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AI Earnings Shine, Bitcoin Eyes Retirement Accounts- Weekend Watchlist

Humbled Trader's day trading & swing trading ideas

Author

Humbled Trader
August 10, 2025

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Hi traders!

I'll be coming to Vancouver, Calgary this month (and many more cities in Sep & Oct) for the Blossom Investor Tour. I hope to meet you there in person!

Here are the stops in both Canada & US:

🍁Vancouver, Calgary, Toronto, Montreal (Aug & Sep)

🗽 NYC, Chicago, Los Angeles (October)

😳Pstttt… Interested in seeing what the stock exchanges look like? The NYC venue will be held at NASDAQ Market Site at Times Square, while the Chicago venue will be at CBOE (Chicago Board Options Exchange).

Tickets are on sale now. They always sell out every year! So if you’re interested in attending, grab your tickets ASAP. I hope to meet you in person soon!

Blossom is a social investing app that allows you to connect with other investors, see their trades, and track your own investment portfolio. You can see my entire long-term investment portfolio on Blossom as well.

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The market rallied strongly this week, with the S&P 500 up about 2.5% despite a bearish forecast. Dip buyers dominated, supported by upbeat Q2 earnings — particularly from AI-related tech names — and optimism around economic growth from U.S. onshoring and trade policy shifts.

Tariffs on over 90 countries took effect, lifting the average effective rate to 17%, while new measures targeted semiconductors and gold. While momentum is bullish, SPX has yet to clear its key resistance at 6,427.

‎TLDR Stock Market Weekly Update - August 8, 2025

📉Market Trends

  • Earnings Strength: Q2 earnings growth accelerated; AI sector leads momentum.

  • Trade Headlines: Tariff hikes on 90+ countries; U.S. trade policy driving onshoring optimism.

  • AI Tailwind: PLTR, ANET, ALAB post ATHs, fueling tech-led rally.

📊 Technical Levels & Market Signals

  • S&P 500 (SPX): +2% WTD; still below key resistance at 6,427 from last Thursday’s bearish engulfing candle → Intermediate-term bullish, near-term cautious.

💰 Inflation & Consumer Confidence

  • ISM Services: 50.1 (miss); Employment Index fell to 46.4; Prices Index highest since Oct 2022 at 69.9.

  • Factory Orders: -4.8% (worse than -3.5% est.).

  • Productivity: +2.4% (beat).

  • Jobless Claims: +7K to 226K; Continuing Claims +38K to 1.971M.

  • GDPNow: +2.5% (up from +2.3%).

  • Rates: 2Y +8bps to 3.76%, 10Y +6bps to 4.28%, 30Y +3bps to 4.85%.

  • Fed Cut Odds: Sept cut odds up to 90%; total expected 2025 cuts eased to 2.33 from 2.43.

🏛️ Cryptocurrency News

  • Trump signed an executive order directing the SEC to enable cryptocurrency and private equity in 401(k) plans, opening the door for Bitcoin in retirement accounts.

Sources: Charles Schwab

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📅 Coming up next week…

Economic Events:

  • Mon (8/11): No reports

  • Tue (8/12): CPI, Treasury Budget

  • Wed (8/13): EIA Crude Oil Inventories, MBA Mortgage Apps

  • Thu (8/14): Jobless Claims, PPI, Nat Gas Inventories

  • Fri (8/15): Business Inventories, Retail Sales, Capacity Utilization, Empire State Manufacturing, Import/Export Prices, Industrial Production, U. of Michigan Sentiment

Notable Earnings Reports:

  • Mon (8/11): OKLO, AMC, BBAI, ASTS, PLUG, MNDY

  • Tue (8/12): CRCL, PONY, CRWV, RGTI, CAVA

  • Wed (8/13): EAT, CSCO, ALVO,

  • Thu (8/14): BABA, AMAT, JD, CAN, WB

  • Fri (8/15): FUFU, FLO, SY

Sources: Earnings Whispers, Charles Schwab

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PLTR $186.96

  • The stock got a lift of 16% this week after the earnings report. This is one of the many tech/AI stocks breaking through new all-time highs recently.

  • Leaning bullish on this name and looking to join the trend to the upside on pullbacks only.

  • Historically PLTR pulls back to the trend after few days of consecutive rally. The key level to watch is the previous breakout level around $176.5s. If that level holds, we could see a steady consolidation to continue the uptrend.

  • This is purely a technical day trade and swing trade idea.

  • Position Disclosure: No position

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APP $455.98

  • The stock just broke out of a long-term downtrend on the daily chart after a recent earnings report beat.

  • Leaning bullish on this name and looking to ride the market momentum. If the rest of the sector names get a lift next week, this stock should continue its momentum to test the $490 - $500 highs from February.

  • The key level to watch is the $433 daily area. As long as we can hold above this area, we could see more consolidation and a breakout to the upside.

  • Position Disclosure: I am in a swing long position from $433

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BMNR $51.43

  • This is an Ethereum treasury name. The stock price fluctuates with ETH/USD prices.

  • The stock broke out and reclaimed 8EMA after the recent ETH breakout.

  • Technically speaking, the stock has potential upside to test $60-$70s if it can break above the $50-51 KL on the daily.

  • However, if the stock is unable to break and hold that said KL, it is no longer valid for a long trade.

  • This is suitable for short-term technical day trade only.

  • Position Disclosure: No Position

🗞️ Market movers you might’ve missed:

- Apple Inc. ($AAPL) Apple soared this week as shares rallied on strong earnings, CEO Tim Cook’s White House appearance, and a record-breaking market cap surge.
- How we traded: Gap Up Reversal Long

- AppLovin Corporation ($APP) AppLovin jumped over 12% after beating Q2 earnings estimates and raising its outlook amid optimism around its ad-tech and AI-driven growth.
- How we traded: Trend Join Long Strategy

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‎Email Disclaimer:
The Watchlist Emails are NOT trade alerts to buy or sell. We are not financial advisers. The above information is for educational and entertainment purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. We are merely sharing our opinion with no guarantee of gains or losses on investments. You accept our Terms and Conditions.

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