Political Stock Alert @TrumpStockAlert

$BAH expected to remain neutral.

Last week wasn’t a broad market selloff—it was largely an AI reset. Nasdaq: -4.6% Dow: +0.6% Russell 2000: +1.0% This week, watch whether money returns to Big Tech or continues rotating into smaller and value-oriented stocks. #StockMarket

$BAH expected to remain neutral.

The oil spike created a clean sector split on July 8. Energy names caught a bid, with $VLO +6.3% and $OXY +3.7%, while travel lagged: $CCLD -3.9% and $DAL -1.5%. Higher crude can quickly turn into a rotation trade.

geopolitics and oil stole the spotlight. Brent moved above $78, the $DOW fell 1.1%, and the S&P 500 slipped 0.3%. $NDAQ still finished up 0.2%, showing tech resilience under a messy tape. Risk-off day, but not a full market breakdown.

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Last few days in the market: mixed under the hood. $NDAQ is slightly positive WTD as AI and chip stocks hold up, while the $DOW and small caps lag. S&P 500 is roughly flat, oil jumped above $78, and geopolitics kept pressure on risk appetite.

$SPCX SpaceX has dropped about 35% in 22 days, wiping roughly $1T+ from its post-IPO peak as shares trade near $149.47. The stock is still above its $135 IPO price, but the market is no longer pricing the space trade like a straight-line moonshot.

Day 6 STOCKS POWERING AI: Upstream materials. $AXTI, $SOI.PA, $IQE.L, $LWLG and $GLW provide substrates, epiwafers, polymers and fiber for data centers. Over the 12 months through July 1, the median stock gained about 390%.

Wall Street returned from the long weekend with an AI-led rebound, not a broad rally. In early trade: $NDAQ +1.1%, SP500 +0.5%, $DOW -0.3%. Broadcom jumped 5.3% as semiconductors led, while healthcare lagged. Is the AI dip already over? $AVGO $QQQ

Day 5 STOCKS POWERING AI 5/6: Testing and integration. $AEHR, $VIAV, $ONTO, $KEYS and $POET target test, inspection, reliability and optical engines. Over the 12 months through July 1, the median stock gained about 251%, led by $AEHR at roughly +498%.

Day 4 STOCKS POWERING AI: Manufacturing. $TSM, $GFS, $TSEM, $FN and $AMKR provide foundry, packaging and production capacity. Over the 12 months through July 1, the median stock gained about 98%, while $TSEM rose roughly 479%. Yield and volume execution remain the key tests.

INVESTING 101: Saving. Investing. Trading. Speculating. They are not the same: • Saving prioritizes access and stability • Investing targets long-term growth or income • Trading targets price moves • Speculating accepts high uncertainty Know which game you are playing.

INVESTING 101: Investing means putting money into an asset you expect to produce income or grow in value over time. It is not simply buying something because its price is rising. The key question: What will create the return?

June payrolls rose just 57K, below the roughly 100K expected. Unemployment slipped to 4.2%, but participation fell to 61.5%. Weak hiring could reduce rate pressure, yet it also raises growth concerns. Soft landing or warning sign?

$MU has fallen roughly 19% since June 25, from $1,213.56 to about $988. Why? • Profit-taking after its huge AI-memory run • Broad chip weakness • Oversupply fears • Regulatory and insider-selling headlines Micron beat earnings. The move looks more like a positioning reset.

STOCKS POWERING AI: Optical networking. $NVDA, $AVGO, $ANET, $CSCO, $CIEN and $NOK define how AI bandwidth is deployed in the Data Centers. Over the 12 months through July 1, the median stock gained about 69%, led by $CIEN at roughly +477%.

NFP TOMORROW: The June jobs report drops Thursday at 8:30 AM ET. Consensus: Payrolls: +115K Unemployment: 4.3% Wages: +0.3% MoM A major catalyst for rate expectations, the dollar and stocks. Will the labor market surprise again?

MARKET CLOSE: Most stocks finished higher, but a sharp semiconductor selloff dragged the indexes into the red. $Nasdaq: -0.66% S&P500 : -0.22% $DOW : -0.03% Russell 2000: -0.39% $META and $PLTR rallied, while $MU, $KLAC and $TER led the chip pullback.

Busy macro morning: 8:15 — ADP employment 9:30 — Fed Chair Warsh speaks 10:00 — ISM manufacturing Strong data may reinforce higher-for-longer rates. Weak data could revive growth concerns. Either way, bonds may lead stocks today.