https://twitter.com/bonker_99/status/1816128649189298302
TechPlosion: pic.twitter.com/3CRnqaoXpM
— Mac10 (@SuburbanDrone) July 24, 2024
Tesla & Google earnings breakdown $TSLA $GOOGL pic.twitter.com/iCo5zPYeXO
— Win Smart, CFA (@WinfieldSmart) July 24, 2024
The gold standard of recession indicators is issuing a clear warning.
While the yield curve is starting to un-invert significantly, it still has a long way to go.
Currently, 76% of all Treasury yield spreads are negative.
It’s worth noting that the shift from widespread… pic.twitter.com/WJ0g5cbeBy
— Otavio (Tavi) Costa (@TaviCosta) July 24, 2024
IS THE AI RALLY BROAD-BASED? NOPE
Hardware enablers such as Taiwan Semiconductor Manufacturing Co, $TSM, rose 160% since Q2 2023 against equal-weight S&P 500.
Software companies such as Salesforce, $CRM, rose by ~120%.
Adopters in information or technical fields barely budged. pic.twitter.com/QsAiHHZ4Qh
— Global Markets Investor (@GlobalMktObserv) July 24, 2024
It's Rare For So Few Hedge Fund Strategies to Be Short S&P
Hedge Funds Give Up on stock Hedging pic.twitter.com/S14kRwptHu
— Win Smart, CFA (@WinfieldSmart) July 24, 2024
VIX on watch pic.twitter.com/iPnOuZLqME
— Don Johnson (@DonMiami3) July 24, 2024
Market Tide showing a big spike in net put premium at the open while net call premium sharply declines pic.twitter.com/XCa5eGr4kl
— Wolf of My Street🏡 (@Ryan__Rigg) July 24, 2024
Because of Tesla, investors are now re-considering whether or not they should own companies with imploding earnings, on the basis of artificial intelligence. pic.twitter.com/PNQAreRcgg
— Mac10 (@SuburbanDrone) July 24, 2024
Bulls, you are heading in the right direction. pic.twitter.com/Tf7siK9BT1
— Mac10 (@SuburbanDrone) July 24, 2024
Big tech earnings growth getting harder to deliver as seen by $GOOG and $TSLA last night which have both traded lower after market hours. pic.twitter.com/6saEo5R0sQ
— Imran Lakha | Options Insight (@options_insight) July 24, 2024