Hugh | Investor 🇬🇧

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Hugh | Investor 🇬🇧

Hugh | Investor 🇬🇧

@HughInvests

Just sharing my thoughts on stocks | Not financial advice

England, United Kingdom Katılım Temmuz 2026
116 Takip Edilen245 Takipçiler
Evan
Evan@StockMKTNewz·
Citadel Securities said today that it expects Kevin Warsh and the 🇺🇸 Federal Reserve to raise interest rates this week - Bloomberg
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Hugh | Investor 🇬🇧
Hugh | Investor 🇬🇧@HughInvests·
A rough day for semiconductor stocks. • Reports that China has made another step forward in DUV lithography raised concerns it’s becoming less reliant on Western chip equipment. • CXMT’s blockbuster IPO reinforced the view that China’s domestic semiconductor industry is progressing faster than many expected. The rest of the market was relatively strong, especially software, which was notably green. How did your portfolio do today? $NVDA $AMD $MU $INTC $TSM
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Hugh | Investor 🇬🇧
Hugh | Investor 🇬🇧@HughInvests·
Despite the premium valuation of $ASML, major analysts still see significant upside potential over the next 12 months: • Bernstein: $2,623 • Wells Fargo: $2,500 • JPMorgan: $2,400 • Bank of America: $2,312 • Argus: $2,100 • RBC Capital: $2,000
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Heisenberg
Heisenberg@Mr_Derivatives·
$NVDA Hello bulls?! Do your thang at this line now!
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Heisenberg
Heisenberg@Mr_Derivatives·
The 7th richest person in the world and the CEO of $LVMH, Bernard Arnault, just created an X and tweeted for the first time today! So two weeks ago we had Mark Zuckerberg post on X for the first time in years. Last week we had Jensen Huang create and post on X for the first time ever. And today we have Bernard Arnault create and post on X for the first time ever. Based on this trend, it’s only right we see Warren Buffett come out of his dormancy and post on X! @WarrenBuffett Cc: @elonmusk
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Hugh | Investor 🇬🇧
Hugh | Investor 🇬🇧@HughInvests·
Think you’re running out of time? Look at the numbers: • The average person earns £37k in their mid-30s. • The average first-time buyer is about 34. • The average UK millionaire is in their late 50s. Social media makes success look instant. Real life doesn’t. Stop comparing and start building.
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frankzy
frankzy@TheFrankzy·
A new week has started and those are the 2 biggest market events this week in my opinion. Wednesday: Fed Rate Decision A rate change is not expected — but the Fed’s tone could move markets. ✅ Dovish Fed = more open to future rate cuts → Usually positive for tech and growth stocks ⚠️ Hawkish Fed = rates may stay high for longer → Bond yields could rise and stocks may come under pressure Thursday: GDP + PCE Inflation GDP shows how fast the economy is growing. PCE is the Fed’s preferred inflation measure. Expected: • GDP: +2.1% annualized • Core PCE: +0.2% MoM / +3.3% YoY The best outcome for markets? ✅ Solid growth + cooler inflation → A possible “Goldilocks” scenario for stocks The biggest risk? ⚠️ Hot inflation → Fewer rate cuts and pressure on valuations This could be one of the most important macro weeks of the summer. Which event do you think will move markets more: the Fed or PCE? And don't forget there are a ton of earnings reports. So buckle up!!
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The Asset Code
The Asset Code@TheAssetCode·
How inflation steals your money $10,000 today. Leave it in cash for 20 years... It buys much less than it does today. Money that doesn't grow slowly loses its purchasing power.
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Loveleesfinance
Loveleesfinance@loveleesfinance·
Good morning 𝕏 fam ☀️☕️ It’s my last day off and I head back home later today. Let’s have a fantastic Monday!
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Peregrino
Peregrino@Peregrino1708·
Happy Monday! Spotted some seriously bullish signs on my morning run today. Let’s make it a great week. 💪🚀
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🇬🇧OJH
🇬🇧OJH@OJH212·
Gm X! Happy Monday all, relaxing is over and we’re back to it for the week💪🏼 The markets have opened well so far, up 0.8% already but let’s see how the day goes📈 How is everyone else performing? Have a great day everyone! 🫡
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Violet Directive
Violet Directive@Violet_Directiv·
Preparation isn’t always loud. Sometimes it’s a quiet room, a clear mind and a deliberate reset. The week ahead deserves more than your attention. It deserves your best judgment. Board reconvenes tomorrow morning.
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JS Invests
JS Invests@JS_Invests·
Good morning everyone!! 🌍 Back looking at the charts now, positive green start hopefully this carries on through the week? Am i asking too much there Hope you all have a wonderful day
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Leonid Invests
Leonid Invests@leonid_zador·
This week comes down to two questions: How much are companies spending, and how much will money cost? $MSFT $META and $AAPL reporting this week
Coin Bureau@coinbureau

LIVE: This could be the MOST CONSEQUENTIAL week for markets in 2026. The Fed decides rates, four Magnificent 7 companies report earnings, and the Fed’s favorite inflation data drops. Here’s what matters: 1. Fed rate decision on July 29 (Wed, 2PM ET) Rates have stayed at 3.50%–3.75% for four meetings, and almost nobody expects a change. But markets are now preparing for a possible hike, with many expecting one by September. Why? Oil recently hit $100, raising fears that inflation could heat up again. Fed Chair Kevin Warsh is also giving markets fewer hints, so expect a bigger reaction when the decision lands. 2. Microsoft $MSFT & Meta $META earnings on July 29 (after market close) Both are spending huge amounts on AI. Microsoft is on track to spend over $190B this year, while Meta expects to spend $125B–$145B in 2026. Investors used to cheer this. Now they want to see profits. 3. GDP & PCE inflation on July 30 (Thur, 8:30AM ET) Core PCE, the Fed’s preferred inflation measure, is expected to rise just 0.1%. GDP growth is expected at 2.3%. Hot inflation could support a September rate hike. A cooler reading could delay it. 4. Apple $AAPL & Amazon $AMZN earnings on July 30 (Thur, after close) Apple has spent less on AI and is near record highs. Amazon is spending over $200B and remains well below its recent peak. The difference? AI spending. 5. Also this week July 28 (Tue): Consumer confidence July 29 (Wed): Visa $V, Robinhood $HOOD July 30 (Thur): Coinbase $COIN, Strategy $MSTR July 31 (Fri): Bank of Japan Bitcoin $BTC sits near $64K into all of it. WHY THIS MATTERS? These companies make up roughly one-third of the S&P 500. When they move, index funds and retirement accounts move with them. And the Fed’s rate affects mortgages, loans, credit cards and business spending. This week comes down to two questions: How much are companies spending, and how much will money cost?

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