Welcome to Nofinity

Summary follows...

Summary follows...

Summary follows...

The market witnessed an extreme recovery after one of the worst Julys for AI stocks: within two days, 70–75% of the damage was reversed – a classic FOMO chase. The analyst reviews last week's predictions and answers community questions.

Major Indices & Commodities

• VIX: Peaked at 20.66 on July 29 – a perfect sell signal. Today, an unexplained spike to the 200-day moving average. - QQQ (Nasdaq 100): Hit the 200 EMA (662) as support and bounced back to 722. Violent swings are a trader's paradise. - S&P 500: New all-time high; P/E of 20 – historically cheap. No bubble, AI is transforming everything. - Gold: Strong day after Yen and Indian Rupee needed bailouts. Fiat is going to zero – bullish for Bitcoin. - Copper: New all-time high (68,278) – driven by AI and electrification.

Cryptocurrencies

• Bitcoin: Stuck at ~$64K since February, strong support at $59K. Buy signal active. Sideways until ETF and MicroStrategy buy aggressively. - Ethereum: 8% below the 200-day MA (2,085). Once broken, it could surge to $4,000–5,000. - Solana: “Sucking wind” – no major movement. Above the 200-day MA ($85). Dominant L1 with 3.5M users vs. 800K for Sui and 7M transactions vs. 76M for Solana. - MicroStrategy (MSTR): Selling shares (ATM) into strength to support STRK. Needs STRK at $100 to restart the Bitcoin buying flywheel. - Jupiter, Hyperliquid, Bittensor: Analyst is skeptical – Bittensor due to tokenomics, Jupiter dead because of missing AI hype, Hyperliquid lacks a moat.

Stocks in Focus

• Tesla (TSLA): Disappointing; retail hesitates due to Cybercab and SpaceX confusion. Institutions buy. Support at $298–297 held. - SpaceX/Tesla Pair: Ratio 2.6–2.973 – ideal for tax-free pair trades. - Nvidia (NVDA): Strong recovery from $190, new ATH at $5.31T market cap. P/E at all-time low – never cheaper. Elon Musk buys only Nvidia for SpaceX. - Micron (MU): Recovered from $739 to $920. On track to $1,600. - Marvell (MRVL): Jumped from $164 to $219 (36.7% in two days) – now consolidating. - Google (GOOGL): Strange day: rumor of AI researchers leaving dropped stock from $382 to $355. Undervalued vs. Microsoft (better financials, faster cloud growth). - AMD: From $420 back to $480 – AI spending continues rising. - Broadcom (AVGO): Buy signal at $369, sell signal at $430 – now heading to new ATH. - Palantir (PLTR): Buy zone at $106, but range-bound since February. 200-day MA pointing down ($152) – caution on profit-taking. - Unusual Machines (UMAC): Small drone play with strong financials – preferred over Anduril. - Corning (GLW): P/E of 73 – too expensive vs. Micron (P/E 5).

Q&A Highlights

• Layer-1 alternatives: Sui and Sei have fewer users than Solana – Solana remains the winner. - Hype (HYPE): New ATH at $77, buy signal at $50 – few users but high revenue. - Anduril (ANDR): Financials improved – could be worth a look. - Trading tips: Use Heikin-Ashi for noise reduction, trend and ATR models for precise signals (e.g., on ALAB). - Risk management: Option strategy (selling puts to buy leaps) can yield 9x but also ruin you.

Bottom line: Markets are extremely volatile, but AI stocks are fundamentally cheap. Those who model the big swings can achieve excellent returns. The analyst stays focused on AI, copper, and Solana – with caution on Palantir and smaller crypto projects.

• The speaker analyzes the current gold price correction and provides an update for the Gold Path 2026.
• Despite fears and a drop, he believes the long-term bull market remains intact.

• In gold bull markets, prices often revisit the 20-month SMA or 21-month EMA, as seen in the 2000s and 1970s.
• The bull market support band (20-month SMA + 21-month EMA) has not been touched yet – a sign of strength.
• Commodity markets move slower than crypto or stocks, so long-term moving averages are relevant.

• The 2026 year-to-date (YTD) return closely tracks 2022 and 2018 – both years saw subsequent recoveries.
• In midterm years (like 2026), gold typically bottoms between June and October.
• Corrections of 20–30% are normal in bull markets (e.g., 1970s and 2000s).

• The average of all prior midterm years shows a low in early July.
• A potential further dip could be linked to a stronger US dollar (similar to 2018).
• If the dollar rises in 1–2 months, gold might weaken again – but as a higher low or lower low.

• The speaker remains bullish on gold – the current weakness is a normal consolidation.
• After the 2026 bottom, he expects a final rally towards the end of the decade, followed by a global top.
• Historical patterns suggest a strong 2027 (pre-election year), with an average gain of +13%.
• The ITC conference in November will provide further insights on gold and other asset classes.

This video breaks down the real reasons behind the stalled Clarity Act for crypto regulation, focusing on a single unanswered document that has been sitting in the White House since July 30.

• The Core Conflict: A compromise proposal by Senators Tillis and Gálvez would ban federal officials (and their spouses) from issuing or sponsoring digital assets while in office, enforced by the Attorney General. The White House has not responded.
• The Stalemate: The bill needs 60 Senate votes but is blocked by exactly seven Democrats who demand stricter ethics rules – the very rules the President won't sign.
• The Conflict of Interest: A Senate Banking Committee minority report reveals the Trump family earned over $1.4 billion in crypto income in 2025 – about 23% of the President's reported income. The ethics clause would directly affect this revenue.
• Who's Not Blocking: Wall Street (BlackRock, Fidelity, Goldman Sachs) and community banks publicly support the bill, seeking only minor tweaks. Blaming Elizabeth Warren or the banking sector is a distraction.
• Market Impact: Bitcoin is flat, while Coinbase and Circle have lost value. Analysts see a