Source Post

AI STOCKS RALLY, TRUMP TARIFFS BACK, IRAN NEWS | TUESDAY OPEN

Jul 21, 2026

The creator discusses a rally in AI stocks, including Micron, AMD, Intel, Applied Materials, LRCX, TER, SanDisk, Dell, WDC, and SKH, despite geopolitical news regarding Iran and new tariffs from Donald Trump. The market's performance is seen as counterintuitive. A separate video will cover upcoming earnings reports from Google (Alphabet) and Tesla.

Linked Mentions

Tickers discussed in this post

ORCLBullishHigh ConvictionSignal-backedPrimary

Oracle is potentially oversold on the daily chart with divergence forming, making it a possible buy, especially if acquired cheaply.

HOODNeutralLow ConvictionResearch Only

Robin Hood is mentioned as being up today, but the creator advises against making it a primary focus for buying.

SOFIBullishHigh ConvictionSignal-backedPrimary

SoFi is breaking its downtrend by setting higher highs and higher lows, indicating a positive shift in its price action.

TSMNeutralLow ConvictionResearch Only

TSMC produced excellent earnings, yet the market reacted negatively, highlighting the unusual market dynamics.

NFLXNeutralLow ConvictionResearch Only

Netflix is slightly positive, indicating a generally stable market performance across various sectors.

METANeutralLow ConvictionResearch Only

Meta is slightly positive, showing resilience in the broader market despite geopolitical news.

NVDANeutralLow ConvictionResearch Only

Nvidia is up today, reflecting the broader AI stock rally despite geopolitical concerns.

MXFNeutralLow ConvictionResearch Only

Mexico is mentioned as one of the countries facing potential new tariffs due to a forced labor investigation.

APANeutralLow ConvictionResearch Only

Japan is mentioned as one of the countries facing potential new tariffs due to a forced labor investigation.

EUNeutralLow ConvictionResearch Only

The EU is mentioned as one of the countries facing potential new tariffs due to a forced labor investigation.

Linked Signals

Tracked calls opened from this post

SOFI
buy opened Jul 21, 2026
-6.69%
ORCL
buy opened Jul 21, 2026
-9.55%