Source Post

REPLAY - US Stock Market - S&P 500 SPY | Price Projections & Timing

Jun 29, 2026

The creator analyzes the VIX and SPY, projecting potential stock market peaks around the second week of July and early August, followed by a higher risk of decline in late August and September. The VIX's rising phase suggests increased implied volatility, which is typically negative for stocks.

Linked Mentions

Tickers discussed in this post

COSTBearishHigh ConvictionSignal-backedPrimary

Costco, previously a very bullish stock, has now turned very bearish, and the creator advises selling rallies.

BLKBearishHigh ConvictionSignal-backedPrimary

BlackRock is also in the very bearish category, similar to KKR in the investment management space.

KKRBearishHigh ConvictionSignal-backedPrimary

KKR has performed horribly and is in the very bearish category, specifically within private investment money management.

XOMBearishHigh ConvictionSignal-backedPrimary

Exxon Mobil is mentioned as weakening, consistent with the expected trend for oil stocks as oil prices have plunged.

JNJBullishHigh ConvictionSignal-backedPrimary

Johnson & Johnson is identified as a very bullish stock within the healthcare category.

JPMBullishHigh ConvictionSignal-backedPrimary

JPMorgan Chase is noted as remaining very strong, despite Goldman Sachs having a bad day.

UNHBullishHigh ConvictionSignal-backedPrimary

UnitedHealth Group is highlighted as a very strong performer within the healthcare sector.

AMATBullishHigh ConvictionSignal-backedPrimary

Applied Materials is another semiconductor stock that is performing very bullishly.

MUBullishHigh ConvictionSignal-backedPrimary

Micron has seen a significant upside explosion, and the system has been bullish on it for an extended period.

LRCXBullishHigh ConvictionSignal-backedPrimary

Lam Research is noted as remaining very bullish, though the creator expresses surprise if it can sustain this level.

Linked Signals

Tracked calls opened from this post

MU
buy opened Jun 29, 2026
-19.59%
XOM
sell opened Jun 29, 2026
-15.35%
UNH
buy opened Jun 29, 2026
+0.22%
LRCX
buy opened Jun 29, 2026
-25.72%
KKR
sell opened Jun 29, 2026
-11.72%
JPM
buy opened Jun 29, 2026
+6.23%
JNJ
buy opened Jun 29, 2026
+1.89%
COST
sell opened Jun 29, 2026
+1.23%
BLK
sell opened Jun 29, 2026
-11.10%
AMGN
buy opened Jun 29, 2026
+4.30%