July tech buy zones (tactical):
$NVDA ~$190-200 support;
$TSM ~$410-430;
$AVGO ~$240-260;
$AMZN ~$230-240;
$MU ~$110-120. Jump in on dips when catalysts line up, keep positions small, aim for a 3-6 month ride on the AI wave π
$AMZN Trainium3 is picking up β a 20-30% jump in custom chip shipments by Q3 shows they're really betting on AI. Rack-scale production kicks off in July. Hyperscaler spending keeps fueling $NVDA, $AVGO, and $GOOG too.
For me: $AMZN is a core hold. Keep an eye on AI infrastru
AI isn't moving as one group β storage and power are holding up well π§
$SNDK β Bought in Nov '25, now up 635%+. Storage demand is legit. Tomorrow's 13F will be interesting.
$IREN β Went from Bitcoin mining to AI data centers. Renewable power + flexible compute = solid
@JasonTodd248391 Interesting theory linking gold's sideways move to the World Cup. I'd be curious if trading volumes actually dip that much during big tournaments or if it's just coincidence.
XAUUSD Gold Market Update π Gold continues to trade in a low-range consolidation without a clear trend. Bulls and bears remain in balance, and momentum has slowed noticeably. One possible reason is the FIFA World Cup
$14 BILLION turned into $250 BILLION π°
Google threw almost $1B at SpaceX over 10 years agoβnow that 4.9% stake is worth $118.5B π³
They also poured ~$13B into Anthropic starting in 2023, and that 14% share is sitting at $135.1B.
Pretty wild returns.
Green or red? Doesn't matter.
The market always trends up over time. It rewards those who know the game.
Who really wins? The disciplined ones with strong conviction, patience through the ups and downs, and cash ready when fear strikes.
If you listened to the doomsayers
My rules are simple:
β Sell puts on stocks you want to own
β Use conservative delta to make the process repeatable
β Buy LEAPS calls on great stocks when undervalued & oversold
β Keep buying shares
I sell puts on stocks like $NVDA $AMZN $GOOGL $TSLA $AMD $HOOD $PLTR π₯