Maximilian Heitsch @MrMagoon: "💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬: Tech Leadership..."

Germany

💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬: Tech Leadership Builds as Macro Winds Calm 𝐘𝐞𝐚𝐫-𝐭𝐨-𝐝𝐚𝐭𝐞: 𝟗𝟕% 𝐢𝐧 𝐩𝐫𝐨𝐟𝐢𝐭𝐬 Hi everyone! If you missed the past day in markets, here’s what mattered most across tech, macro, and key names in our portfolio. Stocks edged higher as crude oil dipped on hopes of progress around an Iran‑US deal. Lower oil helped sentiment, while fresh jobless claims data gave the Dow a modest lift. For now, macro isn’t overheating and that’s enough to keep risk appetite alive. Alphabet was back in focus. Multiple pieces highlighted it as a top S&P 500 buy, with growing conviction around Google Cloud as a long‑term value driver. There’s even renewed debate about whether sub‑400 levels represent an attractive entry before a potential move materially higher. Cloud momentum is quietly becoming the core of the story. Amazon also earned “strong buy” attention. The thesis hasn’t changed: AWS durability + retail efficiency + advertising scale. In a market rewarding cash flow visibility, Amazon continues to check multiple boxes at once. Meta was highlighted as one of the strongest large‑cap opportunities in the index. Strong fundamentals, disciplined cost control, and AI integration across ads and engagement keep the growth narrative intact. Without the same infrastructure spend burden as some peers. On the semiconductor side, Applied Materials saw new buy-rated coverage, pointing to continued strength in chip manufacturing demand. Meanwhile, Arista Networks received a price target hike to $180, reinforcing the idea that AI-driven networking demand is not slowing down. Not everything rallied. AppLovin shares fell after volatility tied to its AI platform update. A reminder that AI execution matters more than AI headlines. Dispersion inside tech is widening. Outside big tech, Howmet Aerospace jumped on strong results and raised guidance, signaling persistent demand in aerospace/defense. And banks are making a final push to influence upcoming capital rules. Something that could impact lending flexibility later this year. Crypto education pieces resurfaced as altcoin interest builds again. Risk appetite is creeping back but historically, quality leadership in equities tends to lead before speculative corners follow. 𝐌𝐲 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲: Macro pressure eased just enough for fundamentals to retake center stage. Cloud, AI infrastructure, and scalable cash flow remain the dominant themes. This is still a stock picker’s market — leadership is narrowing around execution, not hype. I’m putting together a small private group of ~50 high-quality eToro investors. If you want in, visit my X account (link on eToro profile). I posted a link to the waitlist there. Once we reach 50 waitlist entries, it will be closed and the Telegram group will be opened. If you enjoyed "Market Moves", make sure to leave a like and follow me. I'll be back tomorrow. Let’s keep building growth, Max ( @MrMagoon ) 🚨 Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results $GOOGL (Alphabet Inc Class A) $AMZN (Amazon.com Inc) $META (Meta Platforms Inc) $AMAT (Applied Materials Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.