📉Samsung Sparks a Selloff!
Market Analysis & Watchlist 7.7.26
Team,
Our thesis that the cycle top for the AI trade happened on 6/22 remains intact. Let’s take a look under the hood of today’s price action. HAGE 🍻
-Andrew
I will be on vacation with limited availability from July 26th to August 3rd
Market Update 📊
XLE Energy led in a tape of MIXED BREADTH 🟡
YTD Price Returns 📈
The Russell 2000 is the top YTD performer! 👇
News Flow📰
Economic Calendar🌎
FOMC minutes incoming tomorrow afternoon 👇
US Investing Championship Record🏆
│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │
Key Ideas 🗝️
