TEAM

$TEAM

$TEAM

Looking back, my framework has been holding up pretty well. Since that post, a few names have really moved: $TEAM +70% $NOW +30% $PLTR +40% $ZETA +30% $ABNB +20% And there are plenty of others. What stands out to me isn’t just the returns. It’s that the same AI spending cycle is starting to show up across more parts of the market. I still think we’re early in the broader move, but I’m not chasing stocks just because they’ve already run. I’d rather watch where earnings, estimates, and actual demand continue to confirm the trend. Interested in how I analyze stocks and market trends? I share my approach and observations regularly.

The S&P 500 rose 0.62% to a record 7,757.64 Friday, posting its strongest weekly gain since April as weaker-than-expected July jobs data reduced expectations for a near-term Fed rate hike. The Nasdaq gained 1.3% to 26,690.62, while the Dow rose 0.28% to 54,036.93. For the week, the S&P 500 advanced 3.6%, the Nasdaq 5.2%, and the Dow nearly 3%, with semiconductor stocks leading the rally. U.S. payrolls unexpectedly fell by 23,000 in July, versus expectations for an 83,000 increase. The unemployment rate dropped to 4.1%, while labor-force participation hit its lowest level in more than five years. Fed-funds futures now largely anticipate rates remaining at 3.50%-3.75% in September, reversing expectations for a hike seen earlier in the week. Software stocks also boosted the market, with Atlassian surging 35%, Cloudflare gaining more than 5%, and Airbnb rising 17% after strong earnings. $SPX $SOXX $NET $TEAM $ABNB

$TEAM the path of least resistance appears to be higher.

Market Check: Mixed signals everywhere. Software remains under pressure as earnings show a clear divide: $TEAM & $NET delivered strong results, while weaker software names are struggling as investors question AI spending and future growth. Meanwhile, the Fed could still move toward a rate cut as jobs and inflation remain in focus. Crypto also has a major catalyst hanging in the balance: the Clarity Act, with uncertainty around when it could reach a vote. Watch $COIN & $CRCL closely. And then there’s $SG - sales expectations are taking another hit following the lettuce-related illness issue. The takeaway? This market is rewarding execution and punishing weakness. Pick your spots carefully.

$TEAM What a day here!

$TEAM Share Price: $149.04 Contract Selected: Aug 28, 2026 $145 Calls Buy Zone: $9.35 – $11.55 Target Zone: $16.00 – $19.55 Potential Upside: 62% ROI Time to Expiration: 20 Days | Updates via https://fxcapta.com/stockinfo/

$TEAM made a killing today, lovely to get it right sometimes will sell it on Wednesday