To The Moon

$S&P 500(.SPX)$ The S&P 500 and Nasdaq are soaring to record highs, closing at 6,297.36 and 20,884.27, respectively, on July 25, 2025, fueled by tech giants and economic optimism. Yet, beneath this bullish facade, many individual stocks are stumbling post-earnings, with names like Tesla (-4%), UnitedHealth (-5%), and ASML (-14%) taking hits despite the broader market’s strength. With seasonal trends pointing to a potential 7-10% pullback in late summer, investors face a critical decision: take profits, hedge, or pivot to defensive sectors? This report dives into the market’s divergence, seasonal risks, and strategic trading approaches to navigate this volatile landscape while seizing opportunities. Market Dynamics: A Tale of Two Markets Th

12 stocks that will give you exposure to each major secular growth theme for the next decade • $Amazon.com(AMZN)$ | Cloud Computing • $Meta Platforms, Inc.(META)$ | AR/VR • $NVIDIA(NVDA)$ | Generative AI • $Tesla Motors(TSLA)$ | Robotics & Automation • $Palantir Technologies Inc.(PLTR)$ | Big Data • $CrowdStrike Holdings, Inc.(CRWD)$ | Cybersecurity • $Tempus AI(TEM)$ | Healthcare AI • $NANO Nuclear Energy Inc(NNE)$ | Nuclear Energy •