When everyone piles in one way or the other it’s usually a sign to watch closely.
The most crowded shorts and longs, according to Goldman pic.twitter.com/d3WdBAeTag — Markets & Mayhem (@Mayhem4Markets) July 14, 2025
SunTzu
The 10 undervalued stocks Wall Street is ignoring: Fresh 2025 data reveals hidden compounders
The market’s obsession with momentum has left a trail of undervalued quality. This thread breaks down 10 names trading below their intrinsic value, backed by fresh 2025 data and real earnings power. No fluff. Just numbers, positioning, and edge. UnitedHealth … Read more
Intel’s Gaudi 3 blows past datacenter bottlenecks in AI inferencing revolution
Intel’s stock is trading at $22.92, down 1.6% today, with a market cap just under $100 billion. Volume is surging past 66 million shares, well above its 90 million average. Meanwhile, NVIDIA is sitting at $170.70, up 4%, with a … Read more
SPY put volume surges on market weakness Nvidia hits RSI 82 with $4.16 trillion valuation Wells Fargo liquidity tap triggers bank stress
The market cracked on July 15. The S&P 500 closed at 6,243.76, down 0.40%, with ten of eleven sectors bleeding. The Dow dropped 437 points to 38,741.92. The Russell 2000 got hit hardest, falling 1.99% to 2,205.63. Nasdaq printed a … Read more
Nvidia to resume China chip sales with U.S. backing while Alibaba launches new AI model to rival ChatGPT
Nvidia just got its green light. After months of export restrictions, the company confirmed it will resume H20 GPU sales to China. The U.S. government assured Nvidia that licenses will be granted. CEO Jensen Huang met with President Trump last … Read more
New housing checklist drops
If you’re trying to future-proof your home purchase, you don’t chase zip codes—you build an appreciation profile. The rules haven’t changed, but the numbers just sharpened. A conservative, data-backed checklist is surfacing, used by property investors hunting for areas with … Read more
Tesla debuts in India with $79,000 Model Y
Tesla just planted its flag in India. The company opened its first showroom in Mumbai’s Bandra Kurla Complex, a high-end business district that hosts global banks and luxury brands. The 4,000 square foot space is leased for ₹23.38 crore over … Read more
JPMorgan and Citigroup just dropped their Q2 earnings. The numbers are strong, but the setup is getting fragile.
JPMorgan pulled in $15.0 billion in net income, or $5.24 per share. That’s a beat. Revenue hit $45.7 billion, up 8% year-over-year. But net income fell 17% from last year. Noninterest revenue dropped 20%. They built $439 million in reserves. … Read more
EU stocks erupt past a 25-year ceiling.
EU stocks finally broke out of a 25 year range pic.twitter.com/kVP5mS6k01 — Markets & Mayhem (@Mayhem4Markets) July 14, 2025 European stocks pulled off something they haven’t managed since Clinton’s first term: a clean breakout from a 25-year holding pattern. The … Read more
ULTY yields 119%. MSTY hits 125%. YMAX pays weekly. QUSA and OMAH offer safer income. Full breakdown of July’s top option-income ETFs
The market’s flooded with option-income ETFs promising double-digit yields. Most of them are synthetic, capped, and volatile. But some are pulling real numbers. Let’s walk through five of the most aggressive ones trading in July 2025: ULTY, YMAX, MSTY, QUSA, … Read more
UNH Could Go Crazy After Earnings
In this video we discuss UnitedHealth Group’s (UNH) upcoming earnings announcement and what I am expecting from the company.