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Beat Sheet (07.18.2025)

Yesterday’s market was a tale of two extremes - headline beats were plentiful, but the reactions painted a very divided picture.

The Beat Report
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Nvidia $NVDA keeps solidifying its position as the kingmaker of the AI boom, quarter after quarter.

The company just posted another blockbuster earnings report and got rewarded for it. 

That marks the 11th positive earnings reaction...

The Beat Report
📊 Daily ETF Overview

 

We keep returning to crypto as a key investment theme — and for good reason.The largest cryptocurrency, which represents 65% of the investable asset class, is breaking out to all-time highs.The Bitwise...

ETF Power Rankings

From the Desk of Steve Strazza @Sstrazza

Welcome to The Junior International Hall of Famers.

With the goal of finding more bullish setups, we have decided to expand one of our favorite...

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I have to admit I’ve been thinking a lot about bonds lately. 

Like way more than usual. 

It’s because I...

The Strazza Letter
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We have been watching this chart of BA for a while on the Sunday night show.  As I spotted what appears to be the final leg in a 'bearish EWT triangle' I remarked "I wonder how it's going to get up there?"  Well, looks like that hasn't been...

Bart's Charts
$BA

During our time in New Orleans at the Portfolio Accelerator event, I brought the Israeli Shekel to the table—and it sparked a really interesting discussion.

We were diving...

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Ricardo
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In today’s Daily Digest, we’ll review the following:

  1. New position in Homebuilders.
  2. No adjustments since the last report.
  3. Closed XLB at Profit Target.
  4. ...
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From the desk of Steve Strazza @Sstrazza

Dividend Aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily...

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Young Aristocrats
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📊 Daily ETF Overview

 

We’re seeing healthy sector rotation play out, with risk-on groups like Communications, Technology, Industrials, Financials, and Discretionary all flashing green.This builds on what we’ve been...

ETF Power Rankings

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