Daily scan. Thousands of tickers. 6 layers. 5 stocks. Weekly results posted every Monday.
Every morning I scan based on trend, stage, momentum, volume, fundamentals, and RS score. No guessing. The output is the Top 5. Clean setups. Hope you find it useful. $SPY $QQQ
CapEx Crunch: Are AI Infrastructure Bets Creating the Next Tech Bubble?
AI spending is exploding, but are the returns keeping pace?
https://t.co/rXtKNKPNSN via @YouTube
Very interesting.
Not the greatest of news for @OpenAI@AnthropicAI
Good news for $AMZN $MSFT $GOOG - all offer open weight model hosting.
Very good news for $META - Llama given away for free.
I think 90% of the conversations I am having with executives in the last two weeks they have told me they are reducing spend on tokens and moving to open weight models.
$TSLA is doing well today. +5.36% so far. Still somewhat expensive with PEG @ 25.83 and P/E @ 345.42. Could Robotaxis make a difference as they get rolled out with more and more unsupervised rides?
$ORCL Ouch. Here we go...cost savings stemming from the $300B OpenAI BS "deal" from some months ago...
Benzinga: Oracle plans to cut about 21,000 jobs in a company-wide restructuring, citing AI adoption, cost pressures and shifting business needs; cuts span multiple departments and regions.
ANNOUNCEMENT
Starting Monday, I'll post a weekly scorecard on a rolling basis. Results for every Buy signal from last week. Win rate, gains, losses, all of it. Some will work. Some won't. You'll see both. Full accountability and tracking. No hiding the losers. $SPY $QQQ
Top 5 Buys + Sells · Aug 21
Sentiment at 52 - Neutral. Down 12 points from last week. Market is cooling off and the scanner reflects it. Buys are in steady, overlooked names: $DE, $ETSY, $GM, $BALL, $EPR. No flashy tech. The sell side is flagging $DK, $NLY, $FTI, $AVTX, $IVZ mostly overbought momentum names running out of steam.
@StockTwits Top 30 · Pre-Market · Aug 21
Board is all crypto. $MSTR #1 +8.1%, $ROST #2 +8.1% a surprise retail earnings pop, $IBIT #3 +5.9%, $HOOD #4 +4.5%, $COIN #12 +5.2%, $ETHA #30 +2.3%. The Bitcoin rally from yesterday is carrying hard into pre market. $WMT hanging on at #17, essentially flat. $TEM the only notable red at -2.4%. Crypto is the story again today.
Top 5 Buys + Sells · Aug 21
Sentiment at 52 - Neutral. Down 12 points from last week. Market is cooling off and the scanner reflects it. Buys are in steady, overlooked names: $DE, $ETSY, $GM, $BALL, $EPR. No flashy tech. The sell side is flagging $DK, $NLY, $FTI, $AVTX, $IVZ mostly overbought momentum names running out of steam.
StochAlpha | Sector Rotation Monitor | Aug 21
Other leads with 6 strong signals. Real Estate hanging in with 2. Financials and Industrials each with 1. Tech, Healthcare, Energy...nada. $SPY $QQQ
@HyperTechInvest Yep. That's how the math works. Takes quite a lot just to get back to where it was. As the saying in the opera goes...it ain't over until the fat lady sings 😉
2026 ain't over just yet. 😉 $SPCX $PLTR $MU bitcoin:native $ETH
Iran controls the water that 20% of world oil flows through. They closed it. Oil is up 16%. No deal in sight. No rate cuts coming. Market in a nutshell at the moment.
$USO $XLE $SPY $TLT
$BTC up 11% to $71.8. $ETH up 18%. $HYPE up 30%. Crypto woke up today. Hard.
White House sitting down with $COIN, Ripple, a16z, Kraken to push the CLARITY Act through.
This is what a risk-on rotation looks like. Buckle up.