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$GOOG, $AVGO, $META, $UNH, and $HOOD. Each one’s riding a different macro, but they’re all at inflection points.

July 15, 2025 2:06 pmJuly 14, 2025 2:22 pm

$GOOG – Alphabet Inc. Alphabet is trading near $183, up 2x from early 2023. The bullish case is built on AI, cloud, and quantum. Gemini AI now powers smartwatches, search, and enterprise tools. Google Cloud revenue is growing 31% annually, … Read more

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Tariffs are back. August 1 is the line. 25% to 55% rates incoming. Until they’re cancelled, Cash is the King!

July 15, 2025 2:08 pmJuly 13, 2025 9:23 pm

The tariff clock is ticking again. President Trump’s trade team extended the deadline to August 1, but the letters have already gone out. Fourteen countries received formal notice of new import taxes ranging from 25% to 40%. Japan, South Korea, … Read more

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Three sectors are pulling the market’s strings right now, and they’re not subtle about it.

July 15, 2025 2:46 pmJuly 10, 2025 12:13 pm

AI infrastructure, fintech, and crypto are driving volume, volatility, and narrative dominance across retail and institutional desks. If you’re not watching these names, you’re trading blind. AI infrastructure is no longer a niche, it’s the backbone of every hyperscaler roadmap. … Read more

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Recent Posts

  • Oscar crashes 9%. SoFi hits new high. Palantir rips. ASML cools after guidance cut. Alphabet holds. Tesla drifts.
  • OpenAI moves ChatGPT to Google Cloud. Microsoft loses exclusivity. Google gains ground in AI compute war.
  • ASML crashes 11%. Q3 forecast cut. 2026 growth target pulled. $30B wiped out. AI infrastructure trade hits wall.
  • Chamath SPACs surge while MP, SOFI, OPEN beat Nvidia and SPCE spikes 15% on breakout volume
  • China’s stimulus rally fades. Hang Seng reverses 350 pts. YANG ETF eyes breakout. Capital flight hits $3.2B.
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