To The Moon

$Advanced Micro Devices(AMD)$  Bill Davis of Charles Schwab sees plenty of upside in the AI chip space and names AMD as a key winner.

$Apple(AAPL)$ 52.5MSomeone sold 2,222 deep ITM $330 puts at $23.65 with 4 days to expiry. Those puts are $25 in the money. The premium is $23.65, so only $1.35 of extrinsic value remains. Nobody opens a short put position for $1.35 of extrinsic on $52.5M of capital. This looks like a close. Someone owned those puts as downside protection, and they just ripped the hedge off. That is bullish. They are saying they no longer need protection against AAPL dropping. The dealer who was short stock to hedge those puts now buys shares back to unwind. That is 222,200 deltas of mechanical buying pressure being released into the market. $52.5M of downside protection removed from AAPL 4 days before Friday opex. That lines up with everything the chain has b

$Broadcom(AVGO)$ This one has a peg of .47 percent. There isn't another name in semis with that kind of peg. A possible buyout by $Alphabet(GOOG)$  could be on the table. That would be a pretty juicy takeover. $Advanced Micro Devices(AMD)$ 's peg sits at 1.01, so this is roughly twice as cheap as AMD. I'm holding here. $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  GOOG.

$Apple(AAPL)$  AERT keeps combining hardware, software, services, and a massive global ecosystem, while steadily expanding its AI capabilities. Their latest results show strong growth, with quarterly revenue hitting $21.9M and adjusted EBITDA climbing to $4.1M.

$Apple(AAPL)$  Looking at Jefferies' calls on AAPL over the past roughly 18 months, the pattern hasn't been particularly reliable as a signal. The same-day moves tend to be small or even go the opposite direction, and the one-week performance often ends up better than what their bearish take would imply.

$Wal-Mart(WMT)$ MercadoLibre as the commerce platform of the Americas. What if Walmart made the biggest acquisition in its history? MELI could instantly give Walmart a dominant digital ecosystem across Latin America, combining e-commerce, Mercado Pago, advertising, fintech, and logistics with Walmart's massive physical retail and supply-chain network. Walmart's North American scale paired with MELI's Latin American leadership, plus Mercado Pago, two huge logistics ecosystems, and a powerful new high-growth engine. Together, they could build a commerce network stretching across the Americas. There's another reason Walmart should consider it. If Walmart doesn't buy MercadoLibre, what happens if Amazon does? $250B is a massive bet. Losing MELI to

$Palantir Technologies Inc.(PLTR)$ Palantir just reported a Q2 that honestly blew past expectations on basically every front — revenue, margins, cash flow, and the guide-up. It feels like one of those prints where the enterprise AI adoption story really shows up in the numbers, and PLTR is taking a big piece of it. Revenue came in at $1.935 billion, up 93% YoY and 19% sequentially. U.S. revenue hit $1.573 billion, a 115% jump. The U.S. commercial segment is the standout, at $764 million and up 149% from last year. U.S. government wasn't far behind at $809 million, up 90%. The commercial deal activity is what really stands out. They closed 220 deals worth at least $1 million, 98 deals at $5 million or more, and 73 deals at $10 million or more.

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ Today's price action felt like a decent breather, but I really want to see strong continuation from here. Friday's session will be interesting to watch.

$Advanced Micro Devices(AMD)$ AMZN up nearly 10% after earnings, and that is a massive market cap name. If a move like that can happen with something that size, a much smaller cap like AMD could easily see 20% or more if we get any kind of repeat of that strong May run.

$SPDR S&P 500 ETF Trust(SPY)$ Opened around 734, drifted sideways for most of the day, then broke higher in the final 30 minutes to close at 738. After hours, $Apple(AAPL)$  and $Amazon.com(AMZN)$  helped push it to 741.