$CRWD & $PANW New 52WH
I am holding these two for long term. AI and agentics will create huge challenges for cybersecurity. I see good growth for these two for years to come.
A couple of places to store- short term-your humongous profits (cash)
$SGOV:
ETF invest 100 percent in short term US treasury
Can trade in real time when market opens
one share require between $100-$105
current rate: 3.57 percent
expense ratio 0.07 percent (baked into the rate)
start earning daily interest immediately
no restrictions regarding maturity, can buy or sell in the same day
generally does not include additional commission for trade either way ( check with our outfit, schwab does not charge commission
one big advantage for large sums of money is that it is mostly exempt from state and local taxes
current rate: 3.57 percent ( 30-day yield)
Schwab SWVXX
Mutual fund invest in commercial debt, bank certificates, etc
trades at the end of the day when market closes
one share require $1.00
current rate:3.51 percent
expense ratio 0.34 percent (baked into the rate)
start earning daily interest immediately
no restrictions regarding maturity, can buy or sell in the same day
generally does not include additional commission for trade either way ( check with our outfit, schwab does not charge commission
one disadvantage it is fully subject to state and local taxes
so for big sums of money in high tax states (lucky Jeff he pays zero state income tax), definitely $SGOV is the way to go
So far, Stock futures climb, oil prices fall as U.S. and Iran pause attacks: Live updates
Massive earning week, next week
The following companies will be reporting next week. The big question is, are we going to have another sell on the news week? If so, there should be good opportunity for any that goes down significantly.
IMO, among these companies, Apple is the one with the biggest potential. IOS 27 public beta is out. from the reviews that I have seen, it looks like they have made tremendous improvements to Siri, this is cleverly without spending anything meaningful on AI. They are swimming in cash, while generating a lot of cash at the same time . I think stock could hit $400 by the end of the year, because it is the safest stock among the big boys.
Visa-7/28
Coca Cola-7/28
Microsoft-7/29
Facebook-7/29
Lam Research-7/29
Arm Holdings-7/29
Procter & Gamble-7/29
Apple-7/30
Amazon-7/30
Master Card-7/30
ExxonMobile-7/31
Abbvie-7/31
Chevron-7/31
The power of owning quality company for the long run
Difficult to believe, but the long time investors who owned original shares of Hewlett Packard company since 1999, they could have owned shares of all these companies today, including the star them all, Avago:
These companies are all spin off of the original Hewlett Packard company:
Agilent Technologies (1999) – Chemical analysis, medical, and electronic measurement divisions.
Avago Technologies (2005) – Spun off from Agilent; later acquired Broadcom and became Broadcom Inc.
Verigy (2006) – Spun off from Agilent
(semiconductor memory and system testing).
Keysight Technologies (2014) – Spun off from Agilent (electronic test and measurement).
HP Inc. (2015) – PC, laptop, and printing
hardware divisions.
Hewlett Packard Enterprise / HPE (2015) – Enterprise servers, storage, networking, and cloud infrastructure.
DXC Technology (2017) – Spun off from HPE's Enterprise Services division and merged with CSC
.
Micro Focus Software Assets (2017) – Spun off from HPE's non-core software portfolio and merged with Micro Focus.
Perspecta Inc. (2018) – Spun off from DXC Technology's U.S. Public Sector government IT division.
World cup winner to pay US and state taxes
Because Spain won the 2026 FIFA World Cup (beating Argentina in the final in New Jersey), their $50 million winning payout triggers a multi-layered tax liability split across three distinct tax authorities: the IRS, State Taxing Authorities (New Jersey), and Spain's Agencia Tributaria.
1. Federal Taxes (IRS)
The Default Rule: The IRS generally levies up to a 30% withholding tax (which would be up to $15 million) on income earned on U.S. soil by non-resident foreign athletes.
The U.S.–Spain Tax Treaty: Unlike Argentina, Spain has an active bilateral tax treaty with the U.S. aimed at preventing double taxation. However, treaty exemptions for athletes disappear when earnings exceed specific financial thresholds. Because $50 million far exceeds these limits, a portion remains taxable by the IRS.
Match Apportionment: Under the agreement between the U.S., Mexico, and Canada tax authorities, the IRS only taxes the share of the $50 million that was earned on U.S. soil (calculated based on how many matches/days Spain spent in U.S. venues versus Canadian or Mexican host cities).
2. State Taxes ("Jock Tax" – New Jersey)
Because the World Cup final took place at MetLife Stadium in East Rutherford, New Jersey, state tax authorities step in:
No Treaty Protection: U.S. international tax treaties do not apply to state income taxes.
State Cut: New Jersey levies a state income tax (up to 10.75% on top earners) on the income generated during the final match played within its borders.
Apple debuting new ‘Apple Upgrade’ leasing program next week, per report
9to5mac.comTomorrow is the day
Google
IBM
Tesla
Texas Instruments
Service Now
AT&T
GE Vermova
CSX
Remember our friend $SOSX?
The Direxion Daily Semiconductor Bear 3X ETF (SOXS) has undergone a major reverse stock split.
Because SOXS tracks the inverse performance of the semiconductor sector with 3x leverage, its price naturally decays over the long term due to volatility and daily rebalancing. Direxion uses reverse splits periodically to artificially boost the share price back into a normal trading.
on july 15, 2026 a 10 to 1 reverse split was performed, current price: $54.85
Jeff, do you agree with Tom Lee on this?
I remember below listening to cnbc a few weeks ago, below is what he said (copied from on line):
Wall Street’s most famous permabull, Tom Lee of Fundstrat, has indeed tempered his short-term outlook with a warning that investors need to buckle up for a rough patch before the year-end fireworks begin.
Even though he just raised his long-term S&P 500 target to a massive 8,000, he emphasizes that the market has to survive a "bear-market-style" drop first. He is predicting a painful 15% to 20% drawdown, but he emphasizes that this drop will be sharply V-shaped—meaning it will bounce back aggressively toward the end of the year to fuel the next major leg up.