Thank you Phil Rosen for including my comments in today's Opening Bell Daily.

Stocks up and crude oil lower wasn’t the consensus this weekend and not what I expected early. A good reminder to not overreact to news or get caught up in social media opinions. Plenty of single stock breakouts as well. One headline can flip it all, but a strong open. $QQQ $USO

Solid call by Dan Ives going into the weekend. $TSLA back over 20-sma and clearing a key level at $340. Bullish chart + rising 50 and 200-sma.

Odds of a July rate cut are up over the past week, but slightly lower vs one month ago. The Fed is telegraphing a potential cut, but incoming inflation data is going to be the key.

$CRWD $SPOT new record highs today.

THE GAMBLER'S EDGE: boaz weinstein on counting cards Liv Boeree on winning at poker & how it all relates to the business of risk-taking. It's humility, patience and learning how to size your bets. Bullish, the next episode: youtube.com/watch?v=gEsWrh…

$TSM strong move off the rising 20-sma, testing new recovery highs. Rising 50 & 200-sma and pending a bullish MA cross.

Many big names on the new all-time highs list: $MSFT $AVGO $JPM $NFLX $SPOT $GEV +++

$NFLX more breakout.

If you buy strong stocks in uptrends, you will wind up with a lot of strong stocks in uptrends. If you buy weak stocks and downtrends, you will wind up with a lot of weak stocks and downtrends. My best results come from buying the best charts, in the upper right-hand corner.

Semis among the best-performing tech names, leading the S&P Info Tech sector to a new high today. • Foxconn: AI orders secured through 2027 (closed-door analyst meeting) • $SMCI convertible debt signals Blackwell shipment acceleration $NVDA • HSBC upgrades $AVGO on ASIC biz

$NVDA bullish 10/40-week MA cross and working on a new weekly closing high. Needs a weekly close this Friday over 147.63.

$PLTR working on a new record daily closing high > 5 rising daily MAs. Key trend support at 120.

Two things that I learned long ago that shape my thinking: 1. A trader could know the closing price of a stock tomorrow and still lose money in a position by overtrading it. 2. A random entry method with good money management can make money over time. If you refine a good entry

$SNOW pulling away from the $200 breakout level. Still big base breakout potential.

Even in strong markets, good stock selection is key. Over the past 90 days, SPY is +5.7%. Over the same 90 days, 45% (228 of 503) of SPY stocks are lower.