We're making a few changes to the MHC Weekly Newsletter.

Our goal is to provide more value with every edition. That's why we'll be sharing much more AI x Trading content to help you create your own trading edge. Alongside that, we'll cover sector insights, emerging investment themes, and continue giving you a behind-the-scenes sneak peek into MHC and how our analysts are navigating the markets.

This week marks the start of our new AI x Trading series, beginning with our Claude × TradingView Guide. We believe AI is one of the biggest advantages available to investors, and we'll be sharing practical ways to use it to improve your research and decision-making.

We hope you enjoy the new format. Let's dive in.

Long before the recent AI hype, Miles was already experimenting with practical AI workflows for traders, with the goal of helping traders improve their skills and build a unique edge over other market participants. This week, we're kicking off our new AI x Trading series by sharing one of the workflows he uses most: connecting Claude to TradingView.

Instead of analyzing screenshots, Claude can read your live TradingView data directly. That means it can analyze charts, build Pine Scripts, scan watchlists, generate market reports, and even help manage price alerts, all using your actual workspace.

The setup takes around five minutes and doesn't require any advanced coding. Once connected, you simply ask Claude questions in plain English while an MCP connection securely provides access to your live TradingView data, all running locally on your machine.

We've attached the guide below, which walks you through the entire setup, explains the best use cases, and includes a cheat sheet with the prompts you'll use most often.

Download the Claude × TradingView Guide below

Markets are constantly rotating between sectors. Staying ahead of those rotations is often just as important as picking the right stock or token. Here are three themes our analysts have been watching most closely this week.

After leading the market for months, AI momentum has started to cool. Rather than chasing every AI-related ticker, Fabian believes capital is beginning to rotate toward higher-quality software companies and more defensive sectors. He's also keeping a close eye on cloud infrastructure providers such as Galaxy and Nebius, which could outperform traditional semiconductor names if this trend continues.

What we're watching: Google earnings, hyperscaler capex updates and cloud infrastructure providers.

Tokenized equities continue to gain traction as major financial institutions move further into the space. DTCC's latest initiative, ONDO's expanding partnerships and the upcoming NYSE/Securitize platform all point toward a growing long-term trend. While adoption is still in its early stages, this remains one of the narratives we're watching most closely.

What we're watching: Institutional adoption and the NYSE/Securitize tokenized equities launch later this year.

Healthcare has quietly started outperforming as capital rotates away from momentum trades. Fabian remains constructive on the sector heading into the second half of the year, while continuing to watch biotech and psychedelic companies for the next leg of the narrative once valuations become more attractive.

What we're watching: Whether biotech finds a bottom and if the recent interest in psychedelics develops into a broader sector trend.

One of the biggest benefits of being inside MHC is following our analysts in real time. Rather than simply sharing trade ideas, they continuously update members as market conditions evolve, from the initial thesis to trade management.

Paradise's Bitcoin framework played out as expected this week. Earlier in the week, he identified a reclaim of the value area and highlighted the $65k region as the next major area of interest. As Bitcoin rallied into that level, he continued updating members on what to watch next while highlighting ETH as the strongest-looking major and PEPE as a higher-beta trade to capitalize on that bullish thesis.

With Ethereum showing relative strength, Paradise also highlighted PEPE as a higher-beta opportunity. Rather than chasing random meme coins, the trade was based on ETH's technical breakout, using PEPE as a leveraged way to participate in the move.

While Paradise focused on the broader market structure, Surf demonstrated how that thesis translates into execution. After sharing a BCH continuation setup, he kept members updated as the trade developed, moving his stop to break even as momentum confirmed. It's a good reminder that successful trading isn't just about finding the right setup, but also about managing it well once you're in.

The newsletter covers some of the biggest themes from the week, but it's only a snapshot of what our analysts have been researching.

Our full Weekly Market Report dives deeper into the macro environment, crypto, equities, key narratives, market-moving headlines, and the charts we're watching heading into next week.

Whether you're actively trading or simply trying to stay ahead of the market, the report is designed to help you understand what happened, why it matters, what to watch next, and ultimately make better trading decisions.

Free Asset Library

For all the AI prompts, finance workflows, and PDF guides mentioned on the Miles Deutscher YouTube channel, grab them by browsing our free assets library here: