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08:18
AWS AI Growth, Enterprise Demand, and Amazon Options Strategies Explained
$Amazon.com(AMZN)$’s blowout Q2 2026 earnings report provided concrete proof that its massive artificial intelligence investments are moving from capital expenditure into accelerated revenue. However, translating that momentum into a trading strategy depends heavily on whether you currently own the stock or are looking to deploy capital synthetically. 1. Is AI Spending Paying Off for AWS? Yes, the direct revenue monetization is accelerating faster than expected. 37% YoY Growth: AWS reported $42.2 billion in net sales, marking its fastest growth rate in 18 quarters. $25B AI & Silicon Run Rates: AWS's AI business and custom chip business (Trainium/Inferentia) each independently crossed a $25 billion annualized revenue run rate, both expanding at
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07:22
🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus. Why? This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years. CEO Lip Bu Tan has done a great job in turning around Intel. Besides the US government is also backing Intel too with a 10% equity stake. This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰
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08:59
$ARM Holdings(ARM)$ Semiconductor stocks have gone through another sharp pullback, but I see this as an opportunity rather than a reason to step aside. That's why I continue to build my position in Arm Holdings (ARM). Market corrections often create the best entry points for high-quality companies, especially those with strong structural growth drivers. While short-term sentiment can fluctuate with interest rates and AI spending concerns, Arm's long-term story remains firmly intact. What gives me confidence is Arm's unique business model. Unlike traditional chipmakers, Arm doesn't manufacture semiconductors—it designs the architecture that powers billions of devices worldwide and earns royalties as customers ship more chips. Today, Arm is expa
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08:49
What I'm Buying In August 2026
This is the latest allocation of $500 into a personal portfolio of stocks with 10x potential over the next decade. I’ll allocate from the “Asymmetric Universe” of stocks. Today, that universe has 25 stocks that I’ve covered in spotlight articles, and the universe will grow in time. Not all stocks covered will receive an investment, and allocations may be made to the same stock multiple times. Here are the rules of allocation. Invest $500 in total new capital each month. If the $S&P 500(.SPX)$ or $NASDAQ(.IXIC)$ is 20% below its all-time high, this allocation will increase to $1,000 monthly. If the S&P 500 or Nasdaq Composite is down 30%, I’ll add $1,500, and so on. The Universe of Asymmetric Stoc
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09:04
🚀 Palantir Surges After “Otherworldly” Earnings — Can 93% Growth Finally Justify the Valuation?
$Palantir Technologies Inc.(PLTR)$ Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share - U.S. commercial revenue: $764 million, up 149% - U.S. g
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08:51
Chart: The Big CRE Reset
The US Commercial Real Estate (CRE) market has just been through its third major correction in 40 years. Indeed, the 2020’s downturn has been similar in magnitude to the early-90s downturn and 2008 crisis. But a couple of interesting things stand out. First, those other two major corrections in the commercial real estate market sowed the seeds for decadal booms (a possibility that is completely out of mind for most investors as sentiment on real estate remains deeply pessimistic). The other point of interest is that the bottom looks to already be in, and prices are stabilizing and ticking up again... While there may still be risks, this is the type of thing investors should pay particular attention to, and is exactly the type of setup I hunt for in my work at Topdown Charts. Bonus Chart: R
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09:09
AI Leaders Keep Winning, but the Chip Rally May Not Be Over Yet
Not all AI trades are telling the same story. $PLTR just delivered another blockbuster quarter, $ORCL continues to reward investors who bought the recent shakeout, while semiconductor stocks are finally bouncing after a sharp correction. The question now isn't whether AI is strong—it's whether chip stocks have actually found a bottom. 1. $Palantir Technologies Inc.(PLTR)$ — Another Quarter, Another Beat $PLTR once again crushed expectations. U.S. commercial revenue surged 150% year over year, highlighting that enterprise AI adoption is still accelerating. The market responded immediately, sending shares up more than 12% after hours. Palantir continues to prove it's one of the strongest execution stories in AI software. 2.
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09:03
$EOSE, $QQQ & $NVDA - Buying the Dip or Chasing the Breakout?
Markets are entering a pivotal phase where conviction matters more than momentum. Some stocks are offering deep-value opportunities after brutal declines, while others are approaching technical levels that could determine whether the next move is a breakout or another pullback. This week's focus is on $EOSE, $QQQ, and $NVDA—three very different setups, but all approaching key decision points that could shape the remainder of the year. 1. $Eos Energy Enterprises Inc.(EOSE)$ — Sentiment Hits Bottom as Long-Term Value Emerges After losing roughly 80% of its value over the past year, $EOSE has become a classic example of how investor sentiment often reaches its lowest point near deep-discount valuations. For long-term investors willing to tolerate vol
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09:01
Bullish Structures Hold: $META, $CRWV & $NBIS Test Key Breakout Levels
Not every rally is created equal. Some stocks are simply bouncing. Others are rebuilding toward new highs. This week's focus is on $META, $CRWV, and $NBIS—three names that continue to hold their bullish market structure despite recent volatility. While each is approaching an important technical inflection point, the broader trend remains constructive. Meanwhile, $HIMS has already rewarded buyers after entering a smart-money accumulation zone, reinforcing the importance of waiting for high-probability setups rather than chasing momentum. 1. $Meta Platforms, Inc.(META)$ $META filled the gap from earnings and structure never broke Still very bullish on this name 2. $CoreWeave, Inc.(CRWV)$ fter flushing our r
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08:28
Here are five of the stocks I’m looking at
What I’m Watching This Week Earnings season is in full swing. It’s a big earnings week ahead, and I’m sending out the August 2026 stock buys before the market opens tomorrow, so I’m going to keep this short. The Week Ahead This week is when things get really interesting in the market. It’s not just big banks and tech, which have mostly done reporting. This week, we get down to high-growth companies that fit in the Asymmetric Investing wheelhouse. Here are five of the stocks I’m looking at. $Palantir Technologies Inc.(PLTR)$ : The talk of the market in 2025, Palantir has slipped based on valuation concerns alone. If growth continues at a strong pace the stock could recover, but even a small deceleration or sign that vertically integrated AI compani
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03:36
Wall Street Is Squeezing Both Sides — Every Bull and Bear That Discloses a Position Gets Crushed After taking down bullish trader Leopold last week, the market opened on Monday with a short squeeze that caught bears off guard. Following Leopold's announcement that he was liquidating his fund, well-known short seller Burry declared on July 30 that he was continuing to short Micron and NVDA — adding to his Micron short at 880 and his SOXX short at 506. Then Monday brought a massive rally, effectively putting the shorts back on the fire. Both bulls and bears got burned, but SPY came out on top again. This aligns with our analysis from last Friday — SPY's rise is a political mandate. $Microsoft(MSFT)$ Where does the funding for SPY's political mandate
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00:13
Noteworthy Points 1. AMD and SPCX Report Earnings After the Close on 8/4 (Tuesday) Given that both ARM and INTC delivered earnings beats, AMD, as the leading competitor in the same space, is unlikely to post numbers inferior to those two. Furthermore, AMD's post-earnings price movement will likely have a knock-on effect on ARM and INTC (sector-linked co-movement). 2. SPCX: High Growth Potential, But Two Near-Term Wildcards While SPCX possesses extremely high growth potential, two factors warrant attention: On 8/6 (two trading days after earnings), $116 billion in locked-up shares will become eligible for sale — the potential selling pressure should not be overlooked; On 8/3, Elon Musk echoed a follower's view on X that "this is a once-in-a-lifetime buying opportunity" — a bullish sentiment
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08-03 23:52
🏆 TradingFront — Asian Banking & Finance Asset Management Platform of the Year
Recognition is meaningful when it reflects a mission that drives real impact. We're honoured that our turnkey asset management platform, TradingFront, has been named Asset Management Platform of the Year at the Asian Banking & Finance Awards. As the wealth management landscape continues to evolve, financial advisers are expected to deliver increasingly sophisticated, personalised advice while navigating growing complexity. At TradingFront, we believe technology should amplify - not replace - the expertise of advisers. Our AI-powered platform helps advisers work smarter, deliver institutional-grade investment solutions, and create more meaningful client experiences at scale. We pride ourselves on enabling advisers to focus on what they do best: building trust, providing strategic guida
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08-03 21:51
$IBM May Be Setting Up Its Next Leg Higher
$IBM(IBM)$ $IBM +0.86%: Tech Giant Reclaims $223, Eyeing $268 Resistance as Momentum Builds Latest Close Data: IBM closed at $223.65 (+0.86%) on Aug 3. The stock rebounded from a session low of $216.59, remaining -32.7% below its 52-week high of $332.46, highlighting a massive recovery gap. Core Market Drivers: Sentiment stabilized following Oppenheimer's recent withdrawal of its $350 price target, citing software growth at half the expected rate. However, IBM's Q2 earnings showed adjusted EPS of $2.93 (slight miss) with revenue rising to $17.16B, keeping focus on its 4-5% constant currency growth outlook. The strong 3.01% dividend yield continues to attract value buyers amid tech volatility. Technical Analysis: The daily chart shows a bullish MACD
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08-03 21:39
$ADBE: Value Rebound or Just a Dead-Cat Bounce?
$Adobe(ADBE)$ $Adobe (ADBE) Edges +1.01% Higher, Tech Giant Stabilizes Near $250 Pivot — Recovery Momentum Building? 📈 Latest Close Data: $ADBE closed at $250.41 (+1.01%) on Aug 3, bouncing off the pre-market level of $254.4. The stock is currently trading -32.5% below its 52-week high of $370.86 but comfortably above the 52-week low of $190.12. 🛡️ Core Market Drivers: The stock is stabilizing amid a leadership transition, as CEO Shantanu Narayen seeks a successor. 📰 Analysts note the valuation is becoming "attractive" at ~8x forward free cash flow, though the interim CFO appointment adds a layer of uncertainty. The broader tech sector saw mixed sentiment with no major AI-specific catalysts today. 🤖 Technical Analysis: Volume came in at 5.59M, sli
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08-03 21:36
$Z Rebounds, Can It Reclaim $43.50?
$Zillow(Z)$ $Zillow(Z) Edges +1.04% to $34.06: Tech Real Estate Steadies, Pivot at $33.50 Holds the Key 🔑 📊 Latest Close Data: Zillow closed at $34.06 on Aug 3, up +1.04%. The stock is consolidating well above its 52-week low of $29.23 but remains significantly below its 52-week high of $93.88. 📈 Core Market Drivers: The real estate tech sector is showing mixed signals, with Zillow stabilizing after recent volatility. A recent sector pullback saw Z dropping to $30.49 in late June, but a strong +5.01% surge on July 1 helped reclaim the $33 level. The stock is now digesting gains as the broader market assesses housing demand. ⚙️ Technical Analysis: Price action is firming up with a session high of $34.22. Volume was robust at 4.39M shares, with a Volum
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08-03 21:29
$AI Rebuilds Momentum as Bulls Defend the $9 Floor
$C3.ai, Inc.(AI)$ $C3.ai, Inc. (AI) Holds Steady at $9.18 (+1.21%): Bullish Momentum Charges as MACD Golden Cross Locks on $10.24 Resistance 🚀 Latest Close Data: C3.ai closed at $9.18 on Aug 3, logging a modest +1.21% gain. The stock is stabilizing 61.4% below its 52-week high of $23.76, but is showing resilience just above the critical $9.00 floor. Core Market Drivers: AI enterprise software stocks are seeing a sentiment shift as semiconductor manufacturing upgrades integrate AI vision systems. Mixed analyst sentiment persists, with 11 institutions setting a wide average target of $9.75. Massive insider holdings by BlackRock (7.85%) and Chairman Thomas Siebel (7.53%) provide a strong vote of confidence amid low float volatility. Technical Analysis:
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08-03 21:17
$GE Climbs Toward Breakout Territory, Is $370 Next?
$GE Aerospace(GE)$ $GE Aerospace (GE) +1.42% Climbs to $360, Bulls Eye $370 Pivot as Aerospace Momentum Builds 🚀 Latest Close Data: GE Aerospace closed at $360.07 on Aug 3, up +1.42% (+$5.03). The stock is trading just -5.9% below its 52-week high of $382.97, showcasing robust relative strength in the industrial sector. 📈 Core Market Drivers: The stock firmly rebounded after a mid-week dip that saw the price hit $352.35 amid broader aerospace sector weakness. Positive sentiment is being fueled by peer group earnings strength, notably GE HealthCare's record backlog, which indirectly highlights the successful lean-operations playbook under the GE umbrella. 🏭 Technical Analysis: The rebound was validated by volume of 3.15M shares. The 6-day RSI has rec
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08-03 21:12
$VZ Dividend + Breakout Setup? $48.7 Is the Level to Watch
$Verizon(VZ)$ $Verizon (VZ) +1.52% Reclaims $46.8: Telecom Giant’s Momentum Builds as Dividend Yield Shines, Eyeing $48.7 Resistance Latest Close Data: Verizon closed at $46.81 on Aug 3, 2026, gaining +1.52%. The stock firmly bounced off the $45.5 zone and is now trading just -9.4% below its 52-week high of $51.68. Core Market Drivers: 📈 Bullish sentiment is fueled by a major > $1B deal with Google for dark fiber infrastructure. This follows stellar Q2 results where the company beat EPS estimates and raised its full-year guidance for the second consecutive quarter. The robust 5.97% dividend yield continues to attract defensive capital in a volatile macro environment. Technical Analysis: 📊 The rebound is technically sound. RSI(6) climbed to 61.6,
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08-03 21:11
JPM: Rising Real Yields Drive Rotation of AI Trading to Cyclical Sectors in the S&P 500
[Smile]Hi Tigers, The calm surface of the S&P 500 masks one of the largest rotations in years—funds are flowing from crowded AI trading to cyclical sectors. JPMorgan Private Bank characterizes this shift as a repricing of "AI economics," not a liquidation. Kriti Gupta, global investment strategist at $JPMorgan Chase(JPM)$ Private Bank, says the path change is not a market crash, but a leadership reshuffle. She characterizes this shift as "a move from pricing potential to demanding proof of earnings." Evidence is evident in the index divergence: the market capitalization-weighted $S&P 500(.SPX)$ is hovering near all-time highs (around 7,490 points, still below the record of 7,616 points) after a tw