6-26 Pod - Micron Soars 🚀 | Nvidia Hits All-Time Highs | Crypto in Mortgages? | 2 Top Stock Picks & Market Movers!

My Take

The bullish golden cross is a big deal for QQQ 0.00%↑ . Don’t discount that we can continue to go higher like the last 2 times this happened. What’s different? In 2020 and in 2023 we weren’t going to new all time highs - we were simply recovering. What’s more the valuation wasn’t as stretched as it is now. So while I’m bullish on this move and I’m still HEAVILY invested in this market, I’m still cautious and looking for opportunities. That’s what the past 2 days has been about - finding stocks that are hitting all time highs and seeing if they need to be trimmed and bought back lower and finding new opportunities that are breaking out. I am going to buy the indexes on a dip or on the 4 hour algorithm, but I’m staying patient.

$QQQ daily chart in Trendspider showing the last 2023 golden cross. While it’s bullish, the last one that took place close to all time highs was 2019. Still a bullish signal so BUY THE DIP!

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Pod Notes

Thursday

Another Substack you should subcribe to - he likes TOST 0.00%↑

Shoutout to

StockTokk Sub Stack

- I’m a fan. He’s got a system that works - it’s not my system and his strategy is completely different, but he’s got a GREAT track record and does some great analysis. I suggested he look at TOST 0.00%↑ since I was looking at it for long term and it turns out it was a top pick yesterday as he was surprised by it. You should absolutely subscribe to his Substack as well. This particular one is a paid episode of his, but his free content is great too - just like mine!

10 Bullish Stocks - #1 is 😱

🚀 Micron Soars and there was a key

Yesterday I put in the substack chat the micron ceo was scheduled to be on cnbc in the morning … this post was around noon … I suggested you don’t go on tv if your earnings are bad …. The stock popped up 7% on the earnings announcement so kudos to those who are subscribed to the newsletter and saw the note. Several made some really good money.

A screenshot of the chat in Substack - if you don’t know how to access the chat, let me know.

Micron is sold out of their 2025 chips and said last night they expect growth through 2026.

Micron is a STRONG BUY in the Quant at $122 and Wall Street thinks it’s worth $137 - you can also get exposure in the $SMH Semiconductor ETF which was a BUY at $217 back on May 5th.

$MU 5 min chart in Trendspider if you even wanted to trade it in to earnings yesterday.

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Seeking Alpha Premium Product Overview video

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Higher Highs Ahead - GOLDEN CROSS

If you’re looking for a bullish signal - $qqq had a golden cross on the daily for the first time in over 2 years

If you’re looking for higher highs, Fibonacci levels are a great tool - I’m by no means an expert at all but Trendspider does automatic Fibonacci for you.

But be aware - we just entered greed

NViDIA all time highs - NVDA 0.00%↑

$nvda hit new all time highs - I like to trim long term holdings here and buy it back.

But it’s interesting because we hit all time highs in $nvda and the market after the market catalyst down of the deepseek news and now we are back. Could deepseek 2.0 or something else bring these stocks back down? Or July 9th?

If you’re not trimming $NVDA - why not?

$NVDA price target raised to street high of $250 at Loop

Jenson said robotics are the companies biggest opportunities

❓ Would you rather - NVDA 0.00%↑ MSFT 0.00%↑ AAPL 0.00%↑ ?

I thought it was a fun game last night to look at “would you rather” last night. Which one would you buy right now? $msft $nvda or $aapl

Are you going with the laggard with $aapl? Are you going with ai leadership with $msft?

Are you going with the ai king of $nvda?

I own all 3 as a mainstay in my portfolio so I’ve got them all.

Palantir PLTR 0.00%↑

Shay does a great job of telling you here why $pltr may never pull back

And could the market cap of this company get to $2T - simple math

$PLTR in the 4 hour algorithm in Trendspider

🍞 Toast TOST 0.00%↑

Let’s look at $tost - this is one that’s on the watch list and I think it’s still got room to go .. probably a very good long term buy

This article was published in May when the price was higher and just after a great earnings report

$TOST in the 4 hour algorithm in Trendspider

❄️ Snowflake SNOW 0.00%↑

$SNOW weekly chart in Trendspider showing where I like to buy and sell the stock for the past 3 years

Crowdstrike CRWD 0.00%↑ over $500 for the first time

Magnite MGNI 0.00%↑

One stock I’m adding to my watch list is $mgni - it’s a competitor to $ttd and it popped yesterday and could be breaking out - the ai analysis of this one impressed me but the quant doesn’t think it’s time yet so I’m putting it on a watch list and setting alerts 🚨

🏚️ Cryto for your mortgage?

And this is huge - crypto is now recognized as an asset

Earnings AeroVironment AVAV 0.00%↑

I was on spaces yesterday and $AVAV reported - it dipped way down and as the panel was going over earnings, it sounded like everything was good. It was a CLEAR buy the dip. Then the CEO was on Jim Cramer’s show last night and I really liked what he said so let’s see if we can find a strategy around this one because it’s not making money, but with Project Golden Dome - I like this stock.

For those of you with Trendspider, I literally used the 4 hour algorithm and switched it to a WEEKLY candle. This then backtests it to 5.7 years back testing with only 7 positions. You win 86% of the time and the weekly still looks like it has room to go. Your average win is 23.4% and you make ALMOST as much as buy and hold. If this is an investable company for you, maybe this strategy makes sense.

$AVAV weekly algorithm buys and sells - performs exceptionally well when back tested for over 5 years.

One that rates a little higher than this, has actual earnings and is a mainstay in defense is $LMT. As I mentioned, $LMT is one of the S&P defense stocks that’s trading under its 200 day SMA.

SCANS - Bullish entries in the 4 hour algorithm today for these stocks.

IBIT

KO
META
PLTR

TSM
MPLX

XLG

BTGD

CELH

CRWD

GBTC

GCT

GEHC

MARA

META
PATH

PINS
POWL

PTON

SCHW

SMCI

SNAP

TGT

U

VKTX

Leveraged ETFs

BITX

BTCL

DRV

SMCX

YINN

Low Cost ETFs

QTUM

VWO