Market Bounce!

Thoughts from Day 5 of Vacation

Jul 30, 2026

∙ Paid

Hey Gang,

I’m on day 5 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 from -3 to +1, which is a signal that the market turning point has arrived. DRAM Memory & SOXX semis led the way, which is an encouraging sign 👇

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