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The creator discusses the market's potential direction over the next 48 hours, highlighting upcoming Fed an...

Jul 29, 2026

The creator discusses the market's potential direction over the next 48 hours, highlighting upcoming Fed announcements, inflation data, and big tech earnings. They analyze SPY's key levels and VIX for market sentiment, noting a shift towards defensive sectors and specific software/healthcare stocks, while cautioning against blindly buying dips and emphasizing risk management.

Linked Mentions

Tickers discussed in this post

LLYNeutralLow ConvictionSignal-backedSecondary

Eli Lilly is mentioned as a healthcare stock showing strength, part of a rotation into defensive sectors.

NOWNeutralLow ConvictionSignal-backedSecondary

ServiceNow is mentioned as a software stock showing strength, part of a rotation into defensive sectors.

CRMNeutralLow ConvictionSignal-backedSecondary

Salesforce is mentioned as a software stock showing strength, part of a rotation into defensive sectors.

TSLANeutralLow ConvictionSignal-backedSecondary

Tesla is still showing weakness despite improving momentum in other tech stocks.

METANeutralLow ConvictionSignal-backedSecondary

Meta is still showing weakness despite improving momentum in other tech stocks.

AMZNNeutralLow ConvictionSignal-backedSecondary

Amazon is still showing weakness despite improving momentum in other tech stocks.

NVDANeutralLow ConvictionSignal-backedSecondary

Nvidia is still showing weakness despite improving momentum in other tech stocks.

NFLXNeutralLow ConvictionSignal-backedSecondary

Netflix's one-hour momentum is improving, but it's part of a broader trend where some tech stocks are showing weakness.

GOOGLNeutralLow ConvictionSignal-backedSecondary

Google's one-hour momentum is improving, but it's part of a broader trend where some tech stocks are showing weakness.

AAPLNeutralLow ConvictionSignal-backedSecondary

Apple's one-hour momentum is improving, but it's part of a broader trend where some tech stocks are showing weakness.

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