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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 21:40:16 UTC

Selective euphoria or the start of a broader rally? July saw $AVGO (Broadcom), $NET (Cloudflare), $JPM (JPMorgan Chase), and $CAT (Caterpillar) notch fresh 52-week highs ⁠— while large swathes of the market remain notably indifferent.

• $AVGO up XX% YoY, riding AI and data centre waves  
• $JPM assets: $XXX trillion, stock +25%  
• Industrials buoyed by infrastructure, yet consumer discretionary refuses to join the dance

S&P XXX up XX% YTD, but momentum’s hardly universal.

The real story, as ever, is in what’s not moving — and why. We unpack the key shifts (and who’s being left behind) here:

![](https://pbs.twimg.com/media/Gw5R0ijXQAAbpMy.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949585655362641967/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)
[$jpm](/topic/$jpm)
[$net](/topic/$net)
[$avgo](/topic/$avgo)
[stocks technology](/topic/stocks-technology)
[cloudflare](/topic/cloudflare)
[jpmorgan chase](/topic/jpmorgan-chase)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/whispertickers/status/1949585655362641967)