DavidBeeby
liked
Markets now have a BASE CASE of 6 interest rate cuts over the next year.
The base case shows rate cuts at every meeting remaining in 2024 starting in September.
Discussions of a 50 basis point interest rate cut have even begun to emerge.
This feels a lot like January 2024 when the market went from pricing-in 3 rate cuts in 2024 to 7 in a matter of weeks.
The only way rate expectations can get more dovish this year is if the Fed starts cutting rates by 50 basis points.
What happens if CPI in...
The base case shows rate cuts at every meeting remaining in 2024 starting in September.
Discussions of a 50 basis point interest rate cut have even begun to emerge.
This feels a lot like January 2024 when the market went from pricing-in 3 rate cuts in 2024 to 7 in a matter of weeks.
The only way rate expectations can get more dovish this year is if the Fed starts cutting rates by 50 basis points.
What happens if CPI in...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240717/b0ae95b6c8ac4f62882f20ff07e72535.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
$Trump Media & Technology(DJT.US$ Very similar to what happened during the Reagan election in 1981.
67% odds after the shooting.
67% odds after the shooting.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240715/d6a8e27edc9e4a41a160b27054833bcb.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
What is happening with regional bank stocks?
So far in 2024, the KBW Regional Bank Index is down ~12%, massively underperforming larger banks.
In comparison, $Bank of America(BAC.US$ , $JPMorgan(JPM.US$ , $Citigroup(C.US$ , and $Wells Fargo & Co(WFC.US$ are up ~20% YTD.
This marks the largest gap in the performance between small and large banks since the 2008 Financial Crisis.
Even as the headlines have disappeared, many small banks are still feeling the pain of the regional bank crisis....
So far in 2024, the KBW Regional Bank Index is down ~12%, massively underperforming larger banks.
In comparison, $Bank of America(BAC.US$ , $JPMorgan(JPM.US$ , $Citigroup(C.US$ , and $Wells Fargo & Co(WFC.US$ are up ~20% YTD.
This marks the largest gap in the performance between small and large banks since the 2008 Financial Crisis.
Even as the headlines have disappeared, many small banks are still feeling the pain of the regional bank crisis....
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240711/abea31ef85344b478f0fd992773738f4.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
Wells Fargo is projecting AI power demand to surge 8,050% by 2030, from 8 TWh this year to 652 TWh.
AI training is expected to drive the bulk of this demand, at 40 TWh in 2026 and 402 TWh by 2030, with inference’s power demand accelerating at the end of the decade.
$NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ $Broadcom(AVGO.US$ $Alphabet-C(GOOG.US$ $Microsoft(MSFT.US$ $Amazon(AMZN.US$
AI training is expected to drive the bulk of this demand, at 40 TWh in 2026 and 402 TWh by 2030, with inference’s power demand accelerating at the end of the decade.
$NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ $Broadcom(AVGO.US$ $Alphabet-C(GOOG.US$ $Microsoft(MSFT.US$ $Amazon(AMZN.US$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240709/0a17622eac3444c8b38250ba10cdc0a5.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
Weight of the top 10 stocks in the S&P 500 has spiked to ~34%, the most in the entire history.
At the same time the weight of the LARGEST stock of the $S&P 500 Index(.SPX.US$ relative to the 75th percentile stock is 770x!
This is even higher than in the 1920s.
$Apple(AAPL.US$ $Microsoft(MSFT.US$ $NVIDIA(NVDA.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$
At the same time the weight of the LARGEST stock of the $S&P 500 Index(.SPX.US$ relative to the 75th percentile stock is 770x!
This is even higher than in the 1920s.
$Apple(AAPL.US$ $Microsoft(MSFT.US$ $NVIDIA(NVDA.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$
![INSANITY IS AN UNDERSTATEMENT:](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240703/2206283f0fd74c72b9a5f22645feab09.png/thumb?area=100&is_public=true)
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DavidBeeby
commented on
Rating myself for my first half of 2024 profitability is satisfying. The most important is the journey of investing, learned the investing skills and technique. Learned from moomoo learning course.
In terms of $ sign, maybe not enough. But more n more coming soon. Improve own skills of investment. Better luck in next half of 2024.
Good luck to every mooer here and good fortune to everyone and thanks Moomoo MY for providing suck amazing apps to us.
In terms of $ sign, maybe not enough. But more n more coming soon. Improve own skills of investment. Better luck in next half of 2024.
Good luck to every mooer here and good fortune to everyone and thanks Moomoo MY for providing suck amazing apps to us.
![Half year review](https://sgsnsimg.moomoo.com/sns_client_feed/103514678/20240629/1719614752667-random554-103514678-android-org.png/thumb?area=104&is_public=true)
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DavidBeeby
commented on
$NVIDIA(NVDA.US$ went up by 150% year to date because of the AI boom.
This valuation is through the roof because of the increased productivity that AI will enable. At all time highs, is it still wise to invest in nvidia?
No one knows for sure. But there is surely a better way to jump onto this AI hype.
$Tesla Inc(TSLA.CA$ is our sleeping giant. They make self driving cars and soon autonomous robots.
These robots will be able to replace the most mundane and dangerous...
This valuation is through the roof because of the increased productivity that AI will enable. At all time highs, is it still wise to invest in nvidia?
No one knows for sure. But there is surely a better way to jump onto this AI hype.
$Tesla Inc(TSLA.CA$ is our sleeping giant. They make self driving cars and soon autonomous robots.
These robots will be able to replace the most mundane and dangerous...
![Missed the boat on Nvidia?](https://sgsnsimg.moomoo.com/sns_client_feed/103063971/20240628/1719559586343-random1060-103063971-android-org.png/thumb?area=101&is_public=true)
![Missed the boat on Nvidia?](https://sgsnsimg.moomoo.com/sns_client_feed/103063971/20240628/1719559588500-random2078-103063971-android-org.png/thumb?area=101&is_public=true)
![Missed the boat on Nvidia?](https://sgsnsimg.moomoo.com/sns_client_feed/103063971/20240628/1719559589405-random8858-103063971-android-org.png/thumb?area=101&is_public=true)
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$Apple(AAPL.US$ ’s announcement to buy back $110B in shares marks the largest share buyback program in US history. Over the last 30 years, Apple has bought back over half a trillion dollars worth of shares.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240701/cfc80699e91d464884693047699ea57d.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
This is interesting:
Hedge funds have been selling US tech stocks at the fastest pace in at least 7 years this month, according to Goldman Sachs.
Semiconductor stocks have been the most heavily sold, followed by software and internet stocks.
This comes after Nasdaq 100 has rallied 18% year-to-date and 40% since October 2023.
At the same time, the Semiconductor Index, $PHLX Semiconductor Index(.SOX.US$ , has skyrocketed by 30% and 70%, respectively.
As a result, $PHLX Semiconductor Index(.SOX.US$ relative ...
Hedge funds have been selling US tech stocks at the fastest pace in at least 7 years this month, according to Goldman Sachs.
Semiconductor stocks have been the most heavily sold, followed by software and internet stocks.
This comes after Nasdaq 100 has rallied 18% year-to-date and 40% since October 2023.
At the same time, the Semiconductor Index, $PHLX Semiconductor Index(.SOX.US$ , has skyrocketed by 30% and 70%, respectively.
As a result, $PHLX Semiconductor Index(.SOX.US$ relative ...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240701/d7c5d6130b9f45ebaa7f3f416dcd9d92.png/thumb?area=100&is_public=true)
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DavidBeeby
liked
This is insane.
$Goldman Sachs(GS.US$ just reported that hedge funds are aggressively offloading tech stocks at a rapid rate we haven't seen in years
June is already a record month
$Apple(AAPL.US$ $NVIDIA(NVDA.US$ $Microsoft(MSFT.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$
$Goldman Sachs(GS.US$ just reported that hedge funds are aggressively offloading tech stocks at a rapid rate we haven't seen in years
June is already a record month
$Apple(AAPL.US$ $NVIDIA(NVDA.US$ $Microsoft(MSFT.US$ $Tesla(TSLA.US$ $Amazon(AMZN.US$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71429856/20240628/e1ff47aa72b349a192850a953b152d03.png/thumb?area=100&is_public=true)
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