The analyst provides a financial market analysis focusing on the S&P 500, ASML, AAPL, TSLA, HOOD, and AMZN. He discusses the potential for a Fed rate cut, and its impact on the market. For the S&P 500, ASML, AAPL, TSLA, HOOD and AMZN there is the expectation for upside after the FED decision, also it is talked about potential technical setups for each assets and the price to which each asset would invalidate the analysis. The analyst highlights the importance of finding deep value in the market, with a focus on areas like AI.