Insider Tips - Weekly Stock Market Report - Week July 28, 2025
Weekly Insider Tips - July 28, 2025
This week, the market flipped back to green, and we're seeing a continued melt-up across major indices. Although there was a brief yellow caution period, the trend remains upward, and I’m staying positioned accordingly. We've got several all-time highs, declining volatility, and some strong leadership from tech and semiconductors. While I'm watching for any reversal signals, especially around earnings, this is still a market where being invested in strong, quality names makes sense. Let’s break it down.
π§ Market Overview & Technical Conditions
We’ve returned to a green market, meaning probabilities favor continued upside. Last week, the market gave us a yellow signal due to a few red lights on our market timing system—but this week we’ve got four green lights, signaling it's time to play offense again. While this melt-up has been going on for nearly three months, and some fatigue is setting in, we don’t argue with trends—we follow probabilities.
π Major Indices
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NASDAQ and S&P 500: Both hit all-time highs—a clear sign of strength.
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Dow Jones: Not quite at highs yet, but getting close.
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NYSE Composite: Pulled back slightly but also at a record level recently.
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VIX (Volatility Index): Dropping, showing fear is dissipating and money is coming off the sidelines.
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Dow Transports: Healthy movement here supports broader economic strength.
π° Inflation, Interest Rates & Macro Backdrop
The Fed remains in a holding pattern, even while the rest of the world cuts rates. Speculation grows around Trump’s potential influence over Fed policy should he return—he’s expected to appoint a dovish chair, which could mean lower rates and a stimulus for housing and hard assets. Regardless, the U.S. is likely to keep printing money to cover interest expenses, which means inflation is sticking around.
π Asset-Specific Analysis
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Gold & Silver: The hard asset trade remains strong and technically clean. Investors are clearly positioning for inflation and/or monetary easing.
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Bitcoin & MicroStrategy (MSTR): Bitcoin is in a long-term uptrend, but short-term softness and dilution are dragging on MSTR. Still, the chart is bullish and could test key support at the 50-day moving average.
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Semiconductors (SOX Index): Driving the tech rally. Strong momentum here is lifting names like NVIDIA, AMD, and Broadcom.
π Individual Stocks Breakdown
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Apple (AAPL): Has likely found a bottom, back over its 50-day moving average. Needs to clear the 200-day with more volume. Eyes are on upcoming earnings and the usual September product cycle.
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Tesla (TSLA): Volatile post-earnings. The company is in a consolidation phase. Needs a narrative shift to transition investor perception from an auto company to an AI/robotics leader.
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MicroStrategy (MSTR): Bullish chart, but some short-term pressure due to dilution and Bitcoin weakness.
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NVIDIA (NVDA): Textbook strong chart, forming an early-stage base. Still in rally mode but beware: gap fills could come into play if the market pulls back.
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Palantir (PLTR): A favorite, but late-stage base + upcoming earnings = caution. Could correct despite bullish bias. Don’t be a hero—protect profits.
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Amazon (AMZN): Marching toward its all-time high. Q4 seasonality could be a strong tailwind.
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Alphabet (GOOGL): Slow, but steady melt-up. Search may be declining, but Alphabet is adapting. Golden Cross in play suggests technical strength.
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Microsoft (MSFT): Very strong chart. Since last earnings, it’s been almost all green. Earnings are around the corner, but momentum is solid.
π§ Key Takeaways
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β We’re in a green market—stay invested in strong names.
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π Be cautious near earnings (Palantir, Apple, Microsoft).
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π οΈ Use technicals and market timing to manage risk, especially in late-stage setups.
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πͺ Hard assets and semiconductors are key sectors.
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π Even in strong markets, volatility or news events can reverse trends quickly—don’t get complacent.
π§Ύ Conclusion
We're still riding the green wave, and the melt-up continues to show strength across most major sectors and indices. With record highs in the S&P and NASDAQ, strong technicals in semis, and a continued flight from cash into equities, this is a time to stay strategically long while remaining aware of potential cracks forming under the surface. Watch earnings closely, protect gains in volatile names, and stay nimble. This is a market that rewards smart positioning and patience.
Current Market Condition:
The market has returned to a green condition after a brief yellow period of caution, signaling that it's time to lean back into bullish positions. We’ve now had nearly three months of upward momentum—a true melt-up—and this week the market timing system flipped back to four green lights, confirming the uptrend. While it may not feel strong due to the length of the rally, the charts don’t lie: the S&P 500 and NASDAQ are at all-time highs, the VIX is dropping, and capital is flowing back into the market. The trend is still up, and in this kind of environment, the probabilities favor staying invested—cautiously optimistic, but invested nonetheless.
Stock Tip of the Week:
π― Strategy Shift on MSTR – $7,700 in Income!
In this video, I walk through my early roll on MicroStrategy (MSTR) as the stock pulls back. With the strategy dropping, I rolled out my covered calls and locked in $7,700 of income—what we call Juice! Watch how I manage the position, protect profits, and keep the cash flowing.
π The QQQ Early Roll Strategy Explained
It was the perfect time to roll out my calls and puts on QQQ—and in this video, I break down exactly how and why I did it. Learn the timing, mechanics, and income potential behind this strategic move so you can apply it in your own trades.
π₯ Is NVIDIA Really the Best Stock Right Now?
NVIDIA is leading the market with unmatched strength—but that doesn’t mean you should blindly jump in. In this video, I break down the chart, the setup, and what to watch before making your move. Smart money follows strategy, not hype.
LIVE on YouTube:
π‘ Did You Catch the Live This Week?
Mark went live to announce his newest course: The JuiceLever Strategy! This powerful method is designed to generate income no matter which way the market moves. The real magic? It’s in the Trade Adjustments—that’s where the big money is made. If you missed it, be sure to watch the replay and see why this could be a game-changer for your trading.
π΄ Florida 3-Day Income Weekend
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