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hey guys mik here so we got more data that the market loved right yields dropping economy you know weakening if you want to call it that and but there is definitely some sectors you can see that big money is like you know what we're not going there right now and they're just pushing and pushing the cues and the spy and the stocks within that and I'll show you exactly what I'm talking about you you can see the clear rotation is that going to stop that's what we're going have to find out okay so we're going to look at that we'll at the data that came out and very in detail when you talk about this jobs market and people tell you man the jobs Market is just going to heck in a hand basket oh my God people are losing jobs I will show you something that might change your mind I'm not saying we're not going to get there but again on this channel we keep things perspective and we just kind of tell like it is all right whether people like it or not then we're going to really touch on the semiconductor stocks all right there was two that was going off off the wall I'm going to take I know a lot of people out here I'm talking about we're going to short this stock and I'm like hold on hold on do what you want to do let me just tell you something real quick before you do that because there's a whole lot of people been trying to shorten video since it did it split there's a lot of people sold out of Nvidia before it did it split and all this stuff so let's talk about that for a minute please and then we'll touch on Tesla as well because obviously the whole pay package thing and Elon put a tweet out and it went crazy and then sold down and all this crazy mess but we'll talk about that one as well but when you're looking at this data we're talking about so PPI came in lower than expected okay so that's a good thing we got CPI coming down whether believe the numbers or not don't matter right it don't matter if they're cook they're cooking the books don't matter it depends on all we care about is what the market thinks right and so this came down that was a good thing okay again whether it's cooked I don't know now the jobs that as you can see unemployment claims came in higher than expected this is what the FED wants to see okay initial jobs claims came in higher than expected but you can see like continuous job claims have finally really turned right like if this was a stock you would say what this is an uptrend right and the initial stuff you wouldn't say it's uptrend you would say it's coming up to resistance going to maybe break through and then we'll see what happens I don't know if they're trying to look over in the middle there we got this huge surge in you know what from March to June 2023 if that's what they want but when you look at this this is continuous job was claims right here four-week average right when you look going back to 2017 we ain't even got back to that level yet now 2013 was even higher okay so we're getting there we're almost there and so again on this thing what makes this kind of cool is an interactive chart so you can literally go here and change the date and stuff and look at this so I pulled up 2012 because that's where we recovered after when we looked at it uh after the 2008 crash things where we fully recovered the jobs and stuff and you see it kind of coming down right uh when you go back this is what you're looking for if you're looking for a broken economy okay to go up and you can see the numbers we're not even like there's nothing like that but it goes up pretty fast when it starts to accelerate it's like anything else same as a stock when it breaks out and they go to these crazy runs right we'll go back to the doomo and you can see two of them because the great financial crisis is a little different and you can see right there right it goes 287,000 to the peak of it was around 480,000 okay so we're nowhere even close to that kind of stuff but again so we we'll see if it ramps up or not there you go from 325,000 to 659 so usually you're doubling okay and currently we're setting at 223,000 and so if we do go into recession and continue to slow down with these rates we're looking at 450 460 somewhere in there and so again make sure you understand when I say things have been broken look at this mess we went up to 5 point over five million jobs lost look at that you you never see that on this chart maybe the Great Depression if it went back that far but that's why the business cycle was broken that's why employment was broken all this crazy mess that is a problem okay so just wanted to point that out to you in case you forgot about it now this rotation stuff you saw you know Q's are green finally goes green all this St they setting all the time new Highs but you can clearly see a Divergence right the Dow and the qes are going the same direction and boy come miday they said heck no it's all about tech right and we're getting rid of the Dow why because Dow stocks or stocks in the Dow are very sensitive to rates all right and these yields and stuff so is iwm which we going to pull up so is transportation stocks right which is of course in the Dow and so but that I mean that thing like it's going parabolic doesn't it but when you pull up other stuff IWC is micro caps they're smaller than the obviously iwm right they even more rate sense though uh you pull up DJI IWC iwm and they look at the spy and the cues they're like see you later losers right and then boom the rest of them are heading south and so again the breath sucks I'm going to tell you when the breath changes on the spy and the QQQ it has not done that at all the equal ETFs were red today all right and so again you know even when you pull up the equ ETFs here's the qqw and then you know you can see clearly that one's turned up as well so the qqw has turned up not greatly right but it's better when you compare it to the RSP which is the equal weight ETF for the Spy that thing is doing nothing let me get rid of some of these things you can actually see what I'm talking about here but that thing is doing nothing but trading sideways we'll look at in just a second but you can see with qqw it was heading down right but at least it's trying is setting a newer high or a higher high excuse me right there as you can see but again you pull up the RSP and the RSP is doing nothing but going sideways right now because the RSP has what health care utilities what else we got going on it's not doing very well in there you got Industrials you got oil which is energy those kind of things so certain sectors that don't do well because of high rates high yields all that kind of stuff you can see right there not only going sideways it's actually going down it's setting lower highs versus the qqw set higher highs and so we'll see if that turns up but it's pretty BL plain to see where big money and big purchases aren't going currently all right and when you look at iwm like this thing right here this that trend line right there that's the bottom line that's the line the sand right there and I told you if we break 200 and continue to fall it's going to put that trend line in perspective which give it a fourth touch if that trend line breaks then oh boy okay that is going to be a complete disaster and it's just weird to me that you know this data is coming in good yields are dropping rate cut prospects are coming back up but there's still not going into iwm right now and you see it gave back all the gains and then some from yesterday's CPI pump I mean all of them right and so which is just kind of nuts in a way you know but it's just what's happening in this rotation right now you can see that zone that's going to be a zone of support right there it needs to hold not saying it's going to break just telling it needs to hold right so around 190 8ish one to do 100 somewhere in there and then if that trend line right there we talked about breaks you can be expecting this right here between 178 181 I'm not saying that's going to happen I'm saying be prepared right and a lot of people will be crying and and you know saying oh my goodness that did not go well right there with these small cats but they're just for whatever reason not rotating into them I know I know a lot of the companies are garbage I get that but again you don't need rate cuts to to have this thing move it's more of a trading vehicle okay now going into obviously semiconductors abgo reported that's broadcom had killer earnings huge gap up 15% move up when you look at that is that out of character Absol freaking L Absol freaking lutely it's out of character right this thing has moved up very well right just bouncing off the moving averages and bouncing and bouncing and bouncing and giving plenty of pullbacks unlike some others which we'll look at so plenty of time so it's moved up structurally very well respect the moving averages now it's way above especially the 200 way above those moving averages okay but understand I know people look they're going they were jumping in shorts today they're going to try to jump in shorts and that's fine do what you want to do maybe it just plummets because it's not Nvidia and these others and stuff but I'll say this don't forget the announcement they made which made this thing really pump and we're getting earnings which weren't bad at all either but they announced the stock split and we've seen it how many times now and what we talk about if the market is going up and they announce the stocks spit on top of good earnings especially it's Rocket Fuel okay it is Rocket Fuel and normally you'll see a continued run if the market holds that's the key when we go into our Discord here and we look just how I like to look at earnings right here this income statement theirs were not bad at all they were really good man I mean revenue up 42% year-over-year right you see the margins I think it's 62% 24% right 177% across but you look over where they got it from infrastructure software 175% increase year-over-year semiconductor Solutions plus 6% so that's pennies right but that infrastructure right there uh software that just exploded and they were I think they were saying there saying they can't find enough chips business is awesome again we'll see how that works out and I know this ain't video so it could just Plum it tomorrow right but because they announced that stock split and most of the time you see it you see it right now with your P right that thing sitting all time new high everybody thought was going to just dive after they announced that stock spit because it's so far out still going up after all this time right so be careful is all I'm saying now smci is another one and this how this one moves right you get this downward Channel falling wedge whatever you want to put into it right but a trend line where it's bouncing bouncing resistance resistance rejection rejection and it just explodes okay and so that was the day think is really what basically you know made this happen but you can see it repeatedly happening over and over throughout this Stock's history right here doesn't mean it's going to continue at all I'm just saying you know when you look at it there's a trend line here I want you to look at and that trend line is right there you see it that's been support support support fell through plummeted so around anywhere from 950 to 1,000 bucks depending on when it would hit it that would definitely be resistance assuming it gets through this area we're in right now this area goes back it has been support it has been resistance so that's exactly where it got stopped in his track today again now when you look at this one if you're trying to pull up any kind of technical stuff by saying well does it respect this moving averages it respects the 100 the Trust of and don't give a crap about to be honest with you you can see it right there bouncing multiple times off the 100 when it came down right three different times actually then the 100 became resistance so now it closed above the 100 moving average now the 50 needs to curve back up but this one is such an explosive stock when it moves it's just insane right so the moving averages can't even really keep up with it but you can see clearly it does respect this hun moving average when you go to the macd it had a bullish matd cross today if it crosses that zero line that's going to be jet fuel I'm just telling you right now it's going to be freaking jet fuel so watch out for that it was a big move today look for it to digest all that good stuff the other thing that was happening on this one was the call sweeps are coming in by the millions all right and of course what do we know what's one of the things to move markets right those order flows okay so they just were just piling in these aren't long dated 614 621 75 right so not very long dated at all anywhere from 8:20 to 9:45 right so so that's that's where they were uh you know piling in at now Nvidia of course continues to move right keep setting all time new highs he make every single day right here and you can see people going know where is it going to stop at where if you pull up you know your fibs I think pretty much 135 140 is is a good Target but if you're going higher than that you go 155 tops 160 I've heard that one called out that's that big FIB at the very top up there again you see where I like the buy ends if it happens to come down and stuff but just look at this thing when it comes to technicals I mean just look at that you you're going to be hard pressed to find a chart like that anywhere anywhere and again we all know the market can remain irrational longer you can stay liquid but you know the crazier it goes up the harder it falls eventually and it may be years from now when this happens but you can pull up charts from any other time and when it gets hit it gets hit but as long as this Market is Raging on it's raging on right now I want to show you some stuff PA the video here copy some of these names down right here I want you to create oh matter fact do what you want to do but I know what I have done in the past create yourself a watch list if you got tradeing view do it that way whatever you're doing here write them down and this actually is prettyy cool it actually breaks it down for you and it's from this website named qu a you can follow them on Twitter as well but I'll show you two different ones some have more names than the others but it breaks it down in like what's design what's electric design application what's the equipment right who's the raw materials who is the one selling the chips right who's who's the one making the chips okay and so you see it broke down right here right and so you can look at the manufacturers all kinds of stuff and look at these names start pulling up the charts start pulling up the earnings right get you a list because again it's like an ecosystem okay it's obvious that wall Street's going to try to ride this thing out and it could take they could ride this thing out for the next you know 2 three four 5 years up to 10 years but just figure out which one the best right and that's what you're going to see because you're going to see rotations out of some of these into others that's just the way it's going to be some of these are going to get bought up by the way as well here and here's another one with a boatload of name so just more ideas for you and again you don't see just straight you know semiconductors on here kind of stuff you see Meta on there right you see different kind of names on here that are using this that are coming up with things so even for the AI ecosystem itself you have a lot of different names and you can just copy these down look at them again some of these will be takeover targets okay cuz when some of these companies get so large and have so much cash and the growth starts to stall what are they going to do they're going to do what a lot of companies do they're going to start buying other companies within that ecosystem okay so just you know keep that in mind but at least I want to show it to you so that way you're there looking Googling do whatever here it is you can pause it take a picture of it if you're a member uh this will be in the Discord I also sent out on patreon for you guys so you have it uh first and foremost okay so just kind of keep that in mind and lastly we'll finish up with Tesla as you can see you got an inverse head and shoulders right here we started to take off today you see the target will hit that I don't know anything about that I would just look at these trend lines right here the Target now again last time I had inverse Head and Shoulders it almost made the target I mean almost made it at 300 Target around 322 I believe it was so you know it's a big move big explosive move up again this all this depends on elon's pay package and how what else is going on because you know let's be real about this if they ain't lower in rates I can't imagine you know people are piling in cars right now but maybe their numbers will go up who knows but and so it's not like a fundamental move we're going to just start increasing all this now and the other remember the move in the first place was off robots and the the auto taxi or whatever you're trying to call it and I even read something today saying that might be delayed right they were supposed to do it August 8th I believe not mistaken and that might get pushed back and if that gets pushed back you can imagine what's going to happen to the stock but again I was actually surprised in after hours that the the move wasn't higher but I don't know I to make of that one we'll see what happens but again we'll see if this plays out or not it was a huge move and after hours last night when he sent out a tweet saying things are getting approved W it's pay package and I forgot what was the other thing oh yeah moving from Delaware uh to Texas as far as how they're Incorporated with another one so you know we'll see what happens let me know what you think down the bottom and stuff and again you know pause go back pull up that stuff if you're a member it'll be there in the Discord and I'll send it on patreon for you you have that so you can start you know making your list on which one of the AI stocks you going to call them that infrastructure um the sell the chips make the chips all that stuff you can make it all out just kind of plan your way out and so especially because why you want to plan for pullbacks right so you can look at those charts and set your levels like I did on a video and say this is where I'd like to you know add okay this where I like to add to my position I'm willing to do that right so that's what you got to be looking at guys so anyway hope that helps you again won't be a a video tomorrow it's Friday but I'll put out Saturday's videos put any questions you have in the comments Sunday's video to set us up as usual anyway have a good one guys and I'll see you tomorrow
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