Friday, July 31, 2026

Stocks Reversing Higher into Afternoon on AI Infrastructure Build-Out Optimism, Earnings Outlook Boosts, Technical Buying, Tech/Industrial Sector Strength

Overseas Futures:

  • Nikkei 225 Futures: Indicating -810 open in Japan 
  • China A50 Futures: Indicating -90 open in China
  • KOSPI 200 Futures: Indicating -54 open in South Korea 
  • DAX Futures: Indicating +165 open in Germany
Portfolio:
  • Higher: On gains in my tech/industrial/financial sector longs
  • Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
  • Market Exposure: Moved to 100% net long

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