Transcript for:
Market Overview and Earnings Highlights

Intro Music What's going on everyone? About 52% of stocks in the S&P 500 closed down in the red today and it was a pretty choppy and boring day as the market only closed up by 0.0. 1% and earning season is in full effect as we saw a lot of individual stocks move in some pretty crazy ways. TSM and some of the airlines and even some tech stocks being some of the main ones. But in today's video, we're going to cover the best stocks to keep on watch for tomorrow, some important events to be aware of, and everything else you need to know to end this week on a green note.

So with that being said, Tom, let's jump right into it. Yeah, the market was pretty boring and choppy today, like you said, but there were a few individual stocks that really started ripping up. And first things first, there was a lot of good earnings this morning. TSM really kicked things off and a lot of stocks ended up gapping up this morning because of this.

There was a lot of nice momentum, even with like Nvidia, Apple, Microsoft, we saw pretty good pre-market moves about with just about everything. But as the market opened and as we started to see the price action play out, The spy and everything else pulled back, and the spy actually made brand new all-time highs this morning in pre-market as well, which was pretty fun. But I don't know, Mike, you know, whenever you start pulling back there, then you start to get a little worried.

But that's really what happened this morning, and that's what kicked things off. And then tonight in After Hours, Netflix ended up having a pretty good report themselves. They ran up around 5% around the highs, and overall they were down today, but they're recovering back very well here. Yeah, so we're in earnings season, so we're about to see a lot of crazy moves and just big things over the next couple of weeks. And Netflix is one of the first major tech stocks to kick off earnings season.

And they started out on a pretty good note. So they actually beat profit and revenue expectations, which was really good to see. They're growing year over year, and they also beat on their paid net addition. So like, you know, a lot of the key metrics came in pretty good.

And while that's good to see. And while the stock did move up in a good way, realistically, this price action that we're seeing in after hours right now isn't anything too crazy. The stock is up around 5% again, which is good to see.

But for a stock like Netflix, this isn't anything that's like truly like wowing or insane. So it's a good start to earnings season, but we're not in the clear just yet. We have a lot of other big companies set to report next week. Yeah, we do.

And actually, I would say Netflix is, I think it's a very important tech stock. Obviously, it has a lot of weighting in the S&P and everything like that. But of course, it's nothing like, let's say, Microsoft or Nvidia or companies like that that kind of deal with chips and stuff more with the AI, right?

That's what's really been hot lately. Netflix, of course, obviously really big in streaming. And we're even seeing Disney pick up a little bit in after hours with this, Mike. I know you talked about this one the other day.

They might see some sympathy moves here with Netflix if Netflix can move enough. As you can see, though, Disney isn't up that much in after hours. True. And as we look at the earnings calendar for this week, we could see that there were a handful of, you know, decent sized companies that reported. And while with earnings season, a lot of times you can see like big, crazy moves from the earnings release.

A lot of times you can get much better like reward to risk setups by playing the moves after the company's ready report earnings. And a prime example of that is actually with ticker symbol UAL from this week, where the stock reported earnings and then most of the move actually came after the fact. So even though Netflix and a lot of these other companies have reported, that doesn't mean that you should forget about them. Because a lot of times you could see some really great movement with these stocks after the fact. And with UAL yesterday, we saw some intraday options move on that one by over 700%.

And... That's just in one day. So as we look at Netflix and all these other earnings stocks going into tomorrow, keep them on watch because it is pretty common to see earnings continuations in both directions.

Yeah, it can be fun to play, and I know a lot of people like to gamble heading into the earnings, and of course, you know, I know that that's fun to do, but it's just not the smartest thing, right, Mike? Especially with options, you know, if you don't get a big enough move, you could end up seeing both the calls and the puts lose as the IV ends up crushing, but with the earnings, Mike, going forward here, I really want to see some good solid price action because the SPY isn't really doing much, right? Hopefully, heading into tomorrow, we start to see the SPY. hold this good support and start to retest that high of day from today around that 586 mark and something else that made a new high of day today that I think is actually underrated because everybody's talking about all the earnings going on and everything like that is gold Mike gold made a new high today up 0.6% and we're starting to see the miners move again as well gold is flying under the radar right now this thing is up 30% on the year and we're talking about gold, Tom. We're not talking about some individual tech stock or the market itself, but gold.

And that is a giant move for this. And one of the key reasons for this is that there is some serious risk in the world right now. Of course, the election brings a lot of fear into the market, but also we have tensions rising in the Middle East still, and they don't really show signs of slowing down that much.

And on top of that, valuations in the market as a whole aren't great right now. which makes gold like a nice spot to pivot into as it has historically been a great safe haven asset. And like you said, it's actually running at all time highs right now. And we're not far away from $2,700 an ounce. Yeah, we're not, Mike.

G-O-L-D, if you're on TradingView, kind of shows you the spot price of gold. And it's very, very close right now. And I would say it's looking prime for a pretty good move again tomorrow. We might even see more news out of the Middle East, of course, as Israel starts to strike Iran and stuff. We still have that situation looming.

I think that that's flying under the radar as well right now. But whenever we talk about gold, there's a few ways to trade it, Mike. You can trade gold futures, of course.

You could trade physical gold, which is always fun. You could also trade GLD. You can trade the miners like we talk about a lot, like GDX. Which is a good gold mining ETF that incorporates a lot. And there's even individual miners, kind of like NEM or like GORO.

Awesome. And then we also shouldn't forget about silver as well as an honorable mention. Silver is ticker symbol SLV. It's an ETF. It's pretty liquid.

And while silver is not getting nowhere near the amount of love that gold is getting, it does have more like volatile potential. And when gold tends to move in a strong way, that does usually help silver. And what's interesting about silver is that it hasn't truly seen a strong breakout yet.

While gold has been flying higher, silver is kind of just like, I guess you could just say stuck at this resistance. So this should definitely be on the radar. Yeah, it's a huge level right around $29 to $30.

I hope that we end up seeing a great break with silver here. And, you know, if gold continues this extension, I think silver... has a pretty good shot to end up breaking out there.

And Mike, I noticed that even like some of the miners here, you know, like let's just say GDX, they're also like right at resistance. And this actually makes for some good opportunities in the short term. You can actually have some really good risk reward ratios possibly on these breakouts and maybe catch some pretty good momentum.

Like on GDX, $42 is a pretty good high. Yeah, so while looking at GDX and gold and silver and all these other precious metal related plays, understand that these won't move in a way that is as crazy as like some big tech stocks, but they tend to be much more consistent and just like more powerful trends. So either way, keep these close on watch.

I know we've been talking about these so much over the past year, and while they're up a lot already, it's not unreasonable to see more bullish flows come into these as we get closer to the election. Again, because that does bring in some real fear into the market. And we do have those tensions in the Middle East. But looking at some more stuff for tomorrow, we do have a handful of economic events on the schedule, but nothing too crazy. Yeah, we have building permits one hour before the market opens tomorrow.

That'll be pretty large, as well as housing starts. And, you know, these things are pretty big. You know, it could end up moving the market a little bit, but generally we don't see the market move too much from these types of data sets. I would think that the market moves more tomorrow off of different types of news, Mike.

And, of course, some of the earnings tomorrow morning are CMA, SLB, American Express, Procter & Gamble, Ally Bank. So. There's a little bit of a rundown there on the earnings as well, but I am still just worried about some of the news looming in the market, Mike.

I know SPY has been very resilient right now, and it's been kind of surprising me how much the market's been going up considering all the tensions rising and all the bad economic data. Yeah, and with that being said, the market did make an all-time high today, technically, but the price action intraday just kind of sucked. So With that being said, what are the key levels for tomorrow? And what should we pay attention to?

Yeah, 585 ended up holding up really well today intraday again. So that's going to be a huge resistance for tomorrow, along with 583, 584. And then I have 582.50, which ended up being the low of day today as a major support as well. So if we start to see this breakdown, I'll be watching 581, 580, and then 578 to the downside.

Right around... 578 to 578.50. We saw a couple bounces here back up, but that's what I'm looking at for the SPY. I don't really think that we'll end up getting too far out of that range tomorrow.

The big thing I want to see is that 585 level break and then possibly that all-time high push and then break out there. Of course, though, once we break the all-time high, we're kind of up in no man's land. All right, sounds good.

Well, with that being said, let's jump right into some setups and predictions then. A stock I'm watching very closely right now is ticker symbol VST. This stock has been crushing it over the past year to the point where now it is pretty overbought and it is facing some serious resistance overhead. We can see right now the stock is trading for around $127.50. And we can see its all-time high is right around that $144 level.

With that being said, the stock tried to... breakout this morning, but the highest it could get to was 140. And we could see ever since it hit that point, the selling pressure came in not only in a hard way, but a very consistent way. This stock tried to pop up at multiple points throughout the day, but it got rejected down hard, which shows that there's a big imbalance there.

So with that being said, since the stock is pretty overbought, there's heavy resistance overhead, and there's already bearish momentum creeping into this stock. This stock will definitely be on my bearish radar, not only for tomorrow, but also next week. Yeah, me too, Mike.

I really like that 127 support. If that gives out, I'll be watching it down tomorrow as well. With my first play, I'm looking at ticker symbol CLF, and this was exploding today up 4.67%. There's a lot of momentum in this sector, Mike.

And if we end up seeing CLF start to rip above $13.80 tomorrow, I will continue to watch them up. That was a great breakout today. this candle and they actually were just stuck in a pretty good range here and once they broke out they had a pretty massive move today so I'm gonna be watching CLF and have it on the radar for more momentum tomorrow alrighty with the next one that we have zoom to the upside and this stock is definitely on my bullish radar as the stock has been in the process of breaking out past this 72 to 73 dollar resistance area The stock had a pretty good day today as it popped up by 2%. And that's pretty good, especially for a day where the market itself was only up by 0.01%.

And there were more stocks red than green. So either way, the price action is getting better and better with this one. But it doesn't have true bullish momentum just yet. So we might be a little bit early to this setup. But either way, I will be looking at this stock in a bullish way, not only for tomorrow.

but also throughout next week. Yeah, if it holds well above 70 tomorrow, I'll be pretty happy with it in the short term. And it would be awesome to see it start to get up and start to really break this range here. It's already tested it once and it looks like it's trying to test it maybe again here.

I'll be watching it as well, Mike. With my next play, I'm looking at ticker symbol PHUN. Now this stock's going to be a little bit risky, okay? It's pretty crazy. It's up 17.98%.

But there's actually some news here with this stock that's kind of fueling. this catalyst now micah we normally don't hear numbers this insane on stocks they've reported a 939 increase in bookings and a over 50 reduction in their cash burn and they're going to enhance their ai powered platform that's uh set to come out so uh that's going to be pretty big they're coming out with an app that's going to be coming out in 2025 as well so that's going to be pretty fun and um Overall, Mike, I just can't wait to see what ends up happening here with Funware. It has a crazy chart.

There's a pretty good catalyst in the short term. And, you know, I don't think that I've ever seen a stock where the average percent move on our stats down here is 8.4%. I had to double check you there. I was like, what? 8% on a green day?

Like, that's insane. But I guess it goes to show the volatility of this stock. So. Either way, I will keep it on my radar as well.

And with that being said, let's jump right into today's momentum plays. And with the first one, we have MGM to the upside. Yeah, MGM is doing pretty good here in the short term.

They're starting to extend pretty well up above this little range that they've been in at the bottom. And they're breaking out above 40. If they can break 40-65 tomorrow, keep watching them up. All right, with the next one, we have Chevron to the upside. Chevron had a pretty good recovery day today. I think oil's been kind of going under the radar with some of these earnings as well.

But if we see a good break of 150, 150 tomorrow, keep watching for more momentum. All right. And then with the last one, we have ASTS for both directions. ASTS has been pretty insane in the short term as well. I mean, it's been on one heck of an uptrend.

If we end up seeing a pretty good break above 29 tomorrow, keep watching this one to the upside. If we end up seeing a break below 2650, then go ahead and watch it back down. But going to the daily chart with ASTS, Mike, it has to be shown because the daily chart is really what looks awesome here.

It's been dipping quite a bit and it's starting to bounce up off of a pretty good base. Sounds good. So we have the upside level and downside level for ASTS.

So keep that on watch. And then we have the upside levels for CVX and MGM on watch for tomorrow. the stronger and more consistent these stocks move, the better that they become, the better the setups become.

We're looking for a strong, consistent, powerful price action here. The more momentum these stocks have, the better they are. So definitely keep them on watch. And besides that, let's jump right into today's $1.28 million big money trade.

And we are looking at none other than JD. So we have a Chinese stock that has been pulling back. quite a bit over the past week or so. And the big money is buying up this dip. They bought up the 45 strike call options that expire on June 20th of 2025. Looking at JD right now, like I said, it has been pulling back, but it is uptrending in the grand scheme of things.

With that being said, the Chinese government is turning on the money printers and really trying to simulate their economy. This is. really pushed up Chinese stocks over the past month or so, but they got to the point where they were so overbought where they inevitably started to pull back, which is not necessarily a bad thing. That's actually good because if stocks are not pulling back, that could be a pretty big red flag. Either way, this stock is uptrending in the grand scheme of things. It's in the midst of a big pullback and the options have a lot of time to them.

I really like the reward to risk setup here. If you're willing to give the setup the time it needs, these options have all the way out until June of next year. And as long as you're willing to handle the heat with the extra China risk that gets thrown into this stock, then I think it's a setup definitely worth keeping on your radar.

Yeah, and you know, I think that right now, obviously, they're falling quite a bit, the China stocks are, and JD's down 4% today. I could see these stocks continuing to go down even more in the short term, but there's so much time to this, Mike, that even if it drops a little bit in the short term, they're really not going to care. Because they're probably looking for the bigger picture, like looking for it to, you know, maybe get up into this range, like up to 50 or some point next year, right? They have all the way out till...

June of next year. So that's just insane. There's a lot of time.

Just make sure you give them the time that they need. I know that there's been a couple of these called out on the way down and people are kind of getting burned in the short term. But you just have to understand that, you know, if you are to play these plays on the China stocks, you need to definitely give them the time that they need.

Like Mike said, and China has been coming out with some good news. But in the short term, you know, they've been they've been walking things back a little bit. But.

just get ready because once some of these things that they're talking about start to finally, you know, get seen in the market, so to say, then we might start to see more of a move. I think the key thing with a situation like this is having a clearly defined thesis and then just sticking to it. You know, if you're someone that wants to have exposure or willing to have exposure to these companies over the next year or so, and that's your thesis and you're okay with it, then, you know, follow that.

If there's a short-term pullback, Don't let a situation like that let you like panic sell out of positions that would otherwise be good to hold. At the same time, if you're someone who's, you know, much more of like a short-term trader only, then you shouldn't even really entertain, you know, having a buying an option that expires in June of next year. But the key thing is having a clear vision for, you know, how you want to trade and then actually doing that.

When there's not a clear vision, that's where, you know, confusion. you know, kind of creeps in and, you know, causes a big mess. So keep that in mind.

But either way, this option will definitely be on close watch going forward. But as we look at the market right now, we are set for a very, very exciting next couple of weeks. Of course, earnings season is ramping back up again. We have the election very soon. The geopolitical situation is unfortunately getting worse and worse, which means big moves for stocks.

So we're set for an exciting, exciting short term, everyone. I hope you guys are ready. One of the things that we always emphasize is trading in a smart, disciplined, long-term oriented way. Simple things like having stop losses and even more importantly, respecting them. Trading with reasonable position sizes, following the money, you know, journaling your trades and doing things like that sound like, you know, just like basic things that you should do, but they're much more important than you think.

And if you're someone who has room to improve, now would be a great time to really focus on doing the fundamental things correctly because there will be a lot of opportunities made available to everyone in the short term. We organized all of this information for free for everyone to reference in the Key Lessons channel on Discord. So if you're not already in the Stocked Up Discord, definitely check that out.

We took a lot of time to just put together a nice free resource for everyone to reference and... If you apply this information, it will help a lot. So definitely check that out.

The link for the Discord will be in the description. But while we're in the Discord, we also want to give a giant shout out to today's member of the day, Scruffy, who had one of the quickest trades I've seen in a while. He made 30% on the new bot in 20 seconds with TSM.

So this is really awesome. Huge shout out to you, Scruffy. You've been a great member of the community for months now, and it's awesome having you in the chat. So huge shout out to you and keep on rolling.

As I'm sure many of you already know, we released some pretty badass new updates last night with some free features as well. Definitely check out the announcements made in the announcements channel last night for more information. But I'll tell you, we're set for an exciting rest of the year. Again, as always...

Thank you all so much for watching. There's going to be a lot of opportunities in the short term. If you haven't already, consider obliterating the subscribe button to get our videos recommended to you more often.

And besides that, let's end the week on a great note.