)$ I think it's a bit early to call for 800% from where we got in around $10+. I ended up buying back the whole position today and doubled it, just in case anyone wanted a bit of conviction. $35 seems easy enough, maybe even soon, and then we'll probably retest that resistance area near 42ish. Technicals look oversold, and the reversal indicator is even flashing. If AI can spot it, it shouldn't be that hard to see. With earnings coming up in a few months, I'm looking at a potential revisit of the 50s.

$Oracle(ORCL)$ TikTok Shop is projected to capture around 10% of the US retail market by 2028, up from just 1% currently, driven by how fast it's been growing. Oracle holds a 15% stake in TikTok US, and TikTok runs on OCI (Oracle Cloud Infrastructure) as its underlying infra. Right now, Oracle attributes about 5% of its total revenue to TikTok operations, which includes their share of product revenue plus cloud hosting costs. Not sure about the math, but if TikTok Shop actually becomes a significant online retailer in the US, it could bring Oracle some solid revenue streams. Something to think about.

$Intel(INTC)$ Staying patient with INTC. The low volume and stability could set up a decent upward move in September. Any positive news on the Apple side might add to that as well.

$Oracle(ORCL)$ Wall Street seems to be using novice bears as pawns, keeping them on the wrong side of the trade while they're late to drop their one-sided mentality. At this point, they've already missed the turn. Phase 2 expansion looks like it's wrapping up. Going quiet again until we see the $300s.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ Trump mentioned a deal could come as soon as tomorrow. Whether people like it or not, the market seems set to push higher from here. Already expecting the usual flood of troll comments, honestly.

$Oracle(ORCL)$ Nice consolidation during the reversal. Buyers are clearly defending the downside. Once $148 is reclaimed, the next stop is $160.

$Palantir Technologies Inc.(PLTR)$ Empires aren't built in a single quarter. They're built on vision, conviction, and execution. Peter Thiel saw the future. Alex Karp is building it. When others saw risk, they saw the future. The empire wasn't inherited. It was built.

$Rolls Royce Holdings plc(RYCEY)$ It's the best stock on the market and one of the best companies out there, in my view. I've been a shareholder for 8 years and have no plans to change that anytime soon. Their lead in the SMR industry, combined with exponential growth in energy demand, makes clean, near-limitless energy a no-brainer investment and always has been.

$Oracle(ORCL)$  I bought at 125. Honestly, I think reaching 200 sometime this year feels like a real possibility.

$Oracle(ORCL)$  If $145 holds as the new support level, it could put a lot of shorts in a tough spot. $Palantir Technologies Inc.(PLTR)$ 

$Invesco QQQ(QQQ)$ The QQQ will never see another 6-handle in my lifetime. Would be nice, eh?

$Intel(INTC)$  MediaTek isn't the only big name shifting toward Intel. Google, Amazon, Cisco, SpaceX, and Tesla are all confirmed to be adopting Intel's EMIB technology — Google for its 9th-gen TPU, specifically. That kind of adoption makes the bear case around Intel Foundry Services hard to take seriously. Some of the largest fabless chip designers in the world are already integrating Intel's advanced packaging into their long-term roadmaps. The underlying tech is clearly capable and necessary for scale.

$Intel(INTC)$ They are practically telling you what they are doing, just in reverse. When they say "buy Intel," what is actually happening is Citadel is buying Intel and shaking everyone else out. Jim Cramer is Citadel's puppet.

$Oracle(ORCL)$ Everyone seems to have written ORCL off. I'm not buying that. The market is focused on the risks, but the cloud and AI infrastructure opportunity could be bigger than many expect.

$Palantir Technologies Inc.(PLTR)$ PLTR reports Q2 earnings Monday AMC with massive expectations baked in. With a huge earnings week ahead for QQQ tech, AIP commercial enterprise momentum and steady deal flow from FAA and DoD look set to push revenue past $1.8B, roughly 80%+ YoY growth. Valuation still runs at a premium, but the blistering Rule of 40 numbers and FCF expansion keep the long-term bull thesis intact. Will PLTR crush Q2 numbers or sell off on high expectations?

$Intel(INTC)$  Trump is backing a $100 billion data center hub on federal land. That comes on top of the mega capex already in place. Semiconductors still have a long way to rally, from where I stand.