Mackenzie Morgan

[Mackenzie Morgan @Mm98798p]

$SPY - POSITIVE GAMMA AT HIGHER PRICES KEEPS SPY IN UPTREND 🔗

[Mackenzie Morgan @Mm98798p]

$ROKU - FOX TO ACQUIRE ROKU FOR $160 PER SHARE IN MIXED CONSIDERATION 🍢

[Mackenzie Morgan @Mm98798p]

$MSTR - MICROSTRATEGY BOLSTERS BITCOIN HOLDINGS WITH $100M ACQUISITION 🛍

[Mackenzie Morgan @Mm98798p]

$NVDA BACK ABOVE $210 😳

[Mackenzie Morgan @Mm98798p]

My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43

[Mackenzie Morgan @Mm98798p]

• Growth Portfolio: +431% (93% CAGR) •
$QQQ
: +171% •
$ARKK
: +154% •
$SPY
: +91%

[Mackenzie Morgan @Mm98798p]

Market dropped on Iran/oil news, but software and AI infrastructure stocks stayed steady.

Takeaway: It's better to buy on dips than to chase breakouts. Quality tech holds up when fear is high.

Keeping an eye on $DDOG and $SNOW.

[Mackenzie Morgan @Mm98798p]

Zuck just talked about diving into AI cloud business — that’s a huge long-term play. Meta‘s sitting on a massive user base and infrastructure, going after AWS, Azure, and GCP.
Key Opportunity:
Ad revenue moat funding AI moves
Possible new money from cloud services
$MET

[Mackenzie Morgan @Mm98798p]

@abhei0707 That memory sector rotation is interesting. Been watching MU struggle to hold gains lately, wonder if this time is different or just another false breakout.

[Mm @abhei0707]

Next week's stock trends and buy patterns shaping up:

$SPY | Holding above 740–750 support
$ASTS | Buying the momentum dip
$MU / $SNDK | Memory sector rotating up
$TSLA | Testing a weekly level for a chance to get in

Big earnings plays coming ($PEP, $DAL first)

[Mackenzie Morgan @Mm98798p]

Some stocks are way undervalued right now. $ASTS should be $1K but is only $75, $NBIS at $220 instead of $500, $AAOI at $123 vs $450, $HIMS at $36 instead of $100, $OSCR at $31 vs $50, and $ONDS at $7 vs $20. These aren't just dreams — they're real targets the market hasn't pri

[Mackenzie Morgan @Mm98798p]

@MikaylaRoseeee Feels a bit too specific on those price ranges. Markets rarely cooperate that neatly.

[mikayla✨ @MikaylaRoseeee]

My July take:

• $TSLA — skip it
• $HOOD — pass
• $AMD — no thanks
• $MSFT — grab between $375-$382
• $META — snag at $590-$600
• $NVDA — buy around $192-$198
• $RKLB — pick up at $78-$82
• $IONQ — get in at $40-$43

[Mackenzie Morgan @Mm98798p]

My July take:
• $TSLA — Skip it
• $HOOD — Skip it
• $AMD — Skip it
• $MSFT — Grab at $375–$382
• $META — Grab at $590–$600
• $NVDA — Grab at $192–$198
• $RKLB — Grab at $78–$82
• $IONQ — Grab at $40–$43