Pristine Capital

Pristine Capital

🤖META Enters the Compute Selling Game!

Market Analysis & Watchlist 7.1.26

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Jul 01, 2026
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Team,

Cracks continue to emerge in the AI trade. Let’s take a look under the hood of today’s market action. HAGE 🍻

-Andrew

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

💻Inside a Pristine Research Note!

💻Inside a Pristine Research Note!

Andrew O'Connell, CFA, FRM
·
August 30, 2025
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Market Update 📊

  • SOXX Semis led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

  • The Russell 2000 is the top YTD performer into the 2nd half of the year! The Nasdaq is not far behind 👇

News Flow📰

Via BBG, FT

Economic Calendar🌎

NFP employment report incoming TOMORROW AM. The stock market is closed on Friday in observance of the 4th of July holiday 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Use promo code PRISTINECOMMUNITY at checkout

Key Ideas 🗝️

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