$SPDR S&P 500 ETF Trust(SPY)$  I see my trading approach as a voice of reason. 30 to 40 percent gains a year is reasonable if you do it through incremental gains. It's like moneyball. Singles and doubles, sometimes triples. No home runs. Just consistency. Avoiding risk and finding windows of price disconnect between fair value and the market. I've done 124.5 percent in 19 months. 30 to 40 percent a year is doable and replicable.

$SPDR S&P 500 ETF Trust(SPY)$ I figure AI has roughly 2-3 years of growth left in this cycle. But the shiny jacket says we're only in the 3rd inning.

$SPDR S&P 500 ETF Trust(SPY)$ As the 10-year yield moves higher, my three properties actually increase in value... I don't mind a higher 10-year.

$Micron Technology(MU)$ Those who held strong and are holding long could be looking at a generational wealth opportunity. I know some were thinking about bailing out recently. It's good to see that didn't happen.

$SPDR S&P 500 ETF Trust(SPY)$ It's hard to look away from $Oracle(ORCL)$  at these levels. $638B in contracted backlog, 39.2% revenue forward 2-year growth, and a 15x NTM P/E. The stock is sitting right at major support, down over 60% from highs. From where I stand, this looks like a generational buying opportunity.

$SPDR S&P 500 ETF Trust(SPY)$  SPX$Eversource(ES)$ Bouncing off the bottom of the channel

$Micron Technology(MU)$ PE of 17, with 100 billion in minimal contract revenue already secured through 2030 and 16 multi-year strategic customer agreements in place.

$SPDR S&P 500 ETF Trust(SPY)$  Is this leaked news about a rate cut?

$Visa(V)$ Strong Q3 beat here. Revenue came in at $11.63B, up 14% YoY, and EPS hit $3.32 versus the $3.23 estimate. They also repurchased 14.5M shares at around $330.71 each, totaling about $4.9B. With $SPDR S&P 500 ETF Trust(SPY)$  still working through rate uncertainty, the solid cross-border payment volume suggests consumer resilience is holding up pretty well.

$SPDR S&P 500 ETF Trust(SPY)$ Right when it started looking like a safe time to buy puts, market makers showed up out of nowhere and flipped the script.

$Micron Technology(MU)$ This matters. Patience and wait for the rip. AI demand is only going to get more intense. Chinese players are still 5-7 years from being at the level Micron is at. By then, demand will be so large — robots, automation. It is coming.

$Micron Technology(MU)$ The perma-bears and click-driven content creators just keep moving the goalposts to keep their story going. First, back in 2023, it was "AI is all hype, these companies aren't going to make any real money from it." Then, through 2024 and into 2025, it shifted to "Okay, they are making billions of dollars right now, but it's just a temporary spike in data center spending." Now, in 2026, the latest version is "Okay, they are growing at 35% this year, but what about next year? If it drops to 25%, the entire world financial system collapses!"

$SPDR S&P 500 ETF Trust(SPY)$  With a couple of hours left in the session, there aren't any major negative catalysts out there. The worst case I see is around 747.

$SPDR S&P 500 ETF Trust(SPY)$  Closed the day in the green on my 0DTE challenge. Made two trades, each with a position size of $650. Current account balance is $1,529.74, starting from $1,000. The trades were puts at 746.5 and later near 747.2. I've been testing a signal indicator I built over the past few weeks, and the results so far look promising. After two wins, the key is staying disciplined and avoiding overtrading. It's about waiting for quality setups, not forcing action. Watch the setup, wait for confirmation.

$Hitek Global(HKIT)$ The borrow rate looks quite high here, so there could be a significant move if it breaks above $4.60. $SPDR S&P 500 ETF Trust(SPY)$ 

$VanEck Gold Miners ETF(GDX)$ $SPDR Gold ETF(GLD)$ $iShares Silver Trust(SLV)$ $Coeur Mining(CDE)$ $SPDR S&P 500 ETF Trust(SPY)$ The charts look bullish to me. There are positive signals like bullish MACD crossovers on both, positive divergence, and oversold conditions. It looks like a major bottom might be forming here. I think there's a chance these could run hard again soon.

$Amazon.com(AMZN)$ $SPDR S&P 500 ETF Trust(SPY)$  Amazon relative strength, I'll take it.

Some stocks I'm keeping an eye on for July: $NVIDIA(NVDA)$  - 203 → 480 $Broadcom(AVGO)$  - 371 → 680 $Advanced Micro Devices(AMD)$  - 496 → 720 $Taiwan Semiconductor Manufacturing(TSM)$  - 405 → 710 $Micron Technology(MU)$  - 849 → 1,500 I sometimes get asked why I don't charge for this kind of content, but for me, it's just a personal interest. I share it freely. Another update will be posted before long.

There are September rate hikes, war, and shipping blockages on top of more blockages. It feels like $SPDR S&P 500 ETF Trust(SPY)$  could be back to 725 before long.

$Micron Technology(MU)$ The Nasdaq is up just a touch, 0.1%, but the significance is that there's no more selling. Micron could hit $1250 this week, with earnings from Tesla and Google on Thursday.