$Palantir Technologies Inc.(PLTR)$ Palantir isn't a typical software company or a meme stock, and that's the wrong way to value it. The company operates at the intersection of national intelligence, geopolitical competition, defense, and AI-enabled decision infrastructure. Very few companies can deploy secure, mission-critical software across classified government and military environments at scale. That scarcity, deep integration, and strategic importance are part of what the market is pricing—not just today's revenue or earnings. Look at Intel. Once a company becomes important to national security and industrial sovereignty, governments treat it differently from an ordinary business. That doesn't mean any valuation is automatically justifie

$Intel(INTC)$ LBT mentioned that INTC will return value to shareholders. Quite a bullish signal there.

$United States Oil Fund LP(USO)$ US banks shorting this to keep markets calm might get squeezed pretty hard, and oil could push past $200 in my view. Iran seems to have time on its side, while the US has about 40 days to work with. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$SPDR S&P 500 ETF Trust(SPY)$ The put wall at 770 just got tagged, and the gamma flip has moved up to 766.61. If 770 holds and SPY reclaims 771.41, I would expect a reflex bounce toward 772.53 or higher. Breadth on QQQ is improving.

$SUPER MICRO COMPUTER INC(SMCI)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Fool me once, shame on you. Fool me twice, shame on me. Fool me five times, I guess I'm just a SMCI investor at this point. Positioning for the next move.

$Eversource(ES)$ Bullish continuation looks likely in the coming sessions. A new range high and higher low were set to start this week, so the structure seems built to be bought off the intraday lows or support.

$Intel(INTC)$  Intel's next big news release — what might it be? Given everything that's been going on, I'd guess the next announcement could be a positive one. Purely my own take, since I obviously don't know what Intel has lined up. But something feels like there's more news ahead. Everyone should make their own decisions based on what they see and hear. Staying tuned.

$Oracle(ORCL)$  All those cheap calls at $150 and below that got sold were swallowed up by Wall Street. The setup felt like a trap from the beginning. Selling calls below $200 looks risky — any bullish headline could turn into a quick regret. $Palantir Technologies Inc.(PLTR)$ 

$Intel(INTC)$  There was a falling wedge breakout on the daily chart last week. The next level I'm watching is the 50-day SMA at $110.65. I like the way this setup looks heading into the new week.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $United States Oil Fund LP(USO)$ $Chevron(CVX)$ Brent crude oil has rallied above $84 per barrel, with Iran rejecting U.S. talks and no agreement reached to reopen the Strait of Hormuz.

$Oracle(ORCL)$ A lot of people rushed to follow Burry's short position disclosure. It's pretty common sense that whales use that kind of move to trap others into giving them cheaper shares. Feels like it could open above 150 tomorrow. Anyone who panicked into mirroring that short is probably looking at a quick loss.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ QQQ opened at $725 mid on July 15 and dropped hard and fast to $660 in 10 trading days. That entire move just got erased in 7 days, a violent V rally back to this level. Stairs down, elevator up. QQQ hit ATH on June 3 and took 38 trading days to drop to $660. With it sitting only 3.5% from that June 3 high, I'd expect QQQ to hit it this week, probably after CPI. That would be a 10-trading-day V rally back to highs. 38 days down, 10 days up. That's a bull market for you, fast and violent.

$SolarEdge(SEDG)$ $Invesco QQQ(QQQ)$ I think it's a bit early to call for 800% from where we got in around $10+. I ended up buying back the whole position today and doubled it, just in case anyone wanted a bit of conviction. $35 seems easy enough, maybe even soon, and then we'll probably retest that resistance area near 42ish. Technicals look oversold, and the reversal indicator is even flashing. If AI can spot it, it shouldn't be that hard to see. With earnings coming up in a few months, I'm looking at a potential revisit of the 50s.

$Oracle(ORCL)$ TikTok Shop is projected to capture around 10% of the US retail market by 2028, up from just 1% currently, driven by how fast it's been growing. Oracle holds a 15% stake in TikTok US, and TikTok runs on OCI (Oracle Cloud Infrastructure) as its underlying infra. Right now, Oracle attributes about 5% of its total revenue to TikTok operations, which includes their share of product revenue plus cloud hosting costs. Not sure about the math, but if TikTok Shop actually becomes a significant online retailer in the US, it could bring Oracle some solid revenue streams. Something to think about.

$Intel(INTC)$ Staying patient with INTC. The low volume and stability could set up a decent upward move in September. Any positive news on the Apple side might add to that as well.

$Oracle(ORCL)$ Wall Street seems to be using novice bears as pawns, keeping them on the wrong side of the trade while they're late to drop their one-sided mentality. At this point, they've already missed the turn. Phase 2 expansion looks like it's wrapping up. Going quiet again until we see the $300s.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Apple(AAPL)$ Trump mentioned a deal could come as soon as tomorrow. Whether people like it or not, the market seems set to push higher from here. Already expecting the usual flood of troll comments, honestly.

$Oracle(ORCL)$ Nice consolidation during the reversal. Buyers are clearly defending the downside. Once $148 is reclaimed, the next stop is $160.

$Palantir Technologies Inc.(PLTR)$ Empires aren't built in a single quarter. They're built on vision, conviction, and execution. Peter Thiel saw the future. Alex Karp is building it. When others saw risk, they saw the future. The empire wasn't inherited. It was built.

$Rolls Royce Holdings plc(RYCEY)$ It's the best stock on the market and one of the best companies out there, in my view. I've been a shareholder for 8 years and have no plans to change that anytime soon. Their lead in the SMR industry, combined with exponential growth in energy demand, makes clean, near-limitless energy a no-brainer investment and always has been.