Welcome back to Wealth Dome — where we grow and protect our wealth!This week was full of drama on Wall Street: court rulings, AI stock turbulence, record highs, and even the U.S. government stepping into Intel (INTC) with a 10% stake.

🔥 Market Highlights

* Tariff Ruling: U.S. appeals court struck down most of Trump’s tariffs → easing inflation fears.

* S&P 500 Record High: Closed at 6504, despite weakness on Friday.

* GDP Surprise: U.S. Q2 GDP at 3.3% vs. forecast 3.1%.

* Fed Rate Cut Odds: 85% probability of 25 bps cut in September fueling optimism.

* Small Caps Lagging: Divergence as mega-cap tech leads.

💡 Key Earnings Recap

* Alibaba (BABA): Beat EPS, missed revenue, unveiled AI chip → stock jumped +13%.

* Nvidia (NVDA): EPS +54%, revenue +56% → but stock dropped on AI chip competition fears.

* Autodesk (ADSK): Beat across the board; retraced gains.

* CrowdStrike (CRWD): Strong earnings + acquisition → but heavy pullback.

* Dell (DELL): Earnings beat, but stock broke below 100-day MA → possible cooling period.

* Eli Lilly (LLY): +6% on positive pill trial, but downtrend intact.

📰 Intel Shock

* U.S. government acquires 10% stake in Intel (INTC) under CHIPS Act funding.

* Passive stake, no board seat, but raises concerns about international sales.

* Intel remains -60% from all-time highs → turnaround hopes but uphill battle.

📈 My Trades (Aug 25–29)

* SoFi (SOFI): Quick trade, +€17.50. Watching pullback zones for re-entry.

* Ferrari (RACE): Range-bound, small gain +€15.10.

* Rheinmetall (RHM.DE): Defense play, +€55.50, but cautious outlook.

* Alphabet (GOOGL): Sold entire position in two tranches. +€421.91 net. Will re-enter lower.

* Visa (V): +€47.72 after tax.

* Constellation Software (W9C.TO): +€810 small gain.

* CrowdStrike (CRWD): +€72.24. Sold shares post-earnings pullback.

Weekly Profit: +€160 (~$187)August Total: €985 ($1,090) — short of my €2,000 monthly target, but solid discipline shown.

📌 Lessons Learned

* Stick to Strategy: Taking profits early saved me from reversals.

* Don’t Chase AI Hype: Nvidia & CrowdStrike show the risk of overbought momentum.

* Cash is King: September’s packed with ISM, jobs, CPI, PPI, and Fed — dry powder is essential.

📅 Important Events Next Week

* Sept 3 (Tue): ISM Manufacturing PMI

* Sept 5 (Thu): Jobless Claims, ISM Services PMI

* Sept 6 (Fri): Non-Farm Payrolls & Unemployment Rate

* Following weeks: CPI, PPI, Retail Sales, Fed FOMC Meetings → high volatility expected.

🔗 Relevant Mentions

* Alibaba Earnings (BABA)

* Nvidia Investor Relations (NVDA)

* Autodesk IR (ADSK)

* CrowdStrike Reports (CRWD)

* Intel CHIPS Act News (INTC)

* Wealth Dome Substack Archive

⏱️ Timestamps

* 00:00 – Weekly intro & market drama

* 00:29 – Tariff ruling shakes markets

* 00:43 – Alibaba earnings & AI chip boom (BABA)

* 01:12 – U.S. market surge (S&P 500 hits 6504)

* 01:53 – GDP + jobs data beat

* 02:43 – Nasdaq weakness, RSI divergence

* 03:12 – Fed rate cut odds 85%

* 03:53 – Nvidia earnings breakdown (NVDA)

* 05:32 – Autodesk earnings pop (ADSK)

* 07:12 – CrowdStrike analysis (CRWD)

* 08:57 – Dell earnings impact (DELL)

* 09:53 – Eli Lilly weight loss drug trial (LLY)

* 12:02 – Intel 10% U.S. stake explained (INTC)

* 14:35 – Market rotation, Caterpillar/Deere weakness

* 15:58 – Next week’s key events (PMI, NFP)

* 16:55 – Announcement: new investing basics series

* 17:56 – Weekly trades recap (SOFI, RACE, RHM.DE, GOOGL, V, W9C.TO, CRWD)

* 26:35 – Alphabet (GOOGL) sell explained & re-entry zones

* 27:01 – Wrap-up & closing thoughts

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