TOPLEY’S TOP 10 August 01 2024

1. AMD -40% from Highs Before Last Night’s Earnings

+9% after earnings

 


2. NVIDIA -25% Off Highs


3. Crowdstrike -43% from Highs

From Callum Thomas @Callum Thomas (Weekly S&P500 #ChartStorm)


4. The Cap Spending Boom No Slowdown

https://www.geekwire.com


5. Rotation Watch Continues

Equities: The rotation from mega-cap stocks to smaller-capitalization shares continues.

 


6. Tech Jobs No Longer Concentrated In Cali

Bloomberg -Justin Fox

https://www.bloomberg.com/opinion/articles/2024-07-26/tech-jobs-keep-moving-out-of-california-don-t-panic-yet?sref=GGda9y2L

 


7. More Good New for Inflation

From Dave Lutz Jones Trading
Journos note that Commodity prices are set for their worst month since the middle of last year


    8. Revenue Exposure to Foreign Countries


    9. Who was Ismail Haniyeh and why is his assassination a blow to Hamas?

    Reuters By Samia Nakhoul and Stephen Farrell

    https://www.reuters.com/world/middle-east/obituary-tough-talking-haniyeh-was-seen-more-moderate-face-hamas-2024-07-31/


    10. 12 Career Advice Bullets