mdboerse

Trading, Investment und Börse, technische und fundamentale Aktienanalyse 📈🚀📊

[mdboerse @mdboerse]

@gymtrader_ Ich checke jeden morgen den Newsletter von MyScanity der liefert mir alle relevanten Börseninformationen mit Marktberichten, Sektoren, Sentiment und Tradeideen..

[Simon Betschinger @SBetschinger]

Handelsblatt: "Abverkauf am Bondmarkt – Renditen erreichen Niveau der Finanzkrise!"

Seit der Euro-Einführung am 01. Januar 1999 als elektronisches Buchgeld stieg Gold um etwa 10,5 % pro Jahr.

Europäischen Länder wie Frankreich und Italien haben einen Verschuldungsstand von 115 % bzw. 137 % zum BIP erreicht, der bei den hohen Zinsen kaum noch kontrollierbar ist.

Meine Prognose: Die EZB wird schon kommendes Jahr Staatsanleihen auf dem offenen Markt aufkaufen, um die Zinsen zu deckeln.

Ein guter Gold-ETC ist der Euwax Gold Core (WKN EWG4CR). Ich habe aufgestockt. Warum? Weil sich das Geldmengenwachstum durch die Anleihenkäufe beschleunigen wird.

[Venu @Venu_7_]

Stanley Druckenmiller ran Duquesne for 30 years.

30%+ a year. Not one down year.

His edge wasn't being right more often. It was what he did when he was right.
- Diversification is for people who don't know what they own
- Find the 3-5 ideas you understand better than anyone
- Let the best one be big. His top holding today is 20% of the book.
- When the fundamentals and the chart agree, size up hard
- When you're wrong, cut it before it matters

That's it.

"It's not whether you're right or wrong. It's how much you make when you're right and how much you lose when you're wrong."

Put all your eggs in one basket. Then watch the basket.

[Alex Desjardins @PrimeTrading_]

A lot of traders don’t have an idea problem.

They have a filtering problem.

There are thousands of stocks, dozens of themes, endless charts, and far too much noise. The real job is narrowing that universe into a small list of names that actually deserve attention.

That’s how I use https://t.co/GEJpgVvdaY.

I start broad with market and group strength, then use ThemesLab to identify the strongest themes, surface the top 5 names inside each one, and filter for setups that meet my own criteria.

The point isn’t to find more trades.

It’s to get to the right opportunities faster, with context already attached.

[Mark Minervini @markminervini]

I've been a stock trader for 43 years. Based on my experience, the market will never outsmart me and take my capital during bear markets or sky rocket without me onbosrd for the ride during bull markets. That sounds very arrogant, doesn't it. But wait until you hear the reason why.
Because I never try to outsmart the market.
What i have learned is humility. The market is always right. And if I am yielding to its message, I can never be outsmarted by the very force I am respecting and staying in gear with.
There's a fortune in this one paragraph.

[Lin @Speculator_io]

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄

𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$DELL Dell
$MRVL Marvell Technology
$NBIS Nebius
$LITE Lumentum
$NTAP NetApp
$P Everpure
$CRWD CrowdStrike
$PWR Quanta
$TWLO Twilio
$NUE Nucor
$SNOW Snowflake
$NET Cloudflare
$NTRA Natera
$ANET Arista Networks
$HWM Howmet Aerospace
$ABNB Airbnb

𝗡𝗲𝘅𝘁-𝗚𝗲𝗻 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$FSLY Fastly
$OSCR Oscar Health
$APPS Digital Turbine
$VSAT Viasat
$KNSA Kiniksa Pharma
$HNGE Hinge Health
$ALNT Allient
$PRCH Porch Group
$ATI ATI
$ALM Almonty Industries
$VIRT Virtu Financial
$DGII Digi
$TVTX Travere Therapeutics
$SPHR Sphere
$SN SharkNinja

𝗦𝗽𝗲𝗰𝘂𝗹𝗮𝘁𝗶𝘃𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀
$AEHR Aehr Test Systems
$ERAS Erasca
$AXTI AXT Inc
$IBRX ImmunityBio
$ABCL AbCellera Biologics
$SATL Satellogic
$PURR Hyperliquid Strategies
$UMAC Unusual Machines
$QURE uniQURE
$NUAI New Era Energy
$BKSY BlackSky Technology
$PDYN Palladyne AI
$ADUR Aduro Clean Tech
$PRAX Praxis Precision
$LPTH LightPath

Here's the full list:
https://t.co/9MX5NqhVBU

[Ted Zhang @TedHZhang]

$DELL $HPE $NTAP $DDOG $SNOW $OKTA $CRWD are still some of the most interesting bases and themes for me.

The only caveat is the market's overall health, which is poor.

Waiting for a catalyst/trigger for a trending market again.

[Venu @Venu_7_]

Want to Know If the Bottom Is In? Read this.

Since $QQQ just printed a gap-up candle, the next thing I'll be watching is the Follow-Through Day (FTD).

One of William O'Neil's most important rules for confirming a market bottom.

How it works:
- Market is in a correction. The first day an index closes higher = Day 1 of a rally attempt.
- Days 2-3 don't need to be up. The rally stays alive as long as Day 1's low holds.
- Then on Day 4-7, watch for one major index (S&P 500 or Nasdaq) to gain 1.25%+ on volume higher than the day before.

That's the follow-through day. Downtrend over. Confirmed uptrend.

The rules that matter:
- Not every FTD works - many fail
- But no bull market has EVER started without one.
- Undercut Day 1's low -> the count resets
- FTDs after Day 10 carry lower success rates

What to actually do on an FTD:
Don't go all in. Buy starter positions in leading stocks breaking out of sound bases. If the rally is real, they work - and you add. If it fails, you're barely exposed.

O'Neil's whole point: you don't predict bottoms. You confirm them.

Corrections are for building the watchlist. The FTD tells you when to use it.

[John Muchow, MSCS @JohnMuchow]

If you're looking for an excellent open-source screen recording tool, I highly recommend checking out @cap.

One feature that would be a game changer: an option to lock selection area to a preset aspect ratio, such as 16:9 (landscape) or 9:16 (portrait).

Keep up the great work!

[mdboerse @mdboerse]

@JohnMuchow @tradingview Hi John, i‘m interested to try the beta test version of the Power Trend Pro Indicator. Can i get access to it? Thanks :-)

[Bill Brooklyn @BillBrooklyn10]

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
Unwritten rule for the stock market:
1. If the price drops 10%, just hold.
2. If the price drops 20%, add 10%.
3. If the price drops 30%, add 20%.
4. If the price drops 40%, add 30%.
5. If the price drops 50%, add 50%.
6. If the price rises 10%, just hold.
7. If the price rises 20%, still hold.
8. If the price rises 30%, sell 10%.
9. If the price rises 40%, sell 20%.
10. If the price rises 50%, sell 30%.
11. If the price rises 60%, sell 40%.
12. If the price rises 100%, sell everything.
Don't forget to save it to look back on later…
If you are not following us with notifications turned on, you might miss our next alerts.

[iain @ohiain]

1. Risk comes first.
2. Never average down.
3. Be highly disciplined.
4. Never let a great gain turn into a loss.
5. Always trade with a stop loss + know where you’re getting out before you get in.

All concepts learned from personal experience & studying other traders.

[Jeff Sun, CFTe @jfsrev]

These are the 16 liquid names that closed the week above all of their key moving averages, even as $QQQ slipped to a new one-month low today.

$HPE - Communication Equipment
$DELL - Computer Hardware
$CSQR - Information Technology Services
$CIFR - Information Technology Services
$GTES - Specialty Industrial Machinery
$DPC - Aerospace & Defense
$TXG - Health Information Services
$BRKR - Medical Devices
$AVTR - Medical Instruments & Supplies
$VG - Oil & Gas Midstream
$SW - Packaging & Containers
$IP - Packaging & Containers
$HAS - Leisure
$GM - Auto Manufacturers
$AMC - Entertainment
$CLF - Steel

[Shay Boloor @StockSavvyShay]

THE FUTURE IS ON SALE RIGHT NOW

Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53%
• $TE −51%
• $OUST −42%
• $ARM −42%
• $BE −39%
• $NBIS −38%

[John Muchow, MSCS @JohnMuchow]

As we head into another week, here are the Sector Leaderboards for U.S and Intl. ETFs from EOD last week.

Top holdings shows green/red based signal based on the stock close.

[Venu @Venu_7_]

IBD Top 15 – Week of July 13

$MU $ALAB $LQDA $CRDO $TVTX $DAVE $PTRN $AMD $CRS $TGTX $ASTH $GH $HNGE $OSCR $LRCX

Study the leaders every single week.

You don't need to own them all.

You just need to understand why institutions do.

[John Muchow, MSCS @JohnMuchow]

International ETF Sector Leaderboard

[John Muchow, MSCS @JohnMuchow]

Taking the ETF Sector Leaderboard to the next level! 🚀

✅ Day, week, month and 1 year % change
✅ Relative strength vs SPY
✅ ATR (volatility ranking) and average volume

The coolest feature? 🔥
Top 4 holdings with a signal (green/red) to indicate if each holding is up or down on the day.

[Lin @Speculator_io]

The market is not just a handful of AI/memory names.

There are many other sectors and stocks acting incredibly well that most investors are missing. The rally has broadened far beyond the obvious AI and memory trade.

Here are some of the key sectors and names to watch:

Biotech/Healthcare
$ERAS Erasca
$IBRX ImmunityBio
$ABCL AbCellera
$QURE uniQure
$HNGE Hinge Health
$BTSG BrightSpring
$OSCR Oscar Health

Cybersecurity
$CRWD Crowdstrike
$FTNT Fortinet
$NET Cloudflare
$OKTA Okta
$PANW Palo Alto Networks

Robotics/Autonomy
$OUST Ouster
$VPG Vishay Precision
$AMPG AmpliTech
$OSS One Stop Systems

Energy
$FCEL FuelCell Energy
$BE Bloom Energy
$HYLN Hyliion
$POWL Powell
$VICR Vicor

Space
$SATL Satellogic
$SPIR Spire Global
$VSAT Viasat
$ATEX Anterix

Software
$DOCN DigitalOcean
$DDOG Datadog
$APPS Digital Turbine

FinTech
$SEZL Sezzle
$VIRT Virtu
$SNEX StoneX
$PURR Hyperliquid Strategies

Industrials
$CRS Carpenter Technology
$UCTT Ultra Clean

E-commerce
$PTRN Pattern

Infrastructure
$CDNL Cardinal Infrastructure
$STRL Sterling Infrastructure
$AGX Argan

[mdboerse @mdboerse]

RT @JohnMuchow: Building a new U.S. & International sector tracker 🚀

✅ Daily, weekly and monthly performance
✅ Top two holdings in each ET…