#URI now $815 ish. Modifying stop loss below $775. Option giving $4500 profit

JPMORGAN CEO DIMON: I WOULD PRICE IN A 40%-50% CHANCE OF HIGHER U.S. INTEREST RATES.

JPMORGAN CEO DIMON: TARIFFS IN MY VIEW ARE INFLATIONARY, AND WON'T COME IN ALL AT ONCE

*U.S. MIGRATION POLICIES, BUDGET DEFICIT ALSO INFLATIONARY

#TXN now $220, calls are giving 300% return

#TTD $76.90, buying 50% here and 50% at $68 target $104 and $141 stop loss below $64

🇺🇸🇨🇦TRUMP TELLS CANADA HE'S READY TO IMPOSE 35% TARIFF ON IMPORTS STARTING AUG. 1, SEPARATE FROM SECTORAL LEVIES.
WILL CONSIDER CHANGES TO 35% TARIFF IF CANADA WORKS WITH U.S. TO STOP FENTANYL FLOWS
TARIFFS MAY BE MODIFIED, UPWARD OR DOWNWARD, DEPENDING ON U.S.-CANADA RELATIONS

#ANET Call debit now $6 ish. Almost up by 100%

#HOOD now $100+, we have entered at $66 in the training group

#SMH now $288+ index up by almost 15% in 6 weeks

FULL LIST OF TARIFFS ANNOUNCED BY TRUMP:
🇮🇳 INDIA: 0%
🇷🇺 RUSSIA: 0%
🇪🇺 EUROPEAN UNION: 30%
🇿🇦 SOUTH AFRICA: 30%
🇰🇷 SOUTH KOREA: 25%
🇧🇩 BANGLADESH: 35%
🇰🇿 KAZAKHSTAN: 25%
🇵🇭 PHILIPPINES: 20%
🇰🇭 CAMBODIA: 36%
🇮🇩 INDONESIA: 32%
🇲🇲 MYANMAR: 40%
🇱🇰 SRI LANKA: 30%
🇲🇾 MALAYSIA: 25%
🇹🇭 THAILAND: 36%
🇲🇩 MOLDOVA: 25%
🇨🇦 CANADA: 35%
🇲🇽 MEXICO: 30%
🇧🇦 BOSNIA: 30%
🇩🇿 ALGERIA: 30%
🇹🇳 TUNISIA: 25%
🇧🇳 BRUNEI: 25%
🇷🇸 SERBIA: 35%
🇯🇵 JAPAN: 25%
🇧🇷 BRAZIL: 50%
🇱🇾 LIBYA: 30%
🇱🇦 LAOS: 40%
🇮🇶 IRAQ: 30% ...

#FIX now $549, modifying stop loss below $494 and holding for $724

#COIN now $394, we entered at $210. Heading towards $430, $475 and $524

NVIDIA EXPECTS LICENSE TO SELL H20 GPU TO CHINA AGAIN

NVIDIA: U.S. GOVERNMENT HAS ASSURED LICENSES WILL BE GRANTED; COMPANY EXPECTS TO BEGIN DELIVERIES SOON

🇺🇸🇨🇳NVIDIA $NVDA- THIS MONTH, CEO JENSEN HUANG MET WITH PRESIDENT TRUMP, U.S. POLICYMAKERS, REAFFIRMING NVIDIA’S SUPPORT FOR ADMINSTRATION EFFORT TO CREATE JOBS
NVIDIA TO RESUME H20 SALES TO CHINA, ANNOUNCES NEW, FULLY COMPLIANT GPU FOR #CHINA.
U.S. GOVERNMENT HAS ASSURED NVIDIA THAT LICENSES WILL BE GRANTED, AND NVIDIA HOPES TO START DELIVERIES SOON

*JPMORGAN 2Q FICC SALES & TRADING REV $5.69B, EST. $5.22B
*JPMORGAN 2Q EQUITIES SALES & TRADING REV $3.25B, EST. $3.2B
*JPMORGAN 2Q INVESTMENT BANKING REV. $2.68B, EST. $2.16B
*DIMON SAYS SIGNIFICANT RISKS PERSIST – INCL FROM TARIFFS, TRADE

PM SEES FY NET INTEREST INCOME ABOUT $95.5B, SAW ABOUT $94.5B

JPMORGAN CEO DIMON: US ECONOMY REMAINED RESILIENT IN QUARTER
- SIGNIFICANT RISKS PERSIST – INCL FROM TARIFFS, TRADE
- IB ACTIVITY STARTED SLOW BUT GAINED MOMENTUM

JPMORGAN CEO DIMON SAYS US ECONOMY STAYED STRONG LAST QUARTER BUT FACES BIG RISKS LIKE TARIFFS AND TRADE ISSUES, WHILE INVESTMENT BANKING STARTED SLOW BUT PICKED UP

*US JUNE CORE CPI RISES 0.2% M/M; EST. +0.3%
*US JUNE CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.7%
*US JUNE CONSUMER PRICES RISE 0.3% M/M; EST. +0.3%
*US JUNE CORE CPI RISES 2.9% Y/Y; EST. +3.0%

NO INFLATIONARY PASS THROUGHS. BUT THEY WILL ABSOLUTELY, DEFINITELY SHOW UP NEXT MONTH, OR MAYBE THE MONTH AFTER, BUT CERTAINLY BEFORE 2030.
BECAUSE... "THE LACK OF TARIFF INFLATION REMAINS TRANSITORY"

THE NEW NARRATIVE: "LACK OF TARIFF INFLATION IS TRANSITORY"

$COHR now $99.20, booked 50% here. Modifying stop loss below $91

#HOOD $103.40, all time high

*TRUMP LIKELY TO FIRE POWELL SOON, WHITE HOUSE OFFICIAL SAYS: BBG

*TRUMP DRAFTED LETTER TO FIRE FED CHAIR POWELL: NYT

*TRUMP ON POWELL: NOT PLANNING ON DOING ANYTHING