$Apple(AAPL)$ Just as expected. Those 305 calls picked up near the lows are paying off well. Now positioning for a move higher into the start of the month, with announcements looking imminent.
$Apple(AAPL)$ Looking back at the last 13 months, AAPL spent about 2 months under the 50-day. I can see it came down and tested the 50 a while ago. That big green candle on the bounce back almost felt like the stock didn't want to go down there. So I'm watching to see if that happens again and a new buy signal shows up. Sometimes history repeats itself.
Here are the buy zones I'm watching if the market pulls back: $ServiceNow(NOW)$ below $90 $Celsius Holdings, Inc.(CELH)$ below $25 $Amazon.com(AMZN)$ below $240 $SoFi Technologies Inc.(SOFI)$ below $16 I'm not chasing these names. I'd rather wait for volatility to create better entries than buy into extended moves. The best opportunities often show up when the market gets emotional and quality companies temporarily go on sale. These are the levels I'm keeping an eye on.
$Amazon.com(AMZN)$ Hypothetical scenario: Amazon buys MercadoLibre for $250 billion. It sounds huge at first, but when you look at the combined value across commerce, payments, logistics, cloud, and advertising, that price might actually be a bargain. North America meets Latin America. What would a fair all-stock merger price look like for MELI shareholders?
$Amazon.com(AMZN)$ Amazon just updated its stock portfolio for the end of Q2. Major holdings include: Rivian Automotive — 158,363,834 shares X-Energy — 65,836,948 shares Beta Technologies — 11,753,896 shares Astera Labs — 277,777 shares Marvell Technology — 396,352 shares Allegiant Travel — 149,317 shares What stands out to me is that Amazon isn't only building cloud and AI infrastructure internally. The portfolio also gives them exposure to electric vehicles, clean energy, AI connectivity, semiconductors, and next-generation technology. Large companies tend to invest years before mainstream adoption kicks in. Watching where they deploy capital can offer some insight into future growth themes.
$Apple(AAPL)$ The biggest moves tend to happen when the technical setup and fundamental catalyst line up. ABNB broke out of its long-term falling wedge just ahead of solid double-digit growth numbers, which gave institutions a clear reason to bid it higher. Looking at the pre-market volume and price action across a few key names: SPY is wrestling around a critical pivot zone and looks like a directional move is coming soon. NVDA is showing high volatility as AI growth capital rotates into value. AAPL is holding rock-solid liquidity and acting like a top-tier defensive hub. TSLA is sweeping weak hands in pre-market while building a localized base. Is this kind of dual-confluence setup your favorite entry trigger
$Alibaba(BABA)$ Alibaba is planning to roll out an international version of its AI-powered productivity platform Qwen Office, after starting public beta testing in China. The platform is initially integrated with DingTalk, the company's workplace productivity tool, and is expected to connect with enterprise data and workflows down the line.