• SPY currently 554.31 and QQQ currently 475.03 
  • SPY/QQQ - daily has all technicals in favor, up we go back to ATH
• Calendar
  • Some to watch out for, but likely not negative: FOMC minutes/Wed; JPow from JHole/Friday; PMI/Thursday
• Market Headwinds (just keep an eye out)
  • RE - seeing a lot of houses for sale 
  • Yield curve un-inverting (normally confirms recession)
  • JPY carry trade not over
• Swings I like
  • love SMCI - market has this one wrong from ER, currently 628
  • love MU - sold out of memory for 2025, currently 108
  • AI trade in general - note how Wall Street kicked up a fuss about cost and suddenly companies are showing how it IS working for them.  This should let the AI trade continue and carry entire market still; plus NVDA earnings coming up on Aug 28
  •  AMZN - currently 177
  • I like GOOGL, but this battle with DOJ brings on uncertainty and market doesn’t like that. currently 163