To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ The market seemed to like $Broadcom(AVGO)$  enough that it pulled the indexes up again after hours. I'd imagine AVGO could gap up, or if it sells off the market may follow. $Cboe Volatility Index(VIX)$  has been on my watchlist again. $NVIDIA(NVDA)$ 

$Tesla Motors(TSLA)$ This looks ready for a big move soon. The daily chart seems primed for a strong spike.

$SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $Invesco QQQ(QQQ)$ Enjoying the gains from these swings. Hope the volatility keeps up.

$Tesla Motors(TSLA)$ Next support level is above $356.54. Staying calm here, the only direction I see is up.

$Dick's Sporting Goods(DKS)$ Short squeeze looks like it's coming since this is way over shorted. Hard to justify being down 28% after revenue increased 53% from last year. I'm loading heavily. I think this could get back to $150 by Friday. $SPDR S&P 500 ETF Trust(SPY)$  DYD $Invesco QQQ(QQQ)$ 

$Horizon Quantum Holdings LTD(HQ)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ Some context for the market weakness: this isn't just about stocks. Treasury supply and auctions, Japan/BOJ policy, the yen carry trade, and U.S. yields are all interconnected. Higher yields mean pressure on growth and tech valuations. Add NVDA earnings and Jackson Hole into the mix, and there's plenty of reason for risk to come off ahead of two major catalysts. Watching the 10Y/30Y, NVDA guidance, and Warsh's comments.

$SUPER MICRO COMPUTER INC(SMCI)$ The valuation here looks ridiculously low. $11.1B in quarterly revenue, $1.18B net income, $1.70 adjusted EPS, 17.6% gross margin, and $65B–$72B FY27 guidance. Yet bears are still shorting near the bottom. With roughly 98M shares short, they're sitting on rocket fuel. Bears didn't short the top, they chased the bottom. Now they're trapped against explosive AI demand, record growth, and improving profitability. Fundamentals are strengthening, the valuation is compressed, and the squeeze setup is loaded. Triple digits remain in play. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Hyperliquid Strategies Inc(PURR)$ MSTU is one of the only two things likely to deliver 2x this week. Never bet against the United States. SPY, QQQ, and TSLA round out the view.

$Invesco QQQ(QQQ)$ I still really like Lithium Americas ($Lithium Americas Corp.(LAC)$ ), even with the stock down 92% from all time highs. The main reason is Thacker Pass. The project is already deep into construction, with mechanical completion targeted for late 2027 and planned production of 40,000 tonnes of battery grade lithium carbonate annually. It also has a major DOE backed financing package and GM offtake support, which gives the story a lot more substance than a typical early stage lithium play.

$Invesco QQQ(QQQ)$ AI spending looks like it's going parabolic in August 2026. American companies keep ramping AI spend to fit the 2026 AI narrative, and they seem to want that AI bump in their share price when they announce AI spending in quarterly reports to show Wall Street they get it. In July 2026, the top 1% of businesses spent a median 7,400 per employee on AI. The top 10% spent 650. The median firm spent just 11.95 per employee. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $CoreWeave, Inc.(CRWV)$  $VanEck Semiconductor ETF(SMH)$