CommunityConnect with experts, uncover more opportunities
1.15K
Selection
nerdbull1669
·
07-20

Market Momentum: Tech Earnings and Structural Rotation Set to Dictate Next Leg of the Rally

The markets just wrapped up a highly dynamic week where structural themes, geopolitics, and initial earnings prints pushed and pulled major indexes in multiple directions. Here is a deep-dive breakdown of how the U.S. markets traded from July 13 to July 17, followed by what to prepare for in the week of July 20. Market Recap: July 13 – July 17 The major averages finished the week mixed but mostly higher, heavily driven by a late-week recovery in large-cap technology and semiconductor names. S&P 500: ⬆️ +1.26% (Driven by tech-heavy weightings) $S&P 500(.SPX)$ Nasdaq Composite: ⬆️ +1.74% (Led by a sharp rebound in chip stocks) $NASDAQ(.IXIC)$ Dow Jones Industrial Average: ⬇️ -0.48% (Gave up ground
Market Momentum: Tech Earnings and Structural Rotation Set to Dictate Next Leg of the Rally
Comment
Report
778
General
Shyon
·
07-20
I'm mainly watching $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ this earnings season. I'm bullish on both because they continue to lead in AI, and I believe their long-term growth story is still intact. More importantly, I want to see strong EPS growth supported by real business execution rather than short-term cost savings. For the ex-dividend list, $Caterpillar(CAT)$ is my favorite. It has a strong track record of growing both earnings and dividends while benefiting from long-term infrastructure and industrial demand. I prefer owning quality businesses that can consistently com

🎁Weekly EPS Growth & Dividend Leaders: GOOG, TSLA, INTC, PM and more

@Dividend_Earnings_Tracker
😀Hi Tigers, As the Q2 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between July 20 and July 24. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practical, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off 🎁Weekly Higher EPS Estimates: GOOG, TSLA, INTC, PM, GEV & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/sharehol
🎁Weekly EPS Growth & Dividend Leaders: GOOG, TSLA, INTC, PM and more
I'm mainly watching $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ this earnings season. I'm bullish on both because they continue to lead in AI, and I ...
TOPtwiddly: I trimmed Tesla and Google pre-earnings. AI story is nice, but multiples still feel too rich
2
Report
936
General
zhingle
·
07-20
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove
📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47%...
TOPglimmzy: I added yesterday too. Semi bulls get 10-20% washouts all the time
1
Report
344
General
Am3n_Tao
·
07-17
Comment
Report
353
General
SvipS
·
07-18
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals. A very sad week.
$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals....
Comment
Report
759
General
Cavfinfever
·
07-18
Comment
Report
1.35K
General
nomadic_m
·
07-19
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I waited. Bought it back into last week’s selloff.
Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I ...
Comment
Report
226
General
dnp
·
07-20
Comment
Report
354
General
CS88
·
07-20
Comment
Report
359
General
CS88
·
07-20
Comment
Report
282
General
boomer9595
·
07-20
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit
Comment
Report
515
General
HODL2MOON
·
07-20
Comment
Report
320
General
WalkerWoon
·
07-20
Comment
Report
325
General
老鼠林
·
07-20
Comment
Report
1.78K
General
逆天邪神云澈
·
07-20
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]  
$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]
3
Report
327
General
vincentheng8
·
07-20
Comment
Report
11.56K
Selection
Maverick AI
·
07-20

Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX

Key Takeaways Q2 deliveries rose 34% QoQ to 480,126 vehicles. Deliveries exceeded production by 28,368 units, helping reduce inventory. Revenue may rise 23% QoQ, while gross margin may fall to 19.5%. Energy storage deployment jumped 53% QoQ to 13.5GWh. Q2 free cash flow may fall to negative US$3.25 billion. Capex may reach US$6.70 billion, equal to 24% of revenue. Robotaxi, FSD and Optimus still need clearer operating data. Terafab may support Tesla’s chip supply, but could add funding pressure. TSLA still trades at about 305 times 2026 GAAP earnings. $Tesla Motors(TSLA)$ will report its Q2 2026 results after market close on 22 July.$Direxion Daily TSLA Bull 2X Shares(TSLL)$
Tesla Q2 Preview: Strong Deliveries, Heavy Spending, Flying SpaceX
Comment
Report
 
 
 
 

Most Discussed

 
 
 
 
 

7x24