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The Weekly Alpha — Issue #1
Date: July 15, 2025
📊 Macro Pulse
- US CPI cooled to 2.9% YoY — first sub-3% print in 2 years.
- Fed swaps now price just 1 cut in 2025.
- 10Y yields briefly dipped below 4.1% before bouncing.
- China signals more credit easing, boosting global risk sentiment.
🔥 Top 3 Alpha Ideas
-
NVDA (Nvidia) — Bullish continuation off consolidation, AI order book reacceleration.
Entry: $123.50 | Target: $138 | Stop: $117.50
-
GLD (Gold ETF) — Breakout setup as real yields compress.
Entry: $213 | Target: $228 | Stop: $207
-
TSLA (Tesla) — Oversold bounce + positive Q2 deliveries surprise.
Entry: $263 | Target: $292 | Stop: $255
🧠Smart Money Signals
- Unusual call flow in SMCI, NVDA, and ARM — likely institutional positioning pre-earnings.
- Insider buying in LLY (Eli Lilly) after new weight-loss trial data leaked early.
- Top 5% fund ownership rising in PLTR — suggests growing hedge fund conviction.
🚨 Risk Radar
- 📆 July 16: Netflix & Bank of America earnings
- 📆 July 17: Powell speaks at IMF policy forum
- 📆 July 19: Japan CPI (watch yen carry pressure)
💡 Apex Insight
Retail flows are cooling. AI hype is not. This divergence will resolve violently. The pros are rotating into cash-flow machines with optionality — not memes. Stay sharp, stay data-led.