$Invesco QQQ(QQQ)$ I still really like Lithium Americas ($Lithium Americas Corp.(LAC)$ ), even with the stock down 92% from all time highs. The main reason is Thacker Pass. The project is already deep into construction, with mechanical completion targeted for late 2027 and planned production of 40,000 tonnes of battery grade lithium carbonate annually. It also has a major DOE backed financing package and GM offtake support, which gives the story a lot more substance than a typical early stage lithium play.
$Invesco QQQ(QQQ)$ AI spending looks like it's going parabolic in August 2026. American companies keep ramping AI spend to fit the 2026 AI narrative, and they seem to want that AI bump in their share price when they announce AI spending in quarterly reports to show Wall Street they get it. In July 2026, the top 1% of businesses spent a median 7,400 per employee on AI. The top 10% spent 650. The median firm spent just 11.95 per employee. $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $VanEck Semiconductor ETF(SMH)$
$SELLAS Life Sciences Group Inc.(SLS)$ Looking at the quarterly chart, the OBV and RSI really point to this being capable of a triple-digit stock price. The years of manipulation seem to be wrapping up as SLS closes out its Phase 3 REGAL trial and keeps expanding the SLS009 story.
$ProShares UltraPro Short QQQ(SQQQ)$ Looking at the 3 minute time frame, the setup before the next push higher just needed some patience. Buyers defended the 36.00 level while price stayed above VWAP, keeping the intraday structure bullish and leaving room for more upside continuation. There is now follow through as price moves toward the next targets at 36.45 and 36.57+. $ProShares UltraPro QQQ(TQQQ)$ $Invesco QQQ(QQQ)$ NQ_F
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ VIX is heading toward zero, basically near the 2026 low at a time when we should be moving into a higher volatility environment. If the market is rewarding 3.5% inflation, shorts are in trouble for what feels like forever. Burry needs a wellness check.
$Invesco QQQ(QQQ)$ An update on that $120K challenge account. Started at $18K about three weeks ago, now sitting at $44.3K after a weekly gain of roughly $5K. DRAM had a nice move, putting the position up about 9%. I also have a covered call on MSTR currently in the green, which gives a bit of downside cushion. Current holdings are ORCL, OKLO, INTC, MSTR, ENPH, DRAM, and BTC. I trimmed DRAM by 200 shares and reduced Oracle a bit to free up some capital while keeping risk in check. Yes, I use margin on shares, but I don't plan to sit on it for long.
$SpaceX(SPCX)$ I still remember when TSLA first went wild and started swinging $100 overnight in stock price. I won't be sitting on the sidelines this time. Added more calls.