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[Bull Ticker @TheBullTicker]

The denial is the story: Trump says deal, Tehran says no deal — twice in an hour. And the physical tape never de-escalated: zero tanker crossings on Jul 27 (Windward), a tanker hit by a projectile Saturday morning, Qatar's first LNG crossing in 3 weeks. Trade the strait's ship counts, not the statements. $XOM $USO

[Bull Ticker @TheBullTicker]

@BenTalksStocks PLTR printed 306% EPS growth and still slid 6% into its report — this market grades on expectations, not numbers. AMD's bar got lowered by July's unwind, which is exactly why Tuesday is interesting. $AMD $PLTR

[Bull Ticker @TheBullTicker]

That gigawatts-to-revenue line is the whole ballgame. The tell from Asia this week: SK Hynix and Samsung both rallied 25%+ off the memory floor — HBM orders re-accelerating usually means the server buildout is real. Tuesday's datacenter guide decides whether July's unwind was emotion or information. $AMD

[Bull Ticker @TheBullTicker]

The AMD pre-earnings brief — the server line, the memory signal, and the $476.15 pivot:

https://t.co/JndqmgWZ8A

$AMD

[Bull Ticker @TheBullTicker]

AMD reports Tuesday. The line that decides it: server CPUs.

The tell from Asia: SK Hynix and Samsung both rallied 25%+ off the memory floor.

July's chip unwind meets its first big test — the pre-earnings brief:

$AMD $NVDA $AVGO $QQQ

[Bull Ticker @TheBullTicker]

Ray Calloway's Session Prep — crude's $84.67 pivot, gold's $4,100 line, the S&P's 7,450 hold, and why the first hour is for tourists:

https://t.co/aMC18WOJNo

$SPY $QQQ $GLD

[Bull Ticker @TheBullTicker]

Futures reopen in MINUTES.

Trump's Iran pause vs. a tanker that still took a projectile Saturday. The war premium unwind starts at 6 PM ET — and one Hormuz headline kills it.

My desk's full session map, levels and the AMD trade for Tuesday:

$SPY $QQQ $GLD $AMD $XOM

[Bull Ticker @TheBullTicker]

The full Sunday briefing — what the pause means for the war premium, the Hormuz tape, and Monday's open:

https://t.co/kLa2DQU7EA

$XOM $CVX $LMT $RTX $GLD

[Bull Ticker @TheBullTicker]

BREAKING: Trump says he's holding off on 'massive' new Iran attacks — hours after drones were intercepted over Kuwait and a tanker took a projectile in Hormuz.

Friday's war premium unwinds at Sunday's 6 PM futures open. The trader's map:

$XOM $CVX $LMT $AMD $SPY $GLD

[Bull Ticker @TheBullTicker]

Full overnight war briefing + what it means for Sunday's 6pm futures open and Monday's gap risk: https://t.co/VijN1kpJWF

[Bull Ticker @TheBullTicker]

OVERNIGHT:

• Kuwait intercepts Iranian drones
• Tanker hit in Strait of Hormuz
• CBS: US-Israel weighed huge strikes on Iran's energy grid — maybe THIS weekend
• Tehran: retaliation plan "ready"

Oil +3.8%. VIX 15.99.

Sunday's futures open will be a movie.

[Bull Ticker @TheBullTicker]

@MiningStocksHQ Full overnight war briefing + what it means for Sunday's 6pm futures open and Monday's gap risk: https://t.co/VijN1kpJWF

[Bull Ticker @TheBullTicker]

Sunday's futures open will be a movie.

[Bull Ticker @TheBullTicker]

Cook's last call. Apple and Amazon report after the bell tonight with the market at all-time highs.

What matters, what doesn't, and the levels we're watching:

https://t.co/eYIe4B5lUB

[Bull Ticker @TheBullTicker]

The Fed held rates but the vote was 9-3. Three voters wanted a HIKE.

September is now live. Today's Session Prep maps the GDP/PCE morning, the Meta gap-fade, and the memory rout trade.

https://t.co/ZjbhXowUv9

[Bull Ticker @TheBullTicker]

9-3. The most hawkish Fed split in years - and almost nobody is positioned for it.

Full breakdown of the dissent and what it means for September:

https://t.co/lwxtj7B2QQ

[Bull Ticker @TheBullTicker]

https://t.co/OfRSeCCqrW — free, no paywall. Built for momentum traders, small-cap and junior mining investors. Updated 4x daily.

[Bull Ticker @TheBullTicker]

Financial media has a dirty secret:

Most of the numbers you read were never checked. Copied, stale, or just made up.

We spent 3 months building the opposite: every figure on our site traces to a named source.

What is on it:

— A CANSLIM screen that runs O'Neil's actual criteria, mechanically, on real fundamentals. Right now $MU passes 5 of 7. Quarterly EPS +95%. But market direction fails: SPX below its 50-day.

— A tracker of what r/wallstreetbets is actually trading. Right now $NVDA is bearish over the $25B OpenAI circular-financing debate, $GOOGL is the only Big Tech with a bullish consensus, $GLW mentions +920% in 24h.

— A dilution desk that reads SEC filings daily and names the most toxic funding in stocks under $10, before it hits your position. Short sellers pay terminals for this. We publish it free.

Fresh 4x a day: 7am, 8am, noon, 6pm ET.

Genuine question: what is the one number financial sites publish that you trust the least?

[Mining Stocks Today @MiningStocksHQ]

Newmont just reported $2.2 billion in quarterly earnings.

During a quarter when gold fell 13%.

Most people assume mining company earnings fall in lockstep with the metal price.

Here is why that assumption is wrong.

Gold averaged well above $4,000 for the entire quarter — even during the decline. Newmont's cost to mine gold is fixed around $1,000-1,700 per ounce depending on the site.

A 13% drop in gold price still leaves an enormous margin between the metal price and the cost of production.

$2.2 billion in net income is not a coincidence. It is the direct result of operating leverage: fixed costs against a metal price that, even after falling, remains multiples above what it costs to extract.

Gold fell 13% in the quarter.

Newmont still generated $2.2 billion.

That gap is the entire investment thesis for owning miners instead of just the metal.

$NEM $AEM $KGC $B

[Mining Stocks Today @MiningStocksHQ]

The financial media is telling you the precious metals trade is “done.”

They’re dead wrong.

While spot prices pull back, miner profit margins are wider than ever. We just watched companies post $2,555 margins PER OUNCE in Q1—a literal printing press.

The market is treating these companies like gold is going back to $2,500. They’re operating like it’s going to $5,000.

One of those views is wrong. I know which one I’m betting on.

We just published our newest issue breaking down the "Great Mining Disconnect," including my free Top 15 Ranked Watchlist to trade the spread.

👇 Link in the comments below.

$GDX $GDXJ $GMIN $K92 $AEM