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Misc Stock Market

AMZN with a nice beat and solid guidance. Geez...market ripping
 
ROKU with a miss....Cathy taking a beating on this.

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If Apple can come through in about 20 mins the market is going to go bananas tomorrow. Look at AMZN

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Terrible economy numbers have been sparking big rally’s. Well, here is some more terrible numbers. ?‍♂️

 
I only have $GOOGL on from the other day but just added $NVDA at 178.10.

semi earnings have been mixesd, INTC was god awful last night. But if NVDA can break that trendline it can run into earnings.

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Google been great...trimmed a lot into $115 today and just added back at $113.80. Added more NVDA at $177.70. Stop is at LOD of $176.90.
 
META is nearing it's covid low....it looks like it's going to break below $155 next week. For the market to be parablic and it's at a 30month low.

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I really don't like adding on strength when the market is this extended but dang this looks so good and everyone looking at the same charts.

Added a few more at $180.70. Got a fairly healthy position now into next week along with Google.

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Grain of salt but VIX has broken a 10month trendline support...so far.

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If the breakdown by the 10-year sticks, you can make an argument to go all the way back to 2% before EoY.

Would make fun of Ackman now, but I can't imagine too many pros are happy here about this. It likely isn't just him.

Funniest part about this is this is supposed to be a runoff day on treasuries and the long end is rallying. Last day of the month in June was as well (it took a little while to show up, but it did) yet the long end has rallied both times.
 
10yr fallen off a cliff...down 1% from it's highs. Will help housing/mortgages for sure.

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This has to be a bull trap right? I bitched out and sold my September put today for a small loss. I was up $2k at one point ?
 
Broken024 said:
This has to be a bull trap right? I bitched out and sold my September put today for a small loss. I was up $2k at one point ?
Click to expand...
My guess is seasonality takes over…Aug should be good but Sept is usually rough. By then we should know if inflation has indeed peaked.

Q’s is still 25% from ATH’s. If it was to finish the year down 15% that would be a rough year still.
 
Kind of a ugly candle on Apple. Up almost 30% from it's June low's. Just reported 2% yoy growth. This seems a little ridiculous for it to have rallied this far.

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$NVDA solid position for me. Haven't trimmed any yet. I did add more google back. My only 2 positions.

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Trimmed 20% of $AMD here at $97.10 from my long term account. I had bought the dip many many times from $115 to $75.

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Yields still dropping...so much for the market thinking the Fed is going to hike us into the stratosphere. With OIL dropping too...tech goes up.

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Added $META through $160....was staring at it all morning. Stop is Friday's close of $159...it shouldn't drop below that if it's going to rally.

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Sold 1/2 of META/GOOGL/NVDA here, been great trades. META already hit $163.90. This is day 4 up for the market....nothing about the price action seems bearish or toppy but just taking profits.
 
Tesla was at $950B market cap this morning…they delivered a grand total of 500k cars the first half of the year. On pace for a 1m for 2022. That market cap is equal to $95,000 per car delivered for 2022. I imagine F and Toyota is 1/10th of that, if not less.

I thought the excess was purged from the market.

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AMD/MSFT up against major trendline resistances...I would think if Q's keep going up that rotation needs to happen....(GOOGL/META/NVDA/ADBE). AAPL/MSFT/TSLA/AMD all need a breather, market doesn't feel like its going to roll over either. This is why I am sticking with GOOG/META/NVDA. ADBE is on watch.

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All these weird names with ridiculous moves…usually means top is coming fast. Short term top if so.

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I hate this stupid area with the S&P.

The rally was enjoyable, but this move is over unless it can turn 4130/4140ish back into support instead of rock hard resistance, which likely isn't happening if the Nasdaq is about to get hammered, which it is about to be hammered if yields continue (they bounced pretty much at your bounce or ded spot last night for treasury bond bears).
 
Added META and AMD swings in pre-market. AMD had great earnings and sold off with profit taking. Google still strong too.

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If tech is going to keep going then Google will have to break out of this channel. Apple and Tesla need a breather.

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