Jason Arnold @arnold6pack

$SPY $IWM $QQQ Weekly indexes have all been updated (generous freemium/paywall)...check it out ...might save you some $$$

legit

Danny cheng @dannycheng2022

a month ago

20+ Years in Finance: The Brutal Truths Almost Nobody Will Tell You (July 14, 2026) Having spent more than two decades in the financial industry, here are my honest observations: 1. No one has a crystal ball. The most common question I hear is “When is the best time to buy or

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$ZIM : 𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗼𝘀𝘁 𝗠𝗶𝘀𝗽𝗿𝗶𝗰𝗲𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗮𝗽: ~$3.0B 𝗖𝗮𝘀𝗵 𝗼𝗻 𝗛𝗮𝗻𝗱: ~$2.6B 𝗖𝗮𝘀𝗵 𝗳𝗿𝗼𝗺 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗗𝗮𝘁𝗲: ~$600M 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗩𝗮𝗹𝘂𝗲: -$200M (𝗡𝗲𝗴𝗮𝘁𝗶𝘃𝗲) With the $ZIM buyout now practically dead due to government opposition, a great opportunity has emerged from the ashes. The market is effectively valuing one of the world’s youngest and most efficient container fleets, a leading Trans-Pacific carrier, and billions of dollars of earnings potential at a negative $200 million enterprise value. Insane. $HLAG and $MAERSK recently updated their outlooks, the positive news sent both stocks up around 7%. We believe $ZIM should benefit even more, as it has one of the highest sensitivities to spot freight rates. We expect the company to report strong results soon. 𝗙𝗿𝗲𝗶𝗴𝗵𝘁 𝗥𝗮𝘁𝗲𝘀 Based on current freight rates, we estimate $ZIM is currently earning approximately $0.7 to $0.8 per share every week. Peak season is only beginning. Traditionally it starts in July and August ahead of the Christmas shopping season. This year, however, demand strengthened unusually early, with peak conditions beginning as early as May due to a shortage of available vessels. 𝗪𝗵𝘆 𝘁𝗵𝗲 𝗦𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗺𝗮𝗶𝗻𝘀 𝗧𝗶𝗴𝗵𝘁 For years analysts have predicted oversupply. They continue to ignore that effective capacity, not theoretical capacity, determines freight rates. 𝟭. 𝗦𝘂𝗲𝘇 𝗖𝗮𝗻𝗮𝗹 𝗗𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻 The Red Sea situation continues forcing many vessels around the Cape of Good Hope, extending voyage times and effectively removing an estimated 8-10% of global container shipping capacity. Longer voyages mean fewer vessels are available for new cargo until normal Suez traffic resumes. 𝟮. 𝗣𝗼𝗿𝘁 𝗖𝗼𝗻𝗴𝗲𝘀𝘁𝗶𝗼𝗻 Ports around the world remain congested while very few major new ports are being built. Every additional day ships spend waiting effectively removes capacity from the global fleet, further tightening vessel availability. 𝟯. 𝗦𝘁𝗿𝗼𝗻𝗴 𝗚𝗹𝗼𝗯𝗮𝗹 𝗧𝗿𝗮𝗱𝗲 Global trade continues growing faster than expected. 2024: ~7% 2025: ~4.8% 2026: We expect ~5% Demand continues surprising to the upside. The result is simple. Analysts correctly predicted that the number of ships would increase. What they missed is that effective capacity continues shrinking because of longer voyages, port congestion and stronger-than-expected global trade. As a result, charter rates remain near multi-year highs despite fleet growth.

AI stocks are trying to find a low for at least a relief rally. $DRAM and other AI are starting to form bullish divergence. Sellers are starting to become exhausted right now. Let's see if AI stocks can recover over the next few weeks. However, we are NOT out of the woods yet. Bears can step in and also short the relief rally in the future. I'll keep you updated.

$IBM CEO Arvind Krishna: “In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases.” monet to chips servers and memory

He's Back......

Danny cheng @dannycheng2022

a month ago

20+ Years in Finance: The Brutal Truths Almost Nobody Will Tell You (July 14, 2026) Having spent more than two decades in the financial industry, here are my honest observations: 1. No one has a crystal ball. The most common question I hear is “When is the best time to buy or

66 59 517 55K 317

The tech sector is experiencing its wildest swings in years: The semiconductor ETF, $SMH, and the software ETF, $IGV, have experienced 34 daily moves of at least 4% year-to-date. This is now +278% above the previous full-year record of 9 such moves, set in 2024. This also exceeds the combined total from the previous 7 full years. In July alone, $SMH has posted 3 trading days with at least a -4% decline. Meanwhile, the 3x leveraged semiconductor ETF, $SOXL, has recorded 18 trading days with moves of at least 10% in either direction since the start of June. Software and semiconductor stocks are seeing unprecedented volatility.

Buy This Stock. I'm Telling You... youtu.be/2kWy94V3puE?is… via @YouTube

$SPY ATH high is $760, we are at $752 It’s not as bad as you think it is.

Distribution ranges are proportional to the size of the markup phase at a ratio of roughly 10:1 The bigger the rally, the bigger the range. One of the biggest mistakes traders make is confusing these large price swings with the start of a new trend. Using the $AAOI chart as an example.

If you still have appetite for Micron $MU, here is a price target from KeyBanc- $1,750 KeyBanc’s Vinh thinks the answer is at least for another 18 months. He raised his target price on Micron to $1,750 from $1,600 in a research note Monday, following a trip to Asia to check on supply chains. That would indicate an 87% increase from Monday’s closing price of $937.

13 weekly EMA secret to every single largest multi-month rally momentum you could ever find yes, it is literally that simple. check it across various industries yourself. you're welcome.

@FeroceResearch It’s only too late if you post after 9:15 am EST. 💤

@vulturetrades TRADE

Shriners Hospital - we are lucky to have one in Sacramento. The commercials don’t do them justice. Their doctors are miracle workers, and the staff provides top-notch care. Surgery can be very scary for a young child, but their team reduces stress and invokes confidence every step of the way.

@TradingWarz /more?

@TradingWarz Can you quantify the definition of a pullback? Is this 5%? Or kore?

@MapleStax I’m in

@GaryStoneSWS ACCESS

@TradingWarz ME