$Micron Technology(MU)$ New closing ATH. Larger bullish Elliott Wave structure.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Nvidia asked for $20 billion and the credit markets offered $85 billion instead. They're taking $25 billion.

$Meta Platforms, Inc.(META)$ $ServiceNow(NOW)$ $GraniteShares 2x Long NOW Daily ETF(NOWL)$ I'm pretty bullish on these beaten-down names. Loaded up for the long term.

$Meta Platforms, Inc.(META)$ I feel the market is still underestimating Alex Wang and Zuck's AI efforts, and they should deliver solid results in due course. The new subscription model should eventually broaden out the revenue streams and further monetize the platforms. The price looks cheap here, it's an opportunity. But it requires believing they will finally achieve a big return on their capex, not like on that Reality Labs VR/Metaverse project.

$Meta Platforms, Inc.(META)$ Who in their right mind wouldn't be buying 2028 leaps on this right now.

Going heavier on these names on dips—the pullbacks are starting to look interesting again. $Meta Platforms, Inc.(META)$  Still the cleanest AI ad and engagement machine in the market. Buybacks, ad strength, and AI layering keep the trend intact. $SoFi Technologies Inc.(SOFI)$  Pulled back hard, but fundamentals are improving quickly. The profitability story is finally catching up to the growth narrative. $Amazon.com(AMZN)$  AWS, AI infrastructure, and retail scale. It's still one of the most consistent compounders in the market structure. $ServiceNow(NOW)$  Down year-to-date but still a core AI workflo

$Oracle(ORCL)$ If the volatility shook you out, then goodbye. If you're still here holding, I'll remind you, this isn't a pump and dump stock. True, they're diluting, but what do you expect if you're investing? Invest now, and in 6-12 months this could easily double or triple. We're talking about Larry Ellison. He doesn't risk something unless he sees value. That's why he already has pre-paid customers for the data centers he's building! You're holding a goldmine right now. Stop trading for a loss and hold. $Invesco QQQ(QQQ)$  and $SPDR S&P 500 ETF Trust(SPY)$  will eventually climb back up. 2027 is in 6 months, and you'll see his first data cent

$Invesco QQQ(QQQ)$ Core CPI came in better than expected. Jobs are on the rise. If we get gas prices to stabilize, we're solid. They have come down in June... SpaceX will most likely boost QQQ. Employment and consumer spending are holding their own. Corporate earnings continue to beat expectations. Housing rents have been stabilizing. Get a rate cut and we are golden. We are in a bull market.

$Invesco QQQ(QQQ)$ If you missed the first rally to $170, you might also miss the biggest rally ever.

$Invesco QQQ(QQQ)$ So this went from a strong market rally to a pretty ugly pullback, without a clear, compelling reason. It feels more like the market simply ran up too far, too fast, and needed to cool off a bit. Sure, there were a few triggers, but none seem significant enough on their own to justify the move. If that's the case, selling out of fear doesn't make much sense. I'd rather stay put and wait for what could be "part two" of the rally.

$Invesco QQQ(QQQ)$  Everything should be priced in by now. Hopefully we'll see a 1-2% recovery by Friday.

$Meta Platforms, Inc.(META)$ Time to pay attention again. It's taken a hard hit, and should move up from here, but without news, the bounce probably won't be that strong. Let's see how the next few weeks play out before earnings.

$Invesco QQQ(QQQ)$ The V-Shape is always just a question of When not If.

$Meta Platforms, Inc.(META)$ If SPY doesn't sell off again this week, we might see the 612-620 range.

Sentiment on $Meta Platforms, Inc.(META)$  has cooled off nicely, and that's exactly where the alpha is. History shows that the absolute best risk/reward setups for Meta emerge when the crowd gets overly skeptical. If this pessimism continues to build, loading up on deep 2028 Call LEAPs becomes a textbook asymmetric play—capturing the long-term AI monetization infrastructure without tying up massive upfront capital. Ignore the noise and watch the flow.

$Invesco QQQ(QQQ)$ Even with that kind of negative news, it still keeps moving up. Shorts are probably feeling the pressure.

$Invesco QQQ(QQQ)$  Watch this whole pullback turn out to be one big bear trap and we hit new all-time highs by summer.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ Nice sweep of the 4-hour 50 MA and tapped the major put wall at $750 in after-hours.

$Invesco QQQ(QQQ)$  The stock hits new highs every day. It's a constant cycle of shorting and covering. It feels like you're either joining the party or left watching from the sidelines.

According to the latest news, $AppLovin Corporation(APP)$ refuted all allegations in the short-seller report immediately, stating that the claims about " $AppLovin Corporation(APP)$ facilitating money laundering" or "its products being used for unauthorized downloads" are unfounded.While this move may ease the pressure of stock selling in the short term, in the long run, the successive short-seller reports have already left indelible impacts on $AppLovin Corporation(APP)$ . If regulators or judicial authorities confirm the core allegations, AppLovin will no longer be seen as a run-of-the-mill high-volatility growth stock. Instead, it will be reclassified as an asset