Hello, August, as the summer is half way through. The markets are all lit up green everywhere. The market now likes the Fed rate cut.$AMD is back firmly above the $30 level. Will it stay there? $AMD, Advanced Micro Devices, Inc. / H1 Hold $NVDA Nvidia and Intel $INTC for better value, while holding $AMD.Himax Technologies $HIMX, a dog stock for years, will report in a week's time. Sell. Avoid. Read the ER first before resuming a position.In the biotech space, $REGN Regeneron is firmly above $310. $REGN, Regeneron Pharmaceuticals, Inc. / H1 MACOM $MTSI is $20. Lock in profits, soon. DIY members enjoyed a 25% gain in just a few weeks. $MTSI, MACOM Technology Solutions Holdings, Inc. / H1 Lumentum $LITE is lighting up: $LITE, Lumentum Holdings Inc. / H1 $BHC run-up ahead of earnings? $BHC, Bausch Health Companies Inc. / H1 Why do stocks get to move up while underlying resource-based ones fall? Look at $FCX, $PXD, or $AR. Clearly, natural gas plays are dangerous.Now check out #novoadvisor. It's a compelling holding for the lazy, passive, investor.