MASSIVE WEEK FOR STOCK MARKET! 7 STOCKS TO BUY NOW!?📈
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Status
Analyzed
Solicitado Em
July 14, 2026 at 06:02 AM
Desempenho Geral
Pendente
Recomendações
NFLX
BUY
"I think Netflix could honestly be setting up for a rebound."
Contexto: Netflix is number one stock number one for this week... I think Netflix could honestly be setting up for a rebound.
Preço na data de publicação: $73,83
Preço de fechamento do último dia: $73,83
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
TSM
BUY
"I like these for continuation plays, especially if the AI trade kind of stabilizes."
Contexto: Taiwan Semiconductor is another one... I like these for continuation plays, especially if the AI trade kind of stabilizes.
Preço na data de publicação: $421,58
Preço de fechamento do último dia: $421,58
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
ASML
BUY
"I like these for continuation plays, especially if the AI trade kind of stabilizes."
Contexto: ASML, I'm also watching it... I like these for continuation plays, especially if the AI trade kind of stabilizes.
Preço na data de publicação: $1.726,04
Preço de fechamento do último dia: $1.726,04
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
GS
BUY
"I actually like the bank stocks right now."
Contexto: Goldman Sachs is another one... So, I actually like the bank stocks right now.
Preço na data de publicação: $1.045,91
Preço de fechamento do último dia: $1.045,91
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
JPM
BUY
"it's a clear continuation play, man, if they crush earnings."
Contexto: JP Morgan... So, I it's a clear continuation play, man, if they crush earnings.
Preço na data de publicação: $334,53
Preço de fechamento do último dia: $334,53
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
UNH
BUY
"I think UNH if it's able to get out of 430 440 450 on a good print on a good report good guidance maybe it could uh you know continue the uptrend continue the momentum"
Contexto: United Health Group... So I think UNH if it's able to get out of 430 440 450 on a good print on a good report good guidance maybe it could uh you know continue the uptrend continue the momentum
Preço na data de publicação: $429,09
Preço de fechamento do último dia: $429,09
(Jul 13, 2026)
Lucro/Perda:
+$0,00
(+0,00%)
Transcrição Completa
Alrighty guys, we're back. Happy Monday. It's your boy Stas here. Got my good old double espresso as always. Right. Cheers. I appreciate you all for tuning in as well. We have a lot to talk about stocks, the Middle East, earnings as earnings season is back, guys. So, let's dive into it. Hit the like button. Make sure to subscribe and join my Patreon if you guys want to keep up with my portfolio updates, my trades, investments, and if you want to be a part of my private Discord, that's all linked down below, pinned in the comments, or go to stocksurfest.com/patreon. And now, cheers. Let's dive into it. So, we are down across the board. The Dow's down a quarter percent. The S&P's down about half a percent. Same with the Russell as the Q's are leading the red down over 1.3% as Bitcoin's down, gold's down, silver's down, and we have oil up. And the VIX is also up, as I'm sure you guys guessed, about 9 and a half% as both Brent and WTI, they're up about 4.5% each. And again, every index is falling as the Q's are leading the red here, guys. And we can see on this 20-day chart before we dive into why oil's going up, why the market's selling off, we can see the cues are still trading in this channel. And you could argue we have a wide openen gap to fill down to 695, 700, 705. That's what I'm seeing on the charts right now on the 1 hour time frame and on SPY pretty much the same thing. Uh similar, you know, we're we're more towards the top of this channel. Yeah, we are above these moving averages barely on SPY on the 1 hour chart. If those break, we might be trading in this gap right here in this window down to 725, 730, 735. We're not there yet, but that's what I'm watching potentially here. If this weakness continues, if oil continues to go up, if the VIX continues to go up, maybe earnings early on this week disappoint, SPY might be trading in this gap potentially. We shall see. So, before we talk about these seven companies, seven stocks I'm watching, all of which have earnings this week, and by the way, we're going to break down the charts, the earnings estimates, revenue, what I'm doing, everything right, with all these companies. Before we do that, let me show you what is going on in the Middle East, which at this point, guys, I'm not a geopolitical channel. We don't talk about this stuff too much, but I do have to touch upon it here and there when something big happens as obviously it impacts oil, the stock market, the economy, inflation, and that obviously trickles into uh what we do here, you know. Yeah. Yeah. We don't talk about geopolitics all the time, but when it affects the stock market, the economy, oil, inflation, which is what we do talk about, uh, well, we have to talk about it. So, President Trump said the United States is taking over the Straight of Hormuz, right? President Trump asserted Monday that the US is taking over the strait, asserting that he planned to run and protect the critical waterway and get paid for doing so. Trump said, "Well, we're talking or taking rather over the straight. They have nothing. They've got nothing." Trump said on Fox and Friends following the latest exchange of strikes between the United States and Iran. So, we keep going back and forth over the weekend. Back and forth, back and forth. Now, he's saying, "We're going to keep the straight and we'll probably run it. We'll become the guardian of the straight. Maybe we'll call it the guardian angel of the straight and we should be reimbursed for that," says Trump. The president did not say how the United States would be paid or reimbursed, though he's previously floated, charging a toll on vessels transiting through the straight. And Trump said the United States attacked Iran on Sunday night, which he claimed was retribution for Iran re-engaging um or re is that even a word or am I just stupid? um for Iran reneging re rening or may maybe I'm just an idiot but either way on its commitments under the memorandum of understanding signed by the combatants last month Trump said we hit them very hard last night every time they send a drone we hit them very hard but we had a deal he said but nobody knows we had a deal it was a done deal and then they broke it said the president. The president also claimed that there was an 11-hour meeting with Iranian representatives on on Sunday and that Iran had agreed to everything before later proposing changes. And the president did not specify what changes Iran had proposed. Iranian representatives held talks in Oman on Saturday without US diplomat uh diplomats present and the White House did not immediately respond to a request for comment about this meeting. So there you have it. More back and forth over the weekend. Now the United States Trump saying, "Hey, we might as well just take over uh the straightup for moves and get paid for doing so." So what does that do, guys? What does that do? Will the United States take over the strait? Who knows, right? And that's the thing. Who knows? It causes a lot more uncertainty, right? It raises the stakes here. It raises the uncertainty and there's been back and forth after theou. Theou now, you know, that that deal quote unquote is out the window pretty much. There's been so much back and forth. There's so much this and that to the point now where the US wants to straight up take over uh the straight of horror moves again and uh and get paid for for doing so, you know. So that's causing more uncertainty. Oil's going up. Inflation now the pressures are are going to start creeping up again, especially if oil really starts to take out 80 a barrel. Um and by the way, Brent's at 78, WTI is at 74. So, we're not there yet. But if we really start to get a push on oil again, it's all about oil. It's all about oil. If you haven't gotten the memo yet, guys, that's going to put a huge damper on the stock market. More downside to go probably if oil goes to 85, 80, 85, 90 again. And of course, more inflationary pressures, which means Walsh, guess what? He might have more pressure to cut or not cut, to hike rates. hike rates, which the market obviously doesn't like, doesn't want. You know what I mean? Whoops. What did I just do there? Oopsie. Hoopsy. There we go. So, with that being said, guys, let's talk stocks. We're about 8 minutes in, 7, 8 minutes in. Let's talk about stocks. A bunch of companies this week that are reporting earnings as earning season is back. So, guys, hit that like button if you haven't done so already. Make sure to subscribe. I think 50% of you on YouTube watch the content, but you're not hitting subscribe. And we're on the road to 100,000 subs, guys. And make sure to hit that follow button on Facebook. I appreciate all of you for tuning in, whether you're on YouTube, Facebook. You guys are awesome. So, Netflix is number one, stock number one for this week. At least for me, guys. I don't own Netflix, full disclosure. Uh, but I think it's just way too beaten down for not getting the WBD deal. I think it's a it's a great thing that they didn't get the deal. They're not going to have to face regulatory scrutiny and they're not taking that financial hit, which I think, look, they would have overpaid for WBD, right? And they didn't get the deal, like I said, which is good. And the stock's down what? From $17910 a share to $75 a share. For what? It's down 30% from last time they reported earnings. For what, guys? I mean, it's almost too beaten down. And it's almost too obvious that we're going to get a rebound here. If earnings are very strong, if they provide us clarity, guidance, strong guidance, right? I think we're due for a rebound here, but you can't ever be so sure, right, in the stock market, especially around earning season. So, you know, you might think we're due for a rebound. It makes sense, but that doesn't mean we're going to get one. Be careful, guys. But overall, we're down 30% from the peak from before last time they reported a couple months ago. And the stock's in a downtrend. We just took the lows out from from February. It doesn't make sense. And the company look analysts have them doing on average 79 cents earnings per share versus 72 cents from last year. Pretty good on revenue of 12.58 billion. That's the estimate versus 11.08 billion from last year. That would be up what 13 14% year-over-year. Pretty good growth out of Netflix. Um again, it's just too beaten up. That's what it comes down to. This company is not, you know, a struggling company. Yeah, maybe, you know, it's the content business. The content business can be a little difficult at times, but they have a great library of content. And yeah, there is a lot of competition. You always have to come up with the next new big show. But Netflix has done that time and time again. And just because, yeah, maybe there's not a major hit now on Netflix doesn't mean there won't be in the future. And that shouldn't be hurting the stock price as much as it is, right? People say, "Oh, Netflix, the content is getting stale. They're always, you know, going to be on the hunt for the next big title. You know, that's why they tried getting WBD because they can't produce their own content." Yeah, it's a difficult business. Uh, but listen, overpaying for WBD is not going to fix the problem here. You know what I mean? In my opinion, I think they were overpaying. Either way, Netflix is not a failing business. They're printing money. They are the king of streaming still. And for them to be down this much, it doesn't make sense. 45 50% from highs. I don't know. So, I think with more clarity around earnings, um, I think Netflix could honestly be setting up for a rebound. Now, will it go back to 100? I'm not saying that necessarily. Uh but but a rebound over the next couple of weeks is possible on good earnings. Um and they're coming out this Thursday. So keep your eyes on Netflix. Taiwan Semiconductor is another one. TSM, uh which is uptrending and has been for months. Quite the opposite of Netflix here, guys. Taiwan Semiconductor is at all-time highs or at least close into the print here. Heading into the print, uh, we hit 480. That actually is the all-time high from earlier this month or at the end of June. We hit that. Now we're at 430. Stocks down about 10% slightly in correction territory all while maintaining the uptrend. Look, TSM heading into earnings is setting up nicely. They're on Thursday in the morning. Um, I believe uh or no, are they? Yeah, they're they're in the morning. And we have Netflix. They're probably after the bell. They're usually after the bell. Let me double check that. I didn't mention it. Uh yeah, they're after the bell. And again, TSM is in the morning. And analysts have TSM doing $2 or $3, excuse me, 83 versus that's EPS versus $247 from last year on revenue of 1.26 trillion. That's Taiwan. Um what is it? Uh, New Taiwan dollars is the currency. 1.26 trillion versus $933 billion from last year. That would be up 35% year-over-year. Not bad. Very good, actually. Very good growth for TSM. And look, the AI trades a bit shaky right now. Chip stocks are selling off, memory selling off. But if we get some good clarity from TSM, maybe ASML, which is next, uh this could actually maybe cause the uh the sector to stabilize a little bit, the AI trade to stabilize a little bit and uh it could be a nice continuation play. So TSM, I'm watching it. ASML, I'm also watching it, which I is up trending beautifully. I mean, look at this stock, guys. It hit almost $2,000 a couple weeks ago. Now we're down to 1750 down about couple percentage points. Nothing crazy. 10% okay right in correction territory all while maintaining the uptrend. So this could easily be a continuation play on ASML. Um they have earnings coming up. Let's see here. EPS is projected at $688 and I'm sure I'm pretty sure yeah this is euros $6.88 88 versus $5.90 from last year on revenue of 8.87 billion euros versus 7.69 billion from last year. That would be up around 1516% year-over-year on the top line. Not too bad. And their earnings are on Wednesday in the morning ASML. And again, they're in euros. Um, and TSM's in um, New Taiwan dollars, TWWD. Right. So, that's a quick rundown on those two. I I like these for continuation plays, especially if the AI trade kind of stabilizes. They crush earnings. Um, I think they're going to come back. ASML and TSM. It's inevitable in my opinion. Goldman Sachs is another one. And you know, earning season's here, guys, when the banks start reporting, we have Goldman Sachs this week. I think tomorrow. Um, yeah, tomorrow morning, Tuesday morning. And Goldman Sachs is a $1,000 stock now. You know, this stock has been uptrending for a while, right? We just hit all-time highs couple weeks ago, 1125. Now, we're trading at again, 140. So, the stock is off the highs a little bit, uh, but not too much. Nothing really to freak out about at all as when in doubt zoom out. The uptrend looks phenomenal on the one-year on the three-year. So, I actually like the bank stocks right now. Um, not individually. I'm not going to go by Goldman Sachs or JP Morgan. Not that not that they're bad companies, but if you look at XLF, which is a it's a what's it called? A financial ETF, right? It looks like it's about to break out. XLF is about to test the highs from January. We hit about 55 56. Yeah, 57 in January and now we're right there. This this ETF's rallying a lot over the last couple of months and as the AI trades been been a little shaky. You noticed a lot of money is coming in to financials and XLF I think is about to take the highs out from January especially if Goldman Sachs crushes if you know JP Morgan does well I think we're we're uh we're setting up for a breakout here maybe towards 60 maybe higher than $60 a share. So, I'm very interested in um you know, XLF and not so much again the bank stocks individually, but kind of as a a sector play. I I much rather just play um the ETF. Goldman Sachs, they're looking at, let's see, analysts have them doing earnings per share $14.54 versus $10.91 from last year. Look at that growth, man. EPS and revenue 16.4 4 billion versus 14.58 billion from last year. That's growth of around 12.5% year-over-year. Very good, man. Very good here on Goldman Sachs and JP Morgan. This stock, I know it looks wonky. I don't know what the heck's going on here on to Think or Swim. I don't know why they they don't fix this dang chart on Goldman Sachs and the bank stocks, uh, JP Morgan, but either way, it's been uptrending all year, right? On the one-year chart, it looks great. On the three-year chart, JP Morgan looks great. So, I it's a clear continuation play, man, if they crush earnings. And again, I'm looking at XLF. Analysts have JP Morgan reporting $5.80 80s of EPS versus $4.96 from last year on revenue of 51.3 billion versus 44.91 billion from last year. That would be up 14% year-over-year. So, the bank stocks, guys, putting up some good um numbers. At least the projections show them doing that year-over-year. I'm excited and I can't say it enough. XLF. Watch for that break towards 60, maybe higher. I think it's coming. Now, UAL. And by the way, guys, shameless plug. If you want to see and keep up with what I'm doing in my portfolio, I post everything on Patreon, my trades, my investments, how I sell options, all in real time, by the way. and you get access to me throughout the day and the private Discord where we're talking stocks, breaking down charts. I'm posting all my moves there throughout the day. It's all on Patreon link down below, pinned in the comments, or go to stocksurfest.com/patreon if you guys are interested. That is, I'll see you in there. And shout out to everybody that's been joining. We've had a crazy influx of members. I appreciate all of you and I I truly hope you're finding value in that Patreon. So, United Airlines UAL there this week as well. I believe they're reporting earnings on the 16th, which is what that is. Yeah, that's Wednesday morning, the 16th. And analysts have UL doing earnings per share of $184 versus $387 from last year. Not the best. Uh but revenues projected at 17.57 billion versus 15.24 billion from last year. That's growth of over 15%. And you guys know these airlines, yeah, their costs are going up because oil is going up. You know what I mean? It makes sense. Uh but they are actually increasing their coh their prices. Flying is more expensive now it seems like. And uh you know that could be a reason why revenue is projected to go up uh 15% for UL and thanks to your boy. Um I contributed a little bit to that revenue as I did book some uh plane tickets recently and uh yeah you know shout out to U man. I'm flying United. I actually like United. Um they're they're a great airline. And I mean, I've flown international with them a couple of times, the last couple of times, and they're great. I mean, I have a dog. They're phenomenal with dogs. So, what more can I can I ask for? You know what I mean? Uh, but UI, the stock's down from 138 to 123. Uptrend looks good. It's down 13% slightly in correction territory. Chart looks good. this could be a continuation play if big if earnings are strong, guidance is good, which I have a feeling that they're going to have a good report. So, last but not least here, guys, United Health Group, which this stock, man, it's actually made a a big run, maybe under the radar a little bit. It was at 250 back in April. Now, it's at 430. It's up 70%. And and I haven't heard I haven't heard many people talk about it, you know? I mean, look, we all know UNH tanked a couple years ago. Stock got to 230 and a lot of people were talking about it about a year ago. Oh, you got to buy it. It's a great value, which it probably was in hindsight, but I never bought it. And here we are at 430. And the question is, is it still a good value? Is it still going to go up higher? Um, chartwise, chartwise, we are at a big resistance here, guys, at the 180 SMA on the 3-year time frame and at about 440, which was support for about a year. We fell through it, it became resistance. Now, we're testing that level um as well. So I think UNH if it's able to get out of 430 440 450 on a good print on a good report good guidance maybe it could uh you know continue the uptrend continue the momentum but keep in mind we're at a major resistance right now on the stock and earnings are coming up here in um two days 3 days yeah they're on Wednesday morning let's see how they do guys I'm excited EPS is projected at $485 versus $48 8 cents from last year on revenue of 110.8 billion versus 111.6 billion from last year. It's going to be pretty flat to down 1% year-over-year on the top line. Not the best, but not the end of the world either, considering they're crawling out of a hole slowly but surely. And again, keep your eyes on the mid400s. That's a big resistance at about 430 4050. Um, and if we're able to get through that, excuse me, I think there could be uh more upside. So, that's it for the video, guys. We're in about 23 minutes, man. Holy crap. Pretty long video today, but if you watched it, if you enjoyed it, if you stuck till the end, let me know in the comments. Say stuck till the end or drop a money emoji, a fire emoji or something like that, and I'll know you stuck till the end. I appreciate you guys for tuning in. As always, hit the like button, subscribe, do all that good stuff. Again, join the Patreon if you want. Link down below, pinned in the comments, in the comment or in the description, whatever. You you know where it's at, guys. Go join. I'll see you in there. And with that being said, cheers. Have a great rest of your