Key Events This Week: 1. July Housing Starts data - Tuesday 2. July Pending Home Sales data - Tuesday 3. Fed Meeting Minutes - Wednesday 4. August Philly Fed Manufacturing Index - Thursday 5. August S&P Global Services PMI data - Friday 6. August S&P Global Manufacturing PMI data - Friday The S&P 500 is now up +13.5% year-to-date.

Key Events This Week: 1. July Housing Starts data - Tuesday 2. July Pending Home Sales data - Tuesday 3. Fed Meeting Minutes - Wednesday 4. August Philly Fed Manufacturing Index - Thursday 5. August S&P Global Services PMI data - Friday 6. August S&P Global Manufacturing PMI data - Friday The S&P 500 is now up +13.5% year-to-date.

🚨 Tesla Robotaxi has officially secured its Nevada autonomous vehicle network permit, clearing a major step toward driverless rides in Las Vegas. Key details: • Initial fleet capped at 10 fully autonomous Robotaxis • Limited to an approved Las Vegas Strip geofence • Tesla originally requested up to 5,000 Robotaxis in Year 1 after full authorization • No roads above 45 mph • Vehicles must be clearly marked “Robotaxi” • Airport pickups require additional approval $TSLA

🚨 Tesla Robotaxi has officially secured its Nevada autonomous vehicle network permit, clearing a major step toward driverless rides in Las Vegas. Key details: • Initial fleet capped at 10 fully autonomous Robotaxis • Limited to an approved Las Vegas Strip geofence • Tesla originally requested up to 5,000 Robotaxis in Year 1 after full authorization • No roads above 45 mph • Vehicles must be clearly marked “Robotaxi” • Airport pickups require additional approval $TSLA

NVIDIA $NVDA JUST UPDATED ITS PORTFOLIO OF STOCK HOLDINGS This is everything Nvidia owned as of the end of Q2 - Intel $INTC: 214,776,632 shares, $30.0B - SpaceX $SPCX: 122,764,805 shares, $21.0B - CoreWeave $CRWV: 47,213,353 shares, $4.7B - Coherent $COHR: 7,788,161 shares, $3.1B - Nokia $NOK: 166,389,351 shares, $2.2B - Synopsys $SNPS: 4,821,717 shares, $2.2B - Nebius Group $NBIS: 1,190,476 shares, $0.3B - Generate Biomedicines: 833,325 shares, $0.01B

NVIDIA $NVDA JUST UPDATED ITS PORTFOLIO OF STOCK HOLDINGS This is everything Nvidia owned as of the end of Q2 - Intel $INTC: 214,776,632 shares, $30.0B - SpaceX $SPCX: 122,764,805 shares, $21.0B - CoreWeave $CRWV: 47,213,353 shares, $4.7B - Coherent $COHR: 7,788,161 shares, $3.1B - Nokia $NOK: 166,389,351 shares, $2.2B - Synopsys $SNPS: 4,821,717 shares, $2.2B - Nebius Group $NBIS: 1,190,476 shares, $0.3B - Generate Biomedicines: 833,325 shares, $0.01B

The melt up is coming soon. $SPX to 8000, $QQQ to 800 $MU to 1500 $SNDK to 2000 inbound. $NBIS when it gets through 300, a short squeeze is inbound. Lots of opportunities coming very soon in tech/Ai/Chip stocks. If you miss this next rally, you will regret it. You had a chance to buy the dip in early April. You had another chance to buy the dip after FOMC. If ONE more dip comes, don't be afraid.

The melt up is coming soon. $SPX to 8000, $QQQ to 800 $MU to 1500 $SNDK to 2000 inbound. $NBIS when it gets through 300, a short squeeze is inbound. Lots of opportunities coming very soon in tech/Ai/Chip stocks. If you miss this next rally, you will regret it. You had a chance to buy the dip in early April. You had another chance to buy the dip after FOMC. If ONE more dip comes, don't be afraid.

Tesla is gearing up to reveal the game-changing 'flying' Roadster as early as this month, according to three people familiar with the matter 🔥 The launch event is slated to feature an elaborate stunt demo showcasing the flight capabilities of a limited-edition Roadster co-developed with Elon Musk's rocket company, SpaceX. The demonstration is expected to take place at SpaceX's test facility in McGregor, Texas 🔥 Just months ago, the planned showcase sounded straight out of a sci-fi movie, the three sources said: the vehicle would launch up a magnetized, roller-coaster-style ramp, drive inverted, right itself, and hover in midair. Musk previously stated that the car's flight capabilities stem from cold-gas thrusters developed alongside SpaceX 🔥 However, exactly what Tesla will showcase on st

Tesla is gearing up to reveal the game-changing 'flying' Roadster as early as this month, according to three people familiar with the matter 🔥 The launch event is slated to feature an elaborate stunt demo showcasing the flight capabilities of a limited-edition Roadster co-developed with Elon Musk's rocket company, SpaceX. The demonstration is expected to take place at SpaceX's test facility in McGregor, Texas 🔥 Just months ago, the planned showcase sounded straight out of a sci-fi movie, the three sources said: the vehicle would launch up a magnetized, roller-coaster-style ramp, drive inverted, right itself, and hover in midair. Musk previously stated that the car's flight capabilities stem from cold-gas thrusters developed alongside SpaceX 🔥 However, exactly what Tesla will showcase on st

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SanDisk $SNDK laid out its investor day targets, guiding for mid-to-high teens revenue growth, roughly 80% non-GAAP gross margins, and about 50% adjusted free cash flow margins. The company also expects to return 100% of excess cash to shareholders. SanDisk highlighted its HBF technology as a potential major efficiency unlock for AI inference, saying internal testing showed 1 HBF GPU could run the same model that required 8 HBM GPUs, implying 8x CapEx efficiency, while 4 HBF GPUs matched the token output of 8 HBM GPUs, implying 2x GPU efficiency. $SNDK was up 14%. 2. U.S. PPI came in slightly cooler on the headline number, rising 4.7% YoY versus 4.9% expected and 0.0% MoM versus 0.2% expected. Core PPI was mixed, r

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SanDisk $SNDK laid out its investor day targets, guiding for mid-to-high teens revenue growth, roughly 80% non-GAAP gross margins, and about 50% adjusted free cash flow margins. The company also expects to return 100% of excess cash to shareholders. SanDisk highlighted its HBF technology as a potential major efficiency unlock for AI inference, saying internal testing showed 1 HBF GPU could run the same model that required 8 HBM GPUs, implying 8x CapEx efficiency, while 4 HBF GPUs matched the token output of 8 HBM GPUs, implying 2x GPU efficiency. $SNDK was up 14%. 2. U.S. PPI came in slightly cooler on the headline number, rising 4.7% YoY versus 4.9% expected and 0.0% MoM versus 0.2% expected. Core PPI was mixed, r

TRADE PLAN for LOTTO Friday 🔥 $SPX printed a new all time high at 7817 today but failed to close above the 7800 resistance. It looks like SPX is winding up for a move to 8000. Calls can work above 7800 for tomorrow. Lots of strength in the NASDAQ- $QQQ today too. QQQ got through the 728 resistance. If it holds 728 into next week.. 748 in play before August ends. $MU got through 930 today and ran to 978. MU to 1000 should come as long as 930 holds over the next few trading days. Calls can work above 950 tomorrow. $SNDK also is setting up for a push to 1650-1700. I'd stay bullish above 1500 for tomorrow.

TRADE PLAN for LOTTO Friday 🔥 $SPX printed a new all time high at 7817 today but failed to close above the 7800 resistance. It looks like SPX is winding up for a move to 8000. Calls can work above 7800 for tomorrow. Lots of strength in the NASDAQ- $QQQ today too. QQQ got through the 728 resistance. If it holds 728 into next week.. 748 in play before August ends. $MU got through 930 today and ran to 978. MU to 1000 should come as long as 930 holds over the next few trading days. Calls can work above 950 tomorrow. $SNDK also is setting up for a push to 1650-1700. I'd stay bullish above 1500 for tomorrow.

AI bottomed Semis bottomed Memory bottomed Kospi bottomed All when you saw big bulls throwing in the towel. Most people are still in a disbelief that KOSPI hit a major low. - The index is up 30% off the lows. - It touched Daily 200SMA. - It put in a failed breakdown candle. This not a random bounce. There were signs you see when bears get trapped and squeezed hard.

AI bottomed Semis bottomed Memory bottomed Kospi bottomed All when you saw big bulls throwing in the towel. Most people are still in a disbelief that KOSPI hit a major low. - The index is up 30% off the lows. - It touched Daily 200SMA. - It put in a failed breakdown candle. This not a random bounce. There were signs you see when bears get trapped and squeezed hard.

S&P 500 JUST BROKE ABOVE 7,800 FOR FIRST TIME EVERY The biggest cause of this is that the two-year yield fell to 4.14% and September hike odds dropped from ~50% to ~35% after payrolls lost 23K jobs versus +83K expected while CPI held at 3.4% headline and 2.5% core. That rate repricing matters because the 90-day correlation between yields and stocks is near its most negative since 1996 helping the Nasdaq rebound nearly 9% from its July low after semiconductors fell 19% in their worst month since 2008. The rally also has real fundamental support with S&P earnings tracking ~28% growth and forward EPS estimates still rising but leadership remains concentrated as $NVDA, $MU and $AAPL drive an outsized share of gains while the Magnificent Seven ETF is up only ~5% this year. The setup sta

S&P 500 JUST BROKE ABOVE 7,800 FOR FIRST TIME EVERY The biggest cause of this is that the two-year yield fell to 4.14% and September hike odds dropped from ~50% to ~35% after payrolls lost 23K jobs versus +83K expected while CPI held at 3.4% headline and 2.5% core. That rate repricing matters because the 90-day correlation between yields and stocks is near its most negative since 1996 helping the Nasdaq rebound nearly 9% from its July low after semiconductors fell 19% in their worst month since 2008. The rally also has real fundamental support with S&P earnings tracking ~28% growth and forward EPS estimates still rising but leadership remains concentrated as $NVDA, $MU and $AAPL drive an outsized share of gains while the Magnificent Seven ETF is up only ~5% this year. The setup sta

The CEO and CFO of Sandisk $SNDK are speaking today at an investor event day they are holding They said over the next couple years they they expect to deliver - Revenue growth rate: mid-to-high teens - Non-GAAP gross margin: approximately 80% - Non-GAAP operating margin: approximately 75% - Adjusted free cash flow margin: approximately 50% - Capital intensity (% of revenue): mid-single digits People who read my free weekly catalyst watch below already knew this was coming ... Make sure you are subscribed below $SNDK stock is up by more than 16% so far today

The CEO and CFO of Sandisk $SNDK are speaking today at an investor event day they are holding They said over the next couple years they they expect to deliver - Revenue growth rate: mid-to-high teens - Non-GAAP gross margin: approximately 80% - Non-GAAP operating margin: approximately 75% - Adjusted free cash flow margin: approximately 50% - Capital intensity (% of revenue): mid-single digits People who read my free weekly catalyst watch below already knew this was coming ... Make sure you are subscribed below $SNDK stock is up by more than 16% so far today