$S&P 500 Index (.SPX.US)$ massive sell off after FOMC. SPX dropped 200+ points from the highs 🤯 ..If SPX gaps up and fails to reclaim 5900 I'd go short for a move back to 5848. SPX to 5800 in play next
SPX 5850P is best near 5890
$Tesla (TSLA.US)$ now on the backside of a move after a run from 251 to 488 since early November. If TSLA breaks 429 it can drop to 400
410P is best under 419
$Meta Platforms (META.US)$ if this fails to hold near 600 we can see 588 by Friday. 590P is best under 600

$Alphabet-C (GOOG.US)$ $Alphabet-A (GOOGL.US)$
- DoJ said, Google should divest off Chrome and may not reenter the browser market for five years
- prohibited from "acquiring any interests in search rivals, potential entrants, and rival search or search ads-related AI products"
- halt all "anticompetitive payments to distributors, including Apple, Samsung" so that Google isn't the default search engine on their devices
- content creato...

Crowdstrike's $CrowdStrike (CRWD.US)$ & Palantir's $Palantir (PLTR.US)$ revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two?

$PDD Holdings (PDD.US)$ RESULTS: Q3
🔸 ADJ earnings per American depositary receipts 18.59 yuan, EST 20.19 yuan
🔸 Revenue 99.35B yuan, EST 102.83B yuan
🔸 Revenues from online marketing services and others 49.35B yuan, EST 49.01B yuan
🔸 Transaction services revenue 50.00B yuan, EST 53.01B yuan
🔸 ADJ net income 27.46B yuan, EST 29.21B yuan
🔸 Total operating expenses 35.35B yuan, EST 35.08B yuan
🔸 Sales and marketing expense 30.48B yuan, EST 30.18B yuan
🔸...

🚨 Just in:
Ray Dalio's Bridgewater Associates onshore China funds in September posted their highest monthly gain since launch
The fund is up over 19% in the past month alone bringing its return this year through September to 31%, before fees
Bridgewater said it's bullish on Chinese equities, short-term & long-term Chinese debt on policy easing expectations, while it is neutral on commodities as demand from the shift to renewable energy is offset by weak construction activity
$Alibaba (BABA.US)$ $JD.com (JD.US)$ $PDD Holdings (PDD.US)$
...

$NIO Inc (NIO.US)$ Enjoy the ride back to new all time highs friends! China stimulus + onvo scaling up production to meet demand + Nio demand holding steady. What a time to be alive!

$Amazon (AMZN.US)$ 's ad business is already making over $51B revenue annually. It is bigger than $Alphabet-A (GOOGL.US)$ 's YT ad revenue and 35% of $Meta Platforms (META.US)$ 's revenue.
It is also growing fast with 8 years CAGR at 36.55% far higher than other peers.
& Prime Video Ads just getting started.

In March 2023, Nvidia $NVIDIA (NVDA.US)$ was estimated to see 24% revenue growth in 2024 and 21% growth in 2025 to just over $40 billion.
Now, Nvidia is expected to see 104% and 42% growth in 2024 and 2025 to nearly $180 billion in revenue.

$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ Our Top Picks - Bernstein
Our top picks remain AVGO and NVDA. While AVGO core semis remain cyclically weak at the moment a robust AI story is fully bridging it (with potential for substantial growth in the years ahead), the 2025 set-up looks good, and they are killing it on VMware. And with Blackwell delays a seeming nothing-burger we believe the new platform can continue to drive upside, with margin concerns overblown.