Stock Investors - This Will Be The Wildest Week In Stock History (Get Prepared ASAP)

Stock Investors - This Will Be The Wildest Week In Stock History (Get Prepared ASAP)

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  1. 01 GOOGL NASDAQ COMPRAR +10,90%
    Entrada $319,74 26 jul 2026
    Atual $354,59 07 ago 2026
    Resultado +$34,85

    Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying.

    Contexto "Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back."

  2. 02 AMZN NASDAQ COMPRAR +18,97%
    Entrada $232,11 26 jul 2026
    Atual $276,14 07 ago 2026
    Resultado +$44,03

    Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying.

    Contexto "Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back."

  3. 03 MSFT NASDAQ COMPRAR +31,77%
    Entrada $381,70 26 jul 2026
    Atual $502,97 07 ago 2026
    Resultado +$121,27

    Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying.

    Contexto "Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back."

  4. 04 SOFI NASDAQ COMPRAR +11,70%
    Entrada $16,46 26 jul 2026
    Atual $18,39 07 ago 2026
    Resultado +$1,93

    If we see SoFi's price nuke, but SoFi gives us good or beat earnings, I will be buying a lot of SoFi because I've told you all I'll buy SoFi anytime it comes to that buyer zone.

  5. 05 HOOD NASDAQ COMPRAR -1,23%
    Entrada $94,91 26 jul 2026
    Atual $93,74 07 ago 2026
    Resultado −$1,17

    If Robin Hood goes down with it just to go down with it and it goes between 81 and 72 bucks, I will be buying down there as well.

  6. 06 MA NYSE COMPRAR +5,36%
    Entrada $539,66 26 jul 2026
    Atual $568,61 06 ago 2026
    Resultado +$28,95

    if Mastercard decides to pull back, if it sees a bit of a pullback, I'll buy some more.

Transcrição Completa
All right, what's up everybody and welcome back to another Sunday here in the stock market. Well folks, it is uh it is time to lock in. Okay, it's time to dial in, get your mind right, get your posture up a bit because we are about to enter into one of the biggest weeks of the year here in the stock market as over just the next couple days, we are going to see four of the Magnificent 7 reporting their Q2 earnings. We're going to have the Federal Reserve making its call on interest rates, which will obviously impact the United States economy and the global economy as well. We're going to have other major companies such as SoFi, Visa, Mastercard releasing their earnings, which will obviously be important to me, my portfolio, and many of yours as well. At the same time, all of this happening over the course of a few days. At the same time that we're seeing massive, massive battles between the buyers and the sellers taking place on the charts, especially for SPY, that can also have a major impact in what direction this market goes. So again, this is going to be a wild week. And listen, I know, I know, I say it all the time, this week's going to be wild, this week's going to be wild. And usually they end up being pretty dang on wild, but I'm telling you, this week is going to be one of the most important action-packed weeks that you'll ever see as a stock investor. And in today's video, I'm going to get you prepared for the whole thing. We're going to first and foremost talk about the Mag 7 earnings. We're going to go through Microsoft, Meta, Apple, and Amazon talking about why they're so important and what you need to be on the lookout for. Then we're going to go into some of the smaller earnings, you know, SOFI, Visa, Mastercard, why they're important, what you need to be on the lookout for. Then we're going to dive into the Fed's um decision on Wednesday, of course, which will have a massive impact on the future of the economy. And we'll finish up this video by talking about the charts. I'll dive in, show you those battles between the buyers and the sellers and how they're impacting my decisions in my public portfolios. And hopefully by the end of this video, you feel ready to tackle this crazy week. And don't forget, throughout the week, while all of this stuff is going on, I'm going to be making videos for you. I'm going to be doing live streams for you. making sure that you are as upto-date as possible. So, subscribe to the channel if you do enjoy the content. But, nonetheless, we have a lot to get into today and I don't want to keep it too long on a Sunday, folks. So, let's go ahead and let's jump straight on in. So, let's start off with the MAG 7 because man oh man is this about to get wild. Over the next four days, we are going to see earnings from Microsoft, Meta, Apple, and Amazon. Microsoft and Meta being on Wednesday, Apple and Amazon being on Thursday. And many people believe, and I personally agree, that the market's fate is in their hands. I think the fate of the market lies in what happens on Wednesday and what happens on Thursday. And if you've been watching closely, you know how important these four are right now. Not just for their own investors. Not just because they're big and exciting, but for the entire market and especially the AI trade. They are the largest players in the space and many of them are spending nearly a trillion dollars combined over just the next year alone on AI. That doesn't include other R&D, other M&A. No, that's their AI capex, over a trillion dollars. And look, Apple is not most of that, right? I'm grouping them in, but they're in a bit of a different situation. I'll talk about that a little bit more in a second here. But one way or another, these companies are spending absurd amounts of money. They're taking a massive bet, a massive gamble on the market and the AI market right now. And look, that has the market on edge because either these giants are about to spin their way into a temporary demise, smash down their financials and bring everything down with them, or this massive gamble that they're taking is going to win and they're going to hit absurd levels that change the trajectory of the stock market forever. All eyes are on the hyperscalers. And some would say, as I mentioned before, I agree that the fate of the market, at least in the near term, is in their hands. And if you think that's being a bit dramatic, just look at what happened with Google. It's a great example. Just look at what happened with Google last week. Alphabet beat on earnings. And I'm not talking about beat a little bit. I'm talking about like like Floyd Mayweather, Mike Tyson, Muhammad Ali fighting your local mailman. Just smashed earnings, right? But look what happened. Stock got sold anyway because of the massive AI spending, because of the capex got sold off anyway. And the entire mag 7 as a group fell around 5% on the week alone because of these these capex, you know, expectations, right? Like this is huge. And that was just Google. Now imagine what happens when four of them hit back to back to back to back. It's going to be massive. It's going to be massive. And you have to pay attention to it. You have to look at these earnings. You have to look at the reports. You have to be aware of what's going on. It's not only going to impact them. It's going to impact everyone. It's going to impact everyone. All right. Now, remember before we dig into the individual numbers that we need to be paying attention to, I need you to understand this. All right? It's not just earnings anymore. You know, a year ago, two years ago, we used to be able to just look at their revenue, look at their net profit, look at their opex, look at all of these things and say, "Okay, great. Then look at their guidance, see what they're expecting revenue to be in the future, and price our valuations based on that." Amazing. That's what it used to be. Not so much anymore. Now with the MAG 7, because in addition to those things, you also need to look at capex, which is simply how much these companies are spending and whether the growth is there to justify it. So, not only are they making money, but are they making enough money to justify how much money they are spending on AI infrastructural buildout? It's going to be very important to see what they say when it comes to capex because that's the thing everyone's paying attention to right now. So, keep that in mind as we move forward. But with that in mind, okay, let's go into the very first one. Big one, folks. Big one. This is Microsoft. And if you know me, you know that I did recently just open up a nice little bag of Microsoft. Now, look, I still got a good bit of cash on the side, right? I never want to go all in right before an earnings, but Microsoft has been beat down. I mean, you look at Microsoft's price, Microsoft is down from all-time high to now 31 32%. Because they're spending so much on capex. Going to be a very important one here. So, when it comes to expectations, analysts are expecting Microsoft to release an EPS of $4.21, which I think is more than reasonable to assume that they're just going to absolutely blow that out the water. If you know anything about Microsoft, you know that they're constantly coming in beating expectations by a mile. I mean, go look at go look at Microsoft, for example. Do you see these E down here? These are the days that they released earnings. If they beat earnings, it's a green E. If they missed earnings, it's a red E. And if you go look back since 2018, there's only been one time that Microsoft has missed on earnings, and that was right back here in July of 2022. Now, what's funny is that Microsoft actually pumped into that before dumping. But again, nonetheless, they rarely rarely miss earnings. I'm not expecting them to this time, especially with what they're doing with Azour. So with that in mind, we're looking for $421 for EPS just as a confirmation, but realistically you can expect something higher than that. Okay. Now, what really matters is Azour and Capex. Okay, this is the AI side of Microsoft and it's going to be very important that you watch these two very closely. Okay, so Azor is their cloud program. Okay, so what they do is they build these big data centers and then they rent out space in those data centers in the form of of course compute or cloud to the to these other companies. Now their cloud program call it um is called Azour and what we're looking for is that Azour brings in 30 to 40% revenue growth minimum. Minimum 30 to 40% growth. If they come in anywhere lower than that, the market's immediately going to take it horrible. You thought it treated Google bad. Watch what it does if Microsoft comes in less than 30 40%. Because what people want to see is that Microsoft is building out all of this infrastructure and it's actually generating return. But not only generating return, the return is scaling and growing to make all of this spend reasonable. So 30 to 40% is the minimum that the market wants from Microsoft. Going to be important that you see that on the flip side of what they're making from their AI infrastructure. The market's also looking at what they're spending. Microsoft guided 190 billion on the fiscal year. Are they are they going to bump it 195, 200, 205 just like Google did, just like some of the other ones have? Or do they keep it the same? Do they cut it now? Well, they can't cut it. I mean, let's let's be honest, right? They can't cut it. Um, but do they keep it the same? Do they increase it? If I had to bet, they're probably going to increase it. It seems like they all have to. Many of these hyperscalers are stuck in a rock between a rock and a hard place because it's like if they if they raise their capex, the market's not going to like it because the market doesn't want them to raise it, right? The market doesn't believe all this spending is reasonable. If they don't raise it and their bet is wrong or sorry, if they don't raise it and their bet is right, meaning that all of this money they're investing in infrastructure does turn into a crazy crazy astronomical return on capital, well, now they're just going to make less than their competitors because their competitors were spending more and more and they weren't. So, it's like if you believe in this this bet so much, if you're Microsoft and you see everyone betting more, you got to bet more, too. you have to go up with them because if you're right, you want to make sure that your return is just as good as theirs. But the problem is the market doesn't want you to. So again, they're stuck in between a bit of a rock and a hard place. But one way or another, I do believe that they're just going to be forced to raise that capex. And seeing 200 billion plus genuinely wouldn't surprise me. Genuinely wouldn't surprise me. And the same exact thing goes for Amazon. You know, Amazon guided $200 billion wouldn't shock me to see this at 210 215. Okay, but time will tell. Now, when it comes to Amazon, in terms of EPS, we are looking at $1.82. I do think Amazon's probably going to beat this. They're a little bit more known to miss earnings here and there. Like, if you actually go look back at what happened a few years ago, Amazon just kept missing. Yeah. So, if you go look at like 2022 and 2023, they actually just kept missing earnings. They missed like three out of four. And since then, they've done better, but they're definitely a little bit more notorious for missing earnings than something like Microsoft. But one way or another, I think they're probably going to be fine beating $182 EPS. Okay. The big thing I'm curious about is their AWS growth. Now, AWS is basically Amazon's version of Azour. So, their own cloud program and over the last call it 3 to 6 months, we've seen AWS growing about 20 to 30% per quarter. Okay? So, it's really been taking off and I believe the market's going to want to see that at minimum. Let's lean that towards the high side a bit more and say that we're looking for AWS to come in around 28 to 30%. I think the market's going to want to see Wall Street's going to want to see AWS growing at 28 to 30% to be able to justify that $200 billion in capex, especially considering they're probably going to pop that capex up to around 25, 20110, 215, 220 would be crazy, but somewhere around there, right? And so because of that, when it comes to Amazon, very similar situation. We're looking at EPS, which they're probably going to beat, but it really comes down to the growth from their um from their from their compute. Now, you may say, hey, you know, why is the bar set a bit lower for Amazon than it is for Microsoft Azour? It's simply just because it's bigger, right? It's going to be easier for Azor to grow 30 to 40% than AWS to grow 30 to 40% because it's bigger. It's a lot bigger. So that's why there's a bit of a a difference in the standard. But nonetheless, the market's going to want to see that growth. Going to want to see that growth, folks. And I think if this misses, it's going to send ripples throughout everything. It's going to send ripples. If Microsoft or Amazon comes in lower than these growth bars are set, I think it's going to send negative ripples throughout the whole market. And people are going to go, "Oh, see, I told you they're spending all this money for no reason. They can't even keep up right now when demand's supposed to be at its highest. Won't be good. Very well worth watching. Moving on to the next one, Meta. So, when it comes to Meta, and by the way, Microsoft reports on Wednesday, Amazon on Thursday. Let's go back to Wednesday, though. Meta, this one's a little bit different. All right, so Meta is a bit of a different situation because unlike a cloud business like Microsoft or like Amazon, most of Meta's AI spend doesn't come back as rental revenue of any sort. It's actually just Meta making a bet that it's going to make their ads better and make them more money. So, they're one of the few companies who are spending hundreds of billions of dollars betting that it's just going to bring their own revenue up. So, it's not like Amazon who's going out and spending all this money, you know, and then renting out that compute space to, you know, Anthropic or OpenAI, whoever. No, Meta is building the vast majority of this for themselves. Now, look, I know they're dabbling, you know, they're they're getting a little bit involved into some of these other things, but most of this revenue went into their own um or most of this capex went into their own revenue, and that's why you're going to want to watch Meta's revenue specifically, which is expected at 60 billion, giving them an EPS of $723. Be very exciting. Now, um it wouldn't shock me to see Meta increase capex because of their recent ventures, but uh 125 to 145 still seems somewhat reasonable. I'll just watch to see if they raise it and why they raise it. maybe because they want to dabble in the the rental program a little bit more. I don't know. Meta is the one I'm a little bit more unsure of what their plan is because they're not in the same ballpark as Amazon and Microsoft. Okay. Now, Apple is a very similar situation. So, Apple is not getting in the whole world of building up these AI infrastructural data centers, all these sorts of things, right? No, they're they're not even really getting into the whole AI thing a ton. Like, obviously, they do allocate capital towards AI, but the reason why Apple's so important is because this is the consumer read. So, put the whole AI thing to the side for a second. Apple is on track to potentially becoming the biggest company in the world this year. It wouldn't shock me if we see them pass um Nvidia. I mean, what what what are we at right now? Let's see. Yeah, 4.89 to 5 trillion. One good day puts Apple higher than Nvidia. So, naturally, although this isn't maybe going to be the same sort of debate, whether it's, you know, with capex and AI revenue, it's still going to be very important to see how is Apple performing as one of the largest companies in the world right now, if not the largest company in the world in just a couple of days here. Okay, Apple is a read on the consumer. Are people still buying phones? Are services still growing? Are people still spending money? That's important for the whole market. So, a little bit different. Not the whole hyperscaler play with Microsoft and Amazon. Not the massive capex for internal revenue like Meta. This is going to be less AI and more more just the the the economy. You get it? All right. Now, in terms of the actual numbers, EPS $189 revenue 109 billion. I think it's pretty reasonable. If we actually do go look at how Apple has performed recently, Apple has only missed earnings a couple times. I mean, we're talking about once in the last 10 years or so. Okay, so I think Apple will do well. Do remember it is priced for perfection. It's currently sitting at an all-time high. It did rally a bit over the last few weeks, so that can make it a little bit sketchy. So, I wouldn't be maybe chasing Apple going into this week, but all in all, going to be a bit of a different read. Very important. We're talking about the biggest company, second biggest company in the world. All right. So, big earnings, folks. Big earnings for the market, for AI, for hyperscalers. And naturally, you guys know I actually did just create a brand new um hyperscaler portfolio over the last few days. So, I'm watching this closely. So, moral of the story when it comes to this section of the video is that Wednesday and Thursday are going to be insane. Not only just for the MAG7, but for the market as a whole. Look, the the market's already a little bit nervous. It's expecting volatility. We actually did see some of our um uh volatility indices predicting a 10 to 20% move for some of these stocks over the next 5 days. The market's getting ready for chaos and I think that's exactly what we're going to get. Okay, so when it comes to the MAX 7, very very important that you watch these earnings reports and remember I'm going to be on live streams with you every single day basically going through all these earnings reports and telling you how they the market handles them and maybe what we can expect going forward. Now there are going to be other earnings reports. This is something that I did mention earlier. There are going to be other earnings reports coming out throughout the week. One of the ones I'm watching the closest is SoFi. So, if you've been watching my channel for a while, you know that SoFi is actually one of my favorite positions. I currently have about an $8,000 position in SoFi, which is basically at break even. It was a little bit positive, now it's a little bit negative. They're going to be reporting on Wednesday as well. Now, when it comes to the numbers, analysts are expecting SoFi's EPS to come in at 11, which is a small step down from the previous quarter, but nothing super crazy. And their revenue to come in at $1.11 billion. Now, I think this is more than reasonable if you know anything about SoFi. They have a pretty good tendency to beat earnings. You know, the last time they missed would have been back here in 2023. The time before that would have been back in 2021, but that was before analysts really had an understanding of what was happening with SoFi's numbers. As we've started to adjust, and as SoFi spent more time publicly traded, you can see it does have a history of beating earnings. Doesn't mean that it performs well on earnings. And matter of fact, almost every time recently that it's had earnings, we've seen its price fall. But I do think that they're going to come in and take out these earnings and do pretty well. Another thing that I am actually paying attention to, I forgot to put it on the presentation, is their crypto earnings. So, back from Q1, we actually saw that they generated 120 million, I believe. I believe I think it was 120 million 121 million in gross revenue from crypto transactions, but they spent about 120 million of it. So, they only profited profited like just just south of a million dollars. And although that obviously doesn't sound great on paper, like all right, you spend 120 to make 121, that's not impressive. I actually do think it is important to watch how much they're generating from crypto transactions, but also how much they're spending because right now they are building the infrastructure to capitalize on the crypto bull market when it does eventually roll around over the next possibly four to 16 months. And that's going to be massive for their valuation. So, I'm going to be watching closely to see how that number changes. You know, does it float higher? Does it float lower on revenue and expenses? So, I'll watch that closely. That is directly going to impact my SoFi thesis. So, be on the lookout for a full video about that when the time comes. Stay tuned. Okay. These are the numbers. The market is expecting a 10% price move in either direction. So, probably going to be a bit of a wild one. Um, in the same kind of world, we are also on Tuesday, I believe, going to see Visa and Mastercard report their earnings. Not going to get into it. Most of you know why this is important. I personally do have a position in Mastercard. As you can see, I have about 6.65 shares. Total market value of 3,500 bucks up $200. It's one of those things. Mastercard almost always does the same thing. So, it's just like, you know, if Mastercard decides to pull back, if it sees a bit of a pullback, I'll buy some more. But I watch it. I don't watch it super close if I'm going to be honest. It's the one position I don't feel the need to watch super close. I'll just I'll let you know if there's anything that I do there. But all in all, again, SoFi will be another earnings report that I'm watching very closely. In addition to all the MAG 7. Now, moving out of earnings, okay, moving out of this whole earnings thing that we've been talking about for about 15 minutes or so, we also on Wednesday are going to see the Fed deciding on interest rates. This is at 2 p.m. So, this is a couple hours before Microsoft and Meta. So, this is going to set the stage. This is like the first big thing that's going to happen this week just before those major earnings reports. And the interesting angle is what it signals about how they're viewing the Iran conflict and its impact on oil and inflation. Because realistically, remember, right, we got CPI data came in recently. So amazing. So dang on good. But that was CPI data from before the Iran conflict spiraled out of control again, right? And so what's the Fed going to say about this whole situation now, right? What are they going to say about CPI now? that this whole Iran conflict is sparked back up. It's going to be very important. And the thing that you need to think about, right, is that since the Fed has given us so little to work with, the market's probably going to walk into this um interest rate decision a bit more nervous than usual. You know, it seems as if the street's expecting no no movement. They're not expecting a cut. They're not obviously not expecting a a cut. Um they're not expecting a raise. They're not expecting the market do anything. It does seem as if the market's just a little bit more nervous going into this one because the Fed has made an intentional point to not feed us any information of what we're expecting and what they're guiding going forward. So, I think these interest rate decisions are going to be followed by a bit more volatility moving forward because we're not getting any clues from the Fed in advance. So, they don't really know what to price in. Does that make sense? So, going to be very important. I'm not expecting anything crazy to happen. not expecting any news that we're, you know, that we're not looking or expecting, I suppose. Uh, but worth watching and more worth listening to what he's saying about the conflict once we do, of course, get the uh the data and the the information and all that good stuff. So, going to be a big one. Going to be a big one. I am going to be doing a live stream when the Fed goes um give that interest rate decision. We'll dive into it, kind of see what their their information, their insight is on the situation. Probably going to be a whole bunch of we're going to set a task force and we're going to let you know when the time comes. They're probably not going to give us much, but you know me, I'm Detective Hill. I'm going to be looking out for anything that we can get and kind of grab on to. So, I'll keep you updated there. But, nonetheless, that is going to bring a lot of volatility to the market. I don't think the market's going to stay on it very long. Like, I think whatever they say will be important for an hour and then we're going to get meta and Microsoft earnings and that's going to be the bigger story of the day. So, don't think this is going to be the biggest thing, but it's again definitely worth watching. Okay, it's definitely worth watching. So when you pair all of that stuff together, obviously this is going to create very very big battles on the charts. I mean all of these catalysts, all of these events, all of these nerves and emotions going into this are going to create some big big battles on the charts, especially for something like SPY. So this week is actually going to be a very important ones for spy because what I think is going to happen is that we're going to get a clear direction for the structure. So what has happened since June, right, has been spy basically going sideways. It is failing as of right now to break above this key resistance above us. And you know what? Look, let's just do it like this. Let's make it a little bit more visually appealing. It has this seller zone directly above us. And SPY's price obviously can't break it. But what SPY has done a really good job at is anytime it comes into this buyer zone down here, it bounces back out of it. Do you see this? Look, every time it comes down into it, bounces out of it, bounces out of it, and it got close to it here and started trying to bounce out of it. What I think is going to happen is that because this week is going to be so emotional and there's going to be so much volatility, wouldn't shock me whatsoever to see SPY actually move out of this. I think there's a world in which we see SPY make a plus or minus four to 5% move, maybe even just this week alone, and actually move through the seller zone or the buyer zone. Now, look, I don't know what direction it's going to go in. For some reason, for some reason, my gut feels like it's going to continue lower. I don't know why. I I haven't really tried to rationalize why that is the case. I think what I think is going to happen is that hyperscalers are going to announce more capex and that's going to bring them down as that's going to pull spy down. But maybe I'm wrong. I don't know. Um I haven't really thought about it much so I'm not going to hang too much on that. But one way or another I do think we are going to get movement either into one of these structures or out of one of these um buyer seller structures this week. So it's going to be very important to watch it cuz think I mean that impacts the structure of the whole market. If SPY somehow can break through this seller zone, folks, and break through this downtrend, that could open it up. I mean, that can open SPY up for a run. I mean, we could be talking about a $773 to $790 spy. That's a move from where we are right now of upwards of 7 to8% higher top side to around $820. Give spy a move of 10%. That's not going to happen this week, but it could spark the move. It could open it up for that move. That could be huge. On the flip side though, you know, if you see spies start to break down and struggling to maintain that that buyer zone, yeah, I mean, you could be looking at a spy between 693 and 669, that could be a spy that pulls back to the downside 6 to 10%. There's very big implications on what happens as SPY interacts with these two zones with your seller zone to the top side with your buyer zone to the bottom side. Especially considering the fact that that daily HCI is at a minus two, but your weekly HCI, look at this, is now at neutral. You're now at neutral. Your weekly HCI is now at neutral. So, it's a coin flip whether we pump or whether we dump. And these catalysts are going to encourage the move. So, man, it's going to be a big one. It's going to be very important. And when it comes to my own portfolio, I have a very very clear plan. Very clear plan. If we see SoFi's price, let's just start with SoFi and I'll run you through them. If we see SoFi's price nuke, but SoFi gives us good or beat earnings, I will be buying a lot of SoFi because I've told you all I'll buy SoFi anytime it comes to that buyer zone. And so if it falls into this buyer zone as a result of a good earnings report, just like it did last time, I will be buying. If Robin Hood goes down with it just to go down with it and it goes between 81 and 72 bucks, I will be buying down there as well. So, I'm planning on buying SoFi and Robin Hood if it comes down there. If we see the S&P 500 itself pulling back, I might do small purchases, but I do want to focus on my individual positions this week. And in addition to all of that, I will also be paying very very close attention to my brand new positions in the hyperscaler portfolio that I started a few days ago that I told you about in my video on Friday. If we see Amazon or Microsoft announcing beat earnings, let me let me make this clear. Beat earnings, their demand for their compute is growing, but they raise capex and their prices fall. I'm going to be buying. I'm going to go against this trade. Everyone right now is betting that this capex is bad and it's going to make them collapse as companies. I'm betting it won't. That's my plan. It's very simple. I'm going to bet they won't. So, if the market sees that capex raise and it dumps, I'm going to see that capex raise and I'm going to buy. And if I'm wrong, I'm wrong. I still have a lot of money to play with when it comes to this is going to be a $10,000 portfolio. I still have 1,400. I only have 3,200 deployed. I still got over $6,000 left to deploy. So, I'm willing to buy in this because I still have cash to buy the dip. Microsoft could dip and then dip some more and dip all the way under $300. Guess what? I'll keep buying because I have the capital ready, right? So, that's my game plan when it comes to the hyperscalers. Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying. So, time will tell. I'll start off with this $1,400. You guys know I also have another like 2,000 ready to deploy into opportunities. So, I got about $3,400 I'm ready to deploy into these positions if they pull back into the week. So, basically, my game plan is simple. I'm going to go against the grain. I got my cash ready. I'm ready to buy. I'm ready to DCA. And we'll see how it plays out. I've been loving it. I'm so pumped, guys. I ain't going to lie. I'm so motivated about this hyperscaler portfolio because when I made that video the other day, so many of you love you guys. Thanks so much. But so many of you are like, "Tyler, why would you buy them now? You should buy them lower. They're going to be lower in a year from now than they are now. You're wasting your money." And that sort of sentiment is exactly the best time for me to start purchasing. Look, I got another 30,000 to deploy in this portfolio if I'm given the opportunity. 10,000 is my starting point. I'd love to build this to be a quick 30 $40,000 trade bet that I'm making over the next two years. No problem. So, I'm feeling pumped about it. I'm feeling motivated about it. And there's that piece of me that's like, you know what? Let Microsoft beat, raise guidance, raise capex, and crash. I'll happily buy a Microsoft 40% from its all-time high. 40% from its all-time high. If Microsoft, bro, if Microsoft, let's say, let's just do if Microsoft comes back to 321, a full extension back to this mid-range support down here, 16% correction from here, and I buy some Microsoft in just one day, even if it takes three years, goes all the way back up towards his all-time high. That's a 70% gain. Come on. On Microsoft, the most boring thing ever. Give it to me. So, I'm ready to buy. I got my capital ready. I got some cash ready. And yeah, we we we'll get going. We We're going to get these portfolios looking real good, guys. And if it takes a year or two years for it to play out how I want. I don't care what what do I have to do over the next two years. I don't need the money right now, right? So, I'll keep you updated. Going to be a big one, though. It's going to be a big one. Let's go back to that weekly calendar real quick. It should be somewhere right here. Yeah, going to be a big one. Nothing too much on Monday. Visa, Mastercard Tuesday, Microsoft, Meta in the Fed on Wednesday, Apple and Amazon on Thursday, jobs report on Friday. I'll talk about that closer than we get to it. It's going to be a big one. I'm getting the cash ready, folks. I'm getting the buys ready. Uh, so I'll keep you updated as everything does play out. Um, don't forget don't forget I'm going to be doing live streams throughout the vast majority of the week as all of this goes on. You might miss it if you don't turn if you don't turn on your notifications. So, when you subscribe, there's a bell. Press the bell. Go to not notifications. turn it on and you'll of course get notified whenever I'm live for that. While you are down there, there's a couple links for you to check out. One of them is to the TH toolkit. Don't forget that's the toolkit that you see me using when I'm doing my analysis. You see this little meter that tells me if the price is getting too high or too low and all that. That's the toolkit. Check it out. Link below. But all in all, of course, I hope you guys did enjoy today's video. I hope you are feeling prepared for a big big week and I can't wait to spend it all with you. See everybody.

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