@acipartnerhshipJul 14, 2026 · 3:21 PM

Recession, inflation, global conflicts, etc - Bull Market continues. New 52-weeks highs for big banks: $BAC $GS $JPM (ATH) $MS (ATH) $PNC (ATH) $STT $UBS

@investmentguru_Jul 13, 2026 · 12:51 AM

Earnings Week Ahead (Jul 13-17) Big week for reads across the market — banks, semis, healthcare, and industrials all report. Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS $PNC $USB $STT — sets the tone for credit conditions, rate outlook, and consumer health. Semis/Tech: $ASML (Wed) — global bellwether for chip capex and AI-related demand. $TSM (Thu) — the most important print of the week for our Silicon-to-Substation thesis; foundry commentary drives sentiment across $MU $MRVL $CRDO. Healthcare: $JNJ $UNH $ELV $ISRG — margin pressure and utilization trends in focus. Media/Streaming: $NFLX (Thu after close) — trading near 52-week lows, so reaction matters more than results. Watch for subscriber commentary and ad-tier traction. Industrials/Materials: $GE $AA (Alcoa — aluminum/tariff read-through) $PLD (logistics/real estate). Global tech: $WIT (Wipro) — IT services demand signal. $TSM Thursday is the macro tell for the entire AI infrastructure stack. A strong beat + bullish capex guidance could reignite the semis/AI trade; a cautious tone accelerates rotation into MAG7 defensives. Not financial advice.

@acipartnerhshipJun 4, 2026 · 6:22 PM

More big banking making 52-week highs: $BNY $C $GS $MS $STT Bull going to run a little longer it appears.