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Entrada $107,73 12 ago 2026Atual $107,73 12 ago 2026Resultado +$0,00
any little pullback here on Coreweave has to be taken seriously as an entry point in my opinion.
Contexto CoreWeave stock discussion
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Entrada $167,47 12 ago 2026Atual $167,47 12 ago 2026Resultado +$0,00
And honestly, if it does, I might add more to my position.
Contexto Corning discussion
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Entrada $22,15 12 ago 2026Atual $22,15 12 ago 2026Resultado +$0,00
I'm looking to see if it holds the low mid20s. Um I think this could be a nice recovery play, a continuation play for the uh you know to to the uh mid high 20s. quite frankly, I think is where we could be going.
Contexto Groupon discussion
Transcrição Completa
So, we finally got the heavily anticipated CPI data, the inflation data from July. And let me tell you guys, you know this already. Everybody's paying attention to CPI, inflation, the labor market as all eyes are on the Federal Reserve and what they're going to do with rates. Are we getting a cut, which I doubt, are we getting a hike, which who knows? That might be pushed back here, guys. So, we have to go over the CPI today, inflation, go over some stocks, five in particular, and talk about some earnings from Nebius, from Coreweave, and we'll break down some other stocks. So guys, hit the like button. Make sure to subscribe. Join my Patreon if you want to keep up with my portfolio updates, trades. If you want to be a part of my private Discord, see how I invest my money. All of that's on Patreon link down below, pinned in the comments, in the bio in the description box. You guys can't miss it. I'll see you in there. And with that being said, cheers. Let's dive into it. So right now we're currently trading at about 772 on SPY, up around a/4% on the day. The Q's are up around 3/4 of a percent on the day. Trading at 723. The Russell is up around a quarter. Not too bad. It actually looks like this bull flag that we called out yesterday looks like it wants to play out. We might be hitting all-time highs. So we're we're seeing green pretty much across the board. The Dow is at break even. Oil is pretty much at break even as well as the VIX is coming down 3%. The VIX is pretty much at a fresh low here in 2026. Pretty crazy honestly. Uh the VIX hit 1340 back in uh December and now we're pretty much we're not there exactly, but we're getting pretty dang close to where we were in December on the VIX, which is a little bit alarming. I'm not going to lie. If the VIX does get does get down a little bit more to 13, maybe into the 12elves, which would be insane, I might have to buy some puts or some sort of protection in my portfolio. Uh because that would be just too low on the VIX. We'd probably be due for a pullback or some sort of event that would spike the VIX, right? At that point, I I think I would purchase some protection, but we'll talk about that when the time comes. Uh, as of now though, we're up across the board. And as of the CPI release, the market popped. The market popped. You guys can see SPY hit about, I think, 7 uh 75 in the morning. So, we ran we ran for the hour after the CPI came out. Then we actually dumped into open and we've been trickling down a little bit since, right? Not much, but we are down a little bit off that high, but we're still up on the day. We're still up on the day on SPY on the Q's. Even though we're down from that, you know, high at open, we're still up on the day. SPY again hit 775. The Q's hit 727. Now we're down to about 723. We're still up 3/4 of a percent. Not too bad at all. And this is after again CPI came out. Let me show you this report very quickly. We'll run through it then go over some stocks I'm watching. Five stocks in particular. Nebus, Coreweave, Micron, a couple other ones. And these are all looking good today. So CPI came in at.1% in July as expected putting the annual rate at 3.4%. And I'm sure you guys saw my video yesterday. we covered the estimates and they came pretty much um right in line with what Wall Street was expecting. So if we look here on an annual basis, inflation rates were 3.4% and 2.5% both down.1 percentage points uh from June. I I believe that 2.5 is core. Um yeah, that's the core number, right? Um, yeah, excluding food and energy, that came in at 2.5 on the annual and 2% on the monthly number for core. Um, and that's pretty good. It came in right in line. That's exactly what we wanted to see. I mean, we would have we would have liked it to be lower than the estimate, but in line is fine is fine with me. And at this point with everything going on in the Middle East, everything's changing all the time. The constant change, oil's up, oil's down. This is not too bad of a print, honestly. And the market um is liking it. Again, we're up across the board at this point. And in the grand scheme of things, guys, CPI inflation has come down massively from where it was a couple years ago. You guys know that we hit 9% on the on the headline number. core got to about almost 7%. So, we've made progress. The Fed's done a good job in my opinion. Some argue they haven't done a good job. They should have been more aggressive, blah blah blah. But we have seen inflation come down a very good amount and energy prices dropped another 1.5% for the month following a 5.7% decrease in June. Still the sector saw an annual increase of almost 15% following sharp gains in prior months. So obviously that is still elevated. Both food and shelter saw.1% increases in July. Uh shelter costs had been stubborn and a key contributor toward keeping the inflation rate above 2%. And let's see, new vehicle prices rose.1% while used cars and trucks increased by4% and medical care was up4% and airline fairs accelerated 2.2%. And here you guys can see the US consumer price index the monthly change which clearly back in 21 2022 we were seeing some insane increases on the monthly numbers and now they've come down a good chunk but still we've been spiking here over the last couple of months compared to where we were in 2023 24 25. inflation is starting to come back up for obvious reasons, but nowhere near where it was um you know, a couple a couple years ago. And honestly, I hope it doesn't get there anytime soon again. You know what I mean? So, at this point with inflation coming in in line, right, and the labor market being as weak as it was in July, I think the Fed, yeah, I think they will still hike rates by 25 basis points this year, right? But I think it might get pushed back a meeting. I think they're not going to be as aggressive as some people might think. That's just me. I don't know. What do you guys think? But inflation, it's not like we got a crazy print. It's not like the labor market was super strong. I mean, it came in line and the labor market's weak at this point. Maybe maybe in August it strengthens. We'll see. Uh but I think the Fed's going to take this data into account obviously as they do and they might not be as aggressive uh with hiking rates. We'll see. May maybe I'm wrong. Maybe they still hike rates um in the next meeting. It might happen by 25 basis points. It might happen. What do you guys think? So, with that being said, let me show you Nebias, which Nebias is going haywire right now, guys. 25% in the green, trading at 240 after we got their earnings. And Coreweave, they came out yesterday. And Coree stock right now is up 19%. Both of these stocks are going bananas. We did talk about Core Weeave yesterday, but I'll talk more about them here in a second. But first, let me show you Nebias. Nebias reported earnings per share. Let's see if I can find it here, guys. EPS came in at a loss of 12 cents adjusted, by the way, versus the loss of 62 expected. So, very strong beat on adjusted EPS and revenue beat as well. $582 million versus $572 million expected. So double beat out of Nebas and they affirm their fullear 26 sales guidance of three to3.4 billion dollars versus 3.39 billion expected. So very strong earnings, solid guidance. The fact that they affirmed it is good and the stock is liking it. The stock's getting more clarity, more certainty, right? And we're starting to break out for the first time in a couple weeks. I mean, look, in about four or five weeks, this is the first time we're breaking out. And we can see this inverse head and shoulders that I believe we talked about. If not, it looks like now it's playing out. You guys can see it right here. The left shoulder, the head, the right shoulder. This inverse head and shoulders is playing out beautifully. You know, we're taking out 230. We're now at 241. We're above these moving averages. We're at a multi-week high. This stock honestly could be going higher even though it's already up 25%. It looks like it wants to go even higher. Very good earnings out of Nebus and Core Weave for that matter which again we talked about yesterday. Coreweave now is up off the lows from the the 29th of July. We're up almost 100%. We're up 90% off the lows. Unbelievable on Core Weef here, guys. The company reported earnings per share. Let's see if I can find them. B EPS. Where the heck are they, guys? They lost $13 versus the loss of $1.22 expected on sales of 2.57 billion versus 2.56. And let's see, their guidance, I'm pretty sure, was strong as well. Yeah, they see Q3 sales of 3.45 to 3.6 billion versus 3.42 billion expected. So, very good earnings. very good guidance. The CFO said they expect 26 capex in the range of 35 to $39 billion. Okay. And this is the clarity. This is the the certainty the stock wanted to see, investors wanted to see, and we're finally getting it. And the stock is starting to move, right? Cheers to that, guys. Cheers to that. Let me get some coffee. And at this point, we are a bit overbought. that that's the reality. Uh but we're completely breaking out again and any little pullback here on Coreweave has to be taken seriously as an entry point in my opinion. What do you guys think? And by the way, hit the like button. Make sure to subscribe here on on the the channel the page if you haven't done so already. I appreciate you all. Hit the like button. Follow along for more content. Without you guys, uh this would not be possible. I appreciate you all for tuning in as always. So, Micron is starting, it's starting to look like it wants to break out. We're not fully there yet, so don't get too excited, but Micron is starting to look decent. We have an inverse head and shoulders on this stock as well. If I zoom in, you guys might be able to kind of see it. We have the left shoulder, the head, we got the right shoulder right here. You guys are seeing that we're we're actually starting to push above these moving averages for the first time in a couple of weeks. and months. Uh so Micron by no means is it actually fully breaking out yet. Uh but we are up over 6%. We are starting to see that push and we do have a descending triangle. Keep that in mind. We we still have that. That's not bullish at all. Uh but just because we have that doesn't mean it has to play out as you guys obviously know. You know, the chart patterns that you see don't always play out. And you know, yeah, I mean, this thing, it's been flat for for weeks, for months now. It's been in limbo, but eventually it will follow the fundamentals. And the fundamentals are still strong behind Micron right now. Uh, you know, the entire memory trade. So, we have to wait for the confirmation, but it kind of looks like we're we're starting to break out. And I think if we take out 950 to a,000 bucks a share, this thing could ultimately fly, right? So Micron, I'm keeping an eye on it, watching the inverse head and shoulders, looking to see if we break the mid high 900s. MGLW is another one which I'm long. Um, this stock is up 5% on the day. Uh, this is Corning, by the way, if you guys didn't know. And we have a clear inverse head and shoulders on Corning as well. You guys see the left shoulder, the head, the right shoulder. We're starting to push the 180 SMA for the first time since this stock fell off a cliff, right? We've kind of found our footing now. We're starting to rebound and this is a critical spot for Corning to break through. And honestly, if it does, I might add more to my position. Um, as I think this could be a $200 stock again, $200 plus stock for that matter. Uh, no problem. So, I feel like we're gearing up for that. Uh, you know, we're not fully breaking out yet. So, don't get too excited, but we're seeing the writing on the wall. At least I am. You know, we're seeing the pattern. We're seeing sentiment shift in the overall AI trade, and GLW is going to take part of um that next big move in the AI trade, right, which I think we're going to get that pretty soon here. We're already seeing a lot of these stocks moving and I think that will continue across a lot of these stocks. Not all these stocks, not all the stocks, uh, but a good amount of them I think will continue moving here. Groupon is another one I'm watching. It's trading at 2180, 22 bucks a share. This company just reported pretty good numbers. The stock went from 30 bucks down to about $21. The uptrend looks phenomenal on on Groupon. You guys see it here. Uh, if I get the channel tool out, ba, let me draw it out. You can see we're we're holding this channel pretty clearly and this is more of a turnaround play. Uh but it's a turnaround play where where the chart actually looks good. A lot of the time these turnaround plays are in downtrends. The stock looks like crap. But this one actually looks pretty good the chart. And I'm looking to see if it holds the low mid20s. Um I think this could be a nice recovery play, a continuation play for the uh you know to to the uh mid high 20s. quite frankly, I think is where we could be going. So, what do you guys think about CPI, the markets, what's going on overall? Let me know in the comments. Hit the like button again. Make sure to subscribe, follow along for more content, and join my Patreon if you guys want to keep up with what I'm actually doing in my portfolio, my trades, investments, and if you want to be a part of my private Discord, all that's linked down below, pinned in the comments, or go to stocksurfest.com/patreon. I'll see you guys in there. And with that being said, cheers.
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