MASSIVE WEEK FOR STOCK MARKET! 7 STOCKS TO BUY NOW!?📈

I sure hope you guys had a great weekend, because we have a massive week coming up in the stock market. Big tech earnings from Apple, Amazon, Microsoft, Meta, you name it, and we have a lot of economic events to pay attention to. We're getting GDP data and the FOMC decision. We have a lot to talk about today, guys. Hit the like button. Make sure to subscribe and join my Patreon if you guys want to keep up with my actual portfolio updates, my trades, investments all in real time. And if you want to be a part of my private Discord community, all that's linked down below, pinned in the comments, or go to stossurfast.com/patreon. And now, let's dive into it. So, at this point, you guys know we're coming off a rocky week for the stock market, where the Qs hit 710, and we closed the week at 684. So, we went from 710 down to 684. Big big red week for the Qs, down about 3.7% from top to bottom. And it wasn't as bad for the S&P, but it still went from 750 at the peak, and we closed at 738. So, we lost about 1 and 1/2, almost 1.6% from top uh to bottom, to where we closed the week. So, we're coming off of a rocky week. The Qs are breaking a critical level, and you guys know the AI trade has been leading the losses here, causing the entire market uh to go down. Some indices more than others, obviously. And now we're you know, we're pretty much at slightly under a critical support for the Qs. And uh you know, this is a spot where if we if we really start taking out 680, we closed at 684. If we fall through 680, this could be going down to 660, 665. That's what I'm noticing on the charts. What do you guys think? Let me know. I don't want to I don't want to spend too much time on the indices because guys, we have seven stocks to cover, seven earnings reports um to to kind of break down. Well, we're going to talk about the estimates, the charts for all these stocks. And I want to quickly go over what to expect for this week when it comes to the Fed and overall the economic releases to pay attention to. So, we might as well do that right now. So, the FOMC this Wednesday is widely expected to hold benchmark interest rates steady because of course this meeting does not feature an updated summary of economic projections, also known as the dot plot, right? Investor focus will center on the policy statement and of course the press conference which I still have to get used to uh Jerome Powell not being the Fed chairman. So, we're going to get Warsh who last time, I mean, his press conference was pretty short. I mean, not crazy short, but it's more, you know, sweet to the point and he wants the press conferences moving forward to be a bit shorter. Um so, I'm curious to see kind of how that goes this go this go around. So, the focus will obviously be again the press conference, the Q&A, the policy statement, and overall what we're going to see here over the course of the rest of the year when it comes to uh rate adjustments. That's what everybody is focusing on and the consensus right now is pointing toward keeping rates, well, unchanged at 3.75% which at this point guys should not surprise you. Um traders will be watching the voting split among committee members for hints on whether easing could begin in the fall. We'll see. And following their June rate hike, when it comes to the Bank of Japan, that's another one to watch here globally. Following their uh June rate hike in Japan, the BOJ is expected to hold borrowing costs steady while giving updated guidance on their inflation target and bond buying trajectory. So, don't just keep your eyes on what goes on in the United States, although obviously that is the most important. Um you know, Japan's big as well. Massive massive decision coming up from the Bank of Japan. And like I said, advance GDP, we're getting the Q2 advance GDP data. The initial estimate for the second quarter economic growth hints or hits rather this week. Consensus estimates project annualized expansion around 2.3% up from 2.1% in Q1 [clears throat] bolstered by enterprise AI infrastructure investments and consumer spending resilience. So, keep your eyes on that, guys. That should be pretty uh pretty exciting here and insightful. And on top of that, there is more, guys. The June PCE inflation index, the personal consumption expenditures report, the Fed's preferred inflation metric, if you guys didn't know, will reveal whether underlying core inflation continues to cool uh toward target levels alongside updates on personal income and spending. And of course, we're going to get some uh some metrics around labor costs and demand metrics um and demand rather with key sentiment and cost indicators uh being on tap, including the Q2 employment cost index, the CB consumer confidence, and the June durable goods orders. So, big week coming up for the economy, guys. And of course, what's going on in the Middle East, which we're not going to get too deep into that. There's ongoing friction. You guys know that. The straight is you know, there's choke points still. And it's just it's a mess, man. So, expect oil to continue to go crazy. Maybe it goes higher, maybe not. We'll see. But overall, that's what you guys have to watch out for for this week. So, with that being said, let's transition now to earnings because like you guys know, we're in the thick of it. This is it. We're in the heart of earning season and this week is probably the biggest week for for the stock market. That's the reality, you know. So, the first company I want to cover here is Microsoft, ticker MSFT, which last week it did not do well. We hit 403 to start the week and we closed at 380. So, we dropped about 5 and 1/2% throughout the week last week. And Microsoft, you guys know, it's it's been downtrending all year, even from the end of last year. And we have earnings on let's see here, the 29th, which is on Thursday, right? On Thursday or no, wait, is that Wednesday? Jeez, guys. 29th, yeah, that's Wednesday. Excuse me. The 29th Wednesday, 30th is Thursday. Again, this stock's been downtrending. Yeah, we have kind of found a bottom potentially in the mid-high 300s, but that does not negate the fact that we're making lower highs, clear as day. And this stock really has no upwards momentum anywhere in sight. Each time it tries to run, you know, it gets nailed. And it makes sense. Software stocks have been down the toilet all year. And this is the top dog software stock, software company. And let's see what the 3-year chart looks like. It doesn't look too bad. But then again, we are trading under the the moving averages. I'm not loving that on this three-year chart, and we're barely, um you know, holding the mid-high 300. So, if this breaks, guys, bad news for Microsoft chart-wise. This could be going lower, but how much lower could it go? It's not like Microsoft is an unprofitable company, they're not growing, they don't have free cash flow. I mean, guys, it's Microsoft. They're a great company. They're just in the toilet because of of the overall software sentiment among amongst other things. Um so, analysts have them doing earnings per share on average of $4.24 versus $3.65 from last year on revenue of eight What is it? 87? Yeah, 87.67 billion versus 76.44 billion uh from last year. That would be up 14.7% year over year. Not bad. Um and actually pretty good considering the size of the company. And look at the max chart. When in doubt, zoom all the way out. This thing is still well above the 180 SMA on this time frame. Still [clears throat] above the 50 moving average, and we're holding an uptrend. That matters a lot. It looks bad on the one year, but when in doubt, zoom out. So, I'm not in Microsoft because, guys, quite frankly, I'm in a good amount of big tech right now, so I don't want to own every stock in big tech. Uh but, you know, it's not it's not a bad company. It's not a bad company by any means. So, Apple is another one that I don't own at this time, uh but I used to own it a couple years ago, more than that. I mean, jeez, I bought Apple, guys, probably 10 years ago at this point. I sold it um you know, a good couple years ago. Made my money on Apple. I should have held. It's one of those stocks that you got to just hold if you buy it. But again, it goes back to me being in a bunch of tech stocks. I can't own them all guys. But Apple's been a you know, it's been on a tear considering they don't have crazy exposure to this AI infrastructure build, which is which is hitting a lot of these other big tech stocks. The massive cap backs, right? Apple doesn't have really much exposure to that and their their earnings are on Thursday. They have earnings on the 30th of this month and the stock's pretty much at all-time highs. Isn't that crazy, man? This stock is going bananas and it makes sense. Again, it goes back to the AI infrastructure. So, analysts have Apple doing on average earnings per share of a dollar 89 versus a dollar 57 from last year on revenue of 100.8 billion or 108.8 billion versus 94 billion from last year, up around 15.8% year over year. Very strong growth out of Apple. And look, once this company I've said it before, I'll say it again. Once they nail this, you know, this AI Siri, agentic Siri, whatever you want to call it, man, this stock's going to go even higher. That's the reality and I don't think a lot of that's priced in as of right now. And think about it. If you have an agentic Siri, man, every Seems like everybody has an iPhone, right? Everybody has this you know, technology or this smartphone. Once they layer that that you know, that AI technology on top of it with Siri, which I mean, we're we're it's basic stuff here we're talking about, but that's the next level for Apple in the short term, right? And that's coming. It's coming very soon. It's it's pretty much almost here, right? So, Apple's a key one on Thursday. Amazon as well, which I do own out of Big Tech and Amazon's obviously exposed to the crazy CapEx spend. It's gotten hit before over the last couple of weeks, months, due to that, and now we're slipping again heading into earnings, which are coming up on Thursday, same day as Apple, and we're actually trending towards a pretty critical support now heading into the print. You guys can see back in the end of June, so about a month ago, we hit about 225, right? 225, and now we're getting close to that point. We closed at 231 on Friday, and we can see kind of what's going on here. We have lower highs being put in into the support of 225. And look, do I want Amazon to to collapse? Um I don't mind it, to be honest. Do I think it's going to go all the way back down under 200? No, unless unless if CapEx really explodes to the point where investors are like, "Okay, Amazon, you got to slow down." And on top of that, AWS slows down. If that happens, we might be going low low low 200s again. You know, maybe back to 195. And look, I'll be buying a ton more Amazon at that point. So, for me, it's like it's my biggest stock at this point. It's almost a win-win. If it goes down lower in the short term, yeah, it sucks. It's pain in the short term, but it's better for the long term to get an even better, you know, average cost on the stock at a lower price. You know what I mean? So, I think the scenario where Amazon goes a lot lower, I mean, it's already down about 10% over the last 2 weeks heading into earnings week. So, for it to go even lower, AWS needs to really disappoint Wall Street and CapEx needs to go through the roof to the point where it really makes investors nervous. Um kind of like what's been going on with Meta, similar situation. Uh but I I think all the money being spent on Amazon spending is good money for the long term, man. It's uh it's going to it's it's going to pay off. Um so, Amazon analysts have them doing a buck 82 on average for EPS versus a dollar 68 from last year on revenue of 196.18 billion versus 167.7 billion dollars from last year. So, expect around 17% year-over-year growth out of Amazon, and I'm excited about it, guys. And Meta, I also own. Um not a crazy position, quite frankly. And this stock's been downtrending all year. We actually called it out here a couple weeks ago how when that when that stock saw the pop up to about 69700, I told you guys, we're not actually breaking out yet. We're still We're still in this channel, and lo and behold, now we're back under 600. So, yeah, that was short-lived, that big pop. And you know, it it hit 69700, now we're back to 590. So, this stock is down into earnings 13% over the last 10 to 14 days. So, a lot of these big tech stocks, quite frankly, guys, are set up nicely into earnings. Um as long as they do well, I feel like the stocks can't go much lower. But again, it comes down to CapEx, and uh you know, kind of the sentiment and earnings in the earnings call. Um and of course, AWS for Amazon, that's big. So, Meta at this point, yeah, it's it's in a downtrend, but how much lower can this stock go? Do I see it going under 500? I genuinely don't see that happening. Maybe it goes back to the mid mid fives. Okay. Uh but that would be a a buy, in my opinion, for the long-term. But, you got you guys got to realize meta out of all these big tech stocks is by far [cough and clears throat] It is by far the most scrutinized when it comes to CapEx. Uh the CapEx ban, how are they going to monetize it? And investors have the hardest time believing meta is going to monetize all of this spend um compared to other names here. So, EPS is projected at 722 for Amazon on average versus $7.14 from last year. So, not much growth EPS-wise on revenue of 60.26 billion on average versus 47.5 billion dollars from last year. That would be up 27% year-on-year. Not too bad. Very good for meta. Out of all these tech stocks, man, it's one of the highest growing. But, again, the fact that the the CapEx spend is uh you know, it's causing investors to to freak out a little bit. That's kept the cap on the stock for uh for quite some time. But, I think this story develops more and more into um 27 and 28. I've said that before. I'll say it again uh when it comes to meta. So, Bloom energy is another one, ticker BE. And by the way, guys, hit that like button if you haven't done that already. Make sure to hit that subscribe button. I think 50% of you guys on YouTube watch the content, but you're not hitting subscribe. Hit that subscribe button. Hit that noti- fication bell while you're at it. So, you guys don't miss any content. Bloom energy, guys, has literally been cut in half heading into the print. They have earnings on the 28th, which is on uh Tuesday. I think I forgot to mention meta's day. I think they're on Wednesday. They're usually on Wednesday. Um meta is on the 29th. So, yeah, that's Wednesday in the after market. So, Bloom, like I said, guys, BE is down 50% pretty much from all-time highs in the span of a month heading into earnings. And we'll talk quickly why this is happening right now in this video. So, there's a lot going on. CNBC recently featured a segment, I'm sure you guys saw, focusing on investigations that actually challenge Bloom Energy's claims of supply chain independence from China. The the network brought on analysts, including Hunter Brooks, Sam Kopalman, to discuss reports detailing the compliance or the company's reliance, rather. I said that wrong. On Chinese-sourced materials. And guys, [clears throat] these are short sellers, right? Hunter Brook Research, they're short sellers alleging that Bloom Energy relies too heavily on this Chinese-sourced scandium, which is a key material for its fuel cells. So, this completely caused the stock to freak out. On top of that, we're seeing the overall AI trade just get bludgeoned. So, these these two things, man, combined are just completely setting the stock down. And the report stated that Bloom Energy likely cannot source enough scandium oxide outside of China to fulfill its active backlog, which is causing investors to panic, right? Casting doubt on its capacity to aggressively scale production. And commentators noted that because Bloom Energy has built immense market valuation off future promises to power AI data centers, any misrepresentations regarding basic raw materials could threaten investor trust. So, guys, that's what's causing this panic. Um despite the supply chain noise, Jim Cramer, uh which a lot of you guys joke, "Oh, you know, you you got to go opposite Jim Cramer." But Jim Cramer vocally defended the company. Um and during the uh the the broadcast a couple weeks ago, Cramer actually called the stock a buy and reiterated his long-held belief in Bloom's non-combustible fuel energy fuel cell technology and pointing pointing to massive infrastructure partnerships with players like Oracle and Coreweave. So, listen, man, it's a battle. The stock market is an absolute battle between people that are long and short. When you're buying a stock, there's somebody selling. When you're going long, there's somebody taking the other side of that trade. And and at this point, Bloom is in the toilet and it's all coming down to earnings. Is this Is this legitimate? You know, what's the earnings call? What what's management going to talk about? And look, we've seen a lot of people debunk what the short sellers on CNBC are talking about. We've seen a lot of people call it a bunch of BS and calling this a buy the dip. And I think, listen, if earnings come in hot, if we get more clarity during the call, I think this is an easy rebound play. Not all the way back to 300, you know, necessarily right away, but it could start slowly moving back there as the overall chart, even though it's down 50%, we're still in an uptrend. Think about that. And the numbers, listen to this. Analysts have them doing 41 cents EPS versus 10 cents from last year on revenue of $827 million versus $401 million from last year. That would be up 106% year-on-year. Insane growth out of out of Bloom Energy. Um it's all coming down to that call. When in doubt, zoom out as well. The chart looks phenomenal. And uh it's it's a stock where you could make a lot of money on the rebound if if this claim these claims get debunked even further. Um I think it could easily be a snapback. This thing is just getting um it's just been eviscerated, guys. Watch out for it. Watch out for it. Robinhood, another one. And by the way, guys, if you want to be a part of my, you know, private Discord community, I might I might as well plug it here. We're 20 minutes in. Um check out my Patreon. We're posting not just, you know, in the Discord every day, talking every day, but I'm posting my portfolio updates, my trades, kind of how I think about certain stocks. And, you know, we just talk all the time in the Discord. And if you want to be a part of the community, see me build out that Patreon portfolio. Every week I'm putting in money, right? We're buying stocks. Check it out. Link down below on Patreon or go to stockserfast.com/patreon. And it's also pinned in the comments section. So, Robinhood is a massive stock for this week. One of the biggest winners in that Patreon portfolio. I'm in at about $73 a share. We've made a good amount of money. I'm selling calls all the time on Robinhood, right? Premiums are through the roof. And earnings are coming up this Wednesday. And analysts have them doing 42 cents of EPS versus 42 cents from last year. EPS, don't expect anything crazy year-over-year out of Robinhood, but revenue's projected at 1.28 billion versus, let's see, $989 million from last year. That would be up about 30% year-over-year. Not bad. So, the story around Robinhood, um you know, they're obviously trying to be the the the financial platform for the younger generation. You know, millennials, Gen Z, Gen Alpha, right? All these young uh you know, Gen Beta. I think I think my son's Gen Beta. He's 7 months old, guys. Robinhood wants all these guys. You know what I mean? And they're doing everything they can from, you know, retirement accounts to, you know, prediction markets to, you know, tokenized you know, 24/7 trading to, you name it. You freaking name it, guys. Robinhood's doing it. And it's all going to come down at earnings. I think this is another great buy the dip opportunity. Not as risky as Bloom heading into the print, but I think Robinhood, all they have to show us is continued growth. They're doing well. And if we get more traction in the crypto market, this is going to be an easy rebound uh post earnings. We'll see how the crypto uh part of the business has been doing. I'm curious to see um in this upcoming quarter. We shall see, guys. And I'm long Robinhood. I don't plan on selling um anytime soon. I think the story has a long ways to go. Mastercard is the last stock for today, guys. And uh they have earnings on, I think, Thursday. Typically Thursday, yeah. They're in the morning on the 30th. Um look, Mastercard's actually gaining some momentum and we have a cup and handle heading into the print. We're currently at multi-week highs on the stock. Um analysts have them doing earnings per share of $4.78 on $4 or versus $4.15 from last year on revenue of 9.08 billion versus 8.13 billion from last year. That would be up 11.6% year on year. Um not too bad for Mastercard. It's obviously not a high-flying growth stock anymore. So, 10 to 12% top line growth. Um that's pretty good, man. And that's what they're targeting. And look, if this thing cleanly takes out, I would say 540 to 50, this could start running back towards um $600 again. So, I'm going to set my alert at 550 here on MasterCard, ticker MA. And uh we'll watch and see if it if it's able um to break out of there. So, man, 25-minute video, I just realized. We're we're We've been here for a while, but uh that's that's uh you know, because we have a big week coming up. Like I said, a lot of economic events, massive week for earnings. Um it's going to be a week where our portfolios, especially if we're in tech, um man, it's going to it's going to be a wild week. They're going to be running our portfolios up, down, left, right, hopefully up. And uh we'll see how it goes. Let me know your thoughts in the comments, guys. Hit the like button, subscribe, follow along for more content. And again, join the Patreon if you want to be a part of my portfolio updates, trades, private Discord. That's linked down below, >> [clears throat] >> pinned in the comments, or go to stossurfest.com/patreon. And with that being said, I'll see you guys in there. Have a great rest of your weekend.