QQQ summer check: hot streak, one name already fading

QQQ summer check: hot streak, one name already fading

The special report clocks the QQQ going up 100% of the time between June 26 and July 21 over the last 15 years. But not every name in the basket is playing along — CMCSA, Comcast Corp, remains in a clear downtrend, with price below declining 50-day and 200-day moving averages, RSI weak, and bearish momentum in control unless the stock can form a base and reclaim key moving-average levels.

Gobble's Take: The seasonal stat is running hot. Comcast's RSI is running cold. Timing and trend are not the same animal — and right now, they're not even in the same zip code. Source: Perplexity Search (community news)

McKesson: 20% panic, meet "steep discount"

The deep-dive puts McKesson Corporation's 20% correction down to Q4 revenue misses, leaving the stock trading at a steep discount to its conservative intrinsic value. The thesis frames McKesson as a capital-light, structurally insulated player inside a pharmaceutical distribution oligopoly, with secular tailwinds from an aging population and GLP-1 volume doing the heavy lifting.

Gobble's Take: A 20% drop looks ugly on the chart and delicious on the spreadsheet. That gap between panic and intrinsic value is exactly what the word "discount" was invented for. Source: Perplexity Search (community news)

Recurrent Neural Networks: the machine is still putting its shoes on

This quant-trading notebook excerpt is pure setup — warnings silenced, NumPy and pandas imported, random seed pinned to 42, IndexSlice assigned for MultiIndex slicing. Nothing calculated. Nothing displayed.

Gobble's Take: Even the sharpest quant model has to warm up before it trades. This one is still tying its laces. Source: Perplexity Search (community news)

In Case You Missed It

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