o…the S&P is basically at ATHs Trump has said 7 different times this week that he wants a deal with Iran Bessent said a ceasefire could be announced over the weekend Rate hike probabilities tanked by 20% today because of the labor market data $PLTR is up 40% in a week…which means the software stocks are finally getting the respect they deserve including $MSFT $RDDT $SHOP earnings continue to compound aggressively the super high-beta semi names are consolidating like $MU $NBIS which isn’t bearish at all, especially when their growth continues to be massive hyperscalers continue to spend on capex and cloud growth rates are showing the ROI leverage also has been wiped out significantly feels like we could be setting up for an end of year run IF hikes are out of the picture and earnings co

o…the S&P is basically at ATHs Trump has said 7 different times this week that he wants a deal with Iran Bessent said a ceasefire could be announced over the weekend Rate hike probabilities tanked by 20% today because of the labor market data $PLTR is up 40% in a week…which means the software stocks are finally getting the respect they deserve including $MSFT $RDDT $SHOP earnings continue to compound aggressively the super high-beta semi names are consolidating like $MU $NBIS which isn’t bearish at all, especially when their growth continues to be massive hyperscalers continue to spend on capex and cloud growth rates are showing the ROI leverage also has been wiped out significantly feels like we could be setting up for an end of year run IF hikes are out of the picture and earnings co

don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now. Everything the two companies are/going to build across the state: • Terafab (Grimes County) • Gigasat factory (in Bastrop, currently under construction) • Optimus factory (at Giga Texas, currently under construction) • Advanced technology fab (at Giga Texas, currently under construction) • Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date) • Expanded Starlink terminal production facility (in Bastrop, currently under construction) • Further Starbase expansion (in Starbase) • Tesla Megafactory 3 (in Brookshire, just started prod)

don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now. Everything the two companies are/going to build across the state: • Terafab (Grimes County) • Gigasat factory (in Bastrop, currently under construction) • Optimus factory (at Giga Texas, currently under construction) • Advanced technology fab (at Giga Texas, currently under construction) • Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date) • Expanded Starlink terminal production facility (in Bastrop, currently under construction) • Further Starbase expansion (in Starbase) • Tesla Megafactory 3 (in Brookshire, just started prod)

so in July we LOST 23K jobs vs expectations of adding 83K jobs for nonfarm payrolls we also revised June's numbers down by 37K jobs the chance of a rate hike in september just went from 60% to 40% and $SPX is up +0.5% in the premarket 10yr down to 4.6% anything that helps inflation come down...the market loves

so in July we LOST 23K jobs vs expectations of adding 83K jobs for nonfarm payrolls we also revised June's numbers down by 37K jobs the chance of a rate hike in september just went from 60% to 40% and $SPX is up +0.5% in the premarket 10yr down to 4.6% anything that helps inflation come down...the market loves

WEAK JOBS REPORT TAKES EDGE OFF FED HIKE CASE July’s jobs report showed weaker hiring and downward revisions, reducing pressure on the Fed to raise rates in September. But unemployment fell to a two-year low as fewer Americans looked for work, leaving the picture mixed. For the Fed, inflation remains the bigger concern. Next week’s CPI report could prove decisive: softer inflation would support holding rates, while another strong reading could strengthen the case for a hike.

WEAK JOBS REPORT TAKES EDGE OFF FED HIKE CASE July’s jobs report showed weaker hiring and downward revisions, reducing pressure on the Fed to raise rates in September. But unemployment fell to a two-year low as fewer Americans looked for work, leaving the picture mixed. For the Fed, inflation remains the bigger concern. Next week’s CPI report could prove decisive: softer inflation would support holding rates, while another strong reading could strengthen the case for a hike.

BREAKING: The odds of a September rate hike fall to 40% after the US economy unexpectedly posts its 3rd biggest monthly job loss since the pandemic in 2020. Just days ago, markets saw at 70%+ chance of a September rate hike. Gold prices are surging above $4,400/oz on the news.

BREAKING: The odds of a September rate hike fall to 40% after the US economy unexpectedly posts its 3rd biggest monthly job loss since the pandemic in 2020. Just days ago, markets saw at 70%+ chance of a September rate hike. Gold prices are surging above $4,400/oz on the news.

🇺🇸JOBS SHOCK SHIFTS FED BETS The US unexpectedly lost 23,000 jobs in July, while unemployment fell to 4.1%. The weak report adds uncertainty ahead of the Fed’s September decision. Kalshi traders now price a 62% chance of no change, versus 34% for a 25bp hike. The Fed now faces a tougher balance between weaker jobs and persistent inflation.

🇺🇸JOBS SHOCK SHIFTS FED BETS The US unexpectedly lost 23,000 jobs in July, while unemployment fell to 4.1%. The weak report adds uncertainty ahead of the Fed’s September decision. Kalshi traders now price a 62% chance of no change, versus 34% for a 25bp hike. The Fed now faces a tougher balance between weaker jobs and persistent inflation.

. The June JOLTS report showed job openings easing by 178,000 to 7.359M, missing estimates of 7.454M, though openings remain above the January 2020 level of 7.124M. The openings-to-unemployed ratio edged up to 1.04, the highest since January 2025. Hiring improved, with hires rising 96,000 to 5.348M and the hiring rate increasing to 3.4%, led by health care and construction. Quits, a key measure of labor market confidence, rose 79,000 to 3.232M, the highest in nearly a year, while layoffs were essentially flat at 1.766M with the layoff rate unchanged at 1.1%.

. The June JOLTS report showed job openings easing by 178,000 to 7.359M, missing estimates of 7.454M, though openings remain above the January 2020 level of 7.124M. The openings-to-unemployed ratio edged up to 1.04, the highest since January 2025. Hiring improved, with hires rising 96,000 to 5.348M and the hiring rate increasing to 3.4%, led by health care and construction. Quits, a key measure of labor market confidence, rose 79,000 to 3.232M, the highest in nearly a year, while layoffs were essentially flat at 1.766M with the layoff rate unchanged at 1.1%.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Fed Governor Kevin Warsh would be open to a September rate hike if upcoming inflation data comes in hot and markets begin pricing in higher borrowing costs, according to people familiar with his thinking. The report adds to the renewed focus on whether the Fed may have to turn more hawkish if inflation pressure reaccelerates. 2. Michael Burry reportedly opened large short positions in Nebius $NBIS at $211.77 and Oracle $ORCL at $144.63, marking the first time he has taken a position in $NBIS. Burry framed the trade around AI infrastructure leverage and off-balance-sheet obligations, saying: “The fish have gorged themselves on off-balance sheet liabilities. Backstops. Uncommenced leases. Purchase commitments. The fi

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Fed Governor Kevin Warsh would be open to a September rate hike if upcoming inflation data comes in hot and markets begin pricing in higher borrowing costs, according to people familiar with his thinking. The report adds to the renewed focus on whether the Fed may have to turn more hawkish if inflation pressure reaccelerates. 2. Michael Burry reportedly opened large short positions in Nebius $NBIS at $211.77 and Oracle $ORCL at $144.63, marking the first time he has taken a position in $NBIS. Burry framed the trade around AI infrastructure leverage and off-balance-sheet obligations, saying: “The fish have gorged themselves on off-balance sheet liabilities. Backstops. Uncommenced leases. Purchase commitments. The fi

Pfizer Largest Insider Buys in History 🚨 2 Directors have each purchased $1 million worth of $PFE shares, the largest insider buys in Pfizer's history 🤯 👀

Pfizer Largest Insider Buys in History 🚨 2 Directors have each purchased $1 million worth of $PFE shares, the largest insider buys in Pfizer's history 🤯 👀

TRADE PLAN FOR LOTTO Friday 🎲 The market has been consolidating the last 2 days since we saw an 11% bounce in the nasdaq and a 5% bounce in $SPX. If $SPX gives up 7700 let it drop, It's possible we see a backtest near 7620. $QQQ dropped from 728 to 708 since yesterdays highs. If QQQ fails to defend 712 tomorrow it can pull back to 706-708 range again. $MU 930 is a big breakout level for a move to 1000+ Mark this level down and wait for it. For now, MU is just finding a bottom above 800. 

TRADE PLAN FOR LOTTO Friday 🎲 The market has been consolidating the last 2 days since we saw an 11% bounce in the nasdaq and a 5% bounce in $SPX. If $SPX gives up 7700 let it drop, It's possible we see a backtest near 7620. $QQQ dropped from 728 to 708 since yesterdays highs. If QQQ fails to defend 712 tomorrow it can pull back to 706-708 range again. $MU 930 is a big breakout level for a move to 1000+ Mark this level down and wait for it. For now, MU is just finding a bottom above 800.