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Sunday, August 10, 2025 Hello investors! Networking giant Cisco takes center stage this week with its 17th consecutive earnings beat attempt, while fresh inflation data could reshape Fed policy expectations. A Peter Thiel-backed crypto exchange debuts amid renewed digital asset optimism, and crucial trade negotiations hang in the balance. Let's explore what could drive your portfolio in the week ahead. This Week's Big Question: Can Cisco Extend Its Perfect Earnings Streak? Wednesday's Cisco

Sunday, August 10, 2025 Hello investors! Networking giant Cisco takes center stage this week with its 17th consecutive earnings beat attempt, while fresh inflation data could reshape Fed policy expectations. A Peter Thiel-backed crypto exchange debuts amid renewed digital asset optimism, and crucial trade negotiations hang in the balance. Let's explore what could drive your portfolio in the week ahead. This Week's Big Question: Can Cisco Extend Its Perfect Earnings Streak? Wednesday's Cisco earnings call at 4:30 PM could be one of the week's most significant catalysts. The networking infrastructure giant has topped EPS estimates for an impressive 16 straight quarters – a remarkable consistency that speaks to management's forecasting abilities and operational excellence. With options trading implying a 6% stock move following the report, investors will scrutinize: AI-driven networking demand and data center infrastructure growth Enterprise technology spending amid economic uncertainty Competition from cloud-native networking solutions Supply chain improvements and margin expansion Watch supplier Fabrinet closely – it has traded in tandem with Cisco after the last 8 earnings reports, making it a key sympathy play. Inflation Reality Check: July CPI Data Tuesday brings the July Consumer Price Index report at 8:30 AM, with economists expecting core inflation to tick up to 3.0% from 2.9%. This modest acceleration could significantly impact Federal Reserve policy expectations and market sentiment. Given recent Fed commentary about data dependency, any meaningful deviation from expectations could influence rate cut timing and drive volatility across rate-sensitive sectors including financials, utilities, and real estate investment trusts. Crypto Exchange IPO: Bullish Market Debut Monday features the highly anticipated IPO of Bullish, a Peter Thiel-backed cryptocurrency exchange looking to raise $629 million at a valuation exceeding $4.2 billion. This debut comes amid renewed optimism in digital assets and growing institutional adoption. The success of this offering could signal broader investor appetite for crypto infrastructure companies and potentially boost sentiment for related stocks including Coinbase, MicroStrategy, and blockchain technology providers. Trade Tensions: US-China Tariff Pause Expires Tuesday marks a critical juncture as the tariff pause between the US and China expires unless extended. This development could significantly impact companies with substantial China exposure and global supply chains. Sectors to watch include technology hardware, consumer goods, and industrial companies that rely on Chinese manufacturing or have significant sales exposure to the Chinese market. Any escalation could drive volatility while an extension might provide relief. Energy Markets: OPEC Production Update Tuesday's OPEC monthly oil market report is expected to confirm the ongoing phased reversal of voluntary supply cuts, with an anticipated increase of 548,000 barrels per day for August. This production boost could pressure oil prices and energy sector stocks. Friday's WTI crude futures expiration adds another potential volatility catalyst for energy markets, which have shown increased sensitivity to contract rollovers over the past year. Tech Ecosystem Updates The week features several technology-focused events: Microsoft 365 and AI Conference showcasing latest productivity innovations J.P. Morgan Hardware & Semis Access Forum with Arista Networks participation Oppenheimer Technology Conference featuring IAC, Iridium, and Valens Semiconductor These gatherings often generate product announcements and strategic insights that can move individual stocks and sector sentiment. Transportation & Auto Conferences Multiple transportation-focused conferences provide sector insights: Deutsche Bank Transportation Conference with FedEx, UPS, C.H. Robinson, and Norfolk Southern J.P. Morgan Auto Conference featuring Aptiv, Faraday Future, Dana, and Camping World These events could highlight trends in logistics, autonomous driving, and electric vehicle adoption. Platform & Digital Updates Tuesday brings earnings from several platform and digital companies: CoreWeave: AI infrastructure and cloud computing specialist Circle Internet: Stablecoin and crypto infrastructure provider CAVA Group: Fast-casual restaurant chain growth story Pony AI: Autonomous driving technology development These reports span cloud infrastructure, cryptocurrency, consumer dining, and mobility technology. Healthcare Spotlight: FDA Decision & Biotech Tuesday features an expected FDA action on Insmed's brensocatib treatment for bronchiectasis, with AstraZeneca as a partner. Positive news could boost both companies and highlight the respiratory disease treatment market. Options markets suggest significant volatility potential for biotech names aTyr Pharma and Capricor Therapeutics based on elevated trading volume. Retail Pulse: July Sales Including Prime Day Friday's July retail sales report will be particularly interesting as it captures Amazon Prime Day and corresponding promotional events across the retail sector. This data will help gauge whether summer promotions translated into sustained consumer demand or merely shifted purchase timing. IPO Lockup Expirations: Supply Pressure Points Monday brings IPO lockup expirations for Sailpoint and Karman Holdings, potentially creating selling pressure as early investors gain liquidity. These events often create short-term volatility and potential buying opportunities for patient investors. Gaming Industry: Madden 2026 Launch Thursday sees Electronic Arts release EA Sports Madden 2026 across multiple gaming platforms including the new Nintendo Switch 2. Strong initial sales could boost gaming sector sentiment and EA's software revenue outlook. Volatility & Technical Watch aTyr Pharma and Capricor Therapeutics show elevated options volume suggesting potential biotech volatility. On the technical side: Celcuity, Jyong Biotech, and Star Fashion Culture are flashing overbought signals Primo Brands, Evolus, and Fortinet have moved into oversold territory Options traders expect double-digit moves from Grail, Rigetti Computing, Sea Limited, Ibotta, Fossil, Advance Auto Parts, TMC the metals company, and Sharplink Gaming. Key Events by Day Monday: Bullish crypto exchange IPO, Microsoft AI conference begins, Sailpoint lockup expires  Tuesday: July CPI report (8:30 AM), US-China tariff pause expires, OPEC oil report, Circle earnings  Wednesday: Cisco earnings call (4:30 PM), multiple Fed speakers, MercadoLibre investor meeting  Thursday: Applied Materials earnings, Deere earnings, 13F filing deadline, Madden 2026 release  Friday: July retail sales report, WTI crude futures expire Do you think Cisco can extend its perfect 16-quarter earnings beat streak, and what would a miss signal about enterprise tech spending? Reply to this newsletter with your thoughts, and I'll feature the most insightful responses in next Sunday's edition. MagniZone finds zones. TriTrader+ spots triangles. Layered Options nail entries.  But there was always one missing piece to the puzzle. That piece is almost ready. And it changes everything. The complete picture is finally coming together. 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