MGuillon

We focus on US stocks: technology, semiconductors, and AI. No investment advice or return guarantees—only independent thinking and long-term principles.

[MGuillon @MGuillon1]

Most people dread Monday mornings at work.

Every trader can’t wait for the markets to open on Monday.

There’s something beautiful about that.

[MGuillon @MGuillon1]

Next Week U.S. Stock Market Investment Observation Report
(August 24–28, 2026)

I. Key Events to Watch
Wednesday (Aug 26): NVIDIA (NVDA) Earnings (after market close)
Results and guidance from the AI leader could drive significant volatility in the technology and semiconductor sectors.
Same day: Key U.S. Macro Data
July PCE Price Index (core inflation gauge), second estimate of GDP, Durable Goods Orders, Personal Income and Spending.
Starting Thursday: Jackson Hole Economic Symposium
Focus on Federal Reserve Chair Kevin Warsh’s speech for signals on monetary policy.

II. Brief Market Background
U.S. stocks declined earlier in the week before rebounding on Friday, but still posted weekly losses. Pressure came from fluctuating Treasury yields, rising oil prices, and geopolitical tensions, weighing on tech stocks. Bitcoin and related crypto assets remained relatively strong. Trading volumes were light, highlighting an event-driven environment.

III. Reference Approaches
Event-driven**: Closely monitor NVIDIA’s earnings and PCE data. Expect heightened volatility in tech/semiconductor names—control position sizes and avoid high leverage.
Macro signals**: Watch how inflation data and the Fed Chair’s remarks affect yields and risk appetite. Softer data or a more dovish tone could support growth stocks; the opposite may favor defensive sectors.
Diversification**: Consider financials for interest-rate sensitivity; gold offers some safe-haven characteristics; crypto-related assets are suitable only for high-risk-tolerance investors in small sizes.
Long-term perspective**: For holders of quality AI-related names, next week’s moves are more likely short-term noise than fundamental shifts.

IV. Main Risks
Rapid rise in Treasury yields pressuring high-valuation growth stocks
Oil prices and geopolitical factors elevating inflation expectations
Earnings or data misses triggering profit-taking
Light summer volumes potentially amplifying volatility

V. Overall Suggestion
Prioritize a watch-and-wait + event-tracking approach, with risk control and position management first. Existing positions should focus on risk management; new entries are better considered after key data and earnings are released. Long-term investors may continue focusing on fundamentally solid AI infrastructure-related names.

[MGuillon @MGuillon1]

Can someone tell me what exactly happened in the stock market?

[MGuillon @MGuillon1]

@JonErlichman Is that SpaceX 2090% figure really average analyst estimates or is it leaning hard into Musk’s own trillion-dollar AI targets

[MGuillon @MGuillon1]

HERE’S WHY U.S. NATIONAL DEBT HIT $40,000,000,000,000The U.S. didn’t get here overnight.
It simply spent more than it collected—every year.Key facts: • $19.95T in 2017 → $40T+ today
• ~$1.8T projected deficit in FY2026
• ~$1.2T annual interest payments
• Social Security + Medicare are the biggest structural drivers
• COVID spending turbo-charged the rise
• Tax cuts, defense & other programs kept the deficits rollingSimple math:
Spending > Revenue → Deficit → Borrowing → More DebtAnd the feedback loop is brutal:
More Debt → Higher Interest → Bigger Deficits → Even More Borrowing$40 trillion isn’t one event.
It’s decades of persistent deficits, accelerated by crises and increasingly expensive debt service.

[MGuillon @MGuillon1]

$KIDZ
300k float with trading range to around 10.00 if this 5.50/6.00 level breaks and holds. Top overnight idea by far. Sold 1/2

$MSS

1.70s to 2.30s Sold 3/4
$CAST
1.30s to 2.50s

[MGuillon @MGuillon1]

Both NQ (Nasdaq futures) and ES (S&P 500 futures) have dropped sharply during the midday session. NQ has fallen below the weekly open and is currently testing the SSL (Sell-Side Liquidity) level near 30,128; meanwhile, ES is probing the lower edge of a daily-level price imbalance and the area of ​​a previous RTH (Regular Trading Hours) gap.

My view is that this looks more like a downward liquidity grab rather than a full-blown trend reversal. Until then, any rallies appear to be driven merely by short covering.

Recommendation: Remain patient, reduce position sizes, and enter trades only when opportunities with a clear invalidation point present themselves. There is no need to force trades when the market is exhibiting such a one-sided move.

[James O'Keefe @JamesOKeefeIII]

CAUGHT INSIDE MINNEAPOLIS POLLING BOOTHS: Minnesota Poll Workers Tell O’Keefe, Dressed in Muslim Garb, & @camhigby, in a Burka, That They Can Vouch for Eight Unregistered Voters Without ID, Allowing Them to Vote in Minnesota Primary Election

Election worker says, “You’re the ID,” referring to the registered voter serving as identification for the people they are vouching for.

Election worker confirms O’Keefe’s question about unregistered voters being vouched for: “I can vouch for them. They are not registered… That’s okay. That’s fine. Yeah!”

Election worker explains that a registered voter in the same precinct can vouch for up to eight people: “If you’re all in the same precinct and you are already registered, you can vouch for them as ID. Eight people.”

More reports coming soon from the Justice League. @realmuckraker @anthonyjrubin @camhigby @ctznjusticelg

[MGuillon @MGuillon1]

BREAKING: Oil prices spike +3% after Houthis launch drone attack on Saudi Aramco refinery.
#Oil #SaudiArabia #Houthis

[MJTruthUltra @MJTruthUltra]

Make her famous..

Contra Costa County Superior Court Judge Nichelle N. Holmes ordered the release of the illegal Marcos Iriarte-Valdez on August 5, 2026, exactly one day before he stabbed an American father and husband

These judges need to start being held accountable.

[Libs of TikTok @libsoftiktok]

The judge who released Valdez from prison just 24 hours before he m*rdered an elderly man in front of his home, is Nichelle Holmes. She was appointed by Gavin Newsom.

NAME AND SHAME

[SaltyGoat @SaltyGoat17]

Nothing screams TRUE SOCIALIST like:

-A millionaire who owns 3 homes
-Arriving in a huge SUV
-To his private jet
-To fly out and give a paid speech
-On the evils of capitalism and fossil fuels

Am I right?

[MAZE @mazemoore]

Today Obama praised people for attempting to stop ICE from doing its job.

When he was running for President in 2008 Obama slammed Bush for not doing more to stop illegal immigration.

The Divider In Chief is such a fraud.

[Libs of TikTok @libsoftiktok]

Bob Greene is the Board Chair for Rocky Mountain PBS

He says he hopes Trump has a stroke for his birthday leaving him unable to walk or speak

Any comment @PBS?

[Gina Milan @ginamilan_]

Deporting Ilhan Omar on July 4th would be the ultimate birthday gift to America.

[Libs of TikTok @libsoftiktok]

New York Police are currently searching for this man, who allegedly beat a teen after the NY Knicks game, sending the teen into a coma.

Do your thing internet!

[Sholdon Daniels @SholdonDaniels]

Deport Ilhan Omar on July 4, 2026.

[The Rabbit Hole @TheRabbitHole]

Don’t worry about Elon becoming rich with his own money.

Worry about politicians becoming rich with your money.