Prices as of 2026-07-21 16:20:54 ET
Ticker Appearances
First Word
Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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First Word
We continue to buy the dip in semis, memory and tech
VIDEO_:_ We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in...
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First Word
Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO_:_ In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow. ...
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Sector Allocation
July 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP The S&P 500 ended June up 9.55% year-to-date, having notched one...
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First Word
As 2Q26 comes to an end, equity markets still in good shape... but NYSE margin is a further sign consolidation likely ahead
VIDEO_:_ As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed. We remain less hawkish than...
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Signal From Noise
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag...
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Daily Technical Strategy
Raising My 2026 SPX Target to 8,000 from 7,300, Joining Tom Lee
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THIS WEEK'S MINOR WEAKNESS IN ^SPX 0.80% LOOKS LIKE A NORMAL CONSOLIDATION RATHER THAN THE START OF ANYTHING MORE...
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First Word
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH 4.54% and DRAM 11.06% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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First to Market
Is AMD's Taiwan Play Really a Supply-Chain Bet?
CHART OF THE DAY GOOD MORNING! Earlier this year, while investors were focusing on Iran-related geopolitics, the changing of the guard at the Federal Reserve,...
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Daily Technical Strategy
It's Time to Look for Opportunities in the Mag 7 Following the Weakness
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND TODAY'S MINOR WEAKNESS LOOKS BUYABLE, WITH BREADTH ONLY MARGINALLY NEGATIVE AND TECHNOLOGY, ENERGY, UTILITIES, AND REITS ALL FINISHING...
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First Word
Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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First Word
We continue to buy the dip in semis, memory and tech
VIDEO_:_ We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in...
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First Word
Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO_:_ In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow. ...
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Sector Allocation
July 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP The S&P 500 ended June up 9.55% year-to-date, having notched one...
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First Word
As 2Q26 comes to an end, equity markets still in good shape... but NYSE margin is a further sign consolidation likely ahead
VIDEO_:_ As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed. We remain less hawkish than...
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Signal From Noise
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag...
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Daily Technical Strategy
Raising My 2026 SPX Target to 8,000 from 7,300, Joining Tom Lee
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THIS WEEK'S MINOR WEAKNESS IN ^SPX 0.80% LOOKS LIKE A NORMAL CONSOLIDATION RATHER THAN THE START OF ANYTHING MORE...
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First Word
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH 4.54% and DRAM 11.06% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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First to Market
Is AMD's Taiwan Play Really a Supply-Chain Bet?
CHART OF THE DAY GOOD MORNING! Earlier this year, while investors were focusing on Iran-related geopolitics, the changing of the guard at the Federal Reserve,...
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Daily Technical Strategy
It's Time to Look for Opportunities in the Mag 7 Following the Weakness
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND TODAY'S MINOR WEAKNESS LOOKS BUYABLE, WITH BREADTH ONLY MARGINALLY NEGATIVE AND TECHNOLOGY, ENERGY, UTILITIES, AND REITS ALL FINISHING...
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First Word
Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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First Word
We continue to buy the dip in semis, memory and tech
VIDEO_:_ We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in...
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First Word
Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO_:_ In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow. ...
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First Word
As 2Q26 comes to an end, equity markets still in good shape... but NYSE margin is a further sign consolidation likely ahead
VIDEO_:_ As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed. We remain less hawkish than...
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Daily Technical Strategy
Raising My 2026 SPX Target to 8,000 from 7,300, Joining Tom Lee
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THIS WEEK'S MINOR WEAKNESS IN ^SPX 0.80% LOOKS LIKE A NORMAL CONSOLIDATION RATHER THAN THE START OF ANYTHING MORE...
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First Word
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH 4.54% and DRAM 11.06% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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Daily Technical Strategy
It's Time to Look for Opportunities in the Mag 7 Following the Weakness
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND TODAY'S MINOR WEAKNESS LOOKS BUYABLE, WITH BREADTH ONLY MARGINALLY NEGATIVE AND TECHNOLOGY, ENERGY, UTILITIES, AND REITS ALL FINISHING...
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Daily Technical Strategy
Time to Favor Equal-weighted SPX over Cap-weighted
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH BUT STRETCHED, WITH ^SPX 0.80% HAVING CLOSED ABOVE 7,600 WITH A NINE-DAY WIN STREAK OF HIGHER HIGHS AND HIGHER LOWS,...
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First Word
The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - May 2026
RSPT 2.10% RSP 0.16% IWV 0.85% RCD -0.82% AAPL 0.05% GOLD 6.31% CF -0.49% BTC -0.68% SOL -1.24% ETH -1.09% BMNR 2.44% ^SPX 0.80% LITE 9.45% IGV -1.25% PLTR -1.81% MSFT -1.17% MAGS -0.15% GOOGL -1.28% TSLA 2.55% NVDA 1.63% FSLR 0.36% SEDG 3.41% ENPH 1.22% AVGO 1.92% ANET 2.75% ...
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