InMode Ltd. ( INMD ) shares have not gone anywhere in the past year, and recent corrections coinciding with the tariff sell-off have led to a ~20% further drop. The inability to bounce back meaningfully along with the broaderI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

Core Viewpoint - Nvidia Corporation (NASDAQ: NVDA) has been viewed with caution due to high expectations that are priced for perfection, despite its technological leadership [1]. Company Analysis - Nvidia is recognized for its strong technological position in the market, which remains undisputed [1]. - The current market sentiment reflects a high level of optimism, which may not be sustainable if performance does not meet these elevated expectations [1]. Investment Insights - The analysis emphasizes the importance of understanding market trends and corporate earnings to identify potential investment opportunities [1]. - A long-term perspective on value creation is highlighted as essential for investors aiming to outperform the market [1].

Market Trends - Bitcoin hits a new high of $113,000 [1] - Bitwise Asset Management CIO believes Bitcoin could reach $200,000 [1] Economic/Political Impact - Senior columnist Rick Newman explains how the wealthy will benefit from President Trump's 'big beautiful bill' [1] Yahoo Finance Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance encourages users to download their app on Apple and Android [1] - Yahoo Finance encourages users to follow them on social media platforms like X, Instagram, TikTok, Facebook, and LinkedIn [1]

Market Trends - US equities are experiencing a shift in July, with previous laggards outperforming and early winners losing momentum [1]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to provide high-quality, data-driven insights for investors [1] Company and Industry Analysis - The focus is on uncovering high-growth investment opportunities through rigorous risk management and a long-term perspective on value creation [1] - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, which are crucial for providing actionable investment ideas [1]

Market Trends & Investor Behavior - The market is experiencing a battle between individual and institutional investors, which may hold the key to future market direction [1] - Despite negative news regarding tariffs, trade, and slowing demand, the market has continued to rise, leading some to believe it is irrational [2] - The market swiftly recovered after a significant sell-off, defying expectations of a bear market [3] - Bank of America's research indicates significant equity outflows led by institutions and hedge funds [4] Institutional vs Individual Investor Activity - The report highlights the largest week of selling in almost a year, yet the S&P 500 is up 17% hitting new all-time highs [5] - Institutional clients have been net sellers in eight of the last nine weeks [6] - Corporate client buybacks have slowed to the lowest weekly level since October 2023 [6] Key Data Points - Dow declined 166 points [1] - S&P dipped 007% [1] - NASDAQ inched up 003% [2]

Core Insights - The article discusses Truist Financial Corporation and highlights the insights provided by expert analysts regarding market trends and potential investment opportunities [1] Company Overview - Truist Financial Corporation is featured in a video episode of Motley Fool Scoreboard, indicating a focus on the company's performance and market position [1] Market Trends - The video aims to provide valuable insights into market trends that could impact Truist Financial and its investors [1] Investment Opportunities - Analysts discuss potential investment opportunities related to Truist Financial, suggesting that there may be favorable conditions for investment in the company [1]

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if we're at or near record highs and it's like all about AI, how do you actually make money in the market. Hopefully that you just had an opportunity with the tariff scare to get in a little bit lower and hopefully people have been in for a while. But one thing I've learned from um almost 30 years of doing this.I'm 108 years old in case in case you were wondering. You look great. What's your skin care.Not a day over 85. Thank you. One thing I've learned from doing this for a while is moves in the market go ...

Summary of Conference Call Notes Industry Overview: China Property Key Points on Sales Performance - Top 100 developers' contract sales declined by **21% YoY** in June 2025, worsening from **-10% in May 2025** due to: 1. Higher base in June 2024 from policy easing in mid-May 2024 2. Lack of policy easing support [2][6] - On a **MoM basis**, contract sales increased by **17%**, lower than the average **30%** from 2020 to 2024 [2][7] - In the first half of 2025, combined sales for top 100 developers fell by **11% YoY**, compared to **-8% YoY** in May 2025 [2][6] Performance of Luxury Projects - Demand for luxury projects remained strong, exemplified by Sunac's Shanghai One Central Park selling out in **2 hours**, significantly boosting Sunac's contract sales in June 2025 [2][6] Regional Developer Performance - Regional developers (e.g., Jinmao, C&D International, Yuexiu Property, Greentown China) outperformed the sector average, focusing on tier 1 and core tier 2 cities, benefiting from resilient luxury demand [2][6] Future Outlook - Expectations for top 100 contract sales to improve YoY in **3Q25** due to a lower base effect [2][6] Secondary Market Insights - As of June 25, 2025, secondary listings in **50 cities** increased by **9.5% YoY** and **8.6% YTD**; Tier-1 cities saw a **4.4% YoY** and **5.3% YTD** increase [3][9] - Secondary transaction volume for **12 cities** increased by **4% YoY** on a 30-day moving average, down from **7% in May 2025** [3][9] Implications for Property Listings - The rise in secondary listings is attributed to: 1. Slowing secondary transactions 2. Upgraders selling existing homes to purchase luxury new homes [3][9] Developer Performance Comparison - SOE developers' contract sales in June declined by **23% YoY**, similar to the **21% YoY** decline of top 100 developers; semi-SOE and POE developers saw declines of **33%** and **11%** respectively [4][25] - Current market shares: SOE developers at **58%**, POE developers at **31%** [4][25] Sales Data Highlights - Top 100 developers' combined gross contract sales value dropped by **21% YoY** in June, compared to **-10% YoY** in May [18][20] - The combined attributable contract sales GFA decreased by **35% YoY** in June, worsening from **-20% YoY** in May [13][20] Risks and Opportunities Downside Risks - Government policies restricting demand and mortgage lending - Tight financing conditions for developers - Lower-than-expected residential growth in China's economy [31] Upside Risks - Potential policy loosening that could boost residential property sales and prices - Large-scale asset disposals at fair prices by developers to ease liquidity pressures [31]