<p></p><div data-youtube-video=""><iframe width="640" height="480" allowfullscreen="true" autoplay="false" disablekbcontrols="false" enableiframeapi="false" endtime="0" ivloadpolicy="0" loop="false" modestbranding="false" origin="" playlist="" progressbarcolor="white" src="https://www.youtube.com/embed/R45PqvlgMTg" start="0"></iframe></div><p><strong>This recap was brought to you by </strong><a target="_blank" href="http://MikePairMoney.com"><strong>MikePairMoney.com</strong></a><strong> and The Biddles Investment Group (</strong><a target="_blank" href="http://www.biddlesgroup.com"><strong>www.biddlesgroup.com</strong></a><strong>) – for the week ending August 9, 2025.</strong></p><hr><h3 id="2e1f0c24-3cf3-4fd5-a752-cf29df6ec2ff" data-toc-id="2e1f0c24-3cf3-4fd5-a752-cf29df6ec2ff">Quick Recap</h3><p>The group conducted a comprehensive review of market performance and sector trends, discussing various stocks, investment strategies, risk management approaches, and upcoming earnings reports.</p><hr><h3 id="beb1a256-7882-462c-a825-c1564aa1b57a" data-toc-id="beb1a256-7882-462c-a825-c1564aa1b57a">Next Steps</h3><ul><li><p>Monitor the S&amp;P 500’s performance as an indicator for Arista Networks positions.</p></li><li><p>Set a stop loss below the 133 area for Arista Networks.</p></li><li><p>Track the 268 level for XLK as a potential breakout indicator for Arista Networks.</p></li><li><p>Consider taking profits if Arista Networks falls back below 121.</p></li><li><p>Continue gradual position scaling in Arista Networks.</p></li><li><p>Monitor Broadcom’s performance after a 29% return.</p></li><li><p>Watch for CPI, PPI, and retail sales data on Thursday and Friday for market impact.</p></li><li><p>Monitor Microsoft’s performance between the 521 and 516 levels.</p></li><li><p>Watch for Netflix to close above the 1,230 level this week.</p></li><li><p>Track Tesla’s potential breakout from an ascending/descending wedge pattern.</p></li><li><p>Consider testing an average-down strategy to optimize long-term portfolio performance.</p></li><li><p>Monitor DHI for potential rate cut catalysts and rotation opportunities.</p></li><li><p>Sell Palantir positions early in the week.</p></li><li><p>Exit Oklo positions before Monday’s earnings release.</p></li><li><p>Monitor Duolingo for potential re-entry around the $338–$351 levels.</p></li><li><p>Watch for earnings releases from Big Bear AI and Oklo on Monday after market close.</p></li><li><p>Track next week’s CPI release for potential rate cut implications.</p></li><li><p>Monitor Lowe’s and Home Depot for institutional money flow above their 200-day moving averages.</p></li></ul><hr><h3 id="d273ead3-12de-4e14-9496-36a72115356e" data-toc-id="d273ead3-12de-4e14-9496-36a72115356e">Summary</h3><h4 id="5ba9bcf4-1fe3-468c-a267-8fa42c5060db" data-toc-id="5ba9bcf4-1fe3-468c-a267-8fa42c5060db">Market Analysis and Stock Performance</h4><p>The group reviewed market performance and sector trends. Technology and financials were noted as major contributors to the S&amp;P 500’s movement. Several individual stocks were examined, including Apple, Amazon, Google, Meta, Microsoft, Netflix, Nvidia, and Tesla. A “one-share method” for risk management and scaling into positions was discussed. Upcoming earnings reports and economic data releases were also reviewed.</p><h4 id="ff5fe51a-80b8-4d8f-bb65-ac74a9bc49ee" data-toc-id="ff5fe51a-80b8-4d8f-bb65-ac74a9bc49ee">Market Trends and Investment Strategies</h4><p>The discussion covered managing drawdowns and protecting portfolio value. The importance of selling during significant pullbacks to avoid prolonged “dead money” periods was emphasized, with historical examples provided. Reducing drawdowns by 50% was noted as a way to potentially double gains on the recovery. The performance of homebuilder stocks was highlighted, with DHI up 36% in 69 days. Employment data revisions and the likelihood of a September rate cut were also discussed.</p><h4 id="03b771b3-4b3d-4a51-b02c-810b27845250" data-toc-id="03b771b3-4b3d-4a51-b02c-810b27845250">Stock Market Trends and Opportunities</h4><p>The group analyzed Palantir’s recent performance and high P/E ratio, noting overvaluation concerns despite recent gains. Reddit’s strong rally and Duolingo’s earnings reaction were reviewed. Several companies—Crocs, Elf, Deckers, and GoodRx—were cited as having significant post-earnings declines. DPRO was highlighted as a speculative “lotto play” linked to drone technology ahead of earnings. The group also examined American Eagle’s chart setup and debated entering CrowdStrike ahead of its earnings release.</p><hr><p><strong>If you found value in this recap, please like, share, and subscribe to stay informed and support our growing community. Your engagement means the world to us!</strong></p><p><strong>Also, you can join our Wealth Builders Membership at:</strong> 👉 <a target="_blank" href="https://mikepairmoney.com/wealthbuilding/">https://mikepairmoney.com/wealthbuilding/</a></p><p><strong>Thank you,</strong><br><strong>The MikePairMoney Team</strong></p>

The group conducted a comprehensive review of market performance and sector trends, discussing various stocks, investment strategies, risk management approaches, and upcoming earnings reports.

Wealth Builders Collective - Weekly Recap - August 9, 2025

Market recaps, investing insights, and personal finance guides from MikePairMoney.


Wealth Builders Collective - Weekly Recap - August 9, 2025

Wealth Builders Collective - Weekly Recap - August 9, 2025

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