$Micron Technology(MU)$  BREAKING: Micron stock, $MU, is officially trading above its July 2000 peak for the 2nd time in history. Micron is trading in all time high territory, 15% above its Dot-com bubble peak, after reporting strong earnings. The company reported that revenue rose to $5.8 billion from $3.7 billion due to AI demand. It also saw a massive swing in net income going from a $2.3 billion loss to a $793 million gain. $MU is officially worth over $100 billion by market cap. The AI boom is thriving. Chip stocks are up sharply across the board after Micron's earnings. We are set to see major market indices open in all time high territory. Market euphoria is alive and well as we have seen since October 2023.

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   “Rate cuts are bearish” is a very general statement. Historically the first 12 months after the initial rate cut can be bullish for the market. After that there’s varying results but if we just focus on 12 month returns things look good. FOMC meeting/rate cut decision coming on 18 Sept

Likely we will have a small pullback.  Based on statistics, there are on average 3 pullbacks of 5% a year and on average 1 pullback of 10% a year.  Expect a slight pullback then be ready to go long once we see a bullish candlestick pattern.  Lets all huat together!

$NVIDIA Corp(NVDA)$   Price action is not stalling at all! We broke through the downtrend resistance and re-tested it as support. Next target is $135! We may even see 135 before earnings! I think earnings will be another blowout move surprising everyone beating all estimates and we gap up 20% to $150-160. Don't sell! NVDA is the best stock to be invested in during this initial buildup phase of AI when everyone is hoarding GPUs

$NVIDIA Corp(NVDA)$   This is absolutely insane: Nvidia, $NVDA, the third largest company in the world is trading like a penny stock. Since its after hours low seen just 18 hours ago, Nvidia has added $380 BILLION of market cap. In other words, Nvidia has added as much market cap as the entire value of Costco, $COST, in 18 hours. This comes after the stock erased $1 TRILLION of market cap over the last 5 weeks. Big tech stocks are throwing around trillions of Dollars of market cap in a matter of hours. Truly insane. That's a $1.4 trillion+ swing in Nvidia's market cap in just over a month. That's also more than the value of most countries' entire stock market. Volatility is officially back and on the rise.

$SPDR S&P 500 ETF Trust(SPY)$   📈 $SPY RETESTING! • SPY is retesting an important trend line and we also have a bull gap right under. • If we gap down under the bull gap that is open there is a high change we will see a steeper pull back into the end of the year. • This is a scenario to have in the back of your mind and is important where every bull gap will act as support as we drop lower but creating an island top I believe we can see 570s before higher. • Bulls need to break 600 or chop continues. OPEX Friday. Good luck everyone!

$NVIDIA Corp(NVDA)$   BREAKING: Nvidia stock, $NVDA, falls over 8% despite reporting stronger than expected earnings. The company posted EPS of $0.68, above expectations of $0.65, on revenue of $30.0 billion, above expectations of $28.9 billion. The stock has now erased $250 BILLION in market cap over the last 5 minutes. Will dip buyers step in here? Nvidia, $NVDA, posted 122% of revenue growth on a year-over-year basis. It also expects to see $32.5 billion of revenue in the current quarter, above expectations. This was an overall solid quarter for Nvidia.

$Tesla Motors(TSLA)$   $TSLA “If interest rates come down, margins will be good. If they don't come down, they won't be that good. " - Elon on the Q4 ‘23 earnings call. Rate cuts are here. He’s connected rates to Tesla many times, this looks ready to explode. Over $235 things get fun. Target of $250 by 10/10.

$Intel(INTC)$   $INTC Right now: FWD PE: 16 PEG: 0.8 Net Profit Margin: 7.3% EPS Next Year: +73% EPS Next 5 Years: +39% Risk < Reward They are not at the same level as $TSM or $NVDA but they are preparing for growth and to compete.

$SUPER MICRO COMPUTER INC(SMCI)$  👇🏻 $SMCI Nice retest of the broken trendline. Looking extremely good. Nothing bearish about it unless 825 is broken lower. Will chips continue to fall next week? I think more good news will come out of the industry and we will see prices rebound 

$NVIDIA Corp(NVDA)$   In the next two weeks we have two of the biggest catalysts until the election in November. Jackson Hole and $NVDA earnings Have to think Powell will be dovish at Jackson Hole after last week, maybe a dip early next week to set the stage for a rally into Nvidia’s report.

$Tesla Motors(TSLA)$   17.6% of hedge funds are now shorting Tesla, $TSLA, the highest share in over a year. This is up from 13.9% recorded three months ago, according to Hazeltree which tracks over 500 funds. Last week, Tesla's short sellers lost $3.5 billion in just 2 days the company beat expectations for Q2 2024 vehicle deliveries. Since the April 2024 low, the stock is up almost 80% and added ~$350 billion in market cap. It is now up 1% year-to-date after initially falling 42% in the first 4 months. Incredible turnaround.

$Taiwan Semiconductor Manufacturing(TSM)$   Trump will make lots of noise about Europe and Taiwan.  TSMC share price will drop due to fears of China attacking Taiwan. No changes to TSMC business fundamentals- still the leading advanced node fab.  Scoop up cheap shares when no one wants them - profit When everyone realises the fears were overblown. 

$Palantir Technologies Inc.(PLTR)$   $PLTR $MSFT Looks like we know why Satya Nadella mentioned Palantir as a “leader in their industry” during their Q2 earnings call now… One of Palantir’s core moats has been being able to securely deploy software within classified environments. This is why they just did $300M+ in revenue last quarter for their government business. Today, Microsoft and Palantir signed their BIGGEST partnership yet which would integrate Azure’s OpenAI LLMs and Palantir’s AIP to build AI-driven operational workloads across Defense and Intelligence verticals. It is really hard to win in the government. Palantir is one of only 3 companies in the world to have Impact Level 6 security clearance. The

$Advanced Micro Devices(AMD)$   $AMD Big move is brewing here. Just as $AMZN $MSFT $GOOGL are dominant in cloud, AMD can be a player in the chip/AI space. $NVDA is the leader but I still see AMD being a factor. At minimum think this pushes to $165 but I can see it going into the $180s if the market holds up.

$NVIDIA Corp(NVDA)$   $NVDA Nvidia’s upgrade to $150 by UBS today was really important. Last week, New Street Research was the only firm on the street to actually raise questions about Nvidia’s demand NOT matching expectations for earnings. UBS today: “Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust.” If UBS thinks Blackwell is going to contribute to an earnings beat (Jensen did say Blackwell revenue will show up this year) then $NVDA likely is ahead of estimates… After taking a breather, Nvidia is coming back..

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   This has been one of the best market rallies of all time: The S&P 500 is up 34.4% over the last year, the most since October 2021. Over the last 15 years, there were only 2 times when the market performed better: the 2010 and 2021 bull markets. This was when stocks experienced a historic recovery from the 2008 Financial Crisis and the 2020 pandemic crash. In 2021, the S&P 500 recorded 70 new all-time highs, the most since 1995. This year, the index has hit 42 records year-to-date and is on track for the second-best streak since 2017. Truly historic.

$Starbucks(SBUX)$  The board may be looking for a fresh revamp of the Starbucks business model with the hiring of Niccol. A transition to more food and sit down dine in restaurants may be on the cards and who better to push that through than someone who executed really well with Chipotle. Currently Starbucks operates a model that is based on people buying an expensive drink so they can sit down for hours at a nice cafe. This may be losing its appeal with fast consumerism and takeaways more in vogue now - especially in China - their largest market outside USA and where they are losing customers and share to Luckin, Cotti, and the bubble tea shops. Good luck Brian. I hope you succeed!

$Trump Media & Technology(DJT)$ $SPDR S&P 500 ETF Trust(SPY)$  $DJIA(.DJI)$   Odds of Trump sweeping the 2024 election race surge after last night's attempt at the former president's life. This is likely to be perceived as constructive for stocks, particularly within the old economy where de-regulation would be a key theme. Crypto is another beneficiary.

$Tesla Motors(TSLA)$   Does anyone else get the feeling that $TSLA is the only one playing chess? Tesla has been strategically building the supercharger network, selling EVs profitably, reducing Cost Of Goods Sold, improving the efficiency of its Gigafactories & improving FSD for MANY years now… Other companies don’t realise just how far they are behind… 🤷‍♂️