Topics covered:
1) 0:00 Announcements
2) 0:35 Market Commentary and Index Review
3) 9:00 Stock Review – Aerospace/Defense: UFO (ETF), RKLB, ATRO, GE, HWM, WWD
4) 12:50 Stock Review – Semiconductors and Data Storage: SMH (ETF), NVDA, AVGO, TSM, ARM, KLAC, AMAT, VECO, ICHR, MRVL, UCTT, TER, AEHR, TSEM, ON, CRDO, MTSI, Q, MU, STX, WDC, SNDK
5) 20:45 Stock Review – Electronic/Energy/Data Center related: LITE, AAOI, COHR, GLW, JBL, VRT, TTMI, POWL, BE, HUT, SIMO, FLEX, ATI, BHE
6) 26:55 Stock Review – Biotech/Medical: XBI (ETF), IBB (ETF), LLY, EWTX, IMVT, ARWR, GH, NTRA, ARKG (ETF), LQDA, URGN, VCYT, AXSM
7) 30:35 Stock Review – Others/General Ideas/Commentary: URI, HNGE, DELL, HPE, NBIS, CRWV, IREN, WYFI, ALAB, SPHR, DOCN, FROG, CRWD, SNOW, GOOGL
8) 39:05 Stocks near buyable ranges: CGNX
9) 40:30 Conclusion/Summary

Market Summary:
As I mentioned in recent videos, I was expecting some volatility and weakness during the second half of June. Specifically, during the Jun 19-27 time period for the many reasons I reviewed in recent videos. Unfortunately, we saw that weakness last week as the Nasdaq Composite declined -4.6% for the week. From here, the seasonal strength should hopefully begin as the first two weeks of July tends to be strong. A few other factors keeping me bullish is that the Small Caps (IWM) and Mid Caps (MDY) are near new highs, we are at support for the major indexes, and many stocks continue to act well. Again, please keep in mind that the market is more than just Nvidia and Rocket Lab. In other words, look around and you will see broad strength.

As always, if anything turns against me, I will adhere to my loss cutting discipline. I remind members in this video that not every idea is going to work, so please stick to some form of a loss cutting discipline. Also, the next MidWeek Video will be posted a day earlier than normal on Tuesday, June 30 by 8PM EST due the US markets being closed on Friday, July 3rd. Thank you and enjoy the rest of your weekend.

Unusual Options Activity:
6/26/26 Nasdaq 100 ETF (QQQ) massive buyer of 27,000 July $711 calls at $19.10 offer
6/26/26 Nasdaq 100 ETF (QQQ) also late day large buyer of 28,000 July 9th $715 calls at $12.92
6/26/26 Semiconductors ETF (SMH) 1500 August $675 calls buy $30.49 and sells the $575 puts at $32.99 for bull r/r
6/26/26 Health Care ETF (XLV) 2000 March $200 calls buy at $3.75, adjusting Jan $157 calls
6/26/26 Magnificent Seven ETF (MAGS) 14,000 Sept $65 calls buy at $2.45 to $2.70
6/26/26 Memory ETF (DRAM) large buyer of 20,000 Sept $90 calls at $7.65 as the $80 calls adjust
6/26/26 Gold Miners ETF (GDX) opening sale 1500 June 2027 $73 puts at $9.35
6/26/26 Silver ETF (SLV) opening seller of 6000 August $53 puts at $3.60
6/26/26 Tesla (TSLA) 4000 August $480 calls buying $5 to $5.30
6/26/26 Netflix (NFLX) buyers of 2000 Dec 2028 $60 ITM calls at $28.70
6/26/26 Eli Lilly (LLY) July $1400 and $1500 calls seeing buyers
6/26/26 Johnson & Johnson (JNJ) buyer of 750 March $300 calls at $6.25
6/26/26 AbbVie (ABBV) buyer of 600 Dec $290 calls at $6.10
6/26/26 Novo Nordisk (NVO) buyer of 1500 June 2027 $47.50 calls at $8.80
6/26/26 Liquidia (LQDA) buyer of 2300 August $80 calls at $11.55 as July $65 adjust
6/26/26 CVS Health (CVS) buyers of 6800 August $110 calls $3.60 to $3.75
6/26/26 Fluor (FLR) buyer of 5000 August $60 calls at $2.40 offer
6/26/26 Cameco (CCJ) opening seller 15,000 July 24th $83 puts at $0.48
6/26/26 Union Pacific (UNP) buyers of 1000 Jan $280 calls at $18
6/26/26 Boeing (BA) 5260 August $190 shorts puts sell for $2.62
6/26/26 Howmet Aerospace (HWM) 3000 Aug $220 puts sell to open $2.49
6/26/26 Woodward (WWD) buyer of 450 August $440 calls at $31 as July $430 adjust
6/26/26 AST SpaceMobile (ASTS) buyers of 5200 Oct $70 calls for $14.80
6/26/26 ViaSat (VSAT) buyer of 12,600 Dec $80/$115 call spreads
6/26/26 T-Mobile (TMUS) large buy of 16K Aug $195 calls at $5.15 and sells 10k of the $220 calls
6/26/26 Credo Tech (CRDO) 800 Sept $270 calls at $47.50 to $52
6/26/26 Hut 8 (HUT) Nov $60 puts sell to open $610x at $5.00
6/26/26 IREN Ltd. (IREN) 4200 Dec $38 puts sell to open $8.15 to $8
6/26/26 Google (GOOGL) buyer 500 Oct $310 calls at $53
6/26/26 Google (GOOGL) 1000 Jan 2028 $345 puts sold to open at $54.36
6/26/26 Nokia (NOK) 10,000 March $11 puts sell to open $2.00
6/26/26 KLA Corp (KLAC) opening sellers of 550 Jan $216 puts at $36.20
6/26/26 SanDisk (SNDK) 3300 August $800 puts sell for $10.70
6/26/26 Seagate (STX) 3500 Sept $500 puts sell for $10.90 to $10.80
6/26/26 Taiwan Semi (TSM) 1500x 3000x Jan $370/$660 call ratios opening
6/25/26 Russell 2000 ETF (IWM) large opening seller 15,300 July $287 puts at $2.73
6/25/26 3X Nasdaq 100 ETF (TQQQ) buyers of 3000 Sept $73 calls
6/25/26 3X Nasdaq 100 ETF (TQQQ) also buyers of 2000 Dec $73 calls at $15.89
6/25/26 Biotech ETF (IBB) buyers of 1750 Jan $200 calls at $8.60
6/25/26 Biotech ETF (XBI) buyer of 2250 Jan $180 calls at $7.05
6/25/26 Walmart (WMT) 4100 Aug 7th $107 short puts open $0.85
6/25/26 Netflix (NFLX) 11,150 Nov $65 puts sell at $3.78 as Aug $75 short puts adjust
6/25/26 Wayfair (W) opening sale 950 August $85 puts at $6.10
6/25/26 Wells Fargo (WFC) buyers of 1900 Oct $97.50 calls at $1.94 offers
6/25/26 Blackstone (BX) 900 Dec 2028 $60 puts sell to open $6.35
6/25/26 Bloom Energy (BE) buyers of 1000 Aug 7th $345 calls at $54 to $60
6/25/26 Bloom Energy (BE) buyers of 2500 Sept $370 calls at $57.70 to $60.90
6/25/26 NRG Energy (NRG) 7500 Sept $160/$190 call spreads buy at $6.80 as strikes adjust up
6/25/26 Peabody Energy (BTU) opening seller 1000 Jan $23 puts at $3.60
6/25/26 Revolution Medicines (RVMD) 2500 July $180/$195 call spreads buy as $165/180 spreads adjust higher again
6/25/26 Arcus Biosciences (RCUS) 1250 Oct / Dec $40 call calendar spreads bought
6/25/26 CG Oncology (CGON) buyer of 4000 August $70/$95 call spreads at $7.80, adjusting July 65/90 spreads
6/25/26 Tenax Therapeutics (TENX) buyer of 3000 Oct $10 ITM calls at $8.59 and sells the $30 calls at $3.89 in spreads
6/25/26 SpaceX (SPCX) opening seller of 1200 June 2027 $125 puts for $25.00
6/25/26 Rocket Lab (RKLB) opening seller of 800 March $70 puts at $16.65
6/25/26 Planet Labs (PL) buyers of 3000 Jan 2028 $75 calls at $6.00
6/25/26 GE Vernova (GEV) buyers of 2400 July $1400 far OTM calls at $2.38 to $2.80
6/25/26 Apple (AAPL) 1650 Nov $225 ITM calls buy at $62.11 as July $220 adjust
6/25/26 Nokia (NOK) massive opening seller of 4100 Jan 2028 $27 deep ITM puts at $14.71
6/25/26 Intel (INTC) 2400 July $135 puts sell to open $13.62
6/25/26 Intel (INTC) large blocks selling to open 13,000 July $130 puts at $12 to $10.50
6/25/26 Nvidia (NVDA) buyer of 1150 July 24th $195 calls at $9.35 offer
6/25/26 Nvidia (NVDA) opening sellers of 1300 Dec 2027 $205 ITM puts at $40.80 bids for over $5M
6/25/26 Nvidia (NVDA) buyers of 4500 June 2028 $300 calls at $25.30 to $25.75 in large lots
6/25/26 Qualcomm (QCOM) 2500 July 31st $205 calls buy $21.40 to $22.60
6/25/26 KLA Corp. (KLAC) buyers of 800 Sept $280 calls at $25.50
6/25/26 KLA Corp. (KLAC) also opening sellers of 1500 Jan $154 puts at $11.40 to $11.30
6/25/26 Marvell Tech (MRVL) 1000 June 2027 $300 ITM puts sell to open at $102.80 in a massive stock replacement
6/25/26 Coherent (COHR) opening seller 1000 Aug $420 puts at $75 to $74
6/25/26 MaxLinear (MXL) buyers of 1700 August $85 ITM calls at $18.50 to $20.50
6/25/26 SanDisk (SNDK) opening seller of 3100 August $850 puts at $15.79
6/25/26 Micron (MU) 3750 August $700 puts sell to open $13.55 to $13.50
6/25/26 Micron (MU) also sellers of 1900 July 24th $690 puts $6.30
6/25/26 Taiwan Semi (TSM) opening seller 3000 July 31st $350 puts at $3.70
6/25/26 Taiwan Semi (TSM) 1000 August $580/$400 bull risk reversals open at net credits
6/24/26 Home Depot (HD) opening sale of 750 Dec $310 puts at $14.20
6/24/26 Natera (NTRA) buyers of 2700 August $270 calls at $26 to $29 as July $220 calls adjust
6/24/26 GE Aerospace (GE) buyer of 5500 July $380/$410 call spreads at $6.66, adjusting $350 calls
6/24/26 CoreWeave (CRWV) opening seller of 1250 March $100 puts at $27.60
6/24/26 Broadcom (AVGO) 2400 March $320 puts sell for $30.35 to buy 1600 March $580 calls at $22.35 in bull r/r
6/24/26 Arm Holdings (ARM) opening seller of 500 Nov $290 puts at $47.25
6/24/26 Micron (MU) opening seller into the close for 450 March $840 puts at $183 for $8M