$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ is showing the heaviest bullish flow today, with over $50M each. That's not just noise, it's where the market is focused. It still doesn't mean it's a free pass to chase blindly. The flow tells you where the battle is, but the price still has to confirm it.
The industry is moving from a first phase of capital-intensive data center builds to a second phase focused on actively monetizing cloud backlogs. Cloud growth keeps accelerating, largely driven by the rise of enterprise AI workloads. In my view, there's still a massive digital runway left to capture. Even as enterprise AI adoption grows, trillions of everyday operational workflows haven't yet deployed autonomous AI agents. Globally, data creation has grown more than 3x over the last five years to over 230 zettabytes. Meanwhile, AI tokens have exploded from near zero to tens of quadrillions per month, with no signs of slowing down. Companies are also optimizing margins through aggressive cost rationalization. This is being driven by internalizing custom hardware and a strategic pivot away
$Tesla Motors(TSLA)$ The market's reaction to a 20% earnings beat seems a bit odd. It's hard to believe that kind of positive surprise was already fully priced in, leading to a sell-off.
$Klarna Group plc(KLAR)$ The stock looks undervalued at the moment. There are major shopping events in the second half of the year. As consumer products like the iPhone, iPad, and MacBook see price increases, buy-now-pay-later services such as Klarna could benefit. I think the stock could reach $50 soon. $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$
June's trading results are now finalized. 52 trades were executed, resulting in $55,472 in realized profit/loss with a profit factor of 7.24. While the recap gets the attention, the actual effort is put in long before the results materialize. Looking ahead to July. $SPDR S&P 500 ETF Trust(SPY)$ SPX $Invesco QQQ(QQQ)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$