Jul 19th Stock Market Update - The rotation from Big Tech to small cap is still underway

$CAVA $CRWD $PCTY

Author

Mukund Mohan
July 19, 2024

Market

“The CrowdStrike $CRWD and Microsoft $MSFT caused outage was the largest ever in history. ATMs and planes were unable to function as the update from $CRWD caused blue screen of death to PCs” 😲 😟 

All 3 indices headed lower, as Bitcoin seems to be the only haven

As I mentioned late last week, the movement to Small caps is underway, and there are many good stocks with strong performances yet to happy. I would trim (short term gains) on most big tech. My long term positions are still in place.

Worst weekly performance for the market this year

Our subscription service gives specific entries and exits for both long term holds and swing positions. You should subscribe.

Subscribe to our research

My portfolio and long term stock picks

mukundmohan.online/subscribe

Insights from the portfolio

$CAVA CAVA Group Inc Deep Dive and 2024 Outlook

The restaurant chain gained big so far this year, but is now consolidating

stocksmarts.substack.com/p/cava-cava-group-inc-deep-dive-and

Video of the day

Today’s video is on CrowdStrike $CRWD the cybersecurity and endpoint detection and response company.

Deep dive of the day

Paylocity Holding Corporation $PCTY Deep Dive – Investment Literacy Coach

The HR and payroll solution

blog.mukundmohan.online/index.php/2024/07/19/paylocity-holding-corporation-pcty-deep-dive

Good setups for swing

Subscribe to Investment Literacy Coach Daily Swing Research

Daily Swing Research. Click to read Investment Literacy Coach Daily Swing Research, by Mukund Mohan.

ilcdailyswing.substack.com/subscribe