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Stocks on Watch
Week of Jul 21
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Watchlist
Live prices and key support / resistance levels.
Market News
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Calendar
Economic events and earnings — week of July 21, 2026.
Research
Weekly market brief — updated every Sunday by SWP.
01 / 05 — Weekly Setup
Semis Reset. Software Holds.
Week of July 21, 2026 · SWP Market Thesis
Primary theme: Semiconductors are in a controlled pullback after extended runs. We are not chasing. We wait for structure to confirm before any re-entry.
Software resilience: Names like MSFT, NOW, and CRM are holding demand zones while semis reset. This rotation tells us risk appetite hasn't left — it's rotating.
Geopolitical overlay: Iran strikes are ongoing. Oil remains a live catalyst. XLE and energy names stay on radar all week.
Earnings in focus: GOOGL and TSLA report this week. Big reaction setups. We do not hold into earnings — we trade the setup before or the reaction after.
02 / 05 — Stocks on Watch
Names We're Watching
6 names this week — software, semis, energy, earnings plays
MSFT — Software holding key demand. Watching for continuation while semis consolidate.
NOW — ServiceNow range-bound with strength. Clean structure, waiting on breakout confirmation.
SMH — Semi ETF in pullback. Not buying the dip yet. Watching for base formation.
XLE — Energy ETF. Oil geopolitical catalyst active. Iran situation keeps this live.
GOOGL — Earnings this week. Trade the setup pre-earnings or the reaction candle after.
TSLA — Earnings this week. High IV, expect big move. Direction TBD post-report.
03 / 05 — Key Levels
Levels That Matter
Support and resistance — updated weekly · Week of Jul 21
SPY — Support $741–$742 (deeper $737–$738) · Resistance $745–$748. Breach either way sets the tone.
QQQ — Support $686–$687 · Resistance $702–$703. Tech heavy — watch semis for direction.
NVDA — Support $198 · Resistance $207–$212. Watch for reclaim of $207 as confirmation.
AAPL — Support $323 (near-term $331) · Resistance $335 near all-time highs. Software holding.
TSLA — Support $377 · Resistance $386–$388. Earnings this week — levels may expand post-report.
SMH — Support $535–$537 · Resistance $563–$568. Semi ETF in pullback — waiting for base.
04 / 05 — Earnings This Week
Earnings Calendar
High-impact reports — week of July 20, 2026
TSLA — Wed Jul 23 (AMC) — Deliveries already in (+25% YoY). Focus: gross margin, Cybercab economics, robotaxi metrics. High IV — big move expected.
GOOGL — Wed Jul 23 (AMC) — Cloud + AI revenue the key read. Ad market commentary moves the broader market. Trade the setup or the reaction candle.
NOW — Wed Jul 23 (AMC) — ServiceNow is on our watch list this week. Earnings reaction could be a direct setup.
INTC — Thu Jul 24 (AMC) — Intel turnaround thesis + foundry update. High risk, high reaction potential.
MSFT — Jul 29 (AMC) — Azure growth + Copilot monetization. AI capex commentary moves the whole sector.
NVDA — Aug 26 (AMC) — Most anticipated print of the quarter. Confirms or contradicts the AI spend narrative.
AMC = After Market Close · BMO = Before Market Open · Trade the reaction, not the guess.
05 / 05 — Scenarios
Bull · Base · Bear
How we see the week playing out
Bull Case — GOOGL and TSLA earnings beat. Software names break out. SPY reclaims $600. Semi ETF bases and confirms. Risk-on rotation accelerates.
Base Case — Earnings mixed. Market stays range-bound. SPY holds $582–$600. Software grinds higher while semis consolidate. Oil stays elevated but contained.
Bear Case — Earnings disappoint. SPY breaks $582. Geopolitical escalation in oil spooks risk assets. Semis roll over and drag QQQ lower. We go to cash and wait.
Structure Over Hype · Capital First · Updated every Sunday night.