$Tesla Motors(TSLA)$  $NVIDIA(NVDA)$  is showing the heaviest bullish flow today, with over $50M each. That's not just noise, it's where the market is focused. It still doesn't mean it's a free pass to chase blindly. The flow tells you where the battle is, but the price still has to confirm it.

$Apple(AAPL)$  Looks like it could be the first one to break its all-time high.

The industry is moving from a first phase of capital-intensive data center builds to a second phase focused on actively monetizing cloud backlogs. Cloud growth keeps accelerating, largely driven by the rise of enterprise AI workloads. In my view, there's still a massive digital runway left to capture. Even as enterprise AI adoption grows, trillions of everyday operational workflows haven't yet deployed autonomous AI agents. Globally, data creation has grown more than 3x over the last five years to over 230 zettabytes. Meanwhile, AI tokens have exploded from near zero to tens of quadrillions per month, with no signs of slowing down. Companies are also optimizing margins through aggressive cost rationalization. This is being driven by internalizing custom hardware and a strategic pivot away

$Apple(AAPL)$ Spending and contracts are real and not circular, which is good for AVGO.

$Tesla Motors(TSLA)$ Looking for a move back to the $415-420 range soon.

$Microsoft(MSFT)$  The stock could move to the $450-500 range over the next 12-18 months. The negative noise seems overblown.

$Tesla Motors(TSLA)$ The market's reaction to a 20% earnings beat seems a bit odd. It's hard to believe that kind of positive surprise was already fully priced in, leading to a sell-off.

$BlackBerry(BB)$ BB.TSX $Apple(AAPL)$ 

$Klarna Group plc(KLAR)$ The stock looks undervalued at the moment. There are major shopping events in the second half of the year. As consumer products like the iPhone, iPad, and MacBook see price increases, buy-now-pay-later services such as Klarna could benefit. I think the stock could reach $50 soon. $Apple(AAPL)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

June's trading results are now finalized. 52 trades were executed, resulting in $55,472 in realized profit/loss with a profit factor of 7.24. While the recap gets the attention, the actual effort is put in long before the results materialize. Looking ahead to July. $SPDR S&P 500 ETF Trust(SPY)$  SPX $Invesco QQQ(QQQ)$  $Apple(AAPL)$  $Tesla Motors(TSLA)$ 

$Greenland Energy Co(GLND)$ I've got more funds to put into this tomorrow. The price is ridiculously low. Greenland Energy is the only company with oil & gas drilling permits in Greenland. Everyone knows Greenland has an abundance of oil, and there are already clues—oil is seeping to the surface in some places. Trillions of dollars are at stake.

$Microsoft(MSFT)$  Management should be buying back as much as they can at these prices.

$Microsoft(MSFT)$  AI infrastructure and data center spending will eventually peak and then slow down. The long-term winners will be: MSFT, GOOGL, META, AMZN win the long game because they own the recurring revenue layer: AI agents, AI copilots, AI search, AI cloud workloads, AI enterprise automation, AI developer tools, AI-powered ads, AI-powered commerce. Hardware is one-time revenue. AI software is infinite recurring revenue. This is why the hyperscalers eventually outperform the hardware names.

$Microsoft(MSFT)$ Honestly, “unbelievable” is a fitting word for how Microsoft keeps showing up in every major theme. AI, cloud, infrastructure, enterprise software — it always feels like MSFT is sitting right in the middle of whatever the market is obsessing over at the moment. What’s a bit wild is how many different narratives are stacking up at the same time: valuation debates, massive AI spend, Copilot expansion, cloud competition… it’s never just one thing with this company. And that’s probably why people react the way they do — not because of a single headline, but because the story keeps getting re-written while the company remains at the center of it. Still feels like one of those names where the longer-term setup matters way more tha

$Intel(INTC)$ Intel has had a few recent developments. They reached a preliminary agreement with Apple to fabricate some chips for its flagship devices. Google also placed an order with Intel for 3 million custom Tensor Processing Units, scheduled for 2028. Additionally, Intel joined Elon Musk's Terafab project to create chips for SpaceX, xAI, and Tesla. Finally, their most advanced chip, the 18A-P, has entered the early stages of production.

$Microsoft(MSFT)$  This is the fourth consecutive daily hammer candle that has formed. There's a lot of buying interest at these levels. I'm also adding to my position and won't let my shares go easily. A breakout to the upside seems likely soon.

$Apple(AAPL)$ Today might be the last day AAPL will ever be below 300. Just like June 16, 2025 was the last day it was below 200. That's how it seems to go.

$Ondas Holdings Inc.(ONDS)$ This could become the Apple of drones, you can see the ecosystem potential. After all, that's what Apple built, and it only works seamlessly within its own iOS. Apple had plenty of 30-40% sell-offs in its day. This should fill the $13 gap and hopefully wear out the bears completely. Then it could sling back up to my projected $31.66 target.

$Apple(AAPL)$ Apple was once seen as lagging in the AI race. Now it looks more like a winner, and without spending heavily on capex. Apple's capex-to-revenue ratio is just 2.5%, well below the 10%+ seen at most mega-cap peers. While competitors burn cash on AI infrastructure and investors question whether those investments will pay off, Apple is taking a different path. It plans to monetize AI through its massive existing customer base. Apple now has over 2.5 billion active devices, up from 2.35 billion a year ago, a gain of 150 million devices in one year. That installed base puts Apple in a good position to benefit from the shift toward agentic AI applications, where users need a trusted platform to handle identity, authentication, and paym

$Microsoft(MSFT)$ Satya Nadella's weekend post: "Frontier AI without an ecosystem is not stable." He emphasizes that the focus is shifting from the best model to the best platform/ecosystem. This supports Microsoft's strategy: Azure + Copilot + GitHub + M365 + enterprise customers. It suggests long-term AI winners will monetize through adoption, not just model leadership. Mildly bullish for MSFT because of its strong ecosystem moat. We'll see if investors agree with him or not.