Top Tweets for #Megacaps
Apple Tops Nvidia
Top 10 #megacaps lost $658bn in July. Apple gained $744.9bn while Tesla, SpaceX shed over $1trn. Other sectors to play catch up?
Read more: https://t.co/yJhhWxepPc
*All trading involves risk. 70% of retail client accounts lose money when trading CFDs, with this investment provider
🚀 🧠 Nvidia Isn’t Funding an AI Bubble — It’s Pricing, Backstopping, and Owning the Stack
Read More: https://t.co/tDIJvsic9Y
#Nvidia #AIInfrastructure #Semiconductors #CapitalAllocation #EquityMarkets #TechInvesting #Megacaps #AI #PortfolioStrategy
@MEXC_Thailand @MEXC My pick: Mega Caps - UP 📈
Tech giants continue to dominate with strong innovation and solid earnings, making them ready to lead the post-fed market rally 🐋
#MEXC #WallStreetMonth #MegaCaps
UID: 64689133
📉 Las acciones de #megacaps de chips registran alta volatilidad golpeadas por preocupaciones geopolíticas en Asia, investigaciones de contrabando de IA hacia China y la evaluación de daños tras el sismo en Taiwán/Japón.
@MEXC My pick: Mega Caps - UP 📈
Tech giants continue to dominate with strong innovation and solid earnings, making them ready to lead the post-fed market rally 🐋
#MEXC #WallStreetMonth #MegaCaps
UID: 64689133
$Stocks #Bonds #MegaCaps #PCE $ES $SPY $SPX $NQ $QQQ #YM $DJIA #FedMeeeting and more...
THE WEEK AHEAD :
And guess what? Microsoft (MSFT) and Meta Platforms (META) report on Wednesday, July 29, and Apple (AAPL) and Amazon (AMZN) report on Thursday, July 30.
In addition to the “mega” earnings:
Monday, July 27, 8:30 AM: June Durable-Goods Orders
Tuesday, July 28, 9:00 AM: Case-Shiller Home Price Index
Tuesday, July 28, 10:00 AM: July Consumer Confidence
Wednesday, July 29, 2:00 PM: FOMC Interest-Rate Decision
Wednesday, July 29, 2:30 PM: Fed Chair Kevin Warsh Press Conference
Thursday, July 30, 8:30 AM: Second-Quarter GDP
Thursday, July 30, 8:30 AM: Weekly Jobless Claims
Thursday, July 30, 8:30 AM: Personal Income and Consumer Spending
Thursday, July 30, 8:30 AM: June PCE and Core PCE Inflation
Friday, July 31, 8:30 AM: Second-Quarter Employment Cost Index
Friday, July 31, 9:45 AM: Chicago PMI
Friday, July 31, 10:00 AM: Final July Consumer Sentiment
The three biggest market-moving events are Wednesday’s Fed decision, Thursday’s GDP and PCE inflation releases, and Friday’s Employment Cost Index.
The current median forecasts include 2.1% GDP growth, 3.7% headline PCE, 3.3% core PCE, and a 0.8% quarterly Employment Cost Index increase.
Member updates out this week with a more detailed analysis of the broader market context into the summer period.
I'll compare a range of markets such as the $SMH few of the #megacaps bitcoin:native in order to identify a potential major pivot in risk markets
Last week I updated the $XAU forecast and this week I'll update $XAG as well as a swing trade idea, plus th regular chart updates
Plus I'll cover $MSTR on the macro and there's a macro syncing with my bitcoin:native forecast into 2027, which adds further confluence to our forecast
bitcoin:native update too as the weekly period of risk nears its conclusion
$BTC Update – 26th June 2026
These video updates are for educational purposes only and should never be considered investment or trading advice.
This update focuses on the shorter-term outlook for $BTC and the broader context for risk markets.
The $BTC / #Cryptocurrency market appears to be entering a period where a bottoming process is likely to develop. The decline from mid-May has now moved into the synced low (The Principle of Synchronicity), with price falling around 30% from the highs. We also saw the sweep of the low discussed a few days ago. While there is still scope for one final flush lower, such a move could present a much lower-risk opportunity for a move back towards the range highs.
That said, momentum remains flat and recent upside attempts have struggled. While it is likely a bottom is in the process of forming, no low has been confirmed. For now, the bias has shifted from bearish to neutral. At these levels, I don't believe it is a market to be aggressively bearish, as the conditions are gradually becoming more supportive of stability and an upward move once confirmation is in place.
The first significant resistance remains around the 64k region (on the Q and SR). There is currently no evidence that the final low is in place, and the broader backdrop still includes elevated implied volatility and continued dollar strength
Looking beyond crypto, there are clear signs of instability beneath the surface of the equity market. Stocks such as $MSFT are under pressure, while only a handful of AI-related names have accounted for much of the broader market's gains. Combined with what appears to be a major low in $TLT and signals coming from the $VIX, the evidence continues to point towards increased market instability.
For that reason, I believe it remains sensible to stay focused on the short term with $BTC rather than anticipate the start of a sustained bullish phase, particularly given the weakness of the previous trend.
Once a confirmed low is in place, I'll provide an update in the $BTC channel within the server. We shifted to a bearish stance on 12th May, which proved to be the correct approach sidestepping the 30% decline and being short biased. For now, we're neutral and waiting for the data to justify a shift back to bullish. Until then, I believe there are better opportunities elsewhere in the market or time is better spent forming plans.
As always, thank you to everyone who continues to support the feed and help to spread objective analysis based on data.
Small-Cap #Stocks Are Cheap and Growing Faster Than #MegaCaps
💫READ⬇️
https://t.co/KbcpOt4nwl #SmallCaps #SmallCap #RIA #SP500 #SP600 $RUT #GDP #Fed #ISM #EPS #LargeCaps #Q2 #Tech #valuations #earnings #equity #sectors #MoneyFlows
#SmallCaps have huge tailwinds right now.
We break down the drivers to know.
Win big by going small!
Small-Cap #Stocks Are Cheap and Growing Faster Than #MegaCaps
💫READ⬇️(Link in the Comments)
#SmallCap #RIA #SP500 #SP600 $RUT #GDP #Fed #ISM #EPS #LargeCaps #Q2 #MoneyFlows
Options implied moves from current straddle prices for the #MegaCaps releasing after the close... $META (~$49.00 or 7.3%), $GOOGL (~$19.00 or 5.4%), $AMZN (~$19.00 or 7.2%), and $MSFT (~$29.00 or 6.8%). Not a recommendation! @SchwabTrading @SchwabNetwork
Tracking market data, Ofek Kesef Asset Management notes a distinct valuation spread. S&P 500 Top 50 trades at a 22.00x forward P/E vs. the Russell 2000 at 18.33x. This 16.68% discount highlights a historical divergence.
#Valuation #MegaCaps #Markets
https://t.co/qswbCvHvLE
🚨Key subscriber update: The bearish Descending Triangle in #MegaCaps held during geopolitical tension (safe-haven flows helped), but 3C just flipped, from confirming the range to leading lower.
Price followed quickly. Now the pressure is mounting on $NDX and $SPX.
What are you seeing in the indices?
#TechnicalAnalysis #Trading #StockMarket #Investing #NDX #SPX #MegaCaps #MarketAnalysis
Advantages Of Large Cap Stocks https://t.co/dsPojTAsS6
#Stocks #Stock #LargeCap #Mag7 #BlueChips #BlueChip #BlueChipStocks #LargeCaps #MegaCap #MegaCaps
Last chance to grab a free HANetf cap, p&p included!
To enter, simply repost this post and tag a colleague or friend, and complete the form: https://t.co/qCgmLSaKWL
For every person tagged in the reposts, HANetf will make a donation to charity.
#capgiveaway #megacaps #hanetf #financialservices #etfs
AI, Tech, and the Capex Supercycle 🤖🚀
1️⃣ Wall Street rode the AI megacap elevator again, with Nvidia and friends doing the heavy lifting 🤖🚀📊#AI #Megacaps How long can one theme carry the whole market?
2️⃣ Nvidia locking in multiyear chip demand from Meta screams one thing, hyperscalers are still spending like growth never left 💻🔌📈#Semis #Capex Are we early cycle or late cycle on AI spend?
3️⃣ OpenAI lining up a mega funding round with Amazon, SoftBank, Nvidia, and Microsoft shows the arms race is capital deep 💰🧠☁️ #AI #BigTech Is this infrastructure buildout or valuation stretch?
4️⃣ Samsung pushing higher pricing on AI memory chips hints the semiconductor upcycle has legs 💾📈🇰🇷#Semiconductors #TechCycle Are margins about to expand across the stack?
5️⃣ Google teeing up its developer event with AI upgrades suggests the platform war is just warming up 🔎🤖📅#Google #PlatformWar Will monetization or innovation win first?
6️⃣ DeepMind warning about AI risks reminds us the tech race is running ahead of governance 🧠⚠️🌍#AI #Regulation Does safety slow the boom or legitimize it?
Read the full analysis
https://t.co/6yafIy9a9r
#Macro #FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets
$SPY #SPX $BTC $RSP #Bitcoin #MAG7 #BigTech #MegaCaps #TechStocks #SP500 #Nasdaq #MarketLeadership #SectorRotation
Rotation-Check: MAG7 vs Marktbreite + $BTC Overlay 🔄
👉Was misst dieses Ratio überhaupt?
MAG7/RSP = Performance der MAG7 (equal-weight Basket) relativ zum S&P500 Equal-Weight (RSP).
➡️ Ratio steigt = MegaCaps führen (Kapital konzentriert sich).
➡️ Ratio fällt = Breite übernimmt (Rotation raus aus MegaCaps).
👉Seit dem letzten ATH:
📌 ATH MAG7/RSP: 12,43 am 29.10.2025
📌 Aktuell: 10,07 (Stand 13.02.2026)
➡️ -18,9% vom Peak
➡️ MAG7-Leadership verliert klar gegenüber der Breite.
👉Linien-Erklärung je Panel
📌Panel 0 (oben):
Türkis: MAG7/RSP Ratio (Leadership)
Gelb / Blau / Rot: EMA20 / EMA50 / EMA200 (Timing ➡️ Struktur ➡️ Regime)
Gelbes Shading: Ratio < EMA200 ➡️ Rotation/Leadership von MAG7 eher OFF
Grau (rechte Achse): $BTC
📌Panel 1:
Lila: Z-Score (252d)
➡️ Überdehnung/Mean-Reversion (±2 = Extrem)
📌Panel 2:
Hellblau / Orange: ROC 21d / ROC 63d
➡️Momentum der Rotation
📌Panel 3:
Orange: Drawdown vom Ratio-Peak
➡️ wie “abgebaut” MAG7-Leadership ist
👉Rotation Score (0–3) - was bedeutet das?
Der Rotation Score ist eine Mini-Ampel, die in einer Zahl zusammenfasst, ob MAG7-Leadership gegenüber der Breite gerade intakt ist oder bricht.
Er setzt sich aus 3 einfachen Ja/Nein-Checks zusammen (je 1 Punkt):
👉Trend-Regime: Ratio > EMA200 ➡️ +1
👉Momentum: ROC(63d) > 0 ➡️ +1
👉Lage vs. Mittelwert: Z-Score(252d) > 0 ➡️ +1
📌 3/3: MAG7-Dominanz stark (Rotation raus aus MAG7 = eher nein)
📌 2/3: Übergangsphase / noch nicht sauber entschieden
📌 1/3: Rotation in Richtung Breite läuft
📌 0/3: Rotation klar aktiv (MAG7 verliert strukturell + Momentum negativ + unter Mittelwert)
👉Aktuell: 0/3 ➡️ das spricht für aktive Rotation weg von MAG7 (zumindest relativ zur Marktbreite).
👉 $BTC-Overlay
$BTC ist nicht dauerhaft an MAG7-Leadership gekoppelt (Tages-Korrelation ~0,04).
Entscheidend ist das Regime: die 30T-Korrelation schwankt stark (~+0,44 bis -0,50).
Heißt: $BTC kann steigen, während das Ratio fällt (Rotation weg von MAG7) und in Stressphasen können beide gleichzeitig fallen.
Seit dem Ratio-ATH 29.10.2025: MAG7/RSP -18,9%, $BTC -41,0% ➡️ Risk-off + Rotation wirken, $BTC reagiert nur deutlich volatiler.
📌Das Chart sagt: MAG7 verlieren die Führungsrolle gegenüber der Marktbreite.
👉MAG7/RSP ist seit dem ATH 12,43 (29.10.2025) auf 10,07 gefallen = −18,9%➡️ Kapital rotiert weg von MegaCaps in breitere Segmente.
👉Solange das Ratio unter der EMA200 bleibt, ist Rotation aktiv (Leadership “OFF”).
👉 $BTC ist nur lose gekoppelt: kann parallel fallen (Risk-off) oder sich erholen, während MAG7 relativ weiter schwächeln (Entkopplung/Regime).
Auf geht´s💪
WISSEN IST VERMÖGEN. TRENDS ERKENNEN. VORAUSSCHAUEND HANDELN.
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