Leddy T

5 Followers

3 Following

Joined Jun 21, 2020

OnlyStonks: Let's Do This 🚀 8 months ago

by: Leddy T

No Stops Capital 9 months ago

by: Leddy T

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

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