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10 profitable Nasdaq companies made new highs.
6 profitable NYSE companies made new highs.

sixteen. across both exchanges.

the indices rallied. the market barely showed up.

that is not follow-through. that is a handful of generals taking victory photos without an army.

SPY volume: 47m vs 52m average.
QQQ: 44m vs 44m.
SMH: 13m vs 11m.

maybe market structure has changed. maybe the textbook needs updating. or maybe people are lowering the bar because price went up.

AMZN had a follow-through day: 113m shares versus 48m average.

Amazon showed what we still need to see from the indices.

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More than 360k margin accounts were forced into liquidation in Korea, per Citi.

62% of those wiped out were reportedly under the age of 35

There is probably substantial squeeze fuel in today’s tape. But MSFT is primarily an index-moving fundamental repricing. MU is a cyclical/AI-memory repricing being accelerated by squeeze mechanics.

MSFT’s roughly 17% move added about $575 billion in market value. MU’s roughly 18% added about $179 billion—MSFT’s dollar impact was about 3.2× larger. MSFT also influences the float-cap-weighted S&P 500, the modified-cap-weighted Nasdaq-100, and the price-weighted Dow; MU is not a Dow component

$CRWV is a clear squeeze tell.

MSFT +17% says fundamental repricing with enormous index impact.

MU +18% says cyclical AI beta plus squeeze mechanics.

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(Image Credit: The Bosses of Senate by Joseph Keppler)

Reaped is the past tense and past participle of the verb reap, meaning to harvest a crop, to gain a reward, or to receive the consequences of an action.

Dip buyers have been rewarded for years. Today we examine whether they are about to receive the consequences.

Humans are the Walruses rolling off the cliff because one went first. FOMO remains undefeated in Homo sapiens.

Viewer Discretion Advised!

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MIT Tech Review
https://www.technologyreview.com/2026/07/27/1140836/openai-hugging-face-attack-precedent/

OpenAI called the Hugging Face attack unprecedented. But we’ve been here before.

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(Saturn Devouring his Son by Goya)

• OpenAI CEO Sam Altman is set to meet with senior Trump administration officials, lawmakers and economists in Washington, D.C.

• He will preview the capabilities of the company’s upcoming AI models and field questions about cybersecurity and the company’s stance on open-weight models, according to a source.

• The visit lands during a particularly sensitive moment for AI development in the U.S., as a debate over whether to restrict Chinese open-weight AI models rages.

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If you are motivated, willing to think for yourself, and tired of feeling obligated to outsource your financial future, start here:

Bill Cara’s Stock Market Literacy framework

Bi…

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I asked ChatGPT to create a video parody on what is going on with AI Data Centers. enjoy!

The inspiration:

Tesla, Alphabet lose hundreds of billions in value in post-earnings stock plunge

• Both Tesla and Alphabet signaled higher spending as they invest in artificial intelligence.

• There were signs that some of Google’s investments were beginning to pay off, with its cloud revenue jumping 82% year on year in the second quarter.

• Meanwhile, Tesla is investing in areas from robotics to semiconductors.

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Um, he will be out before my next colonoscopy

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(Nashville TN) 👆

(Austin TX) 👆

Or you can pile in with the others who are opting against a house or rent and buying these $350k earth roamer RVs!

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the worlds largest cheese cake

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(Credit GROK)

Shout out to JOSH on the private chat room who brought up Pentair $PNR. Down over 15% today. This is more evidence the end consumer (Pool owners) are delaying pool maintenance. Maybe that is anecdotal evidence, but I disagree. Check out DAVE $DAVE.

ExtraCash: The flagship service allows users to receive short-term cash advances of up to $500 to bridge the gap between paychecks, utilizing a proprietary AI model to underwrite based on real-time cash flow rather than traditional credit scores.

ExtraCash accounts for roughly 80% to 85% of Dave's total top-line revenue, functioning as the primary economic engine of the company. In its financial reporting, the revenue generated from ExtraCash processing fees, overdraft service fees, and tips is categorized under "Service-based revenue," which brought in $466.8 million out of Dave’s $554.2 million total revenue for the full year 2025 (approximately 84.2%)

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Nothing will change until they are all forced to.

PS No volume 3:45pm ET on SPY

• Volume 27,442,824

• Avg. Volume 53,129,067

And we have gone nowhere since May

“Earnings Buy Time. They Do Not Buy Safety.” by Bill Cara

https://billcara.com/posts/earnings-buy-time-they-do-not-buy-safety

My Summary:" A ton of earnings expectation raises by Analysts. could mean stocks are priced for fomo perfection

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Everyone who bought before today is down

And the semi are on a cliff

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Cassandra Unchained

[Abridged Version] Fannie, Freddie, Trump & the Housing Crisis

Fannie Mae (FNMA) and Freddie Mac (FMCC) have had some ups and downs since Trump’s election…

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20 days ago · 88 likes · 2 comments · Michael Burry

I am a paying reader and I realize many of you may not be. Depending on how deep you like to read about certain topics I would recommend the paid subscription. But for those who can’t find time or the money, below are my own read and analysis of his latest piece.

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This was simply my read, or ‘cliff notes’:

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This is a 25 year record!

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Daily Image

SPY at 3:15pm ET

• Volume 27m

• Avg. Volume 53m

QQQ

• Volume 26m

• Avg. Volume 44m

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