August 12, 2025

🔥 CPI Surprise, Rate-Cut Odds & Risk-On Rally | $BLSH IPO Watch, $TTD Dip-Buy, ETH Treasuries, Utilities for AI Power, and Earnings Rockets ($CRCL, $ONON, $ASTS) 🚀📈

40 minutes

Wow - CPI - the markets are going in anticipation of a September Rate cut. Why buy now? Won't a pullback happen? Only the market knows, but here are my thoughts.

Here are the links to all the sales:

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EPISODE SUMMARY

📊 CPI comes in cooler than expected → market pops on “risk-on” read
🏦 Debate heats up: September rate cut odds and “not at 2% yet” vs. tariff-inflation fears
🗣️ Expect louder messaging: Trump pushes rate cuts, pressure on Powell
🚀 IPO watch: $BLSH upsizes on heavy demand → pricing tonight, debut tomorrow = volatility
🧺 Dip-buying signal: Cathie Wood scoops $TTD after -38% slide; reminder $ARKK doubled off April lows
⚡ Crypto/AI movers: $BMNR nearly doubles in 5 days; tracking $ETH “treasury” style companies
🧰 Tools check: Seeking Alpha advanced charts impress; TrendSpider still key for technicals
💵 Flows and sentiment: “buy the dip” crowd active; cash on sidelines ready to deploy
🔁 Portfolio moves: you rebalanced, exited $CRM in Roth; added more crypto ETFs
🪙 Setup alert: $COIN 4-hr algorithm cross-up > backtests beat buy-and-hold
🎢 Charts working: $DIS failed $120 level → post-earnings dip; still Quant “Strong Buy” with higher Street targets
🧠 Semi pick: $MU perking up—Quant Strong Buy, reasonable valuation, post-earnings, 4-hr algo outperforms over 2 years
🔌 AI power angle: Utilities list for AI demand from Steve Cress—names to screen
📚 Reference lists: every US Vanguard ETF; helpful for allocation and screening
📈 Earnings movers:
- $CRCL beats with ~40% growth outlook; note $CRCA 2x leveraged ETF for degens
- $ACHR: earnings secondary to potential Anduril partnership story
- $ONON: strong sales growth, raised full-year outlook
- $AST: dips on earnings, rips on aggressive satellite launch plan; valuation stretched
🧭 Takeaway: CPI cools, rate-cut odds in focus, bulls press advantage; prioritize setups, watch IPO/crypto/AI flows, and lean on tools for entries/discipline

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By Gary Vaughan

33 ratings