$Apple(AAPL)$ Apple beat earnings and it's down. No problem, I'll just add. Never go wrong holding Apple.

$Lockheed Martin(LMT)$ Feels like it's just a matter of time. Missiles have been flying in the air for 6 months and the stock is down 25%. Could see $650+ pretty quickly. Meanwhile, $Apple(AAPL)$  and $Amazon.com(AMZN)$  should keep grinding higher.

$Klarna Group plc(KLAR)$ Klarna just landed another big deal, partnering with Apple to offer lease options for Apple products both in stores and online. Some are calling it the modern-day equivalent of American Express, positioning itself as a global financial brand for a new generation of consumers.

Those $Apple(AAPL)$  325 calls have tripled once more.

$Apple(AAPL)$ It feels like this is just the pattern that keeps repeating. On days when AI-related stocks are up, names like Apple and Microsoft tend to go down. That cycle has been going on for weeks now. To me, this is still the company of the future, and a drop of over $9 looks like a solid chance to add on weakness.

While the broader market has been choppy and trending down over the past month, $Apple(AAPL)$  has held up pretty well. If we see a decent market bounce from here, I don't see much that would keep Apple from reaching the $360 level.

$Broadcom(AVGO)$ I'm still bullish on this. It reminds me of a time in my life when AI was reaching a milestone. The way I see it, a lot comes down to luck and patience.

$Lam Research(LRCX)$ Buyers are likely waiting for earnings. I'd guess shorts might close positions just before the report, claiming a win. As a long-term investor, this is all noise. Looking five years down the road, I can see this doubling or even tripling again. The pace of innovation seems exponential. I'm staying calm and carrying on. $KLA-Tencor(KLAC)$  $ASML Holding NV(ASML)$  $Applied Materials(AMAT)$  $Broadcom(AVGO)$ 

$Broadcom(AVGO)$ The PEG ratio is at 0.44. This isn't a cyclical stock like MU, which I find pretty interesting. Buybacks seem to be having an effect here, and I've been adding to my position.

By the time momentum returns, many investors will just be discovering these names. $NVIDIA(NVDA)$  could go back above $300. $Broadcom(AVGO)$  might reach $550. $Arista Networks(ANET)$  could move to $250. $Vertiv Holdings LLC(VRT)$  may approach $450. $Rocket Lab USA, Inc.(RKLB)$  has a chance to get back above $200. I think the next alert is coming soon.

$QTREX QUANTUM LTD(QTEX)$ I'm holding from an entry around 1.30. EVTV has become AZIO Ai. My position is at 1.77 long. I'm not a fan of chasing; position timing is key, and I'm waiting for broader interest. Let's see what happens with $Intel(INTC)$ , $Broadcom(AVGO)$ , and PMI.

$Aehr Test(AEHR)$ Aehr Test Systems (AEHR) is reporting earnings after the close, with the Street looking for around $18.7M in revenue and a return to profitability. Hitting both would be a solid sign that backlog is converting. The last report was a rollercoaster: the stock dropped about 5% on a revenue miss, then ran from the low $50s to over $120 in roughly five weeks. Bookings had passed $92M by mid-April. Orders have kept coming, with seven public announcements since January. That includes a couple of recent silicon photonics follow-ons, which might not even be in the backlog for this quarter. Their role in the supply chain is pretty clear: they test optical chips at the wafer level for companies like Coherent (COHR), Lumentum (LITE), an

$Broadcom(AVGO)$  The stock seems to be waiting for preliminary confirmation from TSMC on Thursday. The upcoming Mag7 earnings could serve as a reminder of where all the free cash flow is headed.

$Apple(AAPL)$ Apple's 24% year-over-year growth in China for Q2 is pretty remarkable, especially considering the overall smartphone market there was down 4%.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Robinhood(HOOD)$ $Broadcom(AVGO)$ I'm still holding my shares, and the recent market moves haven't really changed that for me. For me, it's about staying invested and not getting caught up in short-term noise.

$Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ Markets in Japan and Korea were strong recently. That could set up a positive day for US stocks.

$Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ These are some of the best stocks in the AI semiconductor space at the moment. I think they could be heading to $500+ fairly soon.

$NVIDIA(NVDA)$ $Broadcom(AVGO)$  $Bloom Energy Corp(BE)$ $Astera Labs, Inc.(ALAB)$ $Micron Technology(MU)$ Looks like most things are moving up after hours.

$Broadcom(AVGO)$ I think it could get back to $490 in about a year, which feels like a pretty conservative timeframe to me.

$Broadcom(AVGO)$  I've been buying a small amount each week, accumulating to 400 shares so far. My average cost is around 430. I'm planning to hold until 2030.