🔥 The S&P 500 Is Near Record Highs. TWO Dates Have to Earn My Next Dollar.
The S&P 500 closed Friday at 7,785.76 after touching a record 7,816.70 during the week. We are basically sitting on the roof of the market. And right now my feed seems split into two camps. 🐂 Camp one: Buy the breakout. Don’t overthink it. New highs lead to new highs. 🐻 Camp two: Take profit immediately. Stocks are expensive. A correction has to be coming. I’m doing neither. I’m already invested, so I’m not running for the exit. But I’m also not throwing fresh money at record highs just because the chart is green. The market still has to earn my next dollar. And for me, that comes down to two dates. 📅 August 19: FOMC Minutes 📅 August 26: NVIDIA Earnings One tests the price investors are willing to pay for growth. The other tests whether the growth itself is still strong enough to deser
🚀 SanDisk Just Broke $1,700 — Is This Still a Memory Cycle, or a New AI Storage Era? SNDK is becoming VERY hard to ignore. SanDisk has now ripped roughly 35% in just five trading days, pushing from around $1,200 to ~$1,725 today. And this isn’t happening in isolation: 🟢 SNDK: ~$1,725 🟢 MU: ~$1,002 🟢 SK Hynix ADR: ~$172 🟢 WDC: ~$526 The entire memory complex is waking up again — but SNDK is clearly leading the charge. (Barron’s) And after digging into SanDisk’s Investor Day, I think the market is beginning to price in something much bigger than another NAND cycle. 🔒 The BIG story: 2027–2028 capacity is already being spoken for SanDisk has signed eight New Business Model agreements, covering approximately 50% of FY27 bit shipments and around two-thirds of FY28. That’s extremely important. Tr
[BEGINNER GUIDE] Stop Overcomplicating Your Charts: The Simple Support & Resistance Strategy
When you first open a charting platform, it’s tempting to add 15 different indicators—RSI, MACD, Bollinger Bands, Stochastic, Moving Averages... until your screen looks like a rainbow nightmare. Here’s the truth: You don’t need dozens of indicators to start reading the market. The most reliable concept in technical analysis is also one of the simplest: Support and Resistance (S&R). Here is a beginner-friendly breakdown of what it is and how to build a trade setup around it. What Are Support and Resistance? Think of price movement as a rubber ball bouncing inside a house: Support (The Floor): A price level where buying interest is strong enough to overcome selling pressure. When price drops to this level, buyers step in and the price tends to "bounce" back up. Resistance (The Ceiling):
Alibaba Earnings Preview: Can AI and Cloud Businesses Reverse the Stock’s Downtrend?
After the Hong Kong market closes on August 20, Alibaba will release its first-quarter FY2027 earnings report. According to analyst estimates, Alibaba’s Q1 FY2027 revenue is expected to reach RMB 268.53 billion, representing an 8.4% year-over-year increase, while adjusted EPS is estimated at RMB 1.397. In terms of stock performance, Alibaba’s stock has generally been on a downward trend this year. After hitting a low in late June, the stock has since rebounded somewhat, but it remains down approximately 12.6% year to date. As for revenue structure, Alibaba’s business is primarily divided into four segments: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others. China E-commerce remains the company’s largest revenue contributo
$MSTX1 20260918 6.0 PUT$ Strategy (MSTR) is under significant selling pressure. The stock faces a confluence of headwinds: it was the 5th worst performer in the Nasdaq 100 on August 14 (-5.0%), and MSCI's proposed removal from global indices creates a structural overhang that could trigger multi-billion-dollar outflows from passive funds.
[Stock Prediction] Alibaba’s Profits Are Falling. So Why Is Wall Street Getting More Bullish?
Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$$BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42