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07/16 Pre-Market Pulse: Tech Tops, Yields Rise, Pullback Looms

Momentum is fading, AI leaders are stalling, and Treasury yields are creeping higher. But underneath the noise, a deflationary tech cycle is quietly building.

⏱️ Quick Chapters

[0:00–5:00] Morning Kickoff & ASML Downgrade

[5:00–10:00] Two Camps Forming: Top or Pullback?

[10:00–15:00] Crypto Rebound & Stablecoin Momentum

[15:00–20:00] Inflation Data: What the Market’s Shrugging Off

[20:00–25:00] 10Y Yield Is Creeping Up Again

[25:00–30:00] Stablecoins = Deflation?

[30:00–35:00] ASML vs. NVDA: Reading the Rotation

[35:00–40:00] Candles, MACD, RSI: The Pullback Setup

[40:00–45:00] NYC Move + YouTube Plans

[45:00–50:00] Signals Update: VRA, WEN, ALGT, LKQ

[50:00–55:00] Data Centers Are the Picks & Shovels

[55:00–1:00:00] The Edge: Buying Small Caps with Big Signal Scores

[1:00:00–1:10:00] Market Behavior Through Signal Lens

[1:10:00–1:17:00] Shorts to Watch: Target, TripAdvisor, Five Below

[1:17:00–End] Coursera Signal: AI Fatigue and a Learning Rotation

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