To The Moon

$Advanced Micro Devices(AMD)$ I have specific price levels in mind for adding to my position in $GraniteShares 2x Long AMD Daily ETF(AMDL)$  and for entering another swing trade.

Apple just hit a new all-time high. The stock is up 17% over the last 10 trading sessions, adding roughly $688B in market value. A couple of things are notable here. First, Apple's approach to AI is different. While Microsoft, Meta, Amazon, and Alphabet are making big, aggressive investments in AI infrastructure, Apple's spending remains more disciplined. This leaves its free cash flow generation in a strong position, especially as some investors start questioning the long-term returns on those massive AI capex projects elsewhere. Second, Apple's sales are holding up better than some expected, despite growing concerns about a potential slowdown. It feels like the market is starting to reward execution, efficiency, and strong cash generation again. I'm watching to see how

$Advanced Micro Devices(AMD)$ Multiple analysts have raised their price targets for Advanced Micro Devices. BofA Securities adjusted its target to $620 from $550. Phillip Securities moved its target to $755 from $520 and maintained a Buy rating. TD Cowen set its target to $675 from $600, also keeping a Buy rating. Stifel increased its target to $635 from $450.

$BlackBerry(BB)$ With a market cap under $7 billion and partners like $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , and $Apple(AAPL)$  (yes, Apple), it seems to be in that "hated" category. I'm just not sure why Wall Street would overlook a profitable business that hits the Rule of 40. AMDN is a partner too... I mean, all Amazon does is sell books, right? It feels like there's a lot of potential here, but the bears are still active.

$Apple(AAPL)$ It still looks like there's some room to run here. We could see it move into the high 320s by mid to late next week.

$Broadcom(AVGO)$ AAPL.It looks like Broadcom might raise its guidance.

$Advanced Micro Devices(AMD)$  The stock often seems to shake out retail investors ahead of a major AI event. Then institutional investors step in to buy at lower prices.

$Advanced Micro Devices(AMD)$  There are quite a few catalysts lined up this month. There's an AI event on July 22nd where they're expected to announce a deal with Anthropic, and earnings are in early August. Plus, the MI450 finally got released.

$Celsius Holdings, Inc.(CELH)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$  It's interesting to see CELH trading around $30 now, after it was around $90+ before the market shifted focus to AI. It feels like a chance to look at some overlooked names. The company is positioned as a defensive play, with plans to double sales through international and domestic expansion. There's also a short-term catalyst with the upcoming World Cup.

$Apple(AAPL)$  $Roundhill Magnificent Seven ETF(MAGS)$  plummeted 5% to $274 on the price hike news, but it rebounded 7% in just four sessions to erase the losses. Panic selling into solid fundamentals rarely works out well. Despite that sell-off, it still maintains a 9% year-to-date total return.