Bulls and bears are arguing with each other on Twitter over whether this bull run is over or not. The bears have charts galore, but so do the bulls.

We aren’t that interested in whether the bull market is done or not, though.

We mainly want to look at what opportunities are presenting themselves right now, and whether they’re actionable or not.

So today, we’re covering:

Let’s begin.

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Stocks hit fresh records Thursday, with US stock futures edging higher as Wall Street anticipated President Trump's trade call with Chinese President Xi Jinping today.

It’s interesting—markets are heavily divided on whether this bull run is done or just getting started, just like how the Fed is split on what to do with future rate decisions. Traders like X user Mac10 think we’ve reached the end of a “16 year cycle,” and just yesterday the S&P 500 cleared the 6,600 “blow-off top” mark he was looking for (he called it the “Donald Trump Level”). He thinks the market is down only from here.

Then there are investors like Mel Mattison, who acknowledge that we’re heading into a bubble, but that we’re only at the start. He says that even though inflation is going up, we’re also driving GDP. “Unbelievable that folks are [still] dooming... but that just means more upside to go,” he tweeted. Additionally, we note that the Russell 2000 just hit a new record, meaning that small cap companies are doing quite well (see below.

As for our take, we aren’t making any huge predictions on whether the bull run is over or not. We’ll be watching the discourse on social media and listening to high-value accounts, but overall, we’re more interested in reading the earnings reports, looking at technical analysis, watching alternative data, and adjusting day-by-day as we go. 

The White House has started bull posting from its X account, which many are calling a “top signal.” One post literally shows Trump with his fist in the air and a huge “S&P 500” banner in the background. Meanwhile, Trump posted a picture of himself trading Intel at what looks like a day trading setup in the Oval Office. Never thought we’d see the day.

Small cap companies are doing quite well, which could be a good sign for economic growth overall. The Russell 2000 index, which follows the 2,000 smallest cap stocks in the Russell index, just hit a new all-time high yesterday. Low-market-cap stocks are likely doing well because of Wednesday’s interest rate cut (small companies are the most affected by high or low interest rates), and could continue to benefit from future rate cuts.

Cracker Barrel is down 11.84% the past five days, but we might be bullish. Alternative data points to possible opportunity: AltIndex put out an article recently observing that even though $CBRL’s price is down, several key alternative signals are up.

Of course, there’s no guarantee that $CRBL will perform from here, but American Eagle saw similar spikes in alternative data points before its share prices grew 50%. See the $CRBL indicators you should watch next →

Traderstewie on X thinks $RKT might break out soon. He noted that there’s 47% short interest on Rocket Companies at the moment, which could be prime positioning for a short squeeze. He suspects a new high “any day now” and his target price range is $28-30 ($RKT’s current price is $21.14).

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That’s all for today. Did we miss anything? Smash the reply button to let me know.

Cheers,
Brandon & Blake of Invested Inc