A complex options trade on Bristol Myers suggests a bullish outlook, expecting the stock to rise above $62.50 by August, with the creator also owning the stock for its dividend and a bullish chart pattern.
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Q3 Preview: A Tech Tug Of War Is About To Rattle The Stock Market
Jul 2, 2026
The creator discusses the market outlook for Q3, focusing on a "tug of war" within the NASDAQ, where AI infrastructure gains may come at the expense of hyperscalers. Micron's earnings are highlighted as an indicator of this shift. The video also includes a World Cup prediction segment.
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Tickers discussed in this post
Chevron is a large energy company with strong free cash flow that can profit even at lower oil prices, making it a recommended holding.
Exxon Mobil is a large energy company with strong free cash flow that can profit even at lower oil prices, making it a recommended holding.
SanDisk is mentioned as a flash memory maker whose stock soared, but the creator implies caution due to broader market trends.
Qualcomm is developing high bandwidth compute to reduce dependence on high bandwidth memory (HBM) in AI systems.
Oracle is mentioned as a company whose cloud-based AI services are impacted by memory chip prices.
Broadcom is listed as a hyperscaler that has been down for the month.
Tesla is mentioned as a hyperscaler that has been down for the month.
Meta is listed as a hyperscaler that has been down for the month and negative in May.
Amazon is mentioned as a hyperscaler that has been down for the month and negative in May.
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Tracked calls opened from this post
BMYbuy opened Jul 2, 2026
+7.62%