To The Moon

$Advanced Micro Devices(AMD)$  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.

$BlackBerry(BB)$ Court documents from the antitrust case show Google paid Apple $20 billion in 2022 for its search default placement. Meanwhile, BlackBerry's QNX software is currently running the sensors in 275 million cars, though that hasn't been fully monetized yet. Your phone's data is a revenue stream, but your car's data isn't—at least not yet. BB.TSX $Apple(AAPL)$  $Alphabet(GOOGL)$ 

I see potential upside setups across some key names. $Micron Technology(MU)$  could move toward new highs above around $1,260, driven by the memory cycle and AI-led demand expansion. $Intel(INTC)$  from around $128 to around $140, seems to be in an early recovery and turnaround momentum phase. $Corning(GLW)$  from around $221 to around $350, tied to fiber and optical infrastructure buildout for AI data growth. $Apple(AAPL)$  from around $283 to around $360, based on ecosystem compounding and expanding premium for services stability. $NVIDIA(NVDA)$  from aro

I hope $Apple(AAPL)$  gets a trillion dollars of its market cap taken by $Micron Technology(MU)$ , just like what happened to $Microsoft(MSFT)$  and META.

$ARM Holdings(ARM)$ Didn't they also start manufacturing their AS chips recently? This is on top of licensing their proprietary technology to other semiconductor companies like $Advanced Micro Devices(AMD)$  $Apple(AAPL)$  $Amazon.com(AMZN)$  and many other major players. I suspect this could lead to a $Micron Technology(MU)$ -style run in Q3.

$UiPath(PATH)$ $Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ Software is how AI gets monetized. The new safety stocks could be software stocks: they are Fed independent, consumer independent, and oil independent. Software is also inflation independent as they sell services directly to businesses. Their valuations are often 3 to 10 times lower than traditional "safety stocks" like Walmart, Costco, and Target.

$Apple(AAPL)$  People still want Apple products, and we're just at the start of a new upgrade cycle. Demographics and inflation also feed right into software revenue. Own the market and charge accordingly.

$Advanced Micro Devices(AMD)$ Forward PE is 74. This should come down significantly after blowout earnings. A couple of years ago, Nvidia had a 70 PE, and then it dropped to 30 after they beat earnings by double the amount.