Quick update on the broader market โ PPI inflation came in softer than expected with the biggest monthly drop in a while, pushing July Fed rate hike odds down to just 4%. This is classic good news for risk assets, especially growth names in AI and tech. Lower borrowing costs ahead should fuel more capex and expansion. We've seen this movie before: inflation cooling = liquidity tailwind. Don't get shaken out by short-term wiggles โ long-term the setup remains bullish for those positioned in quality compounders. Stay disciplined. ๐
My July tips:
โข $TSLA โ Stay away
โข $HOOD โ Skip it
โข $AMD โ Pass
โข $MSFT โ Grab at $375โ$382
โข $META โ Snag at $590โ$600
โข $NVDA โ Buy at $192โ$198
โข $RKLB โ Pick up at $78โ$82
โข $IONQ โ Get at $40โ$43
Trump says the Iran ceasefire is done. Oil's jumping, Dow tanked 576 pts. Nasdaq stayed pretty solid.
Energy stocks are finally waking up. Keeping an eye on $XOM for a swing trade.
Not going all-in yet, but the volatility is definitely back.
Retail could freak out, but smart
These 5 US stocks had the biggest gains this week ๐๐๐
$NBY +2066%
$PFSA +1530%
$BK +813%
$EFSH +600%
$GOCO +416%
Anyone lucky enough to jump in?
Stock watch for next week โ setups are coming together:
$SPY Looks solid above 740-750 support
$ASTS Dip buyers zone forming ๐ฏ
$MU / $SNDK Memory sector rotating strong
$TSLA Testing a weekly level for entry
Earnings plays: $PEP, $DAL first up.
Big picture? Rotatio
Hereโs what Iโm watching for next week in stocks and potential buys:
$SPY โ Looking good above 740-750 support
$ASTS โ Momentum dip could be a buy zone
$MU / $SNDK โ Memory stocks showing rotation strength
$TSLA โ Testing a weekly level for entry
Big tech earnings
Pulling in about $90k a month now, so I just share the stuff I love.
July picks:
$MSFT โ Skip
$GOOG โ Skip
$ORCL โ Grab at $142-$148
$SNDK โ Grab at $1880-$1890
$AVGO โ Grab at $395-$405
$MU โ Grab at $1010-$1015
No fees? I'm already doing fine and enjoy passin
Forget about chasing those red-hot memory chip stocks right now...
These 5 picks have just as huge potential:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this post. Future you will be glad you did. Early movers ge