High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41% YTD gain in the QQQ ETF.</li><li>However, last week saw notable rotation away from technology (XLK) to the healthcare, energy, and financial sectors.</li><li>This came off the backs of notable technology heavyweights Tesla and Netflix earnings reports and investors selling off these names after their earnings prints this week.</li></ul>

So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41% YTD gain in the QQQ ETF.However, last week saw notable rotation away from technology (XLK) to the healthcare, energy, and financial sectors.This came off the backs of notable technology heavyweights Tesla and Netflix earnings reports and investors selling off these names after their earnings prints this week.

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

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<ul>
<li>While early, the comparison to the previous quarter is remarkable. Almost all sectors reported better-than-expected earnings, but the market reaction has been negative in most cases. </li>
<li>Investors are fixated on inflation and the end of the Fed's tightening cycle. But the strong US labor market means the Fed will want to keep rates higher for longer. </li>
<li>The net percentage of bulls in the survey has risen to nearly 30%, pushing our Fear &amp; Frenzy Sentiment Index further into 'Frenzy' territory.</li>
</ul>


While early, the comparison to the previous quarter is remarkable. Almost all sectors reported better-than-expected earnings, but the market reaction has been negative in most cases. 
Investors are fixated on inflation and the end of the Fed's tightening cycle. But the strong US labor market means the Fed will want to keep rates higher for longer. 
The net percentage of bulls in the survey has risen to nearly 30%, pushing our Fear &amp; Frenzy Sentiment Index further into 'Frenzy' territory.


The Weekly Market Monitor (29) - The Moment of Truth?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Investment firm Temasek International Pte. Ltd. will keep a close eye on the long-term prospects of generative artificial intelligence (AI) in China, but will hold off on investing in mainland-listed stocks in the industry given their lack of fundamentals, the company’s China president said.</li><li>The state-owned Singaporean firm hasn’t made a single investment on the mainland in artificial-intelligence generated content (AIGC) stocks, a term commonly used for shares related to generative AI, Wu Yibing told Caixin in an interview on July 13.</li><li>Fueled by the success of ChatGPT, AIGC concept stocks have rallied this year, making them one of the few segments in China’s sluggish domestic market that have experienced significant growth.</li></ul>

Investment firm Temasek International Pte. Ltd. will keep a close eye on the long-term prospects of generative artificial intelligence (AI) in China, but will hold off on investing in mainland-listed stocks in the industry given their lack of fundamentals, the company’s China president said.The state-owned Singaporean firm hasn’t made a single investment on the mainland in artificial-intelligence generated content (AIGC) stocks, a term commonly used for shares related to generative AI, Wu Yibing told Caixin in an interview on July 13.Fueled by the success of ChatGPT, AIGC concept stocks have rallied this year, making them one of the few segments in China’s sluggish domestic market that have experienced significant growth.

Why Temasek Is Steering Clear of China’s Generative AI Stock Frenzy for Now

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI boom and PC recovery.</li>
<li>AMD's Chairman and CEO arrived in Taiwan and met with key supply chain partners -- Related stocks are surging; ASML beat expectations and raised its guidance.</li>
<li>Taiwan AI,  PC-linked, and AMD-linked shares are flying; Our recent Memory Monitor piece also highlights signs that the DRAM cycle has bottomed.</li>
</ul>


TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI boom and PC recovery.
AMD's Chairman and CEO arrived in Taiwan and met with key supply chain partners -- Related stocks are surging; ASML beat expectations and raised its guidance.
Taiwan AI,  PC-linked, and AMD-linked shares are flying; Our recent Memory Monitor piece also highlights signs that the DRAM cycle has bottomed.


Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>GameStop shares fell 12.1% after a disappointing annual shareholder meeting</li>
<li>Nvidia insiders sell over $700 million in shares as stock soars 164%</li>
<li>Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom</li>
</ul>


GameStop shares fell 12.1% after a disappointing annual shareholder meeting
Nvidia insiders sell over $700 million in shares as stock soars 164%
Blackstone bids $1.74 billion to acquire Japanese digital comic distributor Infocom


#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

Weekly Stock Bullfinder - Week of 7/24

So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41%...

Weekly Stock Bull Finder

The Weekly Market Monitor (29) - The Moment of Truth?

The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...

Jeroen Blokland

Why Temasek Is Steering Clear of China’s Generative AI Stock Frenzy for Now

Investment firm Temasek International Pte. Ltd. will keep a close eye on the long-term prospects of generative artificial intelligence (AI) in...

Caixin Global

Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies

TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...

Vincent Fernando, CFA

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

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52-week Range

Market Cap (USDm)

P/E

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Weekly Stock Bullfinder - Week of 7/24

So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41%...

Weekly Stock Bull Finder

The Weekly Market Monitor (29) - The Moment of Truth?

The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...

Jeroen Blokland

Why Temasek Is Steering Clear of China’s Generative AI Stock Frenzy for Now

Investment firm Temasek International Pte. Ltd. will keep a close eye on the long-term prospects of generative artificial intelligence (AI) in...

Caixin Global

Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies

TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...

Vincent Fernando, CFA

#20Business Buzz: GamesStop Shares Fell, Nvidia Insider Selling, Berkshire Reduces Stake in BYD

​GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...

Nimish Maheshwari

GameStop shares drop after shareholder meeting, Nvidia insiders cash in on soaring stock, Blackstone makes $1.74 billion bid for Japanese comic...