Besides loving Kamala’s public rally speeches, I do my best to stay objective and unbiased with my political view as a non-US resident on who will potentially win the market election based on quantitative and qualitative ‘market signals’:
Quantitative Signals
1. Betting sites - Trump wins (as Polymarket/Betfair/Kalshi/Smarket/Election Betting Odds have more bets for a Trump win)
https://www.forbes.com/sites/dereksaul/2024/10/17/trumps-polymarket-odds-top-60-how-election-betting-markets-differ-from-polls/
...
Quantitative Signals
1. Betting sites - Trump wins (as Polymarket/Betfair/Kalshi/Smarket/Election Betting Odds have more bets for a Trump win)
https://www.forbes.com/sites/dereksaul/2024/10/17/trumps-polymarket-odds-top-60-how-election-betting-markets-differ-from-polls/
...
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PANW Options Analysis
Disclaimer: This is not financial advice, for education and entertainment purposes only
(1) Fundamental Analysis:
• Industry rotation in the stock market on Friday. Funds flowed out of overbought industries (technology, communication services, consumer discretionary/cyclical) into oversold industries (consumer defensive, utilities, energy, finance, medical care). The opposite occurred last week. Funds flowed out of 'medical care, finance, consumer defensive' into industries such as 'technology, consumer discretionary, communication'. Industry rotation happens alternately.
• Comparing the quarterly performance with the First Trust Nasdaq Artificial Intelligence and Robotics ETF (Nasdaq: ROBT), PANW rose +2.18%, while ROBT fell -2.71%, demonstrating the resilience of the artificial intelligence industry in correcting the market.
• Upcoming earnings release date: May 28, 2028
Upcoming News Catalyst: Palo Alto Networks driving AI-powered network security automation - Palo Alto is upgrading its threat analysis platform, utilizing generative AI tools. Generative AI tools reduce the time to discover and respond to various forms of cyber attacks. Additionally, they help address the shortage of security computer engineers in companies. "We believe PANW is the most advantageous company in providing AI-driven security automation among pure security vendors," said Morgan Stanley analyst Ham...
Disclaimer: This is not financial advice, for education and entertainment purposes only
(1) Fundamental Analysis:
• Industry rotation in the stock market on Friday. Funds flowed out of overbought industries (technology, communication services, consumer discretionary/cyclical) into oversold industries (consumer defensive, utilities, energy, finance, medical care). The opposite occurred last week. Funds flowed out of 'medical care, finance, consumer defensive' into industries such as 'technology, consumer discretionary, communication'. Industry rotation happens alternately.
• Comparing the quarterly performance with the First Trust Nasdaq Artificial Intelligence and Robotics ETF (Nasdaq: ROBT), PANW rose +2.18%, while ROBT fell -2.71%, demonstrating the resilience of the artificial intelligence industry in correcting the market.
• Upcoming earnings release date: May 28, 2028
Upcoming News Catalyst: Palo Alto Networks driving AI-powered network security automation - Palo Alto is upgrading its threat analysis platform, utilizing generative AI tools. Generative AI tools reduce the time to discover and respond to various forms of cyber attacks. Additionally, they help address the shortage of security computer engineers in companies. "We believe PANW is the most advantageous company in providing AI-driven security automation among pure security vendors," said Morgan Stanley analyst Ham...
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PANW 期权分析
免责声明：此非财务建议，仅供教育和娱乐之用
(1) 基本面：
• 周五股市的“行业轮动”。资金从超买行业（科技、通讯服务、消费离散/周期性）流出，进入超卖行业（消费防御、公用事业、能源、金融、医疗保健）。上周则发生了相反的情况。资金从“医疗保健、金融、消费防御”流出，流入“科技、消费离散、通讯”等行业。行业轮动会轮番发生。
• 对比季度表现与First Trust Nasdaq人工智能和机器人ETF（纳斯达克：ROBT），PANW 上涨 +2.18%，而 ROBT 下跌 -2.71%，显示了人工智能行业在修正市场中的韧性。
• 即将公布的财报日期：2028年5月28日即将到来的新闻催化剂：Palo Alto Networks 推动人工智能驱动的网络安全自动化 - Palo Alto 正在升级威胁分析平台，采用生成式人工智能工具。生成式人工智能工具减少了发现和应对各种形式计算机黑客攻击的时间。此外，它们还帮助公司解决了安全计算机工程师短缺的问题。“我们认为 PANW 是在纯安全供应商中最有利于提供人工智能驱动的安全自动化的公司，”摩根士丹利分析师哈姆...
免责声明：此非财务建议，仅供教育和娱乐之用
(1) 基本面：
• 周五股市的“行业轮动”。资金从超买行业（科技、通讯服务、消费离散/周期性）流出，进入超卖行业（消费防御、公用事业、能源、金融、医疗保健）。上周则发生了相反的情况。资金从“医疗保健、金融、消费防御”流出，流入“科技、消费离散、通讯”等行业。行业轮动会轮番发生。
• 对比季度表现与First Trust Nasdaq人工智能和机器人ETF（纳斯达克：ROBT），PANW 上涨 +2.18%，而 ROBT 下跌 -2.71%，显示了人工智能行业在修正市场中的韧性。
• 即将公布的财报日期：2028年5月28日即将到来的新闻催化剂：Palo Alto Networks 推动人工智能驱动的网络安全自动化 - Palo Alto 正在升级威胁分析平台，采用生成式人工智能工具。生成式人工智能工具减少了发现和应对各种形式计算机黑客攻击的时间。此外，它们还帮助公司解决了安全计算机工程师短缺的问题。“我们认为 PANW 是在纯安全供应商中最有利于提供人工智能驱动的安全自动化的公司，”摩根士丹利分析师哈姆...
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My trading desk have a moomoo companion now, tq for the souvenir that reminds me how money in the market is made when the bull sentiment is around the corner.
$SPX bounced off its 61.8% fibonacci level and closed back above its 200MA but is now coming into the trend line resistance
Short term trend remains down until 20ema (red dotted) can cross back above 50MA (blue) and 50ma begins to flatten and slope up. We have entered the more bullish seasonal period of the year...
$SPX bounced off its 61.8% fibonacci level and closed back above its 200MA but is now coming into the trend line resistance
Short term trend remains down until 20ema (red dotted) can cross back above 50MA (blue) and 50ma begins to flatten and slope up. We have entered the more bullish seasonal period of the year...
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