NWS

Investor/Options Trader

Opinions only.... Not financial advice.

[AskLivermore @asklivermore]

To my dear followers. I promise to make sure you're safe everyday. And I promise to make sure you never miss another bull-run again.

Please buy me a Porsche once you become a multi-millionaire. 💪

[Leopold Stock Tracker @LeopoldATracker]

I’m excited about SK Hynix $SKHY joining the Nasdaq. This gives U.S investors direct exposure to one of the world’s leading AI memory companies.

[Keith Kaplan @KeithTradeSmith]

Today's biggest stock movers:

$SDOT +77% - Tiny float, acquisition hype
$QDEL +35% - $1.5B unit-sale interest
$OUST +30% - Lidar deals stacking up
$FCEL +27% - Financing win, analyst upgrades
$IRDM +25% - Rocket Lab $8B buyout

#StockMarket #Investing

[Shay Boloor @StockSavvyShay]

SK Hynix has reportedly filed for a U.S. listing on Nasdaq as it looks to raise ~$30B.

The funding would support new South Korean chip fabs and expand AI memory production as HBM demand continues to surge.

[ISABELNET @ISABELNET_SA]

🇺🇸S&P 500

Last Friday, our Stock Market Bull & Bear Indicator was neutral well before the opening bell and the S&P 500 barely moved, closing down just 0.05%

The model gauges if the market is leaning bullish, bearish or neutral.

Subscribe on the website👉https://t.co/RFCKUMwsz4

[ISABELNET @ISABELNET_SA]

📌 Read the Daily Blog on the Website

👉 https://t.co/blMxcoFA78

[ISABELNET @ISABELNET_SA]

🇺🇸 EPS

The median S&P 500 stock is expected to report 9% EPS growth in Q2 2026, a far cry from the 22% EPS growth forecast for the aggregate index
👉 https://t.co/yIk7SZYp6p

h/t @GoldmanSachs $spx #spx

[ISABELNET @ISABELNET_SA]

🇺🇸 Tech

Mega-cap growth and tech stocks relative to the rest of the S&P 500 have slipped from the top of their long-term trend channel to the middle, a classic unwind of crowded positioning rather than the start of a new regime
👉 https://t.co/blMxcoFA78

@DeutscheBank $spx #spx

[ISABELNET @ISABELNET_SA]

🇺🇸 Inflation

US breakeven inflation rates are not just easing. They have been falling sharply, pointing to markets pricing in weaker inflation ahead, a welcome sign for stability and growth
👉 https://t.co/blMxcoFA78

h/t @GoldmanSachs #bonds #inflation #cpi #tips

[ISABELNET @ISABELNET_SA]

📌 Gold

Using a model that incorporates real yields, the dollar, the S&P 500, and copper, gold now appears to be trading near fair value again. That leaves investors with a neutral signal
👉 https://t.co/fAILhp0vXg

@markets $gold #gold $gld #gld #GDX $GDX

[ISABELNET @ISABELNET_SA]

📌 Equity

At the 36th percentile, overall equity positioning points to a modest underweight, while large-cap Tech is near neutral at the 45th percentile, leaving room to increase exposure
👉 https://t.co/Lec7q10LT3

@DeutscheBank $spx #spx #sp500 #tech #stocks #equity

[ISABELNET @ISABELNET_SA]

🇺🇸 Margin Debt

Margin debt is rising fast. Leverage can turbocharge gains in a rally, but it cuts just as hard when sentiment shifts. Investors would be wise to pay attention
👉 https://t.co/blMxcoFA78

@GoldmanSachs $spx #spx #stocks #equity #stockmarket

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

The first half of July has long been a sweet spot for the S&P 500, ranking as the strongest half-month of the year since 1950, even though seasonality is never a sure thing
👉 https://t.co/yIk7SZYp6p

h/t @GoldmanSachs $spx #spx #equity #stocks #stockmarket

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

July has been a friendly month for US stocks, with average returns of 0.8% going back to 1964. If that seasonal pattern holds, bulls could have reason to smile
👉 https://t.co/yIk7SZYp6p

h/t @Callum_Thomas $spx #spx

[ISABELNET @ISABELNET_SA]

📌 Equity

Systematic strategies sit in the 46th percentile, while discretionary investor positioning continues to lag at the 29th percentile, keeping the door open for more exposure
👉 https://t.co/Lec7q10LT3

h/t @dailychartbook $spx #spx

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

At 76.78, the S&P 500 remains in overbought territory. Some weakness isn't unusual as quarter-end rebalancing winds down
👉 https://t.co/yIk7SZYp6p

h/t @LanceRoberts $spx #spx #stocks #equity #stockmarket

[TENET RESEARCH @tenet_research]

$AMZN - AMAZON TO OPEN FULLY ROBOTIC LOGISTICS CENTER IN POLAND IN OCTOBER 2026

[AskLivermore @asklivermore]

Drone companies like $ONDS, $UMAC, $KTOS, and $AVAV.

Starting to come down to better levels that are making me interested.
Still weak right now, but on my radar for potential bottom formations to occur in the near future.

Drones, I believe is the future of warfare.
The war with Iran really started to showcase its amazing technology and opportunities.
Watch for big military contracts in the future.