Power Plays Weekly Roundup
July 25, 2025

The market continues to show impressive resilience, reminding us of an important lesson: we can't ever get too bearish if the SPX is trending above the 8 day moving average.

Because we just saw record highs in the SPX & QQQ's, plus plenty of individual names.

The tricky thing is that we've had a pretty impressive surge since June, right into a super busy week.

Next week is packed.

We have US GDP, PCE, FOMC, NFP, and it’s the heart of earnings season highlighted by Apple (AAPL), Amazon (AMZN), Meta (META), and Microsoft (MSFT).

Earnings season has been better-than-expected, but there's been little follow-though for individual stocks after reports.

So, know what you own, your time frame, and be prepared with multiple plans. It’s been hard to find big money plays after a great few months, so there’s no need to be a hero.

That means while I'm always on the lookout for opportunities, I'm looking to manage my risk and size carefully.

Unusual Machines (UMAC): I added this back because I expect a resurgence in the drone names. It's doing well so far.

Quantum Computing (QUBT): I'm also looking for quantum names to come back, but this is off to a slow start.

PonyAI (PONY) has been solid so far and still looks great. I expect it to trend higher in the coming weeks.

Apple (AAPL): the chart has been firming up and I expect an early pre-earnings rally over the next few days.

Rumble (RUM) has been on the slow side but as long as it holds the $9.30 area, it looks good.

Enjoy your weekend!

-Scott