Week ahead 🎞️: ▪️ End of quarter Mon ▪️ ADP employment report Wed ▪️ 🚨 Non-farms payroll data Thurs ▪️ Unemployment data Thurs ▪️ 🇺🇸 Potential Big beautiful bill? Fri 🇺🇸

Trump’s gunning for cuts, Powell’s in the way, Fed independence is what’s really at stake. open.substack.com/pub/eliantcap/…

Week ahead 🎞️: ▪️ 🚨 CPI Tues ▪️ Tues earnings: $C $BLK $JPM $WFC ▪️ 🚨 PPI Wed ▪️ Wed earnings: $GS $JNJ $MS $BAC $ASML $UAL ▪️ Retail sales 🛍️ Thurs ▪️ Thurs earnings: $NFLX $TSM ▪️ OPEX options expiration Fri ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ

|￣￣￣￣￣￣￣￣￣￣￣￣| | Kobe Bryant is a top 5 | | NBA player of all time | |＿＿＿＿＿＿＿＿＿＿＿＿| \ (•◡•) / \ / —— | | |_ |_

Week ahead 🎞️: ▪️ $KO $ISRG $LMT earnings Tue ▪️ Existing 🏠 sales Wed ▪️ 🚨 $TSLA $GOOGL $IBM $CMG earnings Wed ▪️ New 🏠 sales Thurs ▪️ $BX $INTC $AAL earnings Thurs ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ

Monthly Portfolio and Performance update post is now out! Can access via link below this post or through Bio. Cheers!

🚨 Remember Cramer crying about $META being a wrong pick in 2022. Price was $100 then. $775+ after today’s print in after hours right now. Inverse Cramer 😂

Week ahead 🎞️: ▪️ 🚨 CPI Tue ▪️ $SE $CRCL $CAVA $CRWV earnings Tues ▪️ 🚨 PPI Thurs ▪️ Retail sales 🛍️ Fri ▪️ OPEX options expiration Fri ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ

This bull market is built differently. A new generation of "buy the dip" investors, who were told to fear crashes but instead learned to love vol, is propping it up These bullish investors function like short sellers did previously, buying during panic My latest for Heard on the Street

🚨 Just got my hands on the Robinhood Gold Card 💳 — sleek UI, clean design ✔️ If Vlad Tenev & team keep up this product velocity, Chase Reserve might have real competition. Still some kinks for the team to iron out, but this one’s here to stay! $HOOD - well done 👏

🚨 $SPX another record high. Imagine being bearish this entire way up with a few days to celebrate in April. 7k …

Week ahead 🎞️: ▪️ $PANW earnings Mon ▪️ Housing starts, $HD earnings Tue ▪️ 🚨 July US Fed meeting min Wed ▪️ Existing 🏠 sales Thurs ▪️ $WMT , $ZM $WDAY earnings Thurs ▪️ 🚨 Powell speech at Jackson ⛳️ ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ

🏡 Today, townhomes in good neighborhoods often top $1M. Wages haven’t kept pace, yet demand still outstrips supply. Also, used to be able to get single family homes for same price decade or so ago. 🚨 So, are these homes really worth a million bucks?

Week ahead 🎞️: ▪️New 🏠 sales Mon ▪️ Consumer confidence Tue ▪️ $MDB $OKTA earnings Tues ▪️ 🚨 $NVDA $SNOW $CRWD earnings Wed ▪️ Final GDP Q2; Pending 🏠 sales Thurs ▪️ $DELL $AFRM $MRVL $ULTA $S earnings Thurs ▪️ 🚨 PCE data Fri ▪️ FREE newsletter: TheOneRead.com

🚨 $NVDA implied move for tomorrow sitting at ~ + or - {7%}. Does Nvidia set the stage for the next leg higher ? 👀

Week ahead 🎞️: ▪️ $ZS $NIO earnings Tues ▪️ JOLTs job openings Wed ▪️ $CRM $FIG earnings Wed ▪️ ADP employment report Thurs ▪️ $AVGO $LULU $DOCU $PATH earnings Thurs ▪️ 🚨 Non-farm payrolls and unemployment data Fri ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX