10 Things You Need to Know: Trump’s Inside Man
Wow! What a week! We just saw:
- The dip buyers achieve a massive victory
- Apple (AAPL) CEO Tim Cook commit to a $100 billion investment in US manufacturing
- Palantir (PLTR) cement its status as #1 momentum leader
- Hims & Hers (HIMS) disappoint on earnings and… (please insert your own obvious joke here)
- A shocking rally in Bitmine Immersion Technologies (BMNR), which may be our new super-spec champ
- President Trump nominate his buddy Stephen Miran to temporarily fill the vacant seat on the Federal Reserve board
- New tariffs go into effect
- Sydney Sweeney create a fascinating technical pattern in American Eagle Outfitters (AEO) stock
- Record highs in Gold
And MORE! So it's time for the 10 things you need to know right now so you can be the genius at the barbecue.
Starting with…
1. President Trump Is Going Lock, Stock and Barrel on the Fed
President Trump has lobbied the Fed to cut rates, going so far (or so low) as to use the nickname “Too Late Powell” to attack the current Fed Chair.
But Powell's term ends on May 15, 2026, and Trump gets to pick the replacement.
And everyone with a brain is asking the obvious question:
Who on Earth would take the job other than a Trump loyalist?
Somebody like Stephen Miran — who could be Trump's “inside man” on the current board until January, when the temporary board membership endd.
So perhaps another rate cycle is inevitable, because the President is moving on on the Fed lock, stock and barrel.
2. Next Week's CPI and PPI Reports Are Big
We are headed into a pivotal week with the July CPI & PPI reports.
Traders are now pricing in an 89.4% chance of a September rate cut, according to the CME's Fedwatch tool.
Odds skyrocketed after the lousy nonfarm payrolls report last week.
So CPI and/or PPI had better not come in hot.
Yes, the FOMC tends to eye the PCE Price Index more, but the market could still be freaked by hot inflation numbers.
Because that could mean stagflation.
3. A Snoozefest Is Not Impossible
The CPI and PPI should push the market around, and we should have a stream of funky trade headlines.
But, the calendar is pretty light otherwise:
So there's always the chance we brace for volatility… and we just flop around.
But let's zero in on one of next week's more interesting earnings names…
4. Could CoreWeave Squeeze?
AI hyperscaler CoreWeave (CRWV) has been one of 2025's more interesting IPOs.
Everyone hated it when it came public at $40.
Three months laster, it was at $187 as the AI megatrend came back in style.
It crushed estimates on its first quarterly report three months ago.
And analysts are indifferent, with 5 buy ratings out of 22 total ratings:
Could the stage be set for a mega rally if CoreWeave rallies?
Because we can think of another stock where the analysts go “meh” but the growth is unreal:
5. Palantir's (PLTR) Growth Is Unreal
Palantir dropped another monster earnings beat on Monday.
And it's the #1 stock in the S&P 500 for the second year in a row, gaining over 145% in 2025.
It's far beyond the #2 stock, GE Vernova (GEV), which is up 96%.
As with CoreWeave, Wall Street isn't aboard the Palantir train.
Just 4 of 25 cover analysts rate Palantir as a buy – despite a borderline absurd growth streak.
Since going public in 2020, Palantir revenues have never declined quarter-over-quarter.
Every single quarter was better than the one before:
6. Ethereum Might Slam Through $4,000
So why did Bitmine Immersion Technologies (BMNR) rally over 60% this week?
Simple.
It's the largest holder of crypto currency Ethereum.
Inner Circle's David Prince explains the “personality” pushing this name:
$BMNR is now up over 50% from @epictrades1 entry last week đ
Why has this been his crypto focus lately? David says it's all about the personalities involved with the company.
Join the Inner Circle: https://t.co/ihjWyUCC4q pic.twitter.com/dU3lofmgOY
â T3 Live (@t3live) August 8, 2025
And Ethereum is on a tear, threatening to slam through $4,000:
If that happens, traders may anticipate a move to the $4,868 all-time high.
Stay tuned.
7. Keep This Biotech Name on the Radar
On Wednesday, Avidity Biosciences (RNA) surged 26% on positive FDA news.
But, JR Romero sees even more upside — and he also shares other names he likes in this video:
8. Sydney Sweeney Created a Fascinating Pattern in This Stock
American Eagle Outfitters (AEO) skyrocketed last week after unveiling its “Great Jeans” ad campaign featuring Sydney Sweeney.
But “The Sydney Surge” flamed out fast and the stock is compressing in a sideways wedge:
There's a big debate as to how much this new campaign is actually driving sales.
We'll have to wait until earnings in early September to find out.
Still… doesn't this stock look ready to explode?
Or implode?
9. Gold Is on the Warpath
Gold hit record highs on Friday, and the GLD ETF is now up 29% year-to-date, putting it in third place on the 2025 ETF leaderboard:
Gold is rallying for all sorts of reasons ranging from geopolitical concerns to inflation fears to central bank buying, etc.
So it's been a great year for digital gold a.k.a. cryptocurrencies – and real gold.
Here's a chart of GLD vs. the IBIT and ETHE ETFs this year:
10. How to Scan for Winning Trades At Warp Speed
It might take you hours to analyze a single chart.
It takes Sami seconds.
See how he scans through charts are warp speed:
P.S. Did you know that Sami's Pristine Mentorship is open for registration?
ATTN: Serious Options Traders
There Is Just ONE Epic Trade Every Week