With strong NFP last Friday catalyzing strong downside moves across most sectors, all eyes are on CPI and PPI this week and then Kevin Warsh as FED chair for the first time and FOMC the week after.
The dominant fundamental factor driving markets again is the kryptonite of stocks - inflation and expectation of higher rates.
I rarely sell Covered Calls on my long-term holdings.
But a few weeks back, when $AMZN was around $260 and $GOOGL near $400…
I sold 10 $AMZN $350 strike CCs and 7 $GOOG $560 CCs.
Both expiring 12/18 and both super far OTM 🔥💰
Jensen Huang from $NVDA thinks the memory shortage will stick around for years. High Bandwidth Memory eats up way more wafer space than regular DRAM and needs advanced packaging, so even $MU, Samsung, and SK Hynix can't solve it just by cranking out more wafers.
📊 Watchlist Update — Jun 5, 2026
👀 10 stocks I'm watching:
📌 $LUNR at $31.75
📌 $ASTS at $103.65
📌 $SNOW at $238.05
📌 $NET at $262.90
📌 $PLTR at $139.90
📌 $VRT at $333.33
📌 $VIAV at $49.45
📌 $INTC at $115.75
📌 $BIDU at $134.00
📌 $MP at $66.00
🔗
Just a heads up to everyone following me and to my subs reaching out about this—
I will never ask for your number or message you on other apps.
A lot of folks are saying they've been getting texts from me on WhatsApp...
Those are fake accounts.
I never ask for anyth
Five Below’s stock took a hit despite beating earnings. They’re warning that the extra spending bump from tax refunds is fading away https://t.co/TnQYznrdFG