$SPDR S&P 500 ETF Trust(SPY)$  It broke its two-week downtrend on the 60-minute chart today and now appears to be forming a bull flag. The selloff this afternoon looks more like consolidation after the recent rally. Immediate resistance is around $756.68 to $758.31, with support at $750. I'm maintaining a bullish bias for now.

$SPDR S&P 500 ETF Trust(SPY)$ Bulls better not let this gap get filled, or that island reversal pattern will be confirmed.

$SPDR S&P 500 ETF Trust(SPY)$ Context matters with indicators. A high reading early in a bull move, after a correction, often just leads to a minor pullback, not a reversal. But that same reading after a big, extended run carries a very different weight. The key is knowing where you are in the cycle.

$SPDR S&P 500 ETF Trust(SPY)$ The AI race is back on.

$Intel(INTC)$ Bank of America now sees Intel with more than $6 in 2030 earnings power, up from its prior $3.

$SPDR S&P 500 ETF Trust(SPY)$  My investment framework is straightforward: follow the donors, then follow the policy. Take energy donors backing a candidate as an example. Oil underperforms early, sentiment stays weak, positions get built. Then geopolitical tensions spike, supply concerns emerge, and suddenly oil is back in focus. Now I'm looking for the next chapter. If you're launching a larger naval fleet, expanding defense capabilities, or preparing for great-power competition, what deficiencies get exposed? Shipbuilding? Missile defense? Rare earths? Satellites? Nuclear power? Every major public donor has been drilled into on the way up, or has been surging since day one. My "Not Yet Fully Priced In" ran

$Intel(INTC)$ We were up 6.51% on Friday and are now 6.16% away from the 52-week high/ATH. So it's possible we could reach or exceed that level soon. If everything aligns, it might happen sometime this week.

$SPDR S&P 500 ETF Trust(SPY)$  760 and beyond by next week. Anything with 'space' in it went bonkers today.

$Intel(INTC)$ Wake me up when we hit 147 so I can sell some covered calls.

$SPDR S&P 500 ETF Trust(SPY)$ Back to the highs of the week, three days of losses recovered in less than a day.

$Eversource(ES)$ Watching $SPDR S&P 500 ETF Trust(SPY)$ , SPX, and $Vanguard S&P 500 ETF(VOO)$  this week. The 7000 level is a significant confluence of multiple imbalances, a bullish breaker, and a psychological level.

$SPDR S&P 500 ETF Trust(SPY)$  $United States Natural Gas Fund LP(UNG)$ $EQT Corp(EQT)$ $Cheniere(LNG)$ Power-hungry data centers are bullish for energy providers. Massive growth is expected.

$SPDR S&P 500 ETF Trust(SPY)$  SpaceX is targeting a $28 trillion market. That's roughly equivalent to the entire GDP of the U.S.

For $SPDR S&P 500 ETF Trust(SPY)$ , the main resistance today is 737.60. If that level gets broken, then it's pretty much confirmed that 742.10 will be broken too. After breaking 742.10, $SPDR S&P 500 ETF Trust(SPY)$  could move to 746.79. The main supports are 732.65 and 729.62.

$Intel(INTC)$ The CFO's upbeat comments make sense, as this is what all the AI data center semiconductor stocks are experiencing. No need to second-guess it; just look at the earnings reports from MU, DELL, MRVL, and AMD—they're all positive.

$SPDR S&P 500 ETF Trust(SPY)$  Tomorrow might be a +1.5% day, then another 2% on Friday.

Big bounce in Asian markets today, a bullish signal for risk assets and a nice counter to last week's negativity. Tech stocks are rebounding hard. This turnaround in Asia could be a positive signal for the US session. From panic selling to panic buying in the blink of an eye. The US market has a lot of shorts, which could fuel a new rally to all-time highs. $SPDR S&P 500 ETF Trust(SPY)$ 

$Intel(INTC)$ Definitely headed to $200 by year-end, with a lot of catalysts.

I'm skeptical about that view. Better inference is actually a positive because it enables us to run more agents, and the control plane along with the myriad of other agentic tool calls and compute actions will require CPUs. It might not be obvious, but traditional computing excels at concrete computations and things that operate within a finite state machine. Inference is great for nondeterministic and stochastic correlations where the outcome can be comparatively imprecise or non-idempotent. $Intel(INTC)$ , $Advanced Micro Devices(AMD)$ , and $ARM Holdings(ARM)$  all stand to benefit as agent usage grows. $Cloud

$Intel(INTC)$ Just a reminder, Intel has ALREADY spent a massive $121 billion over the past five years on its fab capacity, and that's the crucial point. On one hand, you could argue the return on such a huge investment isn't visible yet. On the other hand, as an investor in 2026, you essentially get to enjoy all the benefits of that investment for free. Think of it this way: while everyone is scrambling to invest now to catch the AI supercycle, Intel already spent $121 billion in hard cash over the last five years. Now, add in near-shoring, China-Taiwan risks, and the CPU renaissance driven by agentic AI—what's stopping Intel from becoming the most valuable semiconductor company, as Trump mentioned?