To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ It looks like they're winning the race by sitting back with lower capex spend in the near term. The idea is they're cornering the AI market by sourcing cheaper RAM and compute from China's CXMT. To me, it feels like a dip-buying opportunity is brewing for US AI names.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ Hoping it can just hold steady or grind a bit higher until the open. Any real pullback before Wednesday would be tough to watch. Fingers crossed.

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  $ARM Holdings(ARM)$ AMD's next-next-generation CPU, Zen 7, is expected to deliver a massive IPC uplift.

KIMI K3 seems just as capable as Fable in my view, but at a much lower cost. Now I'm looking at another PC upgrade, which is a bit of a hassle. This could be a Deepseek 2.0 moment for the markets. $Alphabet(GOOGL)$  $Microsoft(MSFT)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $NVIDIA(NVDA)$ 

Here's a straightforward 5 ETF portfolio aimed at long-term growth and cash flow. The allocation is 20% each to $Invesco QQQ(QQQ)$ , $SPDR S&P 500 ETF Trust(SPY)$ , $Amplify CWP Enhanced Dividend Income ETF(DIVO)$ , $NEOS S&P 500 High Income ETF(SPYI)$ , and QDVO. The idea is that a diversified ETF portfolio can provide exposure to major companies, growth trends, and income strategies, all while keeping things relatively simple. The goal is consistency, staying invested, and letting quality assets compound over time.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ I think it's worth noting how resilient NVDA has been through all these market swings.

$Invesco QQQ(QQQ)$  If retail was selling hard all day, we could see a pretty big bounce while the market makers sell them.

$Invesco QQQ(QQQ)$ Added some 710 calls expiring 7/20. The premiums could go to zero and I'm prepared for that. It's about sticking to a plan rather than reacting emotionally. Not financial advice.

$Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Some bearish views suggest Micron has a "sky high" valuation. But they tend to overlook that the company's earnings actually support its stock price. Honestly, how can a stock be considered excessively valued when it's trading at a forward P/E under 6?

$Electrovaya Inc.(ELVA)$ I ran a momentum scan across the market and ELVA came out as the pick for a potential continuation play. The minimum price target I'm looking at is around $12.50 for the coming week. Keeping an eye on $Invesco QQQ(QQQ)$  and $SPDR S&P 500 ETF Trust(SPY)$  as well.