I tried looking for bearish catalysts, but the market seems to already know everything. That means it's already priced in. I don't see any signal of a downside for this month.
Expectations will start building that the war in Iran will end within this year.
The bullish catalysts for this month:
ChatGPT GPT Astra is next level insane. It's set to disrupt the market ahead of the upcoming IPO. NVDA, AVGO, MRVL, MSFT, ORCL run-up.
Apple: New CEO John Ternus's first event, "Surprise and Shine," on 9/9. Pre-event run-up.
Nvidia: Goldman Sachs Communacopia + Technology Conference on 9/10, plus post-earnings rally. Continuation run-up.
Oracle: Earnings report on 9/10. Post-earnings pop or skyrocket.
Micron: Earnings report on 9/30. Earnings run-up, front-running begins about 3 weeks out.
Kevin Warsh told me this last time.
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Apple(AAPL)$
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