$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Maybe the inflation and rising interest rate narratives made sense when we were looking at a potential $250+ per barrel of crude, but that never materialized. Crude spiked into the $120s and has been easing since, we have been hitting new lows every day. With energy collapsing and everything else structurally deflating, it's hard to imagine how inflation prints and interest rates stay elevated for much longer.

$Intel(INTC)$ Just had a friend tell me Intel will have a $1 Trillion market cap by the end of the year.

$Nokia Oyj(NOK)$ Showing a constructive setup with potential for continued upside after rebounding from the 50MA around 13.50. The weekly structure resembles prior $Intel(INTC)$  type consolidation patterns, with price holding firm after the recent pullback. Momentum is building with room for a potential 20%+ move if strength continues.

$Oracle(ORCL)$ Institutions are stepping in at support levels, analysts have massive upside targets, and earnings were smashed. It just feels too easy to load up at these cheap prices.

$SpaceX(SPCX)$ Analysts are also optimistic. Zephirin issued a "buy" rating with a $310 target price, citing an undervalued supply-demand scenario. Oppenheimer raised its target from $190 to $250, bolstered by SpaceX's strategic acquisition of AI firm Cursor.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The market pulled back after the Fed's first meeting under Warsh, with 9 out of 18 officials now penciling in rate hikes for 2026. But if you zoom out on $Vanguard S&P 500 ETF(VOO)$ , the moving averages are still stacked and the uptrend remains intact. The AI buildout is driving companies to team up across industries, and that story isn't slowing down.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Core inflation appears artificially high, largely due to the outdated method the Fed uses to gather housing data. They literally call people and ask how much they think they could rent their place for. How flawed is that! Everyone wants their property values to stay high, so who wouldn't quote a price above the market rate? Real housing prices are falling in almost every area. I've seen this firsthand. Once Warsh starts using real-time data, the inflation numbers could drop significantly.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ I've watched the market for a long time. When there's genuinely bad news, stocks are usually down 2-3% or more overnight. A move like this isn't necessarily a bad sign. It could easily turn green at the open tomorrow.

$Oracle(ORCL)$ $Salesforce.com(CRM)$  has become much more interesting to me lately. Enterprise spending isn't disappearing, and AI integration is creating new revenue opportunities. I'm staying invested and avoiding emotional decisions.

$Invesco QQQ(QQQ)$ If it prints a new ATH next week, the next upside target could be around the second yearly resistance at 786.

$Intel(INTC)$  Cramer can be right once in a while!

$Oracle(ORCL)$  Back to $185 to close out the week.

$Oracle(ORCL)$  Bought a little today after taking a loss on puts. Looking for an exit or target around $210.

$Microsoft(MSFT)$ The current pressure stems from: heavy capital expenditure investments facing ROI challenges, and increased scrutiny on the software sector. Microsoft should perform well once data center expansion can boost sales and profits, but that timeline could take years. This is a similar story for other mega cap-ex hyperscalers at the moment. The build-out process generally involves several phases: Phase 1 is Planning & Permitting (12–18 months), covering land acquisition, zoning, and critical power grid allocations. Phase 2 is Site Preparation (6–12 months), including land clearing, laying heavy foundations, and routing underground utilities. Phase 3 is Structural & MEP Build (12–24 months), erecting the building shell and

$Intel(INTC)$ I bought INTC around $100. In my 45 years of investing, this is the first time I've taken a large position in a stock that's up around 400% from its lows. I have a feeling, a strong feeling, that INTC is going to have blowout earnings in late July. If the CPU to GPU ratio has flipped from 8-to-1 to now being even, then INTC will be a cash flow generating machine.

$BitMine Immersion Technologies Inc.(BMNR)$ $Strategy(MSTR)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  The orderliness of this "sell-off" is the most telling part. Wall Street just transferred holdings from the panicked shorts to the committed longs. I wouldn't be surprised by a full bull run tomorrow. Decreasing uncertainty is bullish. The run is driven by earnings, and those fundamentals didn't suddenly undergo a hard trend shift. Things look okay from here.

$WhiteFiber, Inc.(WYFI)$ This setup keeps getting more interesting the more I look at it. The backlog is already close to the market cap. That alone changes how you think about it. $865M Nscale deal, $160M Paris contract. $1B total contracted revenue versus a ~$1.3B market cap. This isn't hype, it's already signed revenue against a small equity base. With Neoclouds gaining validation from $NEBIUS(NBIS)$  / $CoreWeave, Inc.(CRWV)$  inclusion and $Oracle(ORCL)$  backlog demand, WYFI feels like a smaller-cap version of the same AI infrastructure trade. Not risk-free, but the asymmetry is hard to ignore.

$Intel(INTC)$ This pattern looks like Intel stock is about to double.

$Microsoft(MSFT)$ Daily chart. The $381-382 level is a pretty important support for bulls to hold.

$Aehr Test(AEHR)$ Just received another WLBI system order from a major SiPho customer... and they're already guiding for more orders later this year. What really stands out is the tone shift here. This isn't "testing anymore" – it's repeat procurement after qualification. Based on prior releases, the customer could be linked to Intel, Jabil, or Cisco (described as a global leader in networking), but nothing is confirmed due to NDA. Still, the pattern is clear: qualify → validate → repeat orders → scale planning And that lines up directly with what's happening in the background: hyperscaler expansion → SiPho ramp → more WLBI demand The stock has been quiet lately, but order flow hasn't. Feels more like early pipeline conversion than anything l