$MSFT earnings this week. Key focus: AI spend + Azure growth. Market expects ~6% move. Higher capex could pressure the stock in the short term, but strong Azure guidance = bullish long-term. Volatility ahead what’s your take: bullish, bearish, or holding holding share no CC 💪

What's the investing hill you're willing to die on? Mine: 🔥 $MSFT will outperform $AAPL over the next decade.

(WYFI) Whitefiber Cash-secured Puts $WYFI open.substack.com/pub/pulsea…

HE IS “Wall Street” Get this man to 10k. A legend A friend A GENIUS Everyone follow this market guru @wallstnomads A walking $NQ $RTY encyclopedia 😤 The CHART DOT “UNC”

Long-term investing with options open.substack.com/pub/pulsea…

US markets, Friday Jul 31 — at the close vs prior close: S&P 500 $SPY +0.7% Nasdaq 100 $QQQ +0.6% Dow $DIA +0.6% Semis $SMH +0.2% Bitcoin $IBIT -2.9% Mag 7 $MAGS +2.9% ($AMZN leading, +15.1%) Earnings drove today, not the index: $AMZN +15% on its print, $AAPL -7% on its own, $GOOGL +6%. Calm on the surface, a violent mega-cap reshuffle underneath.

Sold a few puts in $WYFI for premium.

$META looks like it might want to visit the 200-week MA. $AMZN $MSFT

$MSFT game plan pulseandprofit.substack.com/…

Everyone wants to buy at the bottom. Almost nobody wants to buy when it actually feels like the bottom. Fear creates opportunity. The hard part is having the conviction to act. $META $NBIS $NVDA

Most investors think the rare earth opportunity starts with finding a mine. I think that’s where the story actually begins. Mining is only the first step. The real bottleneck comes afterward—separation, metallization, alloy production, and permanent magnet manufacturing. Those are the parts of the supply chain China has spent decades dominating. That’s why $ALOY has caught my attention. Besides she keeps ripping higher every hour 👀 Just crossed 9ma watching 10$ 21ma cross now. Instead of relying on a single mining asset, management is quietly assembling a diversified North American feedstock network that could eventually supply one downstream processing platform. That network already includes: • Preferred rights to roughly 80% of the commercial output from the Saskatchewan Research Council’s expanding rare earth processing facility. Commercial production is expected during 2027 with targeted annual output of approximately: • 525 tonnes NdPr • 30 tonnes Dysprosium • 15 tonnes Terbium Beyond Canada… REalloys signed a 15-year offtake agreement with Critical Metals covering 15% of Phase 1 production from Greenland’s Tanbreez Project—one of the world’s largest undeveloped rare earth deposits. They’re building multiple material sources that can all feed into the same downstream processing network. Where I believe REalloys becomes differentiated is further down the supply chain. While many companies compete to produce rare earth concentrates or oxides, REalloys is targeting one of the most underserved parts of the Western market: The company is developing hydrofluoric-acid-free metallization technology while working alongside the Saskatchewan Research Council on uranium and thorium removal capabilities. Those may sound like small engineering details. The company is also positioning itself around Dysprosium and Terbium—critical heavy rare earth elements used in high-temperature permanent magnets found in defense systems, aerospace, robotics, AI infrastructure, electric vehicles, and advanced industrial applications. The comparison with other public companies is interesting. $MP (MP Materials) remains the clear leader in U.S. rare earth mining. Mountain Pass is the largest active rare earth mine in the United States, with vertical integration expanding from mining into separation and magnet manufacturing. $UUUU (Energy Fuels) approaches the market differently. Its White Mesa Mill processes monazite concentrates into rare earth oxides while also operating one of North America’s leading uranium businesses. REalloys sits somewhere different. It isn’t trying to out-mine MP. It isn’t trying to replicate Energy Fuels’ uranium strategy. Instead, management appears focused on becoming one of the critical downstream links between feedstock and finished rare earth products. Think of the positioning this way: REalloys • Heavy rare earth metallization • Multiple allied feedstock partnerships • Planned alloy and permanent magnet production • Defense-focused, China-free supply chain • Commercial ramp targeted beginning in 2027 Another difference is the customer focus. REalloys has consistently emphasized DFARS-compliant, defense-grade, fully traceable North American supply chains ahead of 2027 procurement restrictions limiting Chinese-origin rare earth magnets. The bigger investment thesis isn’t simply rare earth mining. It’s rebuilding an entire Western supply chain. REalloys is attempting to occupy one of the most difficult—and arguably one of the most valuable—parts of that chain. It’s earlier stage than MP Materials and Energy Fuels, which means execution risk, financing needs, and commercialization timelines remain important considerations. It’s owning the bottleneck that everyone else eventually has to pass through. Not financial advice. Do your own research. This is a paid advertisement (educational purposes only). Communicated Disclaimer: tinyurl.com/2u5b2w39

$MSFT what a beautiful candle on the weekly. Now we have to see if we can break above the 50-week. felt it was running out of steam towards the end of the day.

Buying some shares in long term account. $SPY $MSFT $GOOG substack.com/@pulseandprofit…

Looks like a good call not to sell covered calls. See if this holds at open. $MSFT $META $GOOG

$MSFT great earnings. Watching to see if it holds tomorrow. Breakdown in substack substack.com/@pulseandprofit…

$SPY is testing a key area. 🔥 Lost the 50-day moving average. 🔥 Still holding well above the 200-day. 🔥 RSI around 45 = neutral, not oversold. 🔥 Bulls need to reclaim ~$745. Bears want a break below recent lows. Healthy pullback... or the start of a deeper correction? 👀

$NVDA took a steep hit today, dropping nearly 5% down to $194.40, with another 1%+ drag in overnight trading. That mid-session flush came fast and heavy.

My crypto strategy is simple: 🔥 Start building a position now. 🔥 If we get a major flush toward $40K, I'm buying aggressively. 🔥 No panic. No all-in bets. 🔥 Just disciplined DCA and patience. The biggest mistake is waiting for the "perfect" entry that never comes. bitcoin:native ethereum:native

$ZETA remains a top AI software pick. The market chases models; I focus on AI-to-revenue firms: marketing intelligence, high-margin SaaS, enterprise growth, recurring cash flow. 3–5yr story > volatility. Still holding? I like the chart as long as we put in a higher low.