Housing Ignites, Gold Shines, and Tech Teeters – DCG’s Tactical Gameplan for a Post-Powell Pivot

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🔔 Market Overview

Today opened with downside pressure amid trade deal doubts and 2025 guidance cuts across large caps. However, a Powell speech and Bessent’s tariff delay tone helped SPY bounce off the 8-day moving average. Breadth turned positive by mid-morning, especially within housing and healthcare, while semiconductors dragged tech broadly into the red.

🧭 S&P 500 Key Levels

• Resistance: 6300 / 6500 / 6680

• Support: 6125 / 6065 / 5900

• Breadth: Improving with housing & solar leading, semis dragging

• Futures: Recovered late-day, bias shifted neutral-bullish into Tuesday
  

🚀 Sector Recap

BULLISH SECTORS

• 🏘️ Housing (DHI +13%, PHM +7.5%)

• ☀️ Solar (ENPH, SEDG, SLDP)

• 🧬 Life Sciences (MEDP +45%, IQV +15%)

• 💎 Precious Metals (NEM, AEM, SLV inflow)

• 🛠️ Infrastructure/Materials (CX +37% YTD)

BEARISH SECTORS

• 🧠 Semiconductors (NVDA, MU, SMH outflows)

• 💻 Software (IGV heavy put spreads)

• 🌐 Internet (Mixed with PDD strong, but overall weak)

🧠 Sentiment Breakdown

• ⚠️ Short-Term Risk: Elevated volatility into earnings for big tech (GOOGL, TSLA, IBM tomorrow)

• 🟢 Call Flow Dominant: Housing, SLV, Gold Miners (GLD), Infrastructure (CX)

• 🔴 Put Flow Dominant: NVDA, ORCL, CSX, WU, FRSH

🔮 Tomorrow’s Outlook – July 23, 2025

Key Earnings:

• GOOGL, TSLA, IBM, TMUS, ORLY, CMG, CSX

• Construction & Industrial Leaders (URI, PKG, HLT, GEV, TDY, GD)

Economic Events:

• US Existing Home Sales

• Japan Core CPI

• Eurozone Consumer Confidence

• Crude Oil Inventories

🧪 Top Trade Setups (High Conviction, 90%+ Rated)

🧱 CX – Cement Play on Infrastructure Boom

• 🎯 Entry: 7.80 | Target: 9.20 | Stop: 7.20

• 📈 Type: 🌀 Swing

• 🔑 Key Level: 7.55 breakout support

• 🔥 33,000 Jan 9C bought ahead of 7/24 earnings

• ✅ Confidence: 9.2 | Risk/Reward: 3:1

• 📢 Recommendation: Hold overnight / Add into dips
  

💰 NEM – Gold & Copper Macro Winner

• 🎯 Entry: 59.00 | Target: 64.50 | Stop: 56.50

• 📈 Type: 🌀 Swing

• 🧠 Options: Jan 55/70 Call Spread $4

• 💥 Massively bullish positioning into 2026/2027

• ✅ Confidence: 9.0 | Macro: Gold price breakout + FOMC wedge

• 📢 Recommendation: Hold overnight, initiate new trade
  

🛠️ HOG – Deep Value Consumer w/ Squeeze Setup

• 🎯 Entry: 24.35 | Target: 29.00 | Stop: 22.50

• 📈 Type: 🌀 Swing

• 📊 Jan 26 Calls 6K+ OI / Short Interest 10%

• 📉 Trading at 19th percentile valuation, EV/Sales near lows

• ✅ Confidence: 8.8 | Breakout on strong earnings = +25%

• 📢 Recommendation: Hold into earnings
  

🧠 PCOR – M&A Candidate in Cloud Construction SaaS

• 🎯 Entry: 73.50 | Target: 85.00 | Stop: 69.00

• 📈 Type: 🌀 Swing

• 🔥 2000 Aug 77.5 Calls + Speculative Dec OTM

• 📉 Technically breaking out with M&A whispers & margin expansion

• ✅ Confidence: 8.9 | Risk Reward: 3:1

• 📢 Recommendation: Initiate swing position, target pre-earnings
  

📌 Trade Tracker Position Plan – Overnight

• ✅ Hold: NEM, CX, HOG, PCOR

• 🔁 Add: GDS, EVGO, SLV if dips hold early

• ❌ Avoid: NVDA, ORCL (bearish order flow), WU (bearish + downgrade risk)

📦 Final Thoughts

Markets continue rotating into housing, gold, and infrastructure, while tech and internet remain vulnerable to earnings disappointments. Tomorrow’s economic data plus mega-cap earnings could ignite a trend break, particularly with GOOGL/TSLA post-close.

Remain nimble and respect sector leadership rotation. Look to trade strength with defined risk and protect profit into overnight headline risks.