

Markets Rebound, Have The Winds Changed? Heico, O’Reilly, Ollie’s In Focus
Aug 4, 2025
The market saw a notable rebound, prompting analysis of key stock movements. The semiconductor sector showcases resilience despite market declines, with AMD's upcoming earnings in focus. Heico's strong performance in aerospace is highlighted, alongside O'Reilly Automotive's post-earnings surge and promising signals from retail stocks like Ollie's. In a standout report, Palantir celebrates a 5% share increase and a remarkable 48% revenue growth, marking a milestone with over $1 billion in quarterly revenue, boosting confidence in its outlook.
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Market's Character Change and Rebound
- The market showed a character change with a downside reversal followed by a strong rebound above key levels.
- This suggests potential choppiness but also buying opportunities at key support levels, especially on individual strong stocks.
Manage Risk Around Key Levels
- Use Friday's low or close as risk management points for trades following the market reversal.
- Watch if indexes stay above the 21-day moving average line to confirm trend continuation before adding exposure.
Strong Close Indicates Bullish Tilt
- Today's market strength was evident as indexes closed near their daily highs without retesting lows.
- Such strength after a gap up signals a bullish tilt, at least until proven otherwise.