$Invesco QQQ(QQQ)$  Just got a buy signal. The tape looks risk-on for now. There could still be one last shakeout tomorrow—which I wouldn't mind—but waiting for the perfect dip is how you end up on the sidelines. I'm adding to my position today. If the signal fails, I'll adjust. Until then, there's nothing to overthink.

$MannKind(MNKD)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ PDUFA is coming up. It could be a positive development for MannKind.

$Keel Infrastructure Corp(KEEL)$ $Meta Platforms, Inc.(META)$  is building an AI center in Canada, and Keel has a solid market base there. It could be something brewing, or maybe it's nothing at all.

This is a good example of how large capital can influence price action. At the market open, there was about 6.8 million shares sold, which you can see on the chart candle. The spread went from 614 to 600. This kind of move happens by creating a disproportionate volume, which isn't a new tactic. Hedge funds and other large players have used this to push prices down. After that, they tend to buy back in smaller increments to cover their short position. However, because the following buy candles are smaller, the bid spread is often contained by market makers, keeping the price low. It's a classic form of market manipulation, but it's hard to prove because institutions can always cite portfolio adjustments or delta hedging as reasons. Still, these short-term tactics don't change the bigger pic

The Investors Intelligence bulls minus bears reading is getting close to the 40% zone. Sentiment is definitely warming up, but it's not at extreme levels just yet. Honestly, I wouldn't rule out one more push higher from here. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$  Meta is drawing more attention as it nears a potential trend shift. The company recently unveiled "Muse Image," its first AI model for image generation, with plans to launch an AI video generation model called "Muse Video" later. With the AI race accelerating, Meta is expanding its presence across social platforms, advertising, and generative AI. The main question is whether this fresh AI momentum can drive stronger growth and rebuild investor confidence. I'm keeping an eye on the price action, as major trend shifts often start before the broader market catches on. For those following along, this is the kind of portfolio performance we aim to capture when the cycle turns.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Former President Trump made a comment suggesting the stock market could see a significant rise.

It's been a strong start to the week. Nasdaq bulls came in with momentum, pushing $Invesco QQQ(QQQ)$  up roughly +1.4% as buyers moved back into growth and tech names. The question now is whether this move can build follow-through or if it becomes another short-term bounce. I'm watching how price reacts around recent resistance levels and whether dips continue to get bought. For now, the tape is showing risk appetite is back.

$SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Markets closed the session on a constructive note, with large-cap indices moving higher and risk appetite improving into the close. The Dow notched another record finish, and the Nasdaq gained about +1%, supported by a rebound in semiconductor stocks after a couple of weeks of underperformance. The broader market backdrop remains supportive, with the S&P 500 continuing to move higher in a controlled, trending manner rather than a high-volatility breakout phase. Looking under the surface, it's still a rotation-driven market—leadership shifts arou

$Meta Platforms, Inc.(META)$ I picked up the $602.5 calls earlier for $0.05. They just hit a high of $1.70. Too bad I only had 10 contracts.

$Meta Platforms, Inc.(META)$ Some analysts have the lowest target at 655. I think the bears might be feeling some pressure before long.

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Bears might want to be cautious here. The fact that we're not making lower lows suggests we could be primed for a squeeze. Historically, July has favored bulls 4 out of 5 times as well. Over the next two weeks, we could easily see all-time highs.

$Advanced Micro Devices(AMD)$ What's interesting is how the narrative is expanding beyond just GPUs. Looking at the longer-term setup, some estimates are floating the idea that AMD could scale toward ~$100B annual revenue by 2028. This is driven by multi-vendor AI commitments from $Meta Platforms, Inc.(META)$ , $Oracle(ORCL)$ , and ecosystem demand tied to OpenAI infrastructure buildouts. The initial rerating came from the GPU side, but the second leg of the story is starting to come from CPUs, which often get overlooked in AI conversations. Every AI cluster still needs heavy general-purpose compute for orchestration and inference, and that's where

$Meta Platforms, Inc.(META)$ I like the fight lately

$APPLIED DIGITAL CORP(APLD)$ Another trading week for APLD is in the books. It was another frustrating one, but we got through it. I'm personally glad we closed above the day's lows. Here's an observation, though it doesn't necessarily predict the direction for next week. Based on how I have my MACD set up, APLD's reading is more negative than it has ever been historically. That doesn't signal a bottom, but it does indicate a rapid move below the key moving averages. This shift occurred following news of three new leases with a single tenant, and the RFS at PF1-2 coming online, which means APLD is officially generating more revenue and demonstrating execution. As for next week, I'm hopeful and leaning towards a move up. Given everything APLD

$Meta Platforms, Inc.(META)$ The stock sold off across the semiconductor and infrastructure sectors, and then proceeded to drop on its own. That's a strange move.

$NEBIUS(NBIS)$ Hmm. I think Meta needs a tech partner. Nvidia already has a large deal with them. That could be a powerful combination.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ The next swing for $NEBIUS(NBIS)$  could hit even harder.

$Meta Platforms, Inc.(META)$ Mizuho reiterated its Outperform rating and $835 price target. The positive read is around a potential Meta Compute business, which they see as a Plan B and a sign that Meta is focused on ROI from its AI investments.

$Rocket Lab USA, Inc.(RKLB)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ Rocket Labs is ripping from swing signal