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$GLD What if a candle like this emerges in gold next week?

$LEVI Chew on this. A company that sources 99% of its products from places like Pakistan, Bangladesh, Indonesia, etc. which are being slapped with 25% to 50% tariffs, is reporting margin expansion and raising full year guidance.

Oh, Martin !!

I've been fighting quantum bears since July 2023 when $IONQ traded at $14 and $RGTI at $2 and $QBTS also at $2. I'm sure I'll be fighting these bears for the next 10+ years.

What? Powell is resigning?

So, is it TACO or FAFO? bloomberg.com/news/articles/…

August 1st is going to be a real test of whether it’s TACO or FAFO. The entire world has been sent tariff letters in the past two weeks. bloomberg.com/news/articles/…

Oh, btw. Still no tariffs on Russia 🇷🇺

August 1st is going to be a …

Kaizen D. Asiedu This is a very big deal. What the hell kind of system are we living in if thousands of kids were abused, the government has videos of the abusers and yet none of the abusers are even facing charges!?

$GOOG Google will heavily discount cloud services for the US government. The agreement comes after Oracle last week cut a similar deal, including a 75% discount on some software contracts for a limited period. A deal with Google is expected soon. ft.com/content/f4b6e1…

During Q2 earnings season, we're going to see fairly decent sequential QoQ margin expansion in two areas, while everything else is either muted or going the wrong way. Plays into my cyclical theme (demand pull-forward): -- Industrials $XLI (+50 bps) -- Materials $XLB (+130 bps)

$WING Last week in Wingstop somebody bought $1 million worth of March 400 calls for $28.80 now reflected in open interest. TDCowen: "upside from smart kitchen roll out suggests sales lift of 5%+ vs our original 3.5% est." Waiting for chart to clear $340. Earnings on July 30 BMO.

$JBHT The first of many truckers to report next week on July 15 AMC. What you need to know: -- After April Liberation Day crash, everyone cut capex as Q1 margins collapsed to 7% lowest in 20 yrs. -- Then mgmt on May 20: "Q2 to mark the bottom in truck counts and pricing."

$GBX Did you know in North America the railcar fleet average age now exceeds 20 years? A decade high! Think about pent-up demand. Result is railcar restoration (2–3k units/year) continues to drive high-margin throughput alongside 5,600 new-car deliveries in FQ3.

$XLI Industrials & $IYT Transports -- Things from Big Beautiful Bill that we will hear about in Q2 earnings from corporate America: 45Q Credits, Section 179 and Bonus Depreciation are expected to energize capital-goods demand. There is a reason why $GM & $F are so strong lately.

Rumors last Friday (source CNBC's David Faber) that Burlington Northern Santa Fe (fully owned by King of Omaha) may look to consolidate by acquiring either $CSX or $NSC. Ever played Boxcars board game? If you haven't, buy it and play it with your kids. amazon.com/Rio-Grande-Gam…

Two names that reported blowout Q1 and now starting to pull back with broad market, setting the stage for long entry before Q2: $SNOW Snowflake -- Record Q1 as Cortex AI accelerated: jaguaranalytics.com/wp-content/upl… $INTU Intuit -- Credit Karma +31% vs +8% est: jaguaranalytics.com/morning-conver…

I wish there was a regularly scheduled Spaces where smart minds could openly discuss alpha (research, setups, etc). Instead of nonstop daily self-promotion and marketing bullshit, 0DTE garbage, degenerates F-bombs, Bitcoin religion, or crash course in macro-tardiology.

$NEE Keeps attacking that wall of resistance at $75. A breakout here would open the door for $82.50 retest. Always a good chance they will announce a restart of the nuclear facility at Duane Arnold, which they were officially evaluating in 2H23 and now waiting on NRC approval.