108 Wealth Weekly Market Wrap – 01 Aug 2026

This week, we answer:

1. What do we infer from earnings reported so far? EPS growth on track to hit 38% - Where is the growth coming from?
2. Is the correction an opportunity to invest in AI trade? What is driving returns - Fundamentals or just narrative?
3. How did MSFT/AMZN/META/AAPL fare after results?

🎙️ We cover all this and more in this week's podcast

Kind regards,

Sweta Mehta, CFA

108 Wealth

108 Wealth Weekly Market Wrap – Jul 2026 | Week 4

This week, we answer:

• Should you buy an equity IPO? Research based analysis.
• How did Alphabet and Tesla do in Q2? How did that impact the market?
• What is expected action of Fed in the next week?

🎙️ We cover all this and more in this week's podcast

Kind regards,

Sweta Mehta, CFA

108 Wealth

108 Wealth Weekly Market Wrap – Jul 2026 | Week 3

This week, we answer:

• Is the AI trade actually breaking, or is this simply a profit-taking exercise in the most crowded part of the market?
• What do cooler inflation data, resilient consumer spending and rising geopolitical tensions mean for the Fed's next move?

• What is UBS's view on the semiconductor sector—and where within the AI ecosystem do they see the most attractive opportunities?

🎙️ We cover all this and more in this week's podcast

Kind regards,

Sweta Mehta, CFA
108 Wealth

108 Wealth Weekly Market Wrap – Jul 2026 | Week 2

This week, we answer:

1. Why did markets continue to rise despite rising geopolitical tensions and higher bond yields?

2. Has the AI investment story entered a new phase? What does SK Hynix's record-breaking US listing tell us about the future of AI infrastructure?

3. What were the biggest developments this week from NVIDIA, AMD, Samsung, Meta, Apple and other market-moving companies?

4. Why does Deutsche Bank believe Asia's next bull market extends far beyond technology?

🎙️ We cover all this and more in this week's podcast.

Kind regards,

Sweta Mehta, CFA
108 Wealth

1. What was the catalyst behind the chip sell off?
2. What are the implications of non farm payroll?
3. What's the latest news this week from META, MSFT, AMZN?
4. What does UBS think about higher rates priced in the market? Does this open up investment opportunities?

We cover all in the latest podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

108 Wealth weekly Market Wrap - June 2026, Week 4

1. What led to a turmoil in chip stocks this week?

2. Can equities move higher despite tech sell-off? What a leading private bank has to say?

3. What was the market reaction to the resignation of Kier Stammer?

We cover all of this in the podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

108 Wealth Podcast - June 2026, Week 3

1. How will all the changes in the first FOMC chaired by Kevin Warsh impact your portfolio?

2. Some top trends and high conviction themes to invest, identified by top private bank.

3. Did the participation broaden this week?

We cover all this in the latest podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

1. Deep dive into Space X IPO covering why IPOed, how it performed and its valuation.
2. What is the latest US inflation no telling you on Fed's next move?
3. Is AI investment thesis still valid?
4. How did Oracle's results fare?

We cover all this in the latest podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

[email protected]

I have changed format a bit. We will do a deep dive on one big story of the week - This week we cover the story of '85 Billion'. Do you hold Google's shares? Understand what does Google's new equity raise mean for existing shareholders?

1. What sparked the big sell off in the last couple of days?

2. Central bank meetings coming up - what could you expect?

3. Not South Korea, Not Taiwan - where is non US money flowing in Asia?

4. Do you hold Gold? Is it a still buy?

We cover all this in the latest podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

[email protected]

108 Wealth Podcast - May 2026, Week 4

• Despite some 20% of oil supply being disrupted, how has the world thus far avoided an economic crisis?
• What did the earnings like Dell, Snowflake, costco telling you this week?
• What are mixed economic data signaling at?

We cover all this in the latest podcast here.

Kind regards

Sweta Mehta, CFA

108 Wealth

[email protected]