Davide Marcotti @Dafne17: "🔔🔔🔔 Market Bell, see you..."

United Arab Emirates

🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Mixed close today, with a few major names doing most of the work. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $DJ30 -0.59% The Dow tracked lower as stocks digested escalating tensions between the US and Iran over the weekend. 🔴 $SPX500 -0.19% The benchmark closed fractionally lower in choppy trade, with tech offsetting weakness in cyclicals. 🟢 $NSDQ100 +0.05% Chip stocks advanced ahead of Big Tech earnings this week, lifting the tech-heavy index despite broader market weakness. 🔴 Russell 2000 -0.62% Small caps continued to lag as risk appetite remained muted. 🟢 $GOOG (Alphabet) +1.52% Alphabet reports Q2 results after the close on July 22, with expectations for strong Cloud growth and scrutiny on AI capital spending. 🟢 $AMD (Advanced Micro Devices Inc) +1.58% AMD is preparing to deliver its first rack-scale AI system, Helios, to customers, representing the first true competitor in years to Nvidia's Blackwell and Vera Rubin systems, with Microsoft announcing it will deploy the Helios system in its data centers. 🔴 TSLA -2.96% Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss, with the automaker reporting after the US market close on July 22. 🟢 BABA +4.69% Alibaba's Qwen AI received regulatory approval to power Apple devices in China, and the company launched the Qwen3.8 Max model on July 19, with shares rising as much as 5.4% on that session alone. 🟢 BTC +0.64% Bitcoin opened slightly lower but recovered during the session, with crypto markets remaining largely stable despite persistent fear and geopolitical tensions. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 BTC +0.64% Our biggest position added value today. Bitcoin continues to consolidate around the mid-60s as the market digests ETF flows and macro crosswinds. 🟢 HYPE +1.67% Solid gain in our crypto sleeve. Small position but the trajectory continues. 🟢 SUI +2.42% Another strong day for our alt layer-1 exposure. The move added some juice, even at a small allocation. 🟢 $AMD +1.58% The Helios announcement landed well. Chip names bounced after a rough week, and AMD's AI infrastructure story is getting real traction. 🟢 $GOOG +1.52% Strength ahead of earnings. The Cloud growth narrative is intact, and the market is pricing in a beat on Tuesday. 🔴 TSLA -2.96% Continued weakness ahead of Wednesday's report. Earnings will be the catalyst, the long-term thesis hasn't changed. 🟢 BABA +4.69% Big percentage move on the Apple AI news. Tiny allocation so the impact was minimal, but the China AI angle is gaining momentum. Short-term noise, long-term compounding. "Invert, always invert." - Charlie Munger

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