$Intel(INTC)$  Trump is backing a $100 billion data center hub on federal land. That comes on top of the mega capex already in place. Semiconductors still have a long way to rally, from where I stand.

$Intel(INTC)$ If you sell here, getting back in later would likely mean paying a higher price. A 40% correction doesn't show up every month.

$Oracle(ORCL)$  Wall Street might already be a few steps ahead here. Shorts could be quietly reducing exposure on every dip while retail keeps piling in. By the end of August, I think we'll probably look back and realize what this whole game was really about.

$Intel(INTC)$  Added another 15,000 shares after hours at $84.30. Position now stands at 23,300 shares with an average of $85.34. Let's see how it opens tomorrow.

$Quantum Computing Inc.(QUBT)$ One thing that stands out is how retail is piling into puts across the board, almost like they're chasing fresh hotcakes. The $Invesco QQQ(QQQ)$  flow makes it pretty visible.

$Oracle(ORCL)$ +5% swing before lunch with bad market sentiment. 140 soon

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Started some buying here as these start to look attractive. The forward P/E and PEG ratios at these levels are hard to ignore.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Fed man Walsh wasn't hired to raise rates, and he won't do it on Tuesday. After that, the market could explode upwards. The force is with us.

$SPDR S&P 500 ETF Trust(SPY)$ $Trump Media & Technology(DJT)$ $Invesco QQQ(QQQ)$  $Vanguard S&P 500 ETF(VOO)$ $United States Oil Fund LP(USO)$ Futures just opened and looking pretty green across the board. DOW up 308, NAS up 342, SPX up 53 points. Oil back in the 83s.

$Intel(INTC)$ 106.81That area acted as major resistance, and price reversed from there on Friday. The key support level is around 91. Near-term support levels are 96 and 100. After 106.81, the next major resistance is 115. Anyone have a different take? The worrying part is that downside support levels sit at 80 and then 65.

$Intel(INTC)$ Biggest gains tend to happen when fear is running high, not when everything feels comfortable. I think we're much closer to a bottom than a top right now. Time will tell, but my conviction on that hasn't changed. The market doesn't ring a bell at the bottom. If everyone is sitting around waiting for $70, odds are it won't be that easy. I'm buying where I see value, not where the crowd seems to want the price to go. If I'm wrong, I'll manage the risk. If I'm right, the upside makes it worth it.

$Intel(INTC)$ An inverse head and shoulders pattern is forming, which is a bullish setup. Price could test the 110 to 116 zone and even reach 120 if the broader market picks up. The record revenues across all fronts are not something investors will let go of easily. Hoping for a strong session.

$SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ $Invesco QQQ(QQQ)$ Feels like it's almost time to look at 30DTE calls — just spotted a massive puts seller.

$Energy Select Sector SPDR Fund(XLE)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Do you think this uptrend will continue?

$ServiceNow(NOW)$ $Invesco QQQ(QQQ)$ ServiceNow's Chairman and CEO Bill McDermott stated the company's Q2 results solidify its position as the fastest-growing major enterprise software and cybersecurity company. That seems like a strong statement from the leadership.

$Intel(INTC)$ Google's Q2 advertising revenue came in at a staggering $81.63 billion. It's not surprising, given how ads are everywhere across their platforms like YouTube, Google Search, and Chrome. I'm hoping the partnership with Intel strengthens and helps boost Intel's revenue and profit growth.

$ServiceNow(NOW)$ ServiceNow's Q2 results came in strong, beating estimates on both the top and bottom lines. EPS was $0.90 versus the expected $0.85, and revenue hit $3.99B against a $3.93B estimate, marking a 24% year-over-year increase. Subscription revenue grew 24.5% YoY to $3.88B. The company raised its full-year subscription revenue guidance to a range of $15.76B-$15.78B. They also reported Remaining Performance Obligations of $29B, representing contracted future revenue. Despite the broader pressure on software stocks from AI disruption concerns, ServiceNow's execution looks solid. Their AI momentum is notable, with a reported 9x increase in agentic AI deployments over the past nine months. Cybersecurity is emerging as a significant gro

$Intel(INTC)$  The price action looks like it's shaking out the weaker positions.

$SUPER MICRO COMPUTER INC(SMCI)$ I'm looking at $Intel(INTC)$  and thinking it could move from the $20s to above $100 fairly soon.

$Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ The market's major rally appears to be continuing into the end of the week.