The analyst offers a market analysis focusing on the SPX 500, highlighting its thriving July and an expected green month, pointing out that it often sees a decline in August and September. He is listening for guidance on Q3 and Q4 of 2025 and some guidance they can provide on 2026, with the market correlating to 1998 price activities. He expects the market to start selling cash secured puts starting September to see more of the values. He identifies several stocks to monitor, expecting Amazon to continue to attack that gap here, with a 234 to 236 target, which he would expect to continue to attack, for a long setup. He mentions, based on chart patterns, that they may be ready to go for this 2 week break. He then suggests stocks you want to buy for dips like AMD, saying if things are to pull back this would be a healthy move, so they can continue upward. Finally, he expects Netflix structure to break market structure to the downside. In his view its the weakest 2 months of the stocks.