🌟🌟🌟 $Advanced Micro Devices(AMD)$ just detonated a 6.5% green candle into the sky, leaving short sellers scrambling for cover. AMD is back on the warpath. Stanley Druckenmiller didn't just endorse $Advanced Micro Devices(AMD)$ , he ruthlessly liquidated 100% of his stakes in Broadcom, Intel and Micron. He then flipped that capital directly into a massive 72,900 AMD shares, signalling his belief in AMD. Will you follow the car or standstill? Follow the Car: You trust the macro wizard with over 3 decades experience. AMD is rapidly expanding its AI chip footprint, taking market share. If Stan is in, you ride shot gun & look toward the next leg up. Or Standstill: You hit the brakes
Buffett Investment Tracker 2026Q2 position change: Increased position in Delta Air Lines by 17,510,544 shares, the number of shares held increased 43.99% compared to the previous period and now represents 1.8% of the total position.
$BABA-W(09988)$ BlackRock just went all in on Alibaba. BlackRock’s decision to increase its exposure to Alibaba by ten folds, reflecting a broader bet on three themes: artificial intelligence, cloud computing, and valuation. Alibaba has committed tens of billions of dollars toward AI infrastructure and continues to report strong cloud momentum, positioning itself as China’s leading AI platform. Meanwhile, years of regulatory pressure have left Alibaba trading at a discount compared with major U.S. technology companies. For long-term institutional investors, this creates an attractive risk-reward profile. BlackRock’s filings indicate a growing stake in Alibaba, suggesting confidence that the company could become one of the biggest benef
$Palantir Technologies Inc.(PLTR)$ - Underlying: PLTR - Market View: Bullish, but expecting consolidation or a pause before a potential test of $144.4 resistance. High IV presents a selling opportunity. - Strategy Type: Debit Spread / Volatility Hedge - Option Contract Portfolio: - Buy 1x PLTR 17 JUL 2026 $135.00 CALL - Sell 1x PLTR 17 JUL 2026 $140.00 CALL - Sell 1x PLTR 10 JUL 2026 $140.00 CALL - Max Gain & Loss: Max Gain: ~$300 (if PLTR closes at or above $140 on 10 JUL). Max Loss: Net Debit Paid (~$200). - Initial Cost/Credit: Net Debit (~$2.00 per spread).
$Apple(AAPL)$ is my H2 pick for its strong long-term track record and continued resilience across market cycles. It appears well positioned to sustain momentum going forward. That said, it is not my primary preference. I currently hold shares in $Alphabet(GOOG)$ , and I tend to favour its ecosystem and long-term growth profile.