To The Moon

The week kicks off quietly on paper, but smart traders know 29 July is a set-up day before the earnings avalanche begins.

Let's break it down:

🔥 1. Macro Watch: All Eyes on Stockholm

The third round of US–China talks starts Monday in Sweden. While not front-page headlines, any surprise move, like easing chip export bans or strategic tech cooperation, could light up semis and ADRs ($TSM, $BABA, $JD).

📌 Watchlist: $KWEB, $ASML, $NVDA, $TSMC

🎯 Trade setup: Calls on dips if diplomatic tone improves (but fade if talks stall)

🧾 2. Earnings Line-Up for Tuesday (Key Positioning Today)

Massive names report after the bell tomorrow, meaning Monday is the positioning day.

➡️ Tuesday earnings preview includes:

$BA, $SOFI, $PYPL, $SBUX, $SPOT, $V, $UHC

📌 Focus tickers for 29 July:

$SOFI: Bullish flow building; options suggest 6% expected move

$SPOT: Whisper numbers higher than consensus—surprise beat may spike toward $340

$PYPL: Recovery bet with $60 resistance in sight

🎯 Strategy: Sell puts or long straddles for volatile names; define risk before earnings.

🏦 3. Market Breadth & Sentiment

After Nasdaq's 21,000 breakout, traders should expect digestion, not acceleration today. Volume may thin as participants wait for Microsoft, Meta, Amazon midweek.

📌 Watch for:

Rotation into laggards (industrials, healthcare)

Crypto names like $COIN, $BMNR likely consolidate after volatility

🎯 Index view: $QQQ likely to hold $564 support. A dip into $560–562 = buyable if VIX stays tame.

📊 My Prediction for Today:

Flat to mildly bullish across indices

Tactical dip-buying in pre-earnings names

Volatility picks up only late Tuesday

🧠 Reminder: 29 July isn't a headliner—but it's where pros position before the earnings fireworks. Quiet charts today = explosive charts tomorrow.

I'm not a financial advisor. Trade wisely, Comrades!