AMZN

$AMZN underweight

$RIVN 18$+++ tomorrow $AAPL $AMZN $LCID 💦💦💦💦💦🍆🍆🍆🍆🍆

$AMZN 250c tomorrow 💯. 252.5 c will pay too 😁 Monday expiration

$NVDA CEO Jensen Huang has made it clear that AI is built in layers, from infrastructure to applications. 🚀 As AI adoption accelerates, the companies developing frontier models are becoming increasingly important. Part 1: Layer 4 – Models 🤖 $SPCX – Represents exposure to the broader commercial space and advanced technology ecosystem. 🔍 $GOOGL – Google continues to expand Gemini and its AI platform across Search, Cloud, and Workspace. 📱 $META – Investing heavily in Llama models and AI-powered consumer products. ☁️ $AMZN – Building foundation models through AWS while expanding enterprise AI services. The companies leading AI models today could help shape the next generation of software and digital experiences. The next list is coming soon! Are you going to miss it again?

Weekly Trade Ideas 💡 🔹 $MSFT 400C above 395 🎯 PT: 400, 405 🛑 SL: 392 🔹 $AAPL 340C above 335 🎯 PT: 340, 345 🛑 SL: 332 🔹 $PLTR 135C above 132 🎯 PT: 135, 140 🛑 SL: 130 🔹 $AMZN 255C above 250 🎯 PT: 250, 255 🛑 SL: 245 Good luck, Trade safe, manage your risk, and stick to your plan. 🍀📈

AI Growth Opportunity Watchlist Buy before July 28th. Starting capital: $10,000 Target: $10,000 → $150,000 Current price range: $10.11–$10.56 Potential target price: $113 The company reportedly has strategic partnerships connected to major AI leaders: $MU $NVDA $GOOG $AMZN AI infrastructure continues to be one of the strongest long-term market themes: • Semiconductor demand • Cloud expansion • Data center growth • AI computing infrastructure The biggest opportunities often come from identifying companies before wider market adoption. Do your own research before making any investment decisions. The stock code will be released soon. Subscribe to me so you don't miss the notification!

The Biggest AI Mistake: “It’s Already Priced In” The easiest way to miss a multi-year trend is assuming the opportunity is already gone. Meanwhile, companies continue investing billions into AI infrastructure because demand is still exceeding capacity. Follow the CapEx. That’s where the next wave of earnings growth may come from. Watching: NVDA AI compute leader and GPU demand $CRWV AI cloud infrastructure expansion $ORCL Cloud + AI infrastructure growth $MSFT Azure and enterprise AI adoption $AMZN AWS AI infrastructure spending $ANET AI networking backbone VRT Data center power and cooling infrastructure AI is not just a software story. It is a massive infrastructure buildout involving: • Compute • Networking • Data centers • Power Capital spending trends may reveal where the next earnings cycle is heading. Not financial advice. Always do your own research.

Option watchlist part -2 $ROKU- Stock near 52 week high and holding well in a pull back market. Calls above $145 looking good towards $150 and $165. If fails we can see $135. $PLTR- Stock near key resistance levels at $135 and $141. Looking for calls above $135 for a move higher towards $141 and $150. Stock back to holding $125 support level. $MRVL - Stock at weekly support level at $175. Bouncing off that zone. Stock has upside gap fill from $200 to $205. Below $170 we can see a move lower. $AMZN- Stock bounced of channel support after fake out breakout. Watching for calls above $250 for a move for a move towards $260 and higher $FDX - Stock in consolidation mode holding between $300 and $320. High watch for a breakout move above $320 for a move towards $335 and $350. Puts below $300.

$META $MSFT $GOOGL $AMZN $SPY

Weekend watch: $STM Among the semiconductor names that have been heavily sold off, $STM stands out because the growth story is tied to several major AI trends. The thesis is bigger than just chips: AI & data centers: photonic ICs, power semiconductors (SiC/GaN), and high-voltage solutions supporting next-gen infrastructure. Key exposure includes $AMZN and $NVDA. Space: RF chips and radiation-hardened processors used across LEO satellite networks, including Starlink-related demand and future constellation growth. Edge AI: sensors, microcontrollers, and embedded computing for the next wave of intelligent devices. Multiple secular tailwinds, but valuation still matters. Trading near ~$60, the market is already pricing in strong execution. The question: is $STM a future AI infrastructure winner, or already too expensive?