The One Read

🚨 Straight line up from March 📈, $SPX at all time highs. ▪️ Clarity act tomorrow ▪️ Trump meets Xi tomorrow ▪️ $NVDA all time highs into earnings next week

A year ago, the consensus was AI would destroy Google. Now Google is one of the biggest AI winners on earth. Turns out owning the distribution layer for the internet still matters. By 2030 which one is worth more? $NVDA or $GOOGL?

Week ahead 🎞️: ▪️ Existing 🏠 sales Mon ▪️ $CRCL $HIMS earnings Mon ▪️ 🚨 CPI Tue ▪️ $SE $JD earnings Tue ▪️ PPI Wed ▪️ $BABA $CSCO earnings Wed ▪️ 🚨 US President Trump meets with Xi Thurs ▪️ Monthly OPEX options expiration Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ $PLTR $GRAB earnings Mon ▪️ $PYPL $SHOP $AMD $DOCN $AMC earnings Tue ▪️ ADP employment report Wed ▪️ $DIS $IONQ $AXON $SNAP $UBER earnings Wed ▪️ $COIN $DDOG $MELI $AFRM $IREN $CRWV $RKLB Thurs ▪️ Consumer credit Fri ▪️ 🚨 Non-farm payrolls and unemployment Fri

Week ahead 🎞️: ▪️ Consumer confidence Tue ▪️ $HOOD $UPS $SPOT $V $ENPH earnings Tue ▪️ $MSFT $META $GOOGL $AMZN $CMG $F $SOFI $QCOM earnings Wed ▪️ 🚨 US Fed FOMC rate decision Wed ▪️ Q1 first GDP print Thurs ▪️ $AAPL $RDDT $RIVN $MA earnings Thurs ▪️ 🚨 PCE Thurs

Week ahead 🎞️: ▪️ Existing 🏠 sales Mon ▪️ 🚨 PPI Tues ▪️ $BLK $C $JNJ $WFC $JPM earnings Tues ▪️ $BAC $MS $ASML earnings Wed ▪️ $NFLX $TSM earnings Thurs ▪️ Monthly options OPEX expiration Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ 48 hour warning from Trump to Iran expires Mon ⌛️ ▪️ Consumer credit Tues ▪️ Final Q1 GDP print Thurs ▪️ 🚨 PCE Thurs ▪️ 🚨 CPI Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ Pending 🏠 sales Tues ▪️ 🚨 US Fed FOMC rate decision Wed ▪️ $MU $DLO earnings Wed ▪️ 🚨 PPI Wed ▪️ $FDX $BABA earnings Thurs ▪️ New 🏠 sales Thurs ▪️ OPEX monthly options expiration Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ Existing 🏠 sales Tue ▪️ $ORCL earnings Tue ▪️ 🚨 CPI Wed ▪️ $ADBE $ULTA earnings Thurs ▪️ 🚨 PPI Thurs ▪️ 🚨 PCE Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ Retail 🛍️ sales Tue ▪️ $SPOT $KO $HOOD $NET earnings Tue ▪️ 🚨 Non-farm payrolls and unemployment data Wed ▪️ $SHOP $CSCO $U $HUBS $MCD earnings Wed ▪️ 🚨 PPI and existing 🏠 sales Thurs ▪️ $COIN $PINS $DKNG $EXPE $RIVN earnings Thurs ▪️ 🚨 CPI Fri $SPX $QQQ

Week ahead 🎞️: ▪️ $PLTR $DIS earnings Mon ▪️ JOLTS Tue ▪️ $PYPL $CMG $AMD earnings Tues ▪️ ADP employment report Wed ▪️ 🚨 $GOOGL $QCOM $SNAP $UBER earnings Wed ▪️ $AMZN $RDDT earnings Thurs ▪️ Consumer credit Fri ▪️ 🚨 Non-farm payrolls / unemployment data Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ Consumer confidence Tue ▪️ $BA $UPS $UNH earnings Tue ▪️ 🚨 $META $MSFT $TSLA $T earnings Wed ▪️ 🚨 US Fed FOMC decision Wed ▪️ $AAPL $V $MA earnings Thurs ▪️ $AXP $XOM $SOFI earnings Fri ▪️ 🚨 PPI Fri $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ $NFLX $UAL $MMM earnings Tue ▪️ Pending 🏠 sales Wed ▪️ $INTC $ISRG earnings Thurs ▪️ Q3 GDP final Thurs ▪️ 🚨 PCE Thurs $SPX $QQQ $VIX

Week ahead 🎞️: ▪️ New 🏠 sales Tues ▪️ 🚨 CPI Tues ▪️ Retail sales 🛍️ Wed ▪️ $C $WFC $BAC earnings Wed ▪️ $TSM $GS $BLK earnings Thurs ▪️ 🚨 PPI Thurs $SPX $QQQ $VIX

🚨Timmy cheering $TSLA dropping at $225 on stage was the start of his demise lol.. 😂 Bye bye, won’t be missed..

Week ahead 🎞️: ▪️ ADP employment report Wed ▪️ JOLTs job openings Wed ▪️ Consumer credit Thurs ▪️ 🚨 Non-farm payrolls and unemployment data Fri

𝟮𝟬𝟮𝟲: AI divergence in models continues, Autonomous arrives, IPO 🪟 opens 🔭, GDP growth + lower rates. Crypto rebounds after Clarity act. Big tech 🖥️: $NVDA $META $GOOGL $AMZN Autonomous 🏎️: $TSLA EMEA 🌐: $SE $GRAB Housing 🏠: $RKT Crypto ⛓️: $COIN $IBIT $HOOD

Week ahead 🎞️: ▪️ 🚨 Non-farm payrolls Tues ▪️ Retail sales 🛍️ Wed ▪️ $NKE $FDX earnings Thurs ▪️ Q3 GDP final est Fri ▪️ Quad witching options expiration 🧹 Fri ▪️ Existing 🏠 sales Fri ▪️ 🚨 PCE Fri $SPX $QQQ $VIX

🚨 $SPX for the year, what a chart. I don’t think we ever test the April lows and looking back probably was a big gift. 🎁 $VIX

Week ahead: ▪️ JOLTs job openings Tues ▪️ 🚨 U.S. Fed rate decision We ▪️ $ADBE $ORCL earnings Wed ▪️ 🚨 PPI Thurs ▪️ $AVGO $COST $LULU earnings Thurs ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ