$SPDR S&P 500 ETF Trust(SPY)$ Could see 750+ soon. Based on historical data, the month should close fairly strong from here. We'll see how it plays out.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Grok 4.5 looks like a genuinely strong frontier model. Fast, cost-efficient, and it seems to hold its own against Claude Opus 4.8 and GPT-5.5 in coding, reasoning, and professional tasks. Grok 4.6 is slated for August.

$SPDR S&P 500 ETF Trust(SPY)$ I almost feel bad for those who got roped into puts at the close.

$Invesco QQQ(QQQ)$ Down almost 12% since June, while the SPY is only off about 4%. The April and May run gained around 35%, but the June and July tech rout wiped out 12%. A few things hitting at the same time — the Iran ceasefire falling apart again, KOSPI correcting 40% and dragging memory and AI plays lower, plus China CXMT and now selling weapons to Iran. Not exactly a clean setup.

$Intel(INTC)$ Rates unchanged. The buying opportunity on the most important company in America probably won't last long. It's been beaten down within the semi segment even after a strong earnings report. We're already deep into Q3, and there's clearly more happening at Intel than in Q2. Apple didn't take part in the tech dip. They have cash to spend. Guess where that's going to go?

$SPDR S&P 500 ETF Trust(SPY)$ The market could double in 5 years. I don't think fighting AI makes sense — it's inevitable. It will produce goods and services faster and cheaper than humans. Think abundance, innovation, deflation. Think big; where we are right now is just a drop in the bucket. The upside is massive, and the downside scenario is essentially complete destruction — which means you wouldn't even have time to be depressed about it or short it. You wouldn't exist. I'm all in for the win. I'll be on Mars in 35 years sipping cocktails.

$Intel(INTC)$ Bank of America's view on Intel has turned increasingly positive. Back in June, the firm made the unusual move of upgrading Intel from Underperform directly to Buy. That is a rare two-step upgrade, reflecting growing confidence in Intel's AI server CPUs, foundry strategy, and advanced packaging business. That positive outlook was reinforced recently, as Bank of America reaffirmed its Buy rating and increased its 12-month price target to $160. Analysts can change their opinions at any time, but it is notable when a major Wall Street research firm makes a rare double upgrade and then strengthens that stance by reaffirming its Buy rating and raising its price target following earnings.

$SPDR S&P 500 ETF Trust(SPY)$  The right call would have been to hike rates. What actually happened was a hold. The right trade would have been to play the tape. What actually happened was overnight calls.

$Intel(INTC)$  $Intel(INTC)$  Semis caught a bid across the board, feels like some scared money getting tossed out of positions. There were 20,000 September $100 calls bought at $5.75. Also 10,000 November $120 calls at $6.50, adjusting from $130s. Another 10,000 January 2028 $100 calls, and 5,500 March $100 calls at $17.5.

$SPDR S&P 500 ETF Trust(SPY)$ Looking like we might be moving higher from here. No reason for bulls to stress over this.

$SPDR S&P 500 ETF Trust(SPY)$ After another choppy week, Bitcoin managed to close above the 200-week moving average once again. The favorable July seasonality window is coming to an end, so it feels like it's time to mentally prepare for the volatility that tends to show up in August and September. Staying disciplined and having a plan is probably the best way to navigate these rougher seasonal windows, so now seems like a good time to put that plan together. It's a lot easier to build a solid plan during the calm periods than to try and react in the middle of the storm.

$SPDR S&P 500 ETF Trust(SPY)$ There's a harmonic pattern on the 15-minute chart. Price looks headed toward the $748 to $750 area.

$Beyond Meat, Inc.(BYND)$ This could end up being the biggest short squeeze of 2026 before long. Keeping a close eye on what happens after earnings. I added another $220,000 worth. I'm extremely bullish here. Honestly, an acquisition wouldn't shock me at this point. Their products are selling fast, especially Beyond Immerse. DYD $SPDR S&P 500 ETF Trust(SPY)$  $Pepsi(PEP)$ 

$SPDR S&P 500 ETF Trust(SPY)$ Wishing everyone a solid trading week. I'll be focused on options around volatility and earnings. Had a great run with VZ last week and looking for that to continue. Also watching NOW and CRCL for upside.

$SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$ $Meta Platforms, Inc.(META)$ Trump seems to be running a simple playbook: push the stock market higher for Americans, which raises wealth and spending, fueling the economy and GDP, and makes the US the hottest economy on the planet. At the same time, try to lower inflation by getting oil prices down. The way it's set up, it looks like a win-win for both Americans and Wall Street.

$SPDR S&P 500 ETF Trust(SPY)$ I'm fully long here, but futures have a habit of being misleading most of the time.

$SPDR S&P 500 ETF Trust(SPY)$  It's interesting to see how the market reacts. A stock goes up a few points, and the bulls are just sitting back, relaxed. Then it dips by a fraction, and suddenly the bears are celebrating like they've won the war.

$SPDR S&P 500 ETF Trust(SPY)$ If we see $760 by the end of the week, Google could really take off.

$Intel(INTC)$ I was thinking it might drop back to the $20 or $30 range.

There's been a series of incredibly bullish AI headlines, data points, commentary, and actual earnings results for the company and companies across the broader ecosystem over the past several months to a year. Meanwhile, $NVIDIA(NVDA)$ 's share price and $SPDR S&P 500 ETF Trust(SPY)$ 's performance are what they are.