SPX$SPDR S&P 500 ETF Trust(SPY)$ XSPThis price action has the same energy as a toxic ex-boss telling you one thing on Monday, denying it on Wednesday, and taking credit for it on Friday. No major macro catalyst on the near horizon. The tape lately seems mostly driven by dealers and large funds balancing flow. We'll know if they're looking to go long on this dip or stay quiet a bit longer to see who wants to go all-in on the next poker round.
$SPDR S&P 500 ETF Trust(SPY)$ AMD's Data Center revenue jumped 107% to $6.72 billion in Q2 2026, and operating income swung from a $155 million loss to $2.10 billion.
$SPDR S&P 500 ETF Trust(SPY)$ Bears figured KOSPI would keep sliding after that big selloff, but buying the dip still looks like the way to go here. Nothing seems able to take this market down.
$Intel(INTC)$ What $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ showed was jaw dropping and reaffirms that America has a tech lead over China. Not just math but creativity and daring. To be celebrated. And important for Intel to take a leading role in Terafab and not let TSMC in.
$Intel(INTC)$ Glad to have bought back some of my lower hold position. I'm working toward getting back to my original higher share count, though these prices make that difficult. Feeling optimistic and continuing to add slowly on red days.
$SPDR S&P 500 ETF Trust(SPY)$ SPY is still holding above the 716.43 invalidation level on the 4-hour chart, keeping the move from the September low intact. Wave (i) still looks like it has room to extend. The setup I'm watching is a push toward the 786.45 area to complete wave (i), then a corrective wave (ii) back toward the 764-765 zone before the broader bullish sequence resumes higher.
$Intel(INTC)$ Bought 100c 11/20 contracts. Risk management is in place. Using profits from other plays to cover these contracts. Discipline over emotions. NFA.
$SPDR S&P 500 ETF Trust(SPY)$ Musk and Wall Street are floating a pretty bold call that SpaceX stock is set up for a catalyst-driven 2027. The catalyst being talked about is that SpaceX is reportedly looking to raise another $40 billion in financing to buy Nvidia chips.
$Intel(INTC)$ INTC is now down roughly 19.8% from its recent high of $130.24. After the multi-week selloff, price is probing a zone that could mark intermediate support. The setup looks increasingly constructive heading into Q3 earnings in about two weeks. Adding fuel: Intel remains a core partner on Elon Musk's Terafab project. CEO Lip-Bu Tan recently reaffirmed that Intel will continue working with Musk on the Texas AI chip complex, with 14A still the referenced process, even as any TSMC role stays limited to a potential sublease at most. A ~20% reset plus ongoing strategic alignment with the Terafab build-out could support a run into earnings in anticipation of a clean beat-and-raise plus constructive commentary on 14A progress, external f