$Invesco QQQ(QQQ)$ Dubai investors were hoping US investors had one more chance last week to add a large amount of QQQ in the low 700s, especially on Friday, driven by renewed strength in the semiconductor sector. Our analysts see the semi sector as having re-awakened, with potential to push toward a new all-time high and beyond. That ATH, as US investors have often referenced, could propel QQQ to 795-825 by the end of September. There's also a case for starting to accumulate SMH and SOXX for the next ATH, with MU and SNDK potentially joining NVDA as new leaders in the semi space. More gains could be ahead. Good luck to US investors.

Here's a look at the foxes TOP 20 Holdings with their weightings. What are you holding, and why? $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Invesco QQQ(QQQ)$ Just bought 200 shares of $McDonald's(MCD)$  and 500 shares of $Nike(NKE)$  after hours. Never owned either of these companies before. Not sure what to make of it yet, but here we are.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Not sure how markets managed to rally in June. The only real difference was rates weren't as high. Now it feels like everyone is completely overwhelmed by anxiety. Iran, the 30-year, Japan, tariffs, China, an AI bust, an economy bust, margins, competition, everything framed as a bust. Give me a break. Things aren't as bad as Ray Dalio wants you to think. The backdrop is actually pretty solid.

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ QQQ retesting 720 at the open would be wonderful.

$Invesco QQQ(QQQ)$ 717.36-721.49. That's the finale for the week. $SPDR S&P 500 ETF Trust(SPY)$  $ProShares UltraPro QQQ(TQQQ)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$ 

$Invesco QQQ(QQQ)$  The market seems to sense that DJT is about to benefit from quantitative easing.

$iShares Silver Trust(SLV)$ $SPDR Gold ETF(GLD)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Trump better come up with a solid TACO special this time. He's going to need all the sauce. Everything rallies into midterms. Make it happen.

$Meta Platforms, Inc.(META)$ There's something about $Solowin Holdings(AXG)$  that keeps pulling me back. Maybe it's the 895% revenue growth. Maybe it's the $848.8M AUA. Maybe it's the $1.04B stablecoin and fiat trading volume. Or maybe it's the idea of one company trying to connect stablecoins, AI infrastructure, payments, and tokenized assets under a single ecosystem. I don't know where $Solowin Holdings(AXG)$  ultimately goes. But I'd rather understand the story early than catch up after everyone else is already talking about it.

$Meta Platforms, Inc.(META)$ Typical pump and dump. Took a while to play out, but it went as usual. I actually had some hopes for this one today — it made me believe for a second.

$Invesco QQQ(QQQ)$ Every bit of common sense and every macro indicator points to the market moving lower, so I'm buying calls and shorting oil.

$NVIDIA(NVDA)$ SIKE could reach 60 billion barrels from Venezuela and rip through $SPDR S&P 500 ETF Trust(SPY)$  and QQQ. There will always be noise around trading headlines, but some big institutions may need to cover short positions quickly ahead of a possible near-term rally.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ $Broadcom(AVGO)$ Q still has a gap to fill around 730. Feels like something is pushing us in that direction.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I have 100% confidence in this market because we have a very competent administration. I mean, what could possibly go wrong with these guys in charge? lol. Buffoons.

$AppLovin Corporation(APP)$ Brutally meh day relative to the $iShares Expanded Tech-Software Sector ETF(IGV)$  monster move. Wondering if it's trading more in line with names like $Meta Platforms, Inc.(META)$  and RDDT. Either way, it does feel like we got through the worst of earnings and the pre-midterm, treasury yield, Iran macro picture without puking well below $300, so it could very well have found a tradable bottom.

$NVIDIA(NVDA)$ Candles are busting through the top of my screen. Congrats to everyone who had the nerve to buy the dip. Way to trade. $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$  $VanEck Semiconductor ETF(SMH)$  $Invesco QQQ(QQQ)$ 

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Bears are going over $NVIDIA(NVDA)$  earnings looking for any small detail to complain about. It's a bit much.

$Meta Platforms, Inc.(META)$ In talks to settle the Oakland teen social media trial. A settlement would replace trial risk with a set payout, removing legal uncertainty and clearing a path toward $600+.

$Meta Platforms, Inc.(META)$ Knee jerk reaction, but we still have to see the details and go through what requirements would come with it if it happens. The cash to be paid is no big deal. The settlement discussions are good news, but these discussions come with requirements. They won't just slap on a fine and call it a day. There will be forced restructuring of the algorithm and other changes or requirements imposed. No AG will let them go with just a fine and keep business as usual. Deep changes will need to be made, and that could affect META's balance sheet.

$Meta Platforms, Inc.(META)$  Meta and state AGs have reportedly discussed settling the teen social media case mid-trial. People familiar with the matter told Bloomberg that talks are underway, with the trial now in its second week in Oakland federal court.