Huw Clarke

Huw Clarke thrives on Geoscience, hopes for mindfulness, and focuses on people, planet, happiness

[Huw Clarke @shalesolution]

$META is turning extra AI compute into a cloud business to sell off. 💻☁️

[Huw Clarke @shalesolution]

What makes KERNEX better than the rest? 🚀

[Huw Clarke @shalesolution]

What separates a good trader from a great one isn’t some hack. It’s knowing which hard work actually pays off—and doubling down on that stuff!

[Huw Clarke @shalesolution]

July's been up 1-2% for 12 straight years. $SPY's heading to $760 then $820+ by year end.

Time to grab these on sale:
1. $MSFT → $480 — AI Foundry + Azure speeding up once capex worries fade
2. $META → $720 — ads funding AI, still 33% rev growth
3. $TSLA → $520 — FSD

[Huw Clarke @shalesolution]

People are holding onto investments for less time than before.

The ability and willingness to stick with something long-term is a bigger advantage now than ever before.

[Huw Clarke @shalesolution]

Quick intraday move on Nifty today ⏰

Shorter timeframe looking active, keep an eye on key levels.

[Huw Clarke @shalesolution]

My portfolio was up 2.34% yesterday. (NDX +1.65%, SPX -0.75%)

It's returned 44.27% year-to-date so far.

Over the same period, SPX is up 9.51% and NDX 19.91%.

Since I started on March 7, 2025, my portfolio's up 115.49%.

Meanwhile, SPX gained 29.91% and NDX 49.87%.

[Huw Clarke @shalesolution]

The put/call ratio shot up to crazy highs last Friday. When that happens, it usually lines up with short-term bottoms in the market.

[Huw Clarke @shalesolution]

The Nasdaq 100's trailing P/E is at 37.2x right now, with forward estimates showing 23.7x. Interesting numbers to think about 📊

[Huw Clarke @shalesolution]

New car payments just hit a record $772/month average 😳

Used to be normal to pay off in 4 years. Now it's 6, 7, even 8.
1 in 5 financed buyers pays $1,000+ a month.

That's not a car payment—that's a second rent check.
Rent, insurance, food, student loans all up. Averag

[Huw Clarke @shalesolution]

👀 Checking how the leaders did on 6/30/26:

💪 8 out of 9 went up today
📈 $ALAB hit new all-time closing highs!
🔥 $BE jumped 10% near previous highs after hours
🏃 $SNDK and $INTC look ready to rally again
https://t.co/YgQWLUBPOY

$ALAB $BE $CRDO $DELL $GLW $INTC $MU

[Huw Clarke @shalesolution]

Looks like some fund piled into March expiration calls across a bunch of stocks today... making big bets on the second half of the year. Names like $SCHW $COF $GILD $CL $INSM

[Huw Clarke @shalesolution]

Break down every trade into as many small steps as you need, so you can actually learn and get better next time.

[Huw Clarke @shalesolution]

STX earnings are coming July 28 for Q4 FY2026 🚀

They guided $3.45B revenue and $5 EPS, but the street wants $3.51B and $5.13. A beat might be coming.

8 things to watch:

1. Can they beat guidance and raise for next quarter?
2. Gross margins holding above 47%?
3. HAMR

[Huw Clarke @shalesolution]

#DIACABS

Stock on my watchlist...

Keep it simple!!!!! Just watch the price & volume.

[Huw Clarke @shalesolution]

Ford just taught us a big lesson about AI. They laid off 350 engineers to save money and let AI take over, but it backfired. The AI couldn't pass quality checks. Turns out, years of human instinct—knowing when something looks okay but doesn't feel right—can't be replaced. AI's

[Huw Clarke @shalesolution]

Today's chart comes from @KhariCharts

The S&P 500 might be slowing down short-term, but market participation is hitting all-time highs.

Check today's report for the full breakdown and more awesome charts. ⬇️

https://t.co/wrVm2Ndqyr

[Huw Clarke @shalesolution]

🌟 BIG OPPORTUNITY

📚 CLASS NO. 18 IS OUT NOW

We're still going strong with our stock market series—from zero to advanced. People are getting it now: better market understanding, spotting real chances, trading more confidently, and making smarter moves.

When we kicked

[Huw Clarke @shalesolution]

$PANW trade idea: July 3rd 315C 💡

📈 Entry: 306
🎯 Goal: 316
🛑 Stop: 303

PANW ended at 304.20. It’s been trending up nicely with a clean continuation pattern. Friday’s 3.79% gain put us just under the 306 all-time high. If it breaks above 306, we could see a push to