Source Post

Tech Earnings Crash, Oil Rallies & Moving $700K to Wealthsimple

The creator discusses a volatile market week, with tech earnings showing mixed results and oil prices rallying due to geopolitical events. They express strong conviction in the long-term opportunity within the S&P 500, particularly in its concentrated tech holdings like Google and Nvidia, citing favorable valuations despite recent pullbacks. The creator also mentions Suncor and Canadian Natural Resources as opportunities within the oil sector.

Linked Mentions

Tickers discussed in this post

TTWONeutralMedium ConvictionSignal-backedSecondary

Take-Two Interactive's earnings are coming up soon, and the stock has been performing well, keeping pace better than some tech companies.

BNSBearishHigh ConvictionSignal-backedPrimary

The creator expresses dissatisfaction with Scotiabank, calling it a 'total rip-off' and stating they are moving their portfolio away from it.

TDNeutralMedium ConvictionSignal-backedSecondary

TD is mentioned as one of the Canadian banks that make up a significant portion of the VDY ETF and is currently experiencing a pullback.

RYNeutralMedium ConvictionSignal-backedSecondary

Royal Bank is noted to be trading at its highest historical value with a very low dividend yield, which the creator finds interesting.

GOOGLNeutralLow ConvictionResearch Only

The creator recounts watching Google's earnings report, even streaming it in the background while at a friend's house.

AMZNNeutralLow ConvictionResearch Only

Amazon is mentioned as a company whose upcoming earnings the creator is eagerly anticipating, calling it part of their 'Super Bowl'.

AAPLNeutralLow ConvictionResearch Only

Apple is listed as a company whose upcoming earnings the creator is highly anticipating, referring to it as part of their 'Super Bowl'.

MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of the companies whose upcoming earnings the creator is eagerly anticipating.

CNQBullishHigh ConvictionSignal-backedPrimary

Canadian Natural Resources is considered one of the greatest companies in the world, akin to the tech company of the oil and natural gas sector, with significant growth potential.

SUBullishMedium ConvictionSignal-backedSecondary

Suncor presented a dip-by opportunity amidst the oil rally, with the creator noting its insanity and potential for those who love it.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Jul 25, 2026
+0.00%
GOOG
buy opened Jul 25, 2026
+0.00%
CNQ
buy opened Jul 25, 2026
-1.21%
BNS
sell opened Jul 25, 2026
+0.00%