Topics covered:
1) 0:00 Announcements
2) 0:50 Market Commentary and Index Review
3) 8:30 Stock Review – Aerospace/Defense: UFO (ETF), RKLB, FLY, ATRO, GE, HWM, WWD
4) 11:50 Stock Review – Semiconductors and Data Storage: SMH (ETF), NVDA, AVGO, TSM, ARM, KLAC, AMAT, VECO, MRVL, UCTT, TER, AEHR, TSEM, ON, CRDO, MTSI, Q, MU, STX, WDC, SNDK
5) 15:40 Stock Review – Electronic/Energy/Data Center related: LITE, AAOI, COHR, GLW, JBL, VRT, MOD, CLS, TTMI, POWL, BE, HUT, SIMO, FLEX, ATI, BHE
6) 19:05 Stock Review – Biotech/Medical: XBI (ETF), EWTX, IMVT, ARWR, GH, NTRA, LQDA, URGN, VCYT, AXSM
7) 22:00 Stock Review – Others/General Ideas/Commentary: HNGE, DELL, HPE, NBIS, CRWV, IREN, WYFI, ALAB, SPHR, DOCN, FROG, CRWD, GOOGL
8) 24:45 Stocks near buyable ranges: COHR, FLEX, URI
9) 26:10 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. I also discussed how I was planning to put money to work if we saw some weakness, and in this video I discuss some of the stocks I bought and the reasons why. Some might say I’m crazy to buy on the way down, but there are many reasons I did so: 1) I don’t think this bull market is over. 2) We are right on support (the 50-day on the Nasdaq Composite and S&P 500). 3) I have a little more conviction in the secular growth themes than most people. 4) The upcoming stronger seasonality which I also review in this video.

From here, even if we see a little volatility into the end of the week, I’m looking to stick with some of the names showing great relative strength, as the first two weeks of July tends to be seasonally strong. 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 good luck for the remainder of the week.

Unusual Options Activity:
6/24/26 Energy ETF (XLE) 12,000 August $54 calls buy $1.92 as strikes adjust
6/24/26 High Yield ETF (HYG) opening seller of 16,000 Dec $79 puts at $1.55
6/24/26 Costco (COST) buyers of 1300 Jan $1075 calls at $37 to $38
6/24/26 Blackrock (BLK) buyers of 185 Sept $950 ITM calls at $79
6/24/26 Wells Fargo (WFC) buyers of 8000 Jan $97.50 calls at $3.05
6/24/26 JP Morgan (JPM) opening seller 1000 Aug $330 puts at $12.07
6/24/26 Berkshire Hathaway (BRK.B) buyers of 400 June 2027 $490 calls at $51.35
6/24/26 Chevron (CVX) buyers of 1100 August $170 calls at $8.60 offers
6/24/26 SpaceX (SPCX) 2000 August $165 calls bought $17.50
6/24/26 SpaceX (SPCX) seller 1000 Dec $125 puts at $16.80 and buys 2000 Dec $415 calls at $2.85 for r/r at net credit
6/24/26 Google (GOOG) buyer 1000 July 31st $350 calls at $18.77 as weeklys adjust
6/24/26 Amazon (AMZN) buyers of 2400 July 24th $260 calls at $2.85
6/24/26 Cisco (CSCO) buyers of 1500 March $155 calls at $8.20 offers
6/24/26 Nokia (NOK) opening sales of 1400 Dec $17 ITM puts at $5.10 bids
6/24/26 Dell (DELL) buyer of 600 Dec 2028 $500/$650 call spreads
6/24/26 Nebius Group (NBIS) Aug $250 calls buying 1700x at $53.05
6/24/26 Fortinet (FTNT) 1000 March $170/$165 bull risk reversals open
6/24/26 Nvidia (NVDA) 5000 July $197.50 puts sell to open $6.95
6/24/26 Qualcomm (QCOM) buyers of 1900 July 31st $190 ITM calls at $25.50 to $26.50
6/24/26 TeraWulf (WULF) large opening seller of 15,000 Jan 2028 $22 puts at $6.85
6/24/26 Flex Ltd. (FLEX) buyers of 425 Oct $150 calls at $27.90 offer
6/24/26 Flex Ltd. (FLEX) opening seller of 360 Sept $160 ITM puts at $26.30
6/24/26 Corning (GLW) over 4000 Sept $195 ITM calls buying $35 to $42
6/24/26 Corning (GLW) 1000 Dec $180 puts sell to open $28.30
6/23/26 Tech ETF (XLK) opening sale of 1350 June 2027 $175 puts at $17.50
6/23/26 Biotech ETF (IBB) buyer 4000 Sept $200 calls at $2.00
6/23/26 Energy ETF (XLE) opening seller 4000 Oct $55 puts at $3.15 bids
6/23/26 Regional Banks ETF (KRE) buyer of 26,650 August $73 calls at $2.94
6/23/26 Uranium ETF (URA) opening sale of 2000 Jan $42 puts at $4.65
6/23/26 Memory ETF (DRAM) seller to open of 10,000 Oct $55 puts at $6.55 bids, adjusting July $50 short puts
6/23/26 Japan ETF (EWJ) opening seller 1200 Sept $90 puts at $3.50
6/23/26 Netflix (NFLX) massive opening seller 54,530 Jan $65 puts at $4.30 as the July $75 short puts adjust
6/23/26 Starbucks (SBUX) 1500 Oct $100 puts sell to open $6.25 to $5.85
6/23/26 Bank of New York (BNY) buyers of 1500 March $155 calls at $15.90 offers
6/23/26 Robinhood (HOOD) buyer 1000 Jan 2028 $260 calls at $11.80
6/23/26 Novo Nordisk (NVO) opening seller 10,000 August $42.50 puts at $1.57
6/23/26 UniQure (QURE) buyer of 1500 Jan 2028 $40/$100 call spreads
6/23/26 Bloom Energy (BE) 1100 Jan $330 calls bought at $104 to $105
6/23/26 Williams Cos. (WMB) opening sales 14,900 July 31st $69 puts at $0.55 to $0.50
6/23/26 SpaceX (SPCX) opening seller of 3000 August $130 puts at $8.01
6/23/26 SpaceX (SPCX) massive opening sellers of 13,000 August $155 puts at $20.40 to $20.30 bids
6/23/26 SpaceX (SPCX) also buyers of 3000 Aug $150 calls at $21.13
6/23/26 Rocket Lab (RKLB) opening sellers of 1250 Oct $90 puts $15.00 bid
6/23/26 Rocket Lab (RKLB) opening sale 600 March $60 puts at $9.20
6/23/26 Firefly Aerospace (FLY) buyers of 1000 Sept $35 calls at $4.64
6/23/26 Iridium Communications (IRDM) buyers of 12,000 August $50 calls at $3.20 to $4
6/23/26 AST SpaceMobile (ASTS) seller to open 17,000 March 2028 $60 puts at $24.70 to buy 17K of the $115 calls at $31.65, bull r/r
6/23/26 Vertiv (VRT) 4818 August $210 short puts open at $2.53
6/23/26 GE Vernova (GEV) opening sale of 1250 August $780 puts at $9.95
6/23/26 Quanta Services (PWR) opening sale 1925 August $540 puts at $7.87
6/23/26 Amphenol (APH) opening sales of 5700 August $120 puts at $1.60 to $1.55
6/23/26 Johnson Controls (JCI) opening seller 4018 August $120 puts $1.36
6/23/26 Tractor Supply (TSCO) opening seller of 2000 Jan 2028 $17.50 puts at $1.55
6/23/26 Microsoft (MSFT) opening seller of 2000 Nov $300 puts at $7.00 to $6.90
6/23/26 HP Enterprise (HPE) buyer of 6000 Dec $55 calls at $8.10
6/23/26 Google (GOOGL) large opening seller 1400 June 2027 $280 puts at $17 in a single block
6/23/26 Amazon (AMZN) 800 Sept $215 puts sell for $7.50
6/23/26 Oracle (ORCL) opening seller 1300 Sept 2027 $140 puts at $23.15
6/23/26 Nebius Group (NBIS) 250 Dec 2028 $200 puts sold to open $98.75
6/23/26 Nebius Group (NBIS) late day buyers of 900 Jan 2028 $440 calls at $123 to $124.75
6/23/26 Nebius Group (NBIS) also opening sellers of 500 Dec 2028 $120 puts at $47.74
6/23/26 CoreWeave (CRWV) 1350 March $85 short puts open at $18.36 as Nov $90 short puts adjust
6/23/26 Intel (INTC) opening seller 2700 July 10th $130 puts at $9.75 to $9
6/23/26 Qualcomm (QCOM) opening sales of 750 Nov $190 puts at $28.60
6/23/26 KLA Corp. (KLAC) opening sale of 630 March $250 ITM puts at $59.50
6/23/26 Marvell Tech (MRVL) opening seller of 800 Jan 2028 $100 puts at $14.90
6/23/26 WhiteFiber (WYFI) buyer of 1500 August $45 calls at $10.70 offer
6/23/26 Lumentum (LITE) buyer 400 Dec $1400/$1500 call spreads
6/23/26 Applied Optoelectronics (AAOI) 1000 Dec $150 puts sell to open $49.60
6/23/26 Micron (MU) opening seller 4000 Oct $900 puts at $136.90
6/23/26 Micron (MU) late day buyers of 450 Jan $1440/$2400 call spreads
6/23/26 Western Digital (WDC) opening sellers of 600 Oct $460 puts at $45.55 bids
6/23/26 SanDisk (SNDK) buyer at the close for 250 Dec $2800 calls at $409 for over $10M
6/22/26 Semiconductors ETF (SMH) buyer of 5000 July $620 calls at $66.95
6/22/26 Gold Miners ETF (GDX) opening seller of 2600 Sept 2027 $74 puts at $9.65 to $9.50
6/22/26 Gold ETF (GLD) buyer of 1500 Oct $390 calls for $19.75
6/22/26 Tesla (TSLA) buyers of 2500 July 31st $405 calls at $26.63 to $27.60
6/22/26 Citigroup (C) buyers of 11,000 July $150 calls at $3.20 to $3.25
6/22/26 Wells Fargo (WFC) 1300 Dec 2028 $80 puts sell to open $11.75
6/22/26 Berkshire Hathaway (BRK.B) buyer of 5000 July $490 calls at $7.90
6/22/26 Robinhood (HOOD) opening sellers of 600 August $125 ITM puts at $21.15
6/22/26 Eli Lilly (LLY) opening seller 700 August $940 puts at $13.50
6/22/26 Bristol Myers (BMY) buyers of 3200 March $55 calls at $5.20 to $5.35
6/22/26 Definium Therapeutics (DFTX) 4000 August $40/$50 call spreads bought at $3
6/22/26 Williams Cos. (WMB) 30,000 July 31st $68 short puts open at $0.60
6/22/26 EQT (EQT) 10,000 August $47.50 puts sell to open $1.07 as June 26th adjust
6/22/26 Deere (DE) buyers of 2900 July $660 calls at $3 to $3.40
6/22/26 XPO (XPO) opening sale of 3000 August $155 puts at $2.04
6/22/26 SpaceX (SPCX) 10,000 July 10th $180 calls bought at $11.50 to $11.80
6/22/26 SpaceX (SPCX) opening sellers of 1200 Dec $160 puts at $30.30
6/22/26 AST SpaceMobile (ASTS) 625 Sept $75 puts sell for $15.05 bid
6/22/26 Cisco (CSCO) opening seller of 1000 Dec $110 puts at $8.40
6/22/26 Nvidia (NVDA) buyers of 1600 July $222.50 calls at $4.30
6/22/26 Nvidia (NVDA) opening sales 3000 Nov $130 puts at $1.45
6/22/26 Texas Instruments (TXN) buyer of 500 Oct $440 calls at $12
6/22/26 Arm Holdings (ARM) opening sellers of 2000 August $420 puts at $74.40
6/22/26 Nebius Group (NBIS) opening seller of 2000 Aug $310 puts at $65.90 to $65.30
6/22/26 Taiwan Semi (TSM) opening sales of 1000 July 10th $470 puts at $20.10
6/22/26 Taiwan Semi (TSM) large buy at the close for 3200 Jan $560 calls at $49.70
6/22/26 Taiwan Semi (TSM) also an opening seller of 500 Jan $460 puts at $64.70
6/22/26 Coherent (COHR) buyers of 450 Sept $570 calls at $36 offers
6/22/26 Micron (MU) 1300 July 31st $1000 puts sell to open $70.20