More good news for $QCOM The acquisition of PickNik completes their silicon-to-software ecosystem in the robotics space. The $AAPL agreement protects their patent revenue stream. Will want to understand the financial agreement and if there are any changes to it. Honestly surprised this name is not getting more attention considering their size.

With the interest and rise of Agentic Commerce after the launch of $META Muse, I believe $ETSY is in a position to significantly benefit going forward. Given their business with many independent suppliers and unique product traits, agentic commerce has the potential to drive meaningfully more traffic and visibility to their vendors/platform. I wouldn't be surprised if you heard of partnerships announced in the near future similar to $SHOP. The weekly and monthly views are defending and bouncing off all the moving averages. They were also recently upgraded by Bank of America and Oppenheimer with $90+ price targets.

One word... Beautiful $QCOM

If $ALVO closes and holds above $6 I could see this filling the gap to the mid $7's. $ALVO is the manufacturing partner for $TEVA on the upcoming launch of their Eylea ($REGN) biosimilar. The launch is anticipated for Q4. Pavblu ($AMGN) was the first 2MG aflibercept to launch in this space last year and realized ~$700M Net Sales in its first year. However, the market has since seen conversion to Eylea HD and Vabysmo. Pavblu ($AMGN) had the first to market advantage, but if $ALVO & $TEVA has a successful launch you could see this name gain traction. Not to mention, if they get approval for their Prolia & Xgeva biosimilar, that could also serve as a catalyst, but that market is high saturated.

$SMH breaking trend today. Let's see if we get follow-through

I've always been surprised that Nike $NKE never transitioned into tech wearables. The clothing market is saturated and their "moat" no longer exists. Imagine smart sunglasses for runners that tracks their pace and route on the glasses preventing them from looking down? Most of this would need to be partnership based or a potential acquisition I imagine. I'm not an expert in the apparel market. Is there anything I am missing in this thought process?

🏛️ American Superconductor $AMSC A mid-cap power resilience and energy transition hardware manufacturer focused on grid stabilization and industrial power quality. 📈Technicals: ➡️ The weekly and monthly views are the important ones to watch. Both are bouncing off resistance levels with sign of bottoming. Just look at how this name has defended the 200 week since the end of 2023. ➡️ A breakout above the $34–$35 price range could signal a leg higher. 🔢 Fundamentals: Price/Sales: ~4.2x P/E (TTM): ~10x Forward P/E: ~23x Total Debt: Negligible ⚔️ Top Competitors: ➡️ Powell Industries ($POWL): Direct competitor in electrical distribution systems and medium-voltage switchgear for heavy industrial and utility facilities. ➡️ Eaton $ETN / GE Vernova $GEV: They win at scale across grid interconnects and substation equipment, AMSC wins bids by offering more modular, rapid-deployment D-VAR systems in specialized niches. ❌ Risks worth noting: ➡️ Lumpy revenue due to project based schedules ➡️ There are a lot of high expectations for grid related names, so any negative news or results can cause volatility in small-cap. I am looking to build a position into this if the market continues to hold. I will start with common shares and look to potentially add options depending on price action.

📊WEEKLY MAG7 TRACKER This is something I track each week to keep tabs on the MAG 7 to see if they announced any meaningful news, made new spending commitments, or have key events lined up in the coming week. I don't typically trade these companies, but they can have a significant impact on the industry or downstream customers that are important to monitor. Weekly Performance: $GOOGL +3.26% $META +2.73% $NVDA +1.73% $AAPL +1.16% $TSLA -0.31% $MSFT -0.37% $AMZN -1.20% My biggest takeaway is the continued emphasis on power infrastructure. The $AMZN & Generac $GNRC deal could be a sign of what's to come..

The Microsoft $MSFT new is very meaningful for $NOK going forward. Choppy few days of price action, but technical structure is still intact.

Throughout the craziness of this week, the relative strength of $QCOM has been impressive

$NOK Nokia charts are BEAUTIFUL on all timeframes Considering they are AI infrastructure, I would wait to see how AI stocks act tomorrow after this weekends new with Anthropic and ChatGPT.

📊TOP 20 S&P500 COMPANIES BY MOVING AVERAGE What do you notice? $SPY $NVDA $AMZN $AAPL $MU

$QCOM looks great with stacked moving averages on the daily & weekly charts. Good news with $AMZN partnership this week. It's hard making big swings knowing the economic background, but feels like good risk/reward.

Pittsburgh Rich

Well the economy can’t be doing too bad based on the amount of people I still see at Costco $COST

The $AAPL iPhone Duo has clearly been in development for a few years to test the hardware. Why is the lack of embedded AI not more of a talking point? Or is this a distraction tactic? Excited to see what the new CEO brings with a product focused background that hopefully brings innovation back to this business.

🪙Taylor Devices $TAYD A small-cap, aerospace & defense manufacturer focused on mission-critical shock absorbers and extreme vibration damping. ➡️Taylor Devices currently has a record backlog of $52M, and no debt. Following the US-Iran conflict, Taylor Devices is poised to be a direct beneficiary of the next missile restocking cycle. Their hardware is the sole-source for missile launch systems and cannot be easily displaced once it’s engineered into the weapon. Technicals: ➡️The chart is currently above all moving averages on the daily, monthly, and weekly timeframes ➡️The weekly chart gives a very clean look which has now bounced and held the 50-week EMA and 21-month EMA multiple times since April ➡️Historically there has been much resistance at the ~$62 price. As always, prior resistance is key to watch. At this level, we will see if they are poised for a breakout, or met with a rejection of this level. ➡️I would personally like to see them power through the $62 level soon. However, for a swing it is not critical as long as the chart holds structure. 🔢Fundamentals: Price/Sales: 4.8 P/E: 23.7 Forward P/E: 13.9 PEG: 0.61 Debt: NONE ❌Risks worth noting: ➡️Revenue is lumpy which is driven by project-based contract timing. ➡️With any small-caps, volatility can be expected.

📰CASH & FLEXIBILITY IS KEY IN THE CURRENT MARKET ENVIRONMENT Although the S&P continues to hold structure, individual segments of the market remain extremely volatile. Rising treasury yields, oil $90+, inflation fears, US National debt at $40T, and no clear end in sight to the Iran conflict. On the other hand, we had strong earnings reports, hyperscalers are still spending record amounts, strong jobs reports, and a new technology race that has the ability to change how the entire world operates. When you zoom out, we are still in a historic bull market. However, this is the first time in the past 3 years where the economic backdrop is becoming a legitimate component to the story. Trump and the current administration have been clear that they prioritize the market, and in almost every speech Trump mentions the market. Investors want clarity and a path forward. Maintaining flexibility and having the ability to change bias in this market are critical as we are in a ‘wait and see’ environment. This long weekend the news wire has been quiet. FOMC in two weeks. We are likely to get some head-fakes. Don’t chase, wait and see what clues the market gives.