OVERKILL WATCHLIST 📈 Top Stock & Crypto Picks For Next Week! | Best Setups (July 24, 2026)

Finance-focused subtitle summary (watchlist + catalysts)

Market/macro setup & trading framework

• Strategy: Swing trading using technical analysis, primarily on the weekly chart.
• Trade horizon: 1 to 6 months.
• Entry logic (“buy great assets at great prices”):
  • Buy when the chart shows the “blue wave is down” and a green dot appears (buy confirmation).
  • Prefer buying at/below the ~4-year moving average (“blue line”) to target “fair price/discount.”
  • Avoid buying when the wave is up / price is above the 4-year average (premium/excitement).
• Exit/management:
  • Take profits on red dot / sell signals (example referenced: KTOS sell zone).
  • For leveraged ETFs, cut sizing due to volatility (example concept: cut position size in half).

Key near-term catalyst (next week)

• “Massive” catalyst week = earnings + crypto regulation vote
• Earnings week: Many major names listed, including:
  • PayPal (PYPL), Boeing (BA), Coca-Cola (KO), UPS (UPS), SoFi (SOFI), Microsoft (MSFT), Meta (META), Robinhood (HOOD), Qualcomm (QCOM), Ford (F), Amazon (AMZN), Apple (AAPL), Exxon Mobile (XOM), AbbVie (ABBV)
  • Additional later mentions include STX, Reddit, PG, ARM, Mastercard, and other references (with some items mentioned as already covered elsewhere).
• Crypto legislative catalyst: “Clarity Act” vote
  • Scheduled date: July 27
  • Claim: could drive stablecoin/crypto adoption via regulatory clarity.
  • Caution/disclaimer: Host says they’re seeing news online but won’t believe it until the final result. A later comment questions whether there is an official vote (described as unverified/rumor-based).

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Stocks on the “next week” watchlist (tickers) + notable levels/calls

Defense / drone / “war” names

• AVAV (AeroVironment)
  • Pullback described: ~$400 down to ~$150
  • “Down ~60–70% from top”
  • 1–3 buy signals since April, between ~$180 and ~$150
  • Host: already holds a position; bullish for next week
• KTOS (defense/war name context)
  • Buy timing: green-dot at historical level ~$9 (2022); later reached ~$135
  • Host: being around the 4-year moving average supports valuation
  • Prior take-profit zone: red dot around ~$110–$130
  • Later sold down from ~$140 to ~$47
• NDS
  • Included as part of the “defense/drone” grouping (expansion not clearly provided in the text).
• Host emphasis: “NDS and AVAV and KTOS are all defense names.”

Semiconductors / tech risk framing

• Host frames potential tech weakness (“could be bloody”).
• Short-risk / hedge instruments referenced:
  • SOXS (short semiconductor ETF): included as working/printing now
  • SNDQ: inverse/short leveraged structure used to short exposure to SNDK (see ETFs section)

Individual large caps + earnings plays (mostly “watch”)

• PayPal (PYPL): earnings next week; host hopes for offer denial (options mentioned)
• Microsoft (MSFT): earnings next week; framed as bullish/interesting
• Meta (META): earnings next week; “very interesting”
• SoFi (SOFI): earnings next week (host says Wednesday)
  • Watching above ~$14.50 / signals around ~$15
  • Mentioned current area: ~$16
• Robinhood (HOOD): earnings next week; also tied to Clarity Act narrative
• Apple (AAPL), Amazon (AMZN), Exxon Mobile (XOM), Boeing (BA), Coca-Cola (KO), UPS (UPS), Ford (F): listed as earnings catalysts
• AbbVie (ABBV): described as “huge” earnings
• Oracle (ORCL) (AI name)
  • Host waiting for green dot confirmation
  • Positioned below the 4-year average → “discount territory”
• ServiceNow (NOW): host likes above ~$80 (earnings beat noted; no dot detail)
• Disney (DIS): “sitting at 95—needs the signal”
• Grab (GRAB): support at ~$3; wants a big green week
• Toyota (TM): earnings in two weeks; watch green-dot level ~165
• General Mills (GIS): green dot around ~$34, sitting near $36; dividend mentioned
• ZTS (Zoetis): host likes above ~$70 after a heavy selloff; dividend emphasis
• ISRG: host wants to add near the next weekly dot (no explicit level provided in the excerpt)
• NVO: host suggests breakout next week (no specific price level given)
• Nike (NKE): playing monthly; wants it to hold ~$40
• Clorox (CLX): dividend; level mentioned ~$95
• Zscaler (ZS): “huge selloff,” green dot
• Domino’s (DPZ): big move on earnings; “looks like it wants more”
• Qualcomm (QCOM):
  • Sell signal around ~$240 (June)
  • Down to ~$166
  • Buy timing referenced around ~$126 and a future signal
• STX: included in earnings batch (no extra levels noted)

“Dividend/slow” defensive approach examples

• Kimberly-Clark (KMBB): “safe/slow,” ~5% dividend, watchlist; host plays monthly
• Host contrast: dividend stocks that don’t drop 40% in a week, versus more volatile assets (including crypto/altcoins).

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Crypto assets on the watchlist (tickers) + catalyst link

Regulation/Clarity Act beneficiary narrative (stablecoins)

• ENA (explained as a “stable coin name”)
  • Host bought near ~$0.87
  • Previously traded up to ~$1.40
  • Back near the “signal” area
  • Claim: could benefit “tremendously” if Clarity Act passes
• Circle (likely USDC-related framing)
  • Stablecoin play; “above 60 -> up to 140” based on a prior green-dot cycle
  • Waiting for a new green dot
• Coinbase (COIN)
  • Major beneficiary narrative if Clarity Act passes
  • Host likes above ~$140 as a macro/support area

“Utility” crypto favorites (host’s style)

• Chainlink (LINK)
  • “Buy and hold” style
  • Level: under $10 (stated about ~$8)
  • ATH cited: ~$50
• Litecoin (LTC)
  • Green dot; bounce described at $40 since 2020/2022/2026
• XRP
  • Host dollar-cost averages around ~$1.00
  • Possible dip targets: $0.90 or $0.70
  • Long-term: long-term accumulation not changing
  • Mention: positions established after multiple 4-year-cycle green dots

Other crypto mentioned (varied “signal/hold” style)

• Uniswap (UNI): “monthly signal” referenced; last time $4 → $20 (~500%)
• Ethereum (ETH)
  • Host claims “bottom is in” around ~$1,500
  • If a red dot appears → host would “buy puts/short” (risk tied to dot color rule)
• Bitcoin (BTC)
  • Weekly signal mentioned
  • Bottom claim: around ~$58,000
  • Bitcoin ETF referenced in the ETFs section
• Other alts mentioned (partial list from excerpt): Hbar (HBAR), Algorand (ALGO), Solana (SOL), Polkadot (DOT), Celcius (CEL), OKX/OKLO (OKLO?), INJ, WLD, ARQQ, DOGE, SUI, etc.
  • Many are framed as “need green dot / hold support” with rough levels.
  • Example: SOL wants above ~ $83, stop concept around ~$70.

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ETFs / funds / leveraged & inverse instruments explicitly called out

Bitcoin/crypto ETFs and leveraged crypto exposure

• IBIT: Bitcoin ETF; “green dot”
• Etha (likely an ETH ETF): “green”
• SNDQ (inverse/leveraged ETF vs SNDK)
  • Used to express downside on SNDK, described as “insanely overvalued”
  • Leverage warning: keep position size small because a ~50% move in SNDK can cause a very large % move in SNDQ
  • Exit idea: sell if SNDQ breaks below ~24 or potentially ~19 (implied)
  • Host says they opened/added SNDQ exposure
• SOXS: short semiconductor ETF; described as rising when chips go down
• JNUG: gold miner ETF
  • Past signal: $40 → ~$400 (~10x) in 2025; “same signal now”
• Other gold/miner references: references to ABX (Aberic Mining) and general gold/infra exposure
• Crypto instruments also mentioned in chat: Circle, GMX, Stables, etc.

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Key numbers & performance metrics mentioned

• AVAV: $400 → $150 pullback (~60–70% down)
• AVAV signals: ~$180 to ~$150 since April; “sitting on 4-year average”
• SMCI: up ~24% “rocket week”; backlog mentioned: $60B
  • Earnings timing confusion: host first said earnings in 3 weeks, later clarified Aug 11
• DAO (fertilizer company)
  • Dividend: 8%
  • Sales: +20%
• Serve Robotics (SERV)
  • Price run: $1 → $23
  • Earlier bounce: ~$5 → $18
• KTOS: ~$9 (2022) → $135, take-profit zone $110–$130, then selloff to ~$47
• Chainlink (LINK): around ~$8; ATH ~$50
• Litecoin (LTC): bounce zone $40
• Coinbase (COIN): likes above $140
• XRP: accumulation around ~$1.00; dip scenarios $0.90 / $0.70
• Ethereum (ETH): bottom around ~$1,500
• Bitcoin (BTC): bottom claim around ~$58,000
• SoFi (SOFI): watch ~$15 signals; earnings Wednesday; mentioned QoQ earnings growth
• Gold miner ETF JNUG: $40 → $400 (~10x)
• Leveraged/short sizing guidance: cut position size due to leverage risk; example concept: keep ~1% portfolio exposure

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Explicit recommendations/cautions extracted

• Avoid buying when “everyone is excited” / wave is up / price is above the 4-year average.
• Wait for the green dot confirmation (especially for entries).
• For leveraged ETFs/shorts: reduce position size due to high drawdown risk.
• Crypto quality caution: avoid meme coins; focus on “great assets with utility.”
• Clarity Act uncertainty disclaimer: scheduled vote may be real, but host emphasizes not believing online rumors until final confirmation.

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Disclosures / disclaimers

• Host frames commentary as educational/trading-signal-based, repeatedly advising due diligence and understanding what you’re buying.
• No explicit “not financial advice” line was included in the provided subtitles excerpt, but the host does emphasize learning/indicators and personal responsibility.

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Presenters / sources mentioned (at end)

• Presenter/host: “Overkill Trading” (Overkill Trading; unnamed individual)
• Callout in chat: Slow Train (Matthew 6:33 verse callout)
• Referenced figure: Jim Cramer (via an “opposite of Jim Kramer” joke)
• No external financial-news sources named beyond general mentions like “Twitter posts” / “news headlines” and a post about the Clarity Act date.