Another selloff in AI names broadened to encompass most of Tech, sending the Nasdaq-100 to its worst week since April 2025. Five sectors though would finish the week up 2% or more, as 30-year Treasury yields fell the most since April 2025.
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Let’s check out the ‘jumping’ Roadster vehicle and why I see a potential short-term trading opportunity in TSLA.
Here’s what I’m most concerned about the future of our economy. Also, let’s check on Warsh’s latest speech, the market rebound and the charts.
The materials/equipment company has layed out big plans but is yet to be rewarded.
Nasdaq is approaching an oversold condition, selling pressure is finally picking up, and a dose of bearish sentiment could improve the outlook.
The either/or market continued for another day with tech stocks continuing to fall. They’re nearing interesting support levels, but a bounce could be followed by more downside.
Apple’s HomeView will generate fresh streams of services revenue. Meanwhile, residential security stocks have plummeted.
It comes down to sentiment, which remains complacent. A little bit of fear would help provide the fuel needed to get stocks moving higher.
The Equal Weighted indices have been on a tear lately, while the Nasdaq has not. It’s been the story of 2026. You can go with this, or you can go with that.
