Options Mike

Stock Market Week Ahead #VIDEO Market needs leadership... Busy earnings week. Duke's birthday today, so extra busy. Long video, go over a ton! Enjoy! youtu.be/xE8XonRyzto

So no video today... why room said market sucks LOL Need to see the other big earnings right now. $META $MSFT $AMZN etc. til then in the chop zone. $XLF $AAPL new ATH's And there was much rejoicing HAGN!

So excited to be a part of this! 1 Week, can't wait to meet you guys!!!! Excited that my friends from @public will be there as well!

@MalibuInvest 🤣🤣

@OptionsMike Nope. Repeat after me...... MAL... Eh ?

$NOW $2.40 to $8.65 Trade was initiated last week over at Malibu Private 😇 On a 10 lot, you now have $6,250 in gains

Another Stocks on Spaces! 3pm x.com/i/spaces/1nxeL…

@CNBC The bank of $NVDA?

Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans cnbc.com/2026/07/27/nvi…

@MarketRebels @petenajarian @jonnajarian $VIX holding near the highs.. change in characer

July 27th CBOE Volatility Index® #VIX @petenajarian @jonnajarian #ITSNOTANOPTION 📙

@Sam_Badawi Just a massive amount of spending

CapEx across the hyperscalers is expected to reach $1.4T by 2028. Following $GOOGL recent 2026 CapEx increase, the market is now looking to earnings from $MSFT, $META, and $AMZN, where we can expect similar spending increases.

$1.4 trillion. That's where hyperscaler capex is projected to reach by 2028. As $GOOGL, $AMZN, $MSFT, $META, and $SPCX ramp up AI infrastructure spending, the race to build the future is only getting more expensive. Which company is best positioned to capitalise?

@LeverageShares That is nuts

@1991Wolfpack GM $NVDA and OpenAi data center deal as well

Good Morning $CRWD pt raised $230 from $187 @ BofA $NET pt raised $330 from $255 @ BofA $PANW pt raised $420 from $330 @ BofA $SKHY & $NVDA announced a partnership worth over $𝟱𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 late Friday. Bernstein says AI leaders are securing long-term 𝗛𝗕𝗠 memory supply.

Good Morning! Futures up $TSM pt raised $530 from $480 @ Needham $LIME int Outperform @ Evercore pt $40 $ITG int Outperform @ Baird pt $19 $WSM int Overweight @ Piper pt $253 $WULF int Buy @ Chardan pt $32 $CIFR int Buy @ Chardan pt $32 $CCJ u/g Buy @ UBS $F u/g Buy @ Jefferies pt $17.50 from $14.50 $GM u/g Buy @ Jefferies pt $99 from $90 $RIVN u/g Overweight pt $20 $GOOGL u/g Accumulate @ Philip’s pt $425 from $450 $MBLY u/g Overweight @ Piper pt $12

@ThemesETFs Wow

🌍 Four countries control over 90% of global chip value. The U.S. leads in design, Taiwan in advanced manufacturing, South Korea in AI memory and the Netherlands in lithography. Different bottlenecks, one fragile supply chain.

@LeverageETFs Not slowing down at all

🇺🇸 U.S. AI spending now drives $SKHY. The U.S. generated 65% of SK Hynix revenue in Q1, as hyperscaler capex fuels HBM demand. After a 14% Nasdaq debut jump, July 29 earnings will show if that memory growth can justify the hype.

@1991Wolfpack Ty Jeff you as well

@OptionsMike Great chart session and very busy week of earnings ahead. Will be interesting to see KOSPI reaction events at 8:00pm ET tonight. Have a relaxing Sunday afternoon.

Hope you all enjoyed the charts. Very busy week ahead, head on a swivel here. Enjoy what's left of the weekend!

@1991Wolfpack Not good

@OptionsMike $IGV & SaaS nuclear winter apocalypse continues. It's so bad $ORCL & $CRM moved up on couple billion each in US Government contracts. Pretty desperate when a sector is excited about public sector wins.

$IGV Cloud/.SAAS looks like hot death. They sold $NOW after a good report. Maybe 85 holds, schrts.co/PziGxZZP

@MalibuInvest None by me yet!

@OptionsMike Took a #Waymo the other day in Beverly Hills, and it was great, no driver !

$UBER double hit here.. first Musk said he won't use any other service then talk Waymo partnership about to dissolve. ouch 52W low... This game is changing fast they need a answer. No interest yet schrts.co/FmPVnMEn

$TSLA Been saying this is not there year, next year Cybertaxi and maybe Optimus... different story. Margins... that was the bad. 300 area in play and looking for a test of it schrts.co/szeQiwxE