The US Treasury Secretary showed his hand. The market called his bluff.

Japan is the first country that simply cannot raise interest rates ever, or it dies (in economics).

The readers voted that circular investing pops the bubble. The Yen’s fall accelerates Japan’s need to sell US30Ys (38% voted below):

My stock picks:

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Traders are:

Lie Flat instead:

Investors buy and hold. They buy more at lower prices if the stock market mispriced the business. That differs from value traps.

Buy military stocks.

Two of the Nine military picks have a discount of 10% or more, shown above. Run the stock screen here.

After the SaaS buy the dip moment, Wix is now 44% overvalued (per Stock Rover):

Goldman Sachs posted a list of stocks that benefit from AI productivity.

This scoring system warned that FIS, above is a buy but TTD and FISV are not.

This Week’s Trades

This week, trade stocks amid these companies their quarterly earnings:

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NVDA +7% is a non-story. Its Margin of Safety, per Stock Rover, is big. But Micron’s MoS is 30%.

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This week, markets will watch the gold miner of the AI bubble: NVIDIA.

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After the US30Y soared to 5.333333% (exaggerated), Treasury panicked and will double its buyback.

It stated

The U.S. Department of the Treasury is increasing, by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities (the 10-year to 20-year sector and the 20-year to 30-year sector). The current maximum size of $2 billion per operation will be at least $4 billion per operation.

This change is effective September 9, 2026 and will be in effect for the remainder of this refunding quarter (through November 4, 2026). Treasury will provide more information about future buyback sizes at the next Quarterly Refunding, scheduled for November 4, 2026.

This increase in buyback operation sizes reflects Treasury’s desire to provide greater liquidity support in longer-dated nominal sectors where there is consistent strong sponsorship from market participants, as evidenced by the significant volume of high-quality offers Treasury routinely receives in longer-dated buyback operations.

Yields will not pop the AI bubble, according to a poll so far with six days left. Readers voted that THIS pops the AI bubble (54% voted):

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Why buy the TLT ETF now, for a target price of $89 - $120? Forget about the price target: look at the downside price for TLT.

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The a/c likely held options that expired worthless. That would explain a portfolio that lost money amid a raging bull market.

In the earnings calendar for this week (colorized), the action buys are…

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Gamble with a few shares of the 2X daily bear SpaceX ETFs:

Cursor, costing $60 billion in all-stock, is worthless. It is this:

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The companies to trade this week ahead of posting their quarterly results are discussed below. Cisco, whose stock returned 200% since its inclusion in 2020, has a Margin of Safety of negative 11%. Beware.

Run an AI stock screen with this free trial link.

Here is this week’s colorized earnings calendar:

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Telecom stock price targets:

Click on Stock Rover → Insight → Peers.

SpaceX President and Chief Operating Officer Gwynne Shotwell presented plans for expanding beyond satellite connectivity into a full-service mobile offering.

That is a red flag for both the telecom sector and SPCX stock.

Here are their ratings?

Source: SA

A user explained the SpaceX red flag succinctly:

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He pulled a Leopold. Leveraged.

That can happen to any of us. Specifically, Japan’s Yen and the U.S. 30Y year are on high alert.

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The investor above lost ~ $500K. How does the Internet have so many rich people with money to lose?

This week, the Mag 7 continue with their earnings reports:

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Today, GOOG -6.7%. TSLA -13.24%. SPCX $113.09, compared to the IPO price of $135 and $150 at the open. That is nearly a 1/3 loss on chasing the IPO Scam.

Poll results:

Today’s trades:

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Positions:

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Results: I voted for this one.

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The algos are selling chip stocks today. The day before, they were buying SK Hynix for an easy 10-17% gain.

Algos buy chips, sell software. Then they sell chips, like today, and buy software.

The software stocks to buy are

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Degenerate gamblers have almost no cash on hand:

Apple sued OpenAI alleging trade secret theft, saying scheme was ‘at every level.’

I mean…the whole AI business is data theft. I am not surprised by this.

Action: Trade AAPL stock (DIY readers bought the stock on the dip and sold on the rip. We catched the small June bounce but missed the July rip.

Uh Oh. The Strait is Closed. Again.

How do you trade this for easy gains?

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Netflix’s top shows typically lost between 30-70% of their audience between seasons 1 and 2. Executives are trying to figure out why.

Audience count is critical. That weak data validates NFLX stock’s drop, despite getting free money from PSKY/WBD.

The answer is so simple.

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GS analyst Eric Sheridan started with Buy rating and set a PT of $205.

Ignore these two clowns. Buy puts or be ready to short-sell SPCX stock.

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2nd image Explained:

True wealth is this:

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