All Circle Notes

LMT US - Hold >$534. Accumulate $485-$534, STP < $485. Q2 Very Strong Indeed.

Blowout quarter. Tourist defense investors incoming.

TSLA US - Hold - Rangebound Action Persists, Potential Breakout Ahead.

Stop thinking about FSD, Robotaxis or Optimus. Look at the cash generation and the balance sheet. HEY - WAKE UP AT THE BACK!!

IBM US - Do Nothing - Technology Promising, Growth Slowing.

No Quantum Superposition Yet - Just The Same Ole Big Blue

NOW US - Accumulate $80-$110; STP <$80; PT $147. Growth Sound, Margins Good Enough.

Revenue growth solid, costless growth as promised by the CEO - not yet in evidence.

NOC US - Accumulate - PT $640 / STP <$490 - Fundamentals Good, Stock Selling Off.

Strong Q2 earnings; B-21 Raider program in good shape, Sentinel program delayed but federal spending levels elevated.

VEEV US - Accumulate Between $150-$200; Consider 10% Trailing Stop.

VEEV has held strong over $145 and looks to have a bright future ahead.

ASML US - Buy/Hold If >$1700; If Below, Risk Of Drop To $1450.

We believe ASML US stock can rise if it holds over $1700. Below $1700 there is an air pocket to be avoided, down to $1475.

Crypto Is Finished. Right?

It is. Right?

LUMN - Accumulate; PT $12 - Restructuring Almost Complete.

Q2 Earnings May Be The Catalyst

Akamai $AKAM +10% Today - Can This Move Sustain?

Another 1990s Do-Over