To The Moon

I’m leaning toward A) U.S. Banks & Brokers. The earnings momentum looks more convincing to me than a purely valuation-driven rally, with NII, trading, investment banking and fee income all improving together. Among the group, $Bank of America(BAC)$ stands out to me as the one I’d be most willing to buy at today’s level. I also like $Charles Schwab(SCHW)$ for its strong asset growth, trading activity and expanding revenue base. That said, after such a strong run to fresh highs, I wouldn’t chase aggressively—I’d prefer to build a position gradually on any pullback while the earnings momentum remains intact. For the

Even though the AI supply chain and memory sectors have started bouncing back over the past few days, macro risks continue to linger in the background... The US 30-year Treasury yield has once again broken out to a new high since 2007, hitting a fresh one-year high of 5.3%. 🚗💨 On the way to MBS for that buffet... but wait! The 30-year bond just hit a new high for the year, so we're u-turning straight back to the office! Buffet's cancelled, market panic is served instead 😭📉 Meanwhile, the 10-year Treasury yield is also hovering near its one-year high of 4.7%. This signals that the market is demanding an extra risk premium due to concerns over long-term US inflation, severe government debt, ongoing geopolitical conflicts, and high oil prices. At the same time, even the tech giants with the s

🌟🌟🌟I will be watching $Wal-Mart(WMT)$ most closely this week as Walmart is the macro barometer.  If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer. If Walmart surprises positively, it will stabilise the entire consumer defensive sector. Higher fuel prices are pressuring margins & household budgets.  Yet high income shoppers & Ecommerce is up and still driving growth. I would also watch $Home Depot(HD)$ closely as the housing market is described as wobbly heading into earnings on August 18.  Home Depot is the interest rate sensitivity stock.  If housing demand continues to weaken, Home Depot's

The great retail reckoning: Home Depot & Walmart Earnings - Economic shield or cold water?  Together these 2 giants control the ultimate economic crystal ball.  They know how much cash people are spending on renovations vs how much they pinch pennies on groceries. $Home Depot(HD)$ Warning: Consumers are locking up their wallets when it comes to big ticket discretionary projects.  With higher interest rates freezing the market, people are not buying new homes.  The era of unplanned renovations has paused. Contractors are reporting shorter backlogs, proving that the pros are feeling the pinch of increased borrowing costs. $Wal-Mart(WMT)$ is more consumer defensive resilient.  Pe

Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views.  I find it increasingly difficult to read the US market nowadays, especially since end Feb with the start of the Middle East conflict.  6 months into it, there is still no sign of peace. Assuming this conflict drags into November 2026 - where will US market be ?  This seems increasingly possible.  Agree ?//@Investing Leon:The recent performance of major U.S. stock indices has fallen short of expectations, and the broader market may face increasing pressure in the coming period.

TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ just finished up day 9 of consolidation above 7700. SPX needs to get through that 7800 level with conviction to see a push to 7900 then 8000. Let's see if any positive news comes this week. $Invesco QQQ(QQQ)$ all about 737.. Through this level it runs to the ATH at 748. $Micron Technology(MU)$ touched 1036 and dropped to 1011 by the close. As long as 1000 holds.. We'll see 1250+ again by September. $SanDisk Corp.(SNDK)$ wants to run to 2000 as well. Both of these names are winding up for a melt up.

Hello everyone! Today i want to share some technica analysis with you! 1 Energy $Energy Select Sector SPDR Fund(XLE)$ quietly putting together its best stretch in months as it breaks out of the wedge 🌶️ 2 🚨 CEO Buy Alert The CEO of Pfizer $Pfizer(PFE)$ dropped $1,000,000 on his own stock last week while shares trade more than -55% below their 2021 peak. 3 MACD just crossed bullish below the zero line 👀 $Robinhood(HOOD)$ 4 Silver $iShares Silver Trust(SLV)$ reclaiming the 200 👀 5 It's a loooong way to Wall Street's price targets 🌶️

$WDC 20260918 300.0 PUT$ it is a good profit ...closing it....