$Apple(AAPL)$ Pairing this with $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  feels like a solid setup. I'm holding both long and not really worried at all. I think SOXL starts an upward spiral soon — like it's going to fly. DOGE as well. Not financial advice, just my opinion.

$Apple(AAPL)$ Being conservative here, I see. Ten is a solid number. I could see numbers like AAPL, NVDA, or maybe MO showing up down the road.

$Amazon.com(AMZN)$  Amazon's autonomous driving bet seems to be getting closer to real-world commercialization. Zoox, the self-driving unit under Amazon, is about to start its first paid robotaxi rides in Las Vegas soon. That's a pretty significant milestone, moving from testing into an actual revenue-generating service. The autonomous mobility space is clearly heating up, and Amazon is now directly competing in the future of transportation. The real question is how quickly Zoox can scale from a pilot program into a meaningful business.

$Amazon.com(AMZN)$ This was the only stock on my watchlist that ended in the red while the market went crazy. Feels like it should be rocketing toward 300.

$Apple(AAPL)$  I expect Apple to recover from this panic selloff pretty quickly. My target of 400 by summer 2027, or roughly within a year, still stands.

$Apple(AAPL)$  Shares are coiling tight at critical levels, trading intraday through the $300.00-$310.69 demand zone and settling around $308.91. Bull case: holding $307 opens the door for a quick push to $310.8 and $312.5. Primary support rests at $305. Losing it risks a retest of $300 and $297.5. From where I stand, it looks like smart money is quietly absorbing liquidity off support.

$Apple(AAPL)$ Apple beat earnings and it's down. No problem, I'll just add. Never go wrong holding Apple.

$Lockheed Martin(LMT)$ Feels like it's just a matter of time. Missiles have been flying in the air for 6 months and the stock is down 25%. Could see $650+ pretty quickly. Meanwhile, $Apple(AAPL)$  and $Amazon.com(AMZN)$  should keep grinding higher.

$Klarna Group plc(KLAR)$ Klarna just landed another big deal, partnering with Apple to offer lease options for Apple products both in stores and online. Some are calling it the modern-day equivalent of American Express, positioning itself as a global financial brand for a new generation of consumers.

Those $Apple(AAPL)$  325 calls have tripled once more.

$Apple(AAPL)$ It feels like this is just the pattern that keeps repeating. On days when AI-related stocks are up, names like Apple and Microsoft tend to go down. That cycle has been going on for weeks now. To me, this is still the company of the future, and a drop of over $9 looks like a solid chance to add on weakness.

While the broader market has been choppy and trending down over the past month, $Apple(AAPL)$  has held up pretty well. If we see a decent market bounce from here, I don't see much that would keep Apple from reaching the $360 level.

$Broadcom(AVGO)$ I'm still bullish on this. It reminds me of a time in my life when AI was reaching a milestone. The way I see it, a lot comes down to luck and patience.

$Lam Research(LRCX)$ Buyers are likely waiting for earnings. I'd guess shorts might close positions just before the report, claiming a win. As a long-term investor, this is all noise. Looking five years down the road, I can see this doubling or even tripling again. The pace of innovation seems exponential. I'm staying calm and carrying on. $KLA-Tencor(KLAC)$  $ASML Holding NV(ASML)$  $Applied Materials(AMAT)$  $Broadcom(AVGO)$ 

$Broadcom(AVGO)$ The PEG ratio is at 0.44. This isn't a cyclical stock like MU, which I find pretty interesting. Buybacks seem to be having an effect here, and I've been adding to my position.

By the time momentum returns, many investors will just be discovering these names. $NVIDIA(NVDA)$  could go back above $300. $Broadcom(AVGO)$  might reach $550. $Arista Networks(ANET)$  could move to $250. $Vertiv Holdings LLC(VRT)$  may approach $450. $Rocket Lab USA, Inc.(RKLB)$  has a chance to get back above $200. I think the next alert is coming soon.

$QTREX QUANTUM LTD(QTEX)$ I'm holding from an entry around 1.30. EVTV has become AZIO Ai. My position is at 1.77 long. I'm not a fan of chasing; position timing is key, and I'm waiting for broader interest. Let's see what happens with $Intel(INTC)$ , $Broadcom(AVGO)$ , and PMI.

$Aehr Test(AEHR)$ Aehr Test Systems (AEHR) is reporting earnings after the close, with the Street looking for around $18.7M in revenue and a return to profitability. Hitting both would be a solid sign that backlog is converting. The last report was a rollercoaster: the stock dropped about 5% on a revenue miss, then ran from the low $50s to over $120 in roughly five weeks. Bookings had passed $92M by mid-April. Orders have kept coming, with seven public announcements since January. That includes a couple of recent silicon photonics follow-ons, which might not even be in the backlog for this quarter. Their role in the supply chain is pretty clear: they test optical chips at the wafer level for companies like Coherent (COHR), Lumentum (LITE), an

$Broadcom(AVGO)$  The stock seems to be waiting for preliminary confirmation from TSMC on Thursday. The upcoming Mag7 earnings could serve as a reminder of where all the free cash flow is headed.

$Apple(AAPL)$ Apple's 24% year-over-year growth in China for Q2 is pretty remarkable, especially considering the overall smartphone market there was down 4%.