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07-13
Weekly Market Review: Rebalancing Amid Tech Volatility
The week ending July 9, 2026, was characterized by significant cross-currents, balancing tech sector volatility with macro pressures. The broader indexes saw a mild consolidation due to escalating Middle East tensions and an accompanying spike in crude oil prices, which stoked fresh fears about sticky inflation and a potentially hawkish Federal Reserve. Despite a mid-week pullback in mega-caps, the tech and semiconductor sectors found solid footing late in the week, fueled by the massive $26.5 billion Nasdaq debut of South Korean memory giant SK Hynix and a landmark $30 billion partnership between Apple and Broadcom. Sector Recovery & Rotation Dynamics A distinct shift in market positioning is taking place as we head into the week of July 13. Rather than a total abandonment of tech, we
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07-13
Why XLF ETF Is The Ultimate Core Play For The 2026 Earnings Wave
๐๐๐ The Financial Sector is stepping directly into the spotlight as Q2 2026 bank earnings officially kick off this week. This makes $Financial Select Sector SPDR Fund(XLF)$ an incredibly strong tactical and bullish buy. Just last week before the reporting cycle began, XLF triggered a highly bullish technical Golden Cross where its 50 day moving average crossed above its 200 day moving average. This specific chart setup historically precedes explosive mid term rallies. With a backdrop of a higher for longer interest rate environment protecting margins and a massive revival in global Wall Street dealmaking, XLF offers the perfect blend of value, income and immediate earnings momentum. XLF's Core Fundamentals
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07-13
THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS
THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: โข Best-in-class (50%+) | $Micron Technology(MU)$, $NVIDIA(NVDA)$, $SK hynix(SKHY)$, $Taiwan Semiconductor Manufacturing(TSM)$ โข Elite (40โ49%) | $Arista Networks(ANET)$, $Broadcom(AVGO)$, $KLA-Tencor(KLAC)$, $SanDisk Corp.(SNDK)$ โข Strong (30โ39%) |
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07-13
Pelosi vs. Trump โ Shared Top Holdings Comparison
Despite being political opposites, both portfolios heavily favour AI, Big Tech, semiconductors, and cloud infrastructure. Recent disclosures show overlapping exposure to many of the marketโs strongest-performing sectors. Shared stock holdings: Pelosi vs Trump Comparison of major overlapping holdings appearing in recent portfolio disclosures and analyses for Nancy Pelosi and Donald Trump. Key Similarities Heavy exposure to AI and semiconductor leaders like NVIDIA and Broadcom. Strong focus on cloud and software giants including Microsoft, Alphabet, and Oracle. Both portfolios lean toward companies that benefit from long-term growth in digital infrastructure. Key Differences Pelosiโs disclosed portfolio has historically shown stronger concentration in high-growth technology and options trade
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07-13
Beyond the Chatbot: Big Techโs Pragmatic Pivot to the Enterprise Agent
TMTPOST โ For the past year, the global artificial intelligence boom has lived largely in the consumer cloudโa world of conversational novelties, fleeting viral interactions, and generative text experiments. But inside the high-tech corridors of Chinaโs leading enterprise software providers, the romantic era of the broad-spectrum large language model (LLM) is giving way to a much more calculating, corporate reality. On July 10, 2026, Baidu formally advanced its general-purpose intelligent agent product, "Baidu Dazi," into the enterprise market. The transition moves the platform beyond its origins as an individual office assistant and into a structured corporate agent framework designed to anchor internal workflows. The expansion comes as the technology sector experiences an industry-w
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07-13
Weekly: Dow Hits Record High on Chip Rally, Big Bank Earnings & June CPI Take Center Stage
Last Week's Recap 1. Market Digest: Moderate Gains, Earnings Build-Up, Yields Spike, Oil Reverses Moderate gains โ S&P 500 +1%+, NASDAQ +2%, second straight positive week; stocks alternating gains/losses since early June on AI spending, Middle East, oil. Earnings build-up โ Q2 S&P 500 earnings growth forecast 23.6% (up from 23.3%), second straight quarter of 20%+ growth as banks kick off season. Elevated yields โ 10-year Treasury at 4.56% (from 4.37%), 30-year at 5.06% (from 4.87%), highest since mid-May. Dow record โ Dow hit 53,055.9 Mon (record), but finished -0.5% for week. S&P 500 -0.5% below June 2 record; NASDAQ -3% below June 2 peak. Oil reverses โ Crude jumped to ~$76 Wed on Middle East escalation, pulled back to ~$71 Fri. Volatility eases โ VIX fell to 15.0 (lowest in
TOPglorify: The three financial blue-chip stocks are the strongest and stable! ๐ ๐ ๐ ๐ ๐
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07-13
$SGX(S68.SI)$ Share and earn points, ip up up to the moon ๐
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07-13
$Palantir Technologies Inc.(PLTR)$ It time to take profit and buy back again.
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07-13
$TSLA 20260724 400.0 PUT$ still holding on. Positive news coming.
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07-13
$Schwab US Dividend Equity ETF(SCHD)$ 78th weekly DCA! just keep buying...
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07-13
$Oiltek(HQU.SI)$ Made some good profit with right timing.
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07-13
$Tesla Motors(TSLA)$ Still holding on TSLA until at least earnings
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07-13
$NVIDIA(NVDA)$ pls send a heart emoji if i should continue adding
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07-13
US Economic reports Before Q2 Earnings starts.
Twas the last week of US economic reports before Q2 earnings reporting season kicks in. For week ending 10 Jul 2026, there were only a handful of reports, that are not the main stream but nevertheless provides a glimpse of US economic health. Reports released last week included: Mon, 06 Jul 2026 - S&P final US services PMI. Tue, 07 Jul 2026 - US trade balance. Wed, 08 Jul 2026 - Consumer credit for May 2026. Wed, 08 Jul 2026 - FOMC minutes of meeting for June 2026. Thu, 09 Jul 2026 - Jobless claims - weekly & continuing. S&P US Service PMI. The final report for S&P US Service PMI June 2026, came in at 51.2 vs Wall Street consensus of 51.3 vs May 2026โs 50.7. This indicates a modest expansion in the service sector and is an increase from May's final reading that was revised
TOPNice Sharing ๐ @Aqa @DiAngel @Shyon @koolgal @Barcode @SherniceXuan 2000
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07-12
Looking at the current earnings of the Mag 7, I compared how much of each company's valuation comes from today's profits versus future growth expectations. What stood out is that $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$ have a much smaller percentage of their value tied to future growth compared to the broader index. While $Alphabet(GOOG)$ has its own story with search dominance, $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ are the ones that really caught my attentio
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07-13
Option Strategies: .SPX, NVDA& META
Hello everyone! Today i want to share some trading strategies with you! 1 $Meta Platforms, Inc.(META)$ Trade Idea: July 17 690C Trigger: 672 โ
Targets: 688, 700 ๐ฏ Stop: 660 ๐ META moved from 577 to 677 last week. META is winding up for a move to 700 this month. For early this week watch to see if META dips back near 652 and holds, if so this will be an entry to go long. If thereโs no dip and META shows relative strength, calls can work above 672 or 680 this week. 2 $NVIDIA(NVDA)$ Trade Idea: July 24 215C Trigger: 212 โ
Targets: 215, 221 ๐ฏ Stop: 206 ๐ NVDA broke out above 200 last week and ran to 211. 212 was the previous all time high from Oct 29th 2025. If NVDA reclaims th
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07-13
Option Strategies: CRBS& NOK
Hello everyone! Today i want to share some option strategies with you! 1 Probs gonna write puts on $Cerebras Systems(CBRS)$ and $Rambus(RMBS)$ for next week's expiration - July 17. Targeting the ... - 160-170 range for a short strike on CBRS - 90-95 range on RMBS Might also turn these into a put credit spread to cap buying power usage hedge against downside. 2 Might be time to write aggressive cash-secured puts on $Nokia Oyj(NOK)$ ๐ค Earnings are coming up though, so maybe play the July 17 weekly aggressively, and then write the 9 or 10 put strike for earnings week or 21-30 DTE.
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07-13
GOLD: Watch for a Breakout from the 4100โ4150 Range!
Gold (XAUUSD) is currently in a weak, range-bound pattern in the short to medium term. Trading is expected to remain largely range-bound at lower levels when the market opens next Monday; watch for a breakout from the 4100โ4150 range! $Gold - main 2608(GCmain)$$XAU/USD(XAUUSD.FOREX)$ H1 Chart: After a short-term rebound, prices have pulled back again and are fluctuating around the 4115โ4150 range. The candlestick bodies and wicks indicate a tug-of-war between bulls and bears, while the red MA shows signs of flattening. The MACD has shown a slight golden cross or divergence signal, suggesting that short-term rebound momentum is limited and prices are likely to fl
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07-13
IGV, DRAM, TSLA, SNDK& MU Enjoy Great Upward Momentum!
Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$ Thereโs one way to look at this. Trigger and invalidation. These easily invalidate. But know that this setup is there. So many people getting angry that someone is even pointing out a simple setup is an interesting caution flag. 2 $SanDisk Corp.(SNDK)$ Strong day here. Monday likely makes or breaks this setup. 3 $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ Some choppy right action recently but price is right at the volume shelf here which could
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07-13
ONDS, AAL, BABA, ORCL& NFLX Enjoy Great Potential to Buy!
Hello everyone! Today i want to share technical analysis with you! 1 Some mean divergence heading into earnings next week $Netflix(NFLX)$ 2 Buy the blood or steer away for now? $Oracle(ORCL)$ 3 Buyers couldn't resist ๐ $Alibaba(BABA)$ 4 Volume stacking up with 2020 Covid lows... except this time we're breaking out ๐ $American Airlines(AAL)$ 5 Worst losing streak for Ondas $Ondas Holdings Inc.(ONDS)$ since early 2025... But analysts are barely flinching ๐ Follow me to learn more about analysis!!
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