Ryan Mitchell

Macro Market Analyst located in Texas. Focus on US index trends, sector rotation & market cycle analysis. Track global capital flow and market sentiment shifts.

[Ryan Mitchell @whjclwy]

CRITICAL LEVEL TEST$MSFT
charging right back into the multi-month brick wall... $445-448 has rejected every attempt since June.
If we finally clear it, next stop $465 comes fast.
HUGE WATCH — same setup in $GOOGL & $AMZN
DM me “SETUP” if you want the exact levels + my full tech watchlist 🔥

[Ryan Mitchell @whjclwy]

$ISRG forward multiple has compressed to the low-30s — the cheapest relative valuation this robotic surgery leader has seen in a decade.
Still a premium name, not a bargain bin special. But for a business with durable procedure growth and high barriers, this kind of multiple reset is rare and worth paying attention to.
DM me if you want my full breakdown on volumes, competition, and how I’m sizing the position.

[Ryan Mitchell @whjclwy]

🚨 LAST CHANCE WARNING 📷
One stock is about to make life-changing moves…
Most people will miss it.
$NVDA $AMD $MU $SOFI $CELH
DM me “READY” right now and I’ll send you the exact ticker + full breakdown 📩
Don’t sleep on this.

[Ryan Mitchell @whjclwy]

👀 On my radar right now:

$NUWE
$STKH
$XRX
$STAK
$DFNS
$DCX

Stay selective & patient 💪🏼

DM me “WATCH” for my full setups + free trading chat trial 📩

[Ryan Mitchell @whjclwy]

JUST IN: June US PCE inflation — the Fed’s favorite gauge — cooled to 3.7% YoY, matching forecasts after May’s 4.1%.

But core PCE only eased to 3.3%, still the second-highest print since late 2024.

Inflation remains stubbornly close to double the Fed’s 2% target. Sticky prices aren’t going away quietly.

Want the full breakdown + what this means for rates and markets?

DM me “PCE” for exclusive notes.

[Ryan Mitchell @whjclwy]

$META 📉
Testing key support ahead of earnings.
Looks like a decent zone to start accumulating for the long run.

[Ryan Mitchell @whjclwy]

$SOFI Q2 update:
Added a record 2.2M new products vs just 1.1M new members — first time products outpaced member adds by 2x in a single quarter.
Products per member hit all-time high of 1.54.
Existing members now drive 51% of new product openings.
The everything-app flywheel is spinning faster. CEO Noto calls 2026 a defining year. Long-term bullish. 📈

[Ryan Mitchell @whjclwy]

Just dropped: Bloom Energy posts first-ever $1B+ quarter
Q2 revenue hits record $1.065B (+166% YoY)

Non-GAAP EPS $0.78 vs $0.41 expected

Raises full-year guidance to $3.9–4.2B

$BE jumps ~10% after-hours as hyperscalers and AI data centers keep validating onsite fuel-cell power.

The Situational Awareness thesis keeps delivering.

[Ryan Mitchell @whjclwy]

Breaking: Reuters exclusive — Trump admin directing the FCC to block imports of new Chinese humanoid & quadruped robots (plus connected power inverters).

Goal: Shield U.S. AI infrastructure & domestic robotics from national security risks while accelerating reshoring.

U.S. players like Agility Robotics ($CCXI → $AGLT) stand to benefit as American-made systems gain a clearer runway.

Big step for Physical AI sovereignty. 🇺🇸📷<🤖

[Ryan Mitchell @whjclwy]

Load up on elite growth companies currently trading at compelling levels and primed to https://t.co/U4mi44cMxy are my top 10 buys right now:
1. $AVGO at $383

2. $NVDA at $196

3. $ASTS at $57

4. $SMCI at $29

5. $CRWD at $181

6. $SOUN at $6.40

7. $LUNR at $13

8. $SNOW at $274

9. $AMD at $491

10. $MU at $840

Check this list again in a few months — you’ll wish you bought a lot more.Bookmark this for later…

[Ryan Mitchell @whjclwy]

Puts flooding $NVDA options right now. Traders eyeing $196 then $191 if this breaks. Anyone else seeing the put/call skew go crazy? Comment your flow observations 🔥

[Ryan Mitchell @whjclwy]

Output remains small with performance and reliability still trailing ASML, limiting near-term threat despite advancing Beijing's self-reliance push.
@StockSavvyShay
https://t.co/3Vm56R0bBH

[Shay Boloor @StockSavvyShay]

$ASML falls more than 5% after reports that China has begun producing homegrown DUV lithography machines.

[Ryan Mitchell @whjclwy]

$NVDA investing $1 BILLION into Naver for Korea’s AI Factory expansion to 200 MW. Naver stock already +10%. Blackwell + Vera Rubin powering global models. Bullish or too much capex risk? Tell me in the replies 🔥

[Ryan Mitchell @whjclwy]

@ian_dunn_ $NVDA

[Ryan Mitchell @whjclwy]

$GOOGL still digesting the AI spend scare from yesterday. Cloud was fine, but the market wants clearer returns. Bounce or more pain coming? 💬 #GOOGL

[Ryan Mitchell @whjclwy]

Indexes are green today while oil is cooling off. After the brutal week we’ve had, does this feel like real buying or just short covering? 👀 #Markets

[Ryan Mitchell @whjclwy]

From AI spending fears ($GOOGL/$TSLA) to a strong Intel beat — sentiment can flip fast. Best trade of the morning so far? Share below! 🚀 #Trading

[Ryan Mitchell @whjclwy]

$INTC raises the bar with strong numbers and guidance. After AI spending fears from $GOOGL and $TSLA, this feels like a sector reset. More constructive now? 📈 #INTC

[Ryan Mitchell @whjclwy]

$INTC crushed earnings — revenue $16.1B vs $14.4B expected, EPS way above consensus! Data Center &amp; AI firing on all cylinders. Is the turnaround finally real? Who’s buying the dip or the beat? 🚀 #INTC #Earnings

[Ryan Mitchell @whjclwy]

Tonight’s $INTC results could either calm nerves or add more pressure to the sector. What would be a “good enough” report for you? 💭 #INTC