저자: Kim · 한국인
요약 보기
나스닥·S&P500 선물이 실적(MSFT, META) 호재로 반등 중이며 상승 추세가 유지된다고 주장. AI 관련주 강세를 근거로 MSFT 535달러, META 745달러, AMZN 226달러 이탈 전까지 보유 권고. 파월 발언으로 9월 금리인하는 불확실하나 AI 투자 확대가 실적에 반영된다는 논리. NVDA 목표가 200달러 상향 언급. 테슬라는 300달러 지지 여부를 중요하게 봄. 비트코인·이더리움 관련주도 반등 가능성을 언급.
다듬은 글
31, 2025 . It is before the market opening on Thursday, July 31, based on the US market. Well, today is the last day of July. Since it is the last day, an in the comments , it would be a huge help in making this video . Now, let's quickly check how the US market was .15% to 15%. However, following the earnings announcements from Microsoft and Meta after the market closed, if you look at the Nasdaq futures index now, it rebounded again, slightly filling the gap near the yellow line .
So, that is why I am explaining that the trend is the most important . I have been continuously emphasizing that this is absolutely not a zone to be afraid of, as the upward trend has not ended . I have been saying this since it broke through this yellow line, and it is riding the upward trend just as it has.
Now, it is staging another record rally. Now, let's take a look at the SMP 500 as well . Okay, this is the SMP 500 futures index. Once again, it took a slight correction down to the yellow line and is rising again. The rebound is being shown because Microsoft and Meta's earnings reports were very strong, and the upward trend is still continuing.
Now, for now, during the trading session, the U.S. stock market failed to show significant strength due to Chairman Powell's hawkish remarks, despite pressure from President Trump . President Trump continues to pressure for a rate cut in September, but the Chairman drew a line on a September rate cut, stating that no decision has been made yet.
Now, however, as you can see, Microsoft is driving up the futures market by announcing surprise earnings after the market close. Now, revenue and EPS increased by 18% and 23% respectively compared to the same period last year, and this earnings announcement demonstrated that the massive investment and spending poured into AI are becoming visible, centered on the cloud business.
In addition, the stock is fter stating that it expects double-digit revenue and operating profit growth in fiscal year 2026. Now, let's take a look at the Microsoft chart first. Now, in the case of Microsoft, I explained in the July 30 video that such a range-bound wave could occur once more from above, and I emphasized that such a wave is open up to $600 .
This is Microsoft's weekly chart. Now, I explained that there is still room for an upward movement within this range, and it is currently showing very strong performance, up to 9% in after-hours trading . Now, since there is absolutely no resistance above this level, it was a position where such a massive surge was inevitable as long as the earnings announcement came out well .
Well, in the end, it rebounded again without breaking the yellow line at all . I have been continuously raising my target sell price, emphasizing that . I have been mentioning the price range repeatedly, and I am also explaining that it is a position where you can sufficiently enter by setting that price range as a stop-loss line .
Okay, first of all, Microsoft has once again shown a significant rise, just like this time. your shares without needing to sell until $535 is broken . Now, let's take a look at Meta . Now, following Microsoft, Meta also showed growth with revenue increasing by 22% compared to the previous year . Now, EPS also showed a very strong performance at $7.14, surpassing the consensus of $5.89.
Now, operating profit has also increased by 38%, driving up the stock price. Now, naturally, the biggest pillar of Meta's performance was still advertising. Revenue from advertising alone reached approximately $46.5 billion, and the third-quarter revenue forecast also exceeded the expected $46.2 billion .
Now, they showed that they are raising their annual CAPEX guidance again this year . So, ultimately, you need to clearly understand that AI is still the mainstream . So, as a result, Nvidia's stock price showed signs of rising again. Now, right now, it is surging again by about 4.3% in front of the outside market .
I am emphasizing a lot right now that you absolutely must not miss out on AI-related stocks . Now, let's take a look at the meta chart . Now, in the case of Meta, I explained in the July 32nd video that it would hold its ground near the previous high line and rebound, and it is showing signs of breaking through the ceiling while holding that line and making a subtle announcement.
Now, if this happens, the reporting rally starts again. The upward trend has not been broken at all, and once again, it is showing signs of holding near the yellow l, but long-term indicators have not even shown a golden cross yet. Now, looking at the trend, it will show a wave exceeding $800 with this upward trend .
For those holding Meta, looking at the current price levels, it is now $745 is broken . Now, regarding Membership Meta, I aggressively accumulated on April 25, May 12, May 13, and June 5; I accumulated whenever it found support at the bottom. So, since I share buying entry points in the membership whenever good entry points for long-term stocks appear, US stocks require long-term investment, and I hope those of you investing for the long term will be able to accumulate good stocks at favorable opportunities .
Now, let's take a look at Amazoncom. Now, with Meta and Microsoft delivering strong earnings , expectations are rising for Amazon.com, which will announce its earnings after the market closes today . So, since Meta's earnings report was successful, I believe we can also look forward to Amazon.com's earnings announcement .
Now, the upward trend is still going up without any sign of breaking, and in the case of Amazon Tacom, 26 . Now, if the upcoming earnings announcement goes well, I think we can expect a wave that could sufficiently break through up to $242, so let's look forward to it . Now, in the case of Amazon.com as well, it recently accumulated again in this zone where it rebounded from the support on May 23rd on May 27th .
Now, let's take a look at NVIDIA. Now, we recently helped you gather NVIDIA items again, and we are explaining above that this box item will be released once more . Now, Morgan Stanley has once again raised its target price for Nvidia to $200 . Now, these details are very important, and you can check them in the Membership Case Secret Note .
We have already uploaded all the details, so please make sure to check them before investing. Also, I summarized all the target stock prices released by brokerage firms for Nvidia . If you look, you will see that brokerage firms around the world are all raising their targets to $200, $190, and $200 .
So, that is why I have been accumulating Nvidia again recently, and there is still plenty of room for it to rise to the top line. I hope you do not miss out on any great stocks in the AI era . Now, let's take a look at AMD. Now, we've been emphasizing AMD a lot in the video as well . Now, I am explaining that if the width of the black line increases, a significant rise will occur .
Now, it showed a rise of about 4.3% yesterday as well, and the range is still open to up to $227. Now, of course, there might be a slight correction, but you can consider this a zone where the upward trend is likely to continue. Earnings reports related to AI are all coming out well right now. Now, in the case of D as well, we gathered the members on July 15th.
Now, let's take a look at Tesla . Now, Tesla is showing a stable image as Elon Musk and President Trump are no longer arguing . Now, in the case of Tesla, if we look at it based on the upper line of the triangle convergence, you can consider that if it breaks the $330 level and rises, another new upward trend will emerge .
I am also looking forward to it, and I sincerely hope Elon Musk raises the stock price to this upper line without making any major risky statements . e can expect an upward movement next week. Also, looking at the red line, it absolutely must not break $300. If $300 is broken, there is a possibility of a drop to $250, so I hope everyone watches closely to see if the $300 level is held .
Now, there is a stock today that you should accumulate for the long term. Now, just like AMD and Marvell Technology, this is a stock that shows a significant rise when it approaches the black line. Now, it is currently rising in a support-type upward wave near the black line, and after rising once and taking a slight breather, it is starting to rebound again.
Now, now, you shouldn't enter after a big rise; you need to enter when it is supported like thi bottoming out. Now, this is when you need to enter and buy at a good position. Class post . Now, let's take a look at TSMC next . Now, although TSMC looked a bit weak for about two days as Tesla chose Samsung Electronics, I explained that it did not take a major hit on TSMC.
It is rebounding with n the case of TSMC, you can keep holding it without needing to sell until it breaks $237 . In the era of AI, TSMC is also a stock that should not be missed . Now, let me show you the TSMC monthly chart . Now, looking at the monthly chart, we can see that another upward movement of this magnitude is expected from above, and you can consider that such a wave is open up to $280.
Next, let's take a look at Bit Mine . Now, regarding BitMine, since bottom zone, I explained that for those who haven't sold ye before it breaks $30 . Please make sure to sell if it breaks below $30, and I believe we are currently at a position where we can expect another rise . Now, when this pink arrow appears, the possibility of a major surge increases, and this time too, with the pink line arrow appearing, it showed a rise of about 13% yesterday .
Those of you holding Bitcoin could look forward to a potential rise, and for those approaching this short-term, please make sure to stick to the $30 stop-loss . Now, Marvell Technology showed a very large rise yesterday, going up to 7% and 11.7%. I explained that it was rising in an upward wave, and after forming a support line, it started rebounding again .
Now, memberships have already been accumulated at the bottom, and growth . Now, I explained that whenever the black line appears, it shows a significant rise, and the same is true in this zone SOXL is a salvation that can be taken while grasping the blue line goal . Now, I explained that $25 is very important, and it is rebounding again while holding exactly at $25 .
Therefore, it can be seen that the upward trend has not yet been broken, and while short-term indicators are rising, a golden cross is now appearing in the mid-term indicators as well. Well, if we can hold out well today and tomorrow, I believe we can look forward to another upward trend ight now in the area where the yellow line overlaps near the previous high .
a rebound before it hits around $365, so please keep an eye on it . It is rebounding by about 4% . Now, looking at the price levels, I still recommend reducing your position if it breaks below $365, and until then, I believe we are in a position where we can expect another rebound. A golden cross just appeared has finally shown a golden cross .
Now, we are in a position where an upward trend can emerge, . Now, as long as the $171 mark is not broken, approval ratings to still be alive . It rose about 4.5% yesterday, forming a G-line and showing an effort to rebound. Now , let's take a look at Aion . Now, the line I am highlighting for Aion is the green line .
The green line held its ground yesterday with a precise lower wick, so you can consider the possibility of a rebound still alivebound without breaking $40, and that possibility is still , in the case of Rigetti Computing, I explained that since this previous high line and this yellow line overlap, this can be established as a single line, and the possibility of a rebound around $13.8 is still alive.
We can probably wait and see until it breaks $8.8. between today and tomorrn the Super Micro Computer video from July 24th, I explained that since the upward trend continues, there is no need to sell until the blue line is broken. As I explained, it is continuing to show an upward trend while maintaining support on the blue line .
Well, it rose about 6% yesterday as well, and is now heading towards the previous high of $66. t is creating a brief pause after a big rise . However, the best scenario is for it to rise while that still remains. Well, yesterday too, it rebounded as the lower wick touched the yellow line exactow, meanwhile, Strategy showed an increase of about 2.2% yesterday .
Now, if you look at the strategy, you will . Now, for , so the possibility of a rebound remains aliv remains alive as long as $395 is not % in front of the outside market. There has been absolutely no shift to a downtrend, and it is highly likely that after going through a period of rise and correction, followed by another rise and a pause, it will show an upward trend .
The most important thing is not to break the red line any further, and now it is gradually rising near the yellow line . The moment our yellow line meets the stock price, it could bounce up once again. You can consider this a section where you can wait a little longer . So, as a result, Sharplink Gaming is showing an increase of about 6.9% right now ahead of the market .
Now, even looking at the Sharpe Link Gaming chart, a short- term golden cross has formed, and it is about to start rising. Now, as I explained earlier, the width of the green line on Sharp Link Gaming is important, and you can view it as preparing for a rebound while holding suppor is scheduled for next week, and for now, Palantir Tech is yellow line at $149 is broken .
Now, since AI-related sectors are showing strong performance, you can consider this a phase where Palantir Tech is also worth looking forward to . Now, let's take a look at M. Robin. Now, in the case of M Robin, the earnings announcement is scheduled for next week, $355, it is a stock you can hold without needing to touch, looking upward .
Okay, we will end the video here for today. Now, there is a stock today that you should accumulate for the long term . Now, just like AMD and Marvell Technology, this is a stock that shows a significant rise when it approaches the black line . Now, ear the black line, and after rising once and taking a slight breather, it is starting to rebound again.
Now, now , you shouldn't enter after a big rise; you need to enter when it is supported like thi bottoming out. Now, this is when you need to enter and buy at a good position. Class pos Apple, Alphabet, Broadcom, Tempus, AI, SCHD, and TQQ . Okay, S-Class members, please go straight to the Part 2 video and post . 습니다.
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