SPOX Market Intelligence

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[SPOX Market Intelligence @RyanBlakevrnz]

📷 TODAY’S ECONOMIC REPORTS ARE IN
This morning’s 9:00 AM CT reports came in weaker than expected across the board:
📷 Consumer Confidence: 89.4 vs 90.2 expected
📷 New Home Sales: 607K vs 620K expected
📷 Richmond Fed Manufacturing: 4 vs 7 expected
Normally weaker economic data sounds negative, but the market is taking it fairly well because softer growth can reduce pressure for tighter Fed policy.
📷 SPY and QQQ continued holding gains after the reports, with tech leading and Treasury yields moving lower.
📷 The caution flag: consumer inflation expectations moved higher, so this is not a completely clean bullish signal.
SPOX Market Read: 📷📷 Mildly bullish for growth stocks, but economically weak.
Tomorrow brings another major round of catalysts with PCE, Core PCE, Durable Goods, revised Q2 GDP, and NVDA earnings after the close.
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[SPOX Market Intelligence @RyanBlakevrnz]

I’d lean lattice-based, mainly because ML-DSA already has the standardization and ecosystem momentum behind it. But for a long-lived telecom link, I wouldn’t rule out a hash-based backup either. The interesting question is whether they prioritize performance and interoperability or maximum algorithmic diversity.

[SPOX Market Intelligence @RyanBlakevrnz]

🚨 IONQ UPDATE

IonQ is expanding beyond quantum computing. 🚀

84 optical communication terminals + a new quantum-safe security network connecting Geneva and Seoul.

The bigger story: quantum, networking, cybersecurity, sensing, and space.

Execution and new contracts are what matter next. 👀📈

[SPOX Market Intelligence @RyanBlakevrnz]

@onchainantonio That’s the key question for me too. Hardware gets the headlines, but the cryptographic layer is what determines whether the network can actually scale securely. If they reveal the signature scheme, it could tell us a lot about the architecture they’re building.

[SPOX Market Intelligence @RyanBlakevrnz]

📷 THIS WEEK COULD BE A BIG ONE FOR TECH & AI STOCKS 📷
We’ve got a stacked earnings lineup coming up, and this is one of those weeks that could help set the tone for AI, semiconductors, software, cybersecurity, and high-beta growth stocks heading into September.
My highest-priority watches are NVDA and IREN, but I’m also watching:
📷 MRVL — major AI/data-center semiconductor read-through
📷 CRWD — high-beta cybersecurity sentiment check
📷 CRM — huge test for enterprise AI/software demand
📷 WDAY — important read on corporate software and AI spending
📷 AFRM — high-volatility fintech name that can move fast
📷 Wednesday = BIG SOFTWARE NIGHT
CRM, WDAY and AFRM could tell us a lot about enterprise spending, AI adoption and overall risk appetite.
📷 Thursday = SEMICONDUCTOR / HIGH-BETA NIGHT
NVDA, IREN, MRVL and CRWD could have much broader implications for the entire AI trade.
📷 WHY THIS WEEK IS SO IMPORTANT
These earnings aren’t just about individual companies.
📷 Strong NVDA or MRVL guidance could reinforce the AI infrastructure bull case.
📷 CRM and WDAY could determine sentiment across enterprise software and AI adoption.
📷 IREN gives us another major read on AI infrastructure, data-center expansion and power demand.
📷 CRWD can move the cybersecurity sector.
📷 AFRM gives us a high-beta read on consumer credit and risk appetite.
📷 Expect volatility. Earnings can produce huge moves in either direction.
The plan: Know the levels. Wait for confirmation. Manage risk. Don’t chase the first move.
📷 SPOX Market Intelligence will be tracking the setups, technical levels and trade opportunities throughout the week.

[SPOX Market Intelligence @RyanBlakevrnz]

📷 GOOD MORNING, SPOX COMMUNITY!
Welcome to all our new members! 📷 Enjoy the Free Community Lounge, connect with other traders and follow today’s market action. If you have a question about a stock, post the ticker and timeframe—our community is here to help!
📷 Futures are green this morning, with technology and small caps leading. Bitcoin is breaking higher, but elevated oil prices and Treasury yields remain important risks. Flash U.S. PMI data arrives at 8:45 AM CT, so let the opening volatility settle before entering.
For members wanting additional support:
📷 Basic Alerts: Daily plays and straightforward trade alerts
📷 Subscriber Intelligence: Detailed setups, technical charts, key levels, call-and-put plans and live trade alerts

[SPOX Market Intelligence @RyanBlakevrnz]

@Malia_B76 Bro went from “it’s over” to “I’m never working again” in one session. 😭💰

[SPOX Market Intelligence @RyanBlakevrnz]

@DailyLoud Stopping mid-chase to refuel from a gas can in a park is absolutely insane. 😂

Dude really thought he had unlimited lives.

[SPOX Market Intelligence @RyanBlakevrnz]

@Rusia_HD Two leaders. Two completely different ways of framing the nuclear threat.

This is getting serious. 👀

[SPOX Market Intelligence @RyanBlakevrnz]

@araghchi When debt keeps rising and geopolitical risk pushes energy prices higher, investors start looking for assets outside the traditional system.

This is exactly why Bitcoin remains an interesting asset to watch. ₿

[SPOX Market Intelligence @RyanBlakevrnz]

@MattWallace888 The internet really saw a few seconds of a yacht video and decided it knows their entire relationship. 💀

[SPOX Market Intelligence @RyanBlakevrnz]

@EricLDaugh Regardless of where you stand politically, this deserves scrutiny.

Investigating alleged fraud and recording what you find should not automatically become a criminal offense.

Free speech matters. 🇺🇸

[SPOX Market Intelligence @RyanBlakevrnz]

@Parodyjeffx The free entry was already bad.

Expecting free photography on top of it is wild. 💀

[SPOX Market Intelligence @RyanBlakevrnz]

@HormuzLetter “I don’t really understand.”

That might be the most important part of this entire headline. 👀

[SPOX Market Intelligence @RyanBlakevrnz]

@KobeissiLetter The market is pricing in a completely different Moderna now.

COVID was the first chapter.

Cancer could be the real story. $MRNA 👀

[SPOX Market Intelligence @RyanBlakevrnz]

@FoxNews The fact that the George Washington is replacing the Lincoln while tensions with Iran remain high says a lot.

This situation is far from over. 🇺🇸

[SPOX Market Intelligence @RyanBlakevrnz]

@WatcherGuru More Treasury buybacks = more liquidity support.

If this keeps expanding, risk assets could get very interesting from here. 📈

Keep an eye on BTC.

[SPOX Market Intelligence @RyanBlakevrnz]

📷 IONQ Technical Update + Upcoming Catalyst
IONQ is experiencing a high-volume breakdown near $41.40, with the 15-minute RSI oversold around 24. A relief bounce is possible, but oversold does not automatically mean the bottom is in.
📷 Support: $41.20 → $41.00 → $40.50
📷 First reclaim: $41.80–$42.00
📷 Momentum shift: $42.80–$43.00
📷 Major resistance: $43.50–$43.70
Options heatmap:
📷 Call wall: $45
📷 Put wall: $41
📷 Upcoming catalyst: IonQ Investor Day is scheduled for September 8, 2026, at 12:30 PM ET. Investors will be watching closely for company updates and anything that could strengthen—or change—the long-term outlook. Expect volatility to increase as the event approaches.
The long-term thesis has not automatically changed, but the short-term trend remains bearish. I want to see IONQ reclaim and hold $41.80–$42.00 before trusting a recovery.

[SPOX Market Intelligence @RyanBlakevrnz]

📷📷 JAPAN STOCKS TAKE A HIT 📷
Japan’s stock market saw a sharp sell-off today, with around $130 BILLION in market value wiped out in a single session. 📷📷
The Nikkei 225 fell as investors reacted to rising oil prices, higher bond yields and growing concerns over inflation and global markets.

[SPOX Market Intelligence @RyanBlakevrnz]

📷 WHITE HOUSE TO HOST #BITCOIN AND CRYPTO EXECUTIVES TOMORROW📷
Politico reports the meeting is expected tomorrow, one day before the CFTC’s Innovation Advisory Committee meeting 📷
📷 Crypto executives are expected at the White House
📷 Traditional finance executives could be involved
📷 CFTC meets the next day on crypto, AI, and prediction markets
📷 CLARITY is still delayed in the Senate
📷 The Senate may be delayed, but Washington is still moving.
What do you think they will discuss?