Key Market Overview and Earnings Season Highlights
Market Performance
- 52% of stocks in the S&P 500 closed down.
- Market closed up by 0.01%.
- Notable moves in TSM, airlines, and tech stocks.
- The SPY made new all-time highs in pre-market.
Earnings Season Highlights
- TSM: Kicked off earnings with positive results.
- Tech Stocks: Nvidia, Apple, Microsoft had notable pre-market moves.
- Netflix: After-hours report showed a 5% rise; beat profit and revenue expectations.
- Disney: Potential sympathy move with Netflix.
- UAL: Significant post-earnings move; intraday options up 700%.
Important Stocks & Commodities Insights
- Gold: Made a new high today, up 0.6%; showing strength amidst global tensions.
- Silver: Potential breakout at $29-$30 level.
Trading Insights and Strategies
- Keep earnings stocks on watch for potential post-earnings moves.
- Playing earnings directly can be risky due to possible IV crush in options.
- SPY key levels for tomorrow: 585 resistance, 582.50 support.
Stocks to Watch
Bearish Focus
- VST: Overbought; resistance at $144; bearish momentum observed.
Bullish Focus
- CLF: Strong 4.67% move; watch breakout above $13.80.
- Zoom (ZM): Breaking out past $72-$73 resistance; bullish radar.
Volatile/Risky
- PHUN: Up 17.98%; news-driven rally with significant booking increase and cash burn reduction.
Momentum Plays
- MGM: Break above $40.65.
- Chevron (CVX): Break above $151.50.
- ASTS: Both directions; break above $29 or below $26.50.
Big Money Trade
- JD: $1.28 million in 45 strike June 2025 call options.
- Chinese stocks downtrend, but long-term uptrend potential with China's economic stimulus.
Economic and Geopolitical Outlook
- Upcoming economic data: building permits and housing starts.
- Geopolitical tensions: Middle East tensions impacting gold's safe haven status.
Trading Tips and Community Engagement
- Importance of fundamentals: stop losses, position sizing, trade journaling.
- Discord community: resources and member highlights.
- Recent updates to trading tools and community features.
These notes provide a summary of the key points discussed in the presentation, focusing on the market overview, stock highlights, trading insights, and community resources.