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Thoughts from Day 4 of Vacation - Playing for a bounce

Jul 29, 2026

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Hey Gang,

I’m on day 4 of my cruise, but wanted to share quick updates as an outsider looking in to the market. As always, I appreciate your support of my work ✊

I am on vacation with limited availability from July 26th to August 3rd

Market Update

Trend model flipped back to -3 on WEAK BREADTH. The AI/Memory trade continues to implode. Our 6/22 memory top thesis remains intact. No end to the US/Iran conflict in sight 👇

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