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Momentum Monday - Not Easy Right Now As The AI Overlords Battle and Position and Kiss The Ring
Howard Lindzon
July 22, 2026
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Good morning…
Ivanhoff has been under the weather so we dropped our show yesterday and shared a few new ideas.
The markets continue to digest a lot of chaos and stress as the Iran war gets more intense, oil gets back to $85, Trump goes off on Canada with more tariffs and the AI overlords seem to lose control of their technology and balance sheets.
The money is not coming out of the market as the allocators invent new narratives. Money is still flowing into small caps. There is no doubt that the AI war at the top could go 1,000 different ways, but the benefit to the companies using AI are starting to get priced in positively. Also, some broken IPO’s of the last year are back sniffing all-time highs. As for SpaceX it is still in the broken camp.
Hope you enjoy….
Welcome back to Momentum Monday!
In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:
$SPCX ( ▼ 0.3% ) & $TSLA ( ▼ 0.54% ) Valuation Friction
Big Tech Performance: $AAPL ( ▼ 0.65% ) vs. $GOOGL ( ▲ 0.18% ) vs. Semiconductors
The AI Correction (Quantum, Data Centers, Space) & $NVDA ( ▲ 0.27% ) Holding
Broadening AI Benefits into Small Caps & Real Efficiency Gains
Forgotten IPOs & New Setups ($CART ( ▼ 3.23% ) , Travel, Biotech)
Cyber Security Leadership & The Memory ETF ($DRAM ( ▼ 0.66% ) )
In This Episode, We Cover:
$SPCX ( ▼ 0.3% ) & $TSLA ( ▼ 0.54% ) Valuation Friction (0:00)
Big Tech Performance: $AAPL ( ▼ 0.65% ) vs. $GOOGL ( ▲ 0.18% ) vs. Semiconductors (3:02)
The AI Correction (Quantum, Data Centers, Space) & $NVDA ( ▲ 0.27% ) Holding (4:41)
Broadening AI Benefits into Small Caps & Real Efficiency Gains (8:24)
Forgotten IPOs & New Setups ($CART ( ▼ 3.23% ) , Travel, Biotech) (11:12)
Cyber Security Leadership & The Memory ETF ($DRAM ( ▼ 0.66% ) ) (13:30)
And here are the charts discussed:
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