Tuesday Office Hours - Is August changing everything? 7 Stocks on my watch list - why I like them - what price I'm willing to pay and why.

My Take

There are always stocks that deserve to be on watch lists. The question for me is always whether or not adding to a current position is BETTER than adding a new stock to my portfolio. I am not a fan of managing multiple positions as brain rot for me is a real thing. I try and work as little as possible on managing my portfolio which BTW is doing perfectly fine.
You may not have noticed, but the VIX is back to 15, the CNN Fear and Greed Index (sentiment) is back to Greed and QQQ 0.00%↑ has regained most of July’s loss.

So maybe this is just a waiting game until there’s a new catalyst for the market?

Chart of the Day - QQQ 0.00%↑

Pod Notes

Boy how a few weeks in August can change

1. Fear and greed index- back at greed

Shay Boloor@StockSavvyShay

The stock market is back in “greed” territory.

Wayne Liang @wliang

$QQQ looks healthy. We just got another buy-signal on the weekly (bottom pane). Staying risk-on unless we dip through that ~680 level.

11:07 PM · Aug 10, 2026 · 73.7K Views

23 Replies · 23 Reposts · 396 Likes

2. Stocks have gotten back most of the index losses in July

3. Vix is as low as it’s been in over a month at 15.

   

So what’s all the fuss about?

NVDA 0.00%↑ earnings once again are where the market is focused

Let’s have sidekick look at some of the options flow data as seeking alpha has set some levels.