$Wal-Mart(WMT)$ 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.

$Advanced Micro Devices(AMD)$ Oil, the Fed, Korea — these are some of the notoriously bad months for markets. I wouldn't be adding here, AMD or otherwise. I also wouldn't be selling. Fundamentals and earnings haven't changed. I don't expect AMD earnings to be some kind of magic bullet, and it helps to keep the bigger picture in mind. By late August, summer wraps up, traders return, kids are back in school — that could set up a solid buying opportunity, similar to what we saw after the DeepSeek drop and the April tariff sell-off. The media is feeding off the semis declining and amplifying the panic. Yes, AMD and MU had parabolic moves. Is it over? No way. I do have a lot of money on the sidelines, but I sold my Micron and SOXL with big gains. I

$Apple(AAPL)$  Apple just crossed a historic milestone and took back the top spot as the world's most valuable company. It's now only the second company ever to surpass a $5 trillion market cap, sitting roughly 6% larger than Nvidia at the moment. The long-term numbers are pretty staggering too — a $10,000 investment in Apple stock back in 2003 would be worth about $15.5 million today.

$Apple(AAPL)$ Apple has gained around 52% over the last year and roughly 122% over the past five years, averaging about 24% per year. The combination of its massive customer base, strong products, focus on security, and wide moat makes me think future growth is likely. I've held Apple shares for over 20 years, and it's helped secure a comfortable retirement. It's a good reason to stay long-term—own it, don't just trade it. Does this mean there won't be problems ahead? Of course not. But I believe Apple will learn from its missteps and remain a solid long-term investment. After looking at some of the iOS 18 beta reviews, it feels like they're on the right track.

$Ondas Holdings Inc.(ONDS)$ Targets for this week are $9.20, with a breakout over $10.50 potentially leading to a move into the $12 to $15 range, if there's enough conviction to push it there. $Kratos Defense & Security Solutions(KTOS)$  $Advanced Micro Devices(AMD)$  $Unusual Machines Inc(UMAC)$  $Red Cat Holdings Inc.(RCAT)$ 

$Advanced Micro Devices(AMD)$ I usually don't invest in individual stocks, but when I do, my picks tend to be $Micron Technology(MU)$  and AMD.

$Apple(AAPL)$ That pullback forming a lower wick above the 5 level looks positive on the daily chart. On the minute chart, you can see the uptrend that started around 2 PM. It's a good example of why checking shorter timeframes can be useful. The open looked manipulated and bearish, but the recovery was solid. Overall, it turned out to be a bullish session.

$Nokia Oyj(NOK)$ That was a pretty rough sell-off, but I've seen this kind of thing before with AMD. Back when the whole tariff situation with China was going on, the stock took a hit too. It's since gone up more than 5x from those levels. A lot of this feels like market maker noise. From where I stand, the move is to just hold or maybe average down if you're already in it.

$Advanced Micro Devices(AMD)$ 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.