Meta's earnings are still strong, indicating that AI fundamentals are not collapsing, despite broader market weakness.
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The creator discusses their portfolio being down 7% and analyzes the market's current downturn. They highli...
Jul 30, 2026
The creator discusses their portfolio being down 7% and analyzes the market's current downturn. They highlight that SPY and QQQ have broken below diamond patterns, indicating a short-term bearish trend. The VIX is also a key indicator, with a close above 21 signaling increased fear and potential for more selling. Despite the market's struggles, big tech earnings remain strong, suggesting AI fundamentals are not collapsing. The market is being hit by leverage, rates, and risk-off sentiment.
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Microsoft's earnings are still strong, indicating that AI fundamentals are not collapsing, despite broader market weakness.
Alphabet's earnings are still strong, indicating that AI fundamentals are not collapsing, despite broader market weakness.
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