Tim Franz

Daily S&P 500 analysis at 7:30 AM CT. Built automated scanners to find the setups. Free tier ↓

[Tim Franz @twfranz]

Free S&P 500 stock scanner. Built in Google Sheets.
Auto-updates daily.

- I filter 500+ stocks so you don't have to.
- 4 tiers: Free → $9 → $19 → $29
- Daily analysis drops at 7:30 AM CT.

Get the scanner at:

https://t.co/6Or4Ie9S8m

[Tim Franz @twfranz]

Sign up for Pre-launch Campaign! https://t.co/jP7oFBp89a

[Tim Franz @twfranz]

@JarvisInvest, apparently, sending a DM isn't available, so I'm reaching out this way. I'm trying to set up an account, but every time I verify my email, I get a pop-up saying I need to verify my phone, but I never receive a code. Can someone help?

[Tim Franz @twfranz]

@JasonL_Capital Isn't the IV a little high at over 61%? While others are recommending $NOW, I'm just concerned that the price is currently at a premium.

[Tim Franz @twfranz]

I'm confused. I upgraded to a paid plan using @claudeai several weeks ago. Today, after 2 questions, I'm asked to upgrade my plan or pay extra? I don't think so. As a matter of fact, I may go back to free again.

Signed, an upset customer.

[Tim Franz @twfranz]

Just launched something new — The Wellness Journal 🌿 A printable daily planner for mood, gratitude, habits & reflection. 6 pages. $9. Instant download. https://t.co/GP7e9s8LDz

[Tim Franz @twfranz]

@RapSheet @gucci Is it me, or does that carpet not look red?

[Tim Franz @twfranz]

Please, people and so-called car gurus! Stop praising @Hyundai and their 10Y/10,000M warranty. They wouldn't need that big of a warranty if they didn't sell a "questionable" product. I had one years ago, before the warranty, and vowed NEVER to go back. Just saying.

[Tim Franz @twfranz]

Does anyone screen anything that comes out of this dimwits mouth? Someone should really get the questions ahead of time (@AOC )

https://t.co/oMuarGCIca

[Tim Franz @twfranz]

Dear @CNBC , on you web site, the "Stay Logged In" check box is WORTHLESS. I have no idea how many times I need to log in, but it's a lot!

That is all.

[Tim Franz @twfranz]

UAE says that it is under attack, even with the cease fire. Did you pinky promise with Iran?

https://t.co/6dTvB0chXK

[Tim Franz @twfranz]

@cnbc Next time, make these a side-by-side comparison instead of having some of us read the entire article. IMO

https://t.co/mmbKJOLAQD

[Tim Franz @twfranz]

📌 MAY THEMES + TODAY'S RISK

10am CT → ISM MFG PMI
⚠️ Many intl markets CLOSED (May Day)

Core PCE 3.2% | GDP 2.0% = No 2026 cuts
S&P P/E at 20.9x = elevated

Next landmines: ISM Services Mon | NFP May 8

Earnings won April - Data owns May
Manage size. Manage Risk. Good luck.

[Tim Franz @twfranz]

🎯 OPTIONS FLOW + SECTORS

$AAPL: IV crush — buyback = structural floor
$RDDT: Call interest surging post-gap
$META: Watch day-2 stabilization at $615-628

✅ Strong: Consumer tech, Comm services, Healthcare
❌ Weak: AI-capex (META -8.6%, MSFT -3.8%)
Storage profit-take (WDC)

[Tim Franz @twfranz]

🍎 $AAPL: 'Best March Quarter Ever

- Rev $111.2B (+17% YoY) ✅
- EPS $2.01 (+22% YoY) ✅
- Services $30.98B record ✅
- iPhone +22% YoY (China strong) ✅
- $100B buyback + 4% dividend raise ✅
- Q3 guide: +14-17% rev growth ✅

Ternus succeeds Cook Sept 1.
Stock +3% premarket.

[Tim Franz @twfranz]

🚀 PREMARKET MOVERS

📈 $AAPL +3% — Q2 beat + $100B buyback
Rev $111.2B ✅ | EPS $2.01 ✅
iPhone +22% | Services record $31B

📈 $RDDT +16% — Rev +69% YoY ✅
📈 $TWLO +13% — EPS beat + rev beat

📉 $WDC -5% — Beat but up 70% in 30 days
📉 $CLX -6% — Lowered FY26 guidance

[Tim Franz @twfranz]

📊 ClearSignal Morning Brief | Fri May 1

🟢 ES 7,253 (+0.13%)
🔴 NQ 27,566 (-0.11%)
🟢 YM 49,961 (+0.25%)
🛢️ Oil $104 pulling back from $110 spike
⚠️ VIX 17.08

April closed: S&P +10.3% | Nasdaq +14.3%
Best month since 2020. May starts today.

[Tim Franz @twfranz]

📌 TONIGHT + END OF MONTH

$AAPL reports after close — last Mag7 act
- Tim Cook stepping down Sept 1
- Hardware chief Ternus takes over
- Watching: Services growth, China iPhone

$WDC also reports — storage cycle read

April closes as the best month since 2020.

HAPPY TRADING🎯

[Tim Franz @twfranz]

🔍 WATCH: $META $GOOGL $LLY

$META: -9% gap — rev BEAT, capex fear
Wait for 15-min VWAP reclaim post-open
Entry $610-625 | Stop $595 | T2 $665

$GOOGL: +6% gap | Cloud +63%
Buy 30-min VWAP dip | T2 = $470 zone

$LLY: +7% gap | Beat + raised guide
Wait for GDP/PCE first. Then VWAP

[Tim Franz @twfranz]

⚠️ CRITICAL DATA AT 7:00AM CT TODAY

📊 Q1 GDP (advance estimate)
📊 PCE Inflation — Fed's preferred gauge

Goldman forecasts headline PCE 3.4% YoY
Core PCE 3.1% — driven by $107 oil

HOT print = no 2026 rate cuts confirmed
WEAK GDP + HOT PCE = stagflation signal

[Tim Franz @twfranz]

🤖 THE REAL STORY: $725B IN AI CAPEX

4 Mag7 companies committed to
combined $725B in 2026 AI infrast.

$GOOGL winning: Cloud growth PROVES ROI
$META losing: Raised capex, missed users

"The AI capex is speculative narrative
is dead." — Futurum Group CEO

The debate WHO profits?