Lots of discussion on state of housing market after both $TPX and $LEN managements told us sharp YoY acceleration in May and June. $LPX sets up for more upside with lumber futures strong. $AMD Navi will be launching in Q3 and $NVDA Turing is sold out everywhere which has 80% higher ASP than its next tier GPU. Mexico is gradually opening up beer production which helps $STZ. Lastly, $NKLA has set June 29th date to provide an update on order book for its Badger (pickup truck) so mark your calendar.