Diversified Capital Strategies

This account has stressed the importance of global liquidity and its impact on financial markets. At this moment, we are seeing global liquidity rise exponentially. Global liquidity rising, the fed balance sheet stabilizing, and the DXY falling has caused this melt-up. (1/3)

$SCHW (Charles Schwab) #earnings are out:

$MMM (3M) #earnings are out:

$GM (General Motors) #earnings are out:

Today at 4 p.m. ET, U.S. forces began a new round of strikes against Iran at the Commander in Chief's direction. The strikes are designed to further degrade Iranian military capabilities used to attack commercial shipping in the Strait of Hormuz.

2-Year Yield Update: Cooler CPI and PPI data from last week isn't enough for yields to re-rate lower. Will put pressure on $TLT.

Key earnings this week include $GOOGL, $GEV, $NOW, $IBM, $TXN

Today, AMD and @Microsoft are announcing an expanded strategic partnership to deliver a full stack of AMD AI solutions for @Azure, spanning GPUs, CPUs, networking and software. At the center of this expansion, Microsoft will deploy AMD Helios to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services. Read more on the news ahead of #AdvancingAI: bit.ly/4vCdWlq

BREAKING: Alphabet, $GOOGL, is planning on launching a new “frozen” chip to run its AI models more efficiently, per The Information. Details include: 1. This new server chip would directly integrate the blueprint of its Gemini AI model 2. The chip would then enable Alphabet to provide its AI models to users much more efficiently 3. The chip's developers estimate that it would be 6 to 10 times more efficient than the most recent version of Google's existing line of AI chips Another tech giant has entered the chip race.

IonStrike’s selection for a fly-off with the Japan Self-Defense Forces reflects a larger shift in defense: autonomy must be scalable, affordable, and integrated.  This is why we created Ondas Sentinel, to turn advanced systems into operational mission capability. $ONDS militarnyi.com/en/news/japan-…

CENTCOM Statement on Recently Fallen, Missing U.S. Service Members TAMPA, Fla. — On July 17, two U.S. service members in Jordan were killed in action as U.S. Central Command (CENTCOM) and partner forces defended against Iranian ballistic missile and drone attacks. Additionally, one service member is currently missing. Four American service members were medically evacuated to Jordanian hospitals. They have since been discharged. Other personnel who were evaluated for minor injuries have returned to duty. Out of respect for the families, CENTCOM will withhold additional information, including the identities of the fallen warriors, until 24 hours after the next of kin have been notified.

@EtherBound_ When nothing has fundamentally changed with the business and the stock price goes down, then it's just another buying opportunity. That's my opinion.

Sentiment shift is comin I can smell it 👃🏼 $ONDS

$XLF made new all-time highs this week.

$IBM just had its highest volume trading week since 1999

$RKLB has closed below the 50-week moving average for the first time in over two-years.

$NFLX is testing the 200-week moving average here

Corporate Insiders are dumping stocks at the 2nd fastest pace in more than 20 years 🚨 🚨

BREAKING: SpaceX $SPCX is in talks with the Defense Department to provide computing power to the Pentagon reportedly worth billions of dollars, per WSJ. SpaceX has already signed computing deals with Anthropic and Google $GOOG this year.

Week 1 Q2 Earnings Season Recap. Many investment banks and others do not give forward guidance. $C $GS $BAC $JPM $AEHR $ASML $PGR $TSM $GE $NFLX $AA $ISRG $RF

The DOW and the RUSSELL are flipping green.

U. Mich consumer sentiment 54.4, Exp. 51 🇺🇸 1Yr inflation expectations 4.2%, Exp. 4.4% 🇺🇸5-10Yr inflation expectations 3.3%, Exp. 3.3%