To The Moon

$Invesco QQQ(QQQ)$ The QQQ will never see another 6-handle in my lifetime. Would be nice, eh?

$Intel(INTC)$  MediaTek isn't the only big name shifting toward Intel. Google, Amazon, Cisco, SpaceX, and Tesla are all confirmed to be adopting Intel's EMIB technology — Google for its 9th-gen TPU, specifically. That kind of adoption makes the bear case around Intel Foundry Services hard to take seriously. Some of the largest fabless chip designers in the world are already integrating Intel's advanced packaging into their long-term roadmaps. The underlying tech is clearly capable and necessary for scale.

$Intel(INTC)$ They are practically telling you what they are doing, just in reverse. When they say "buy Intel," what is actually happening is Citadel is buying Intel and shaking everyone else out. Jim Cramer is Citadel's puppet.

$Oracle(ORCL)$ Everyone seems to have written ORCL off. I'm not buying that. The market is focused on the risks, but the cloud and AI infrastructure opportunity could be bigger than many expect.

$Palantir Technologies Inc.(PLTR)$ PLTR reports Q2 earnings Monday AMC with massive expectations baked in. With a huge earnings week ahead for QQQ tech, AIP commercial enterprise momentum and steady deal flow from FAA and DoD look set to push revenue past $1.8B, roughly 80%+ YoY growth. Valuation still runs at a premium, but the blistering Rule of 40 numbers and FCF expansion keep the long-term bull thesis intact. Will PLTR crush Q2 numbers or sell off on high expectations?

$Intel(INTC)$  Trump is backing a $100 billion data center hub on federal land. That comes on top of the mega capex already in place. Semiconductors still have a long way to rally, from where I stand.

$Intel(INTC)$ If you sell here, getting back in later would likely mean paying a higher price. A 40% correction doesn't show up every month.

$Oracle(ORCL)$  Wall Street might already be a few steps ahead here. Shorts could be quietly reducing exposure on every dip while retail keeps piling in. By the end of August, I think we'll probably look back and realize what this whole game was really about.

$Intel(INTC)$  Added another 15,000 shares after hours at $84.30. Position now stands at 23,300 shares with an average of $85.34. Let's see how it opens tomorrow.

$Quantum Computing Inc.(QUBT)$ One thing that stands out is how retail is piling into puts across the board, almost like they're chasing fresh hotcakes. The $Invesco QQQ(QQQ)$  flow makes it pretty visible.