Bill Cara Global Pulse: August 14, 2025
Quantum Computing and Real Estate Lead Explosive Week as Value Rotation Accelerates
MARKET LEADERS
• Opendoor Technologies (OPEN) - $3.05: 25.83% (1 week +64.59%) - AT Score +50, INV Score +140 signals strong institutional momentum across all timeframes - PropTech transformation driving volume surge - STRONG BUY PHASE - Target $4.25
• Rigetti Computing (RGTI) - $17.95: 4.12% (1 week +14.62%) - AT Score +50, INV Score +150 shows maximum technical strength - Quantum computing breakthrough momentum continues - STRONG BUY PHASE - Target $22.50
• UnitedHealth Group (UNH) - $271.49: -0.12% (1 week +10.96%) - AT Score +50, INV Score -80 creates tactical opportunity - Healthcare defensive rotation amid market uncertainty - ADD - Target $290.00
• Joby Aviation (JOBY) - $17.37: -2.36% (1 week +0.70%) - AT Score -40, INV Score +60 shows mixed institutional signals - Urban air mobility sector gaining regulatory momentum - TRIM/SELL - readers decide based on individual situation
SECTOR ROTATION THEMES
• Quantum Computing Revolution: Analysis featuring stocks like Rigetti Computing (RGTI) - $17.95: 4.12% (1 week +14.62%) showing maximum technical strength amid breakthrough announcements driving institutional accumulation across multiple timeframes
• PropTech Transformation: Opendoor Technologies (OPEN) - $3.05: 25.83% (1 week +64.59%) leads digital real estate revolution with substantial volume expansion and institutional interest convergence
• Healthcare Defensive Rotation: UnitedHealth Group (UNH) - $271.49: -0.12% (1 week +10.96%) demonstrates sector leadership as investors seek stability amid technology volatility
GLOBAL MARKET INSIGHTS
Cross-Exchange Performance Analysis:
• Strongest Performing Sectors: NYSE technology leaders dominate with Rigetti Computing (RGTI) - $17.95: 4.12% (1 week +14.62%) and Opendoor Technologies (OPEN) - $3.05: 25.83% (1 week +64.59%), showing exceptional momentum
• NASDAQ Growth Momentum: Tech-heavy exchange showing resilience with quantum computing and AI infrastructure plays leading weekly performance rankings across multiple timeframes
• Regional Divergence: US markets demonstrating superior technical strength compared to international indices, with domestic innovation themes driving institutional flows
RISK ALERTS
• CoreWeave (CRWV) - $99.51: -15.50% (1 week -17.81%) - AT Score -50, INV Score +60 shows dangerous technical deterioration despite institutional interest - Cloud infrastructure overvaluation concerns - TRIM/SELL
• eToro Group (ETOR) - $47.61: -0.81% (1 week -15.54%) - AT Score -28, INV Score -37 indicates broad-based weakness across all timeframes - Fintech regulatory headwinds intensifying - AVOID
• Tapestry (TPR) - $95.69: -15.71% (1 week -11.79%) - AT Score -50, INV Score +70 creates a conflicted technical picture - Luxury retail facing consumer spending pressure - TRIM/SELL
• Consumer discretionary divergence is accelerating as high-end retailers face margin compression, while technology infrastructure plays attract defensive institutional flows
Investment Recommendation Summary:
32 Strong Buy Phase positions identified with AT scores above +45 and INV scores exceeding +120
Quantum computing sector leadership continues with maximum technical scores across timeframes
PropTech revolution creating explosive opportunities in digital real estate transformation
Healthcare defensive rotation provides stability amid growth stock volatility
Technology infrastructure plays dominating institutional flows as AI adoption accelerates
This analysis uses exclusively R-88 watchlist data from August 14, 2025, with AT/INV scoring methodology for 135 tracked instruments.