TOPLEY’S TOP 10 August 01 2024

Author

Matt Topley
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

4. The Cap Spending Boom No Slowdown

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

7. More Good New for Inflation

From Dave Lutz Jones TradingJournos 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?

    10. 12 Career Advice Bullets