GreedisGud
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$NVIDIA (NVDA.US)$ what is your cost?
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GreedisGud
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GreedisGud
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Morning mooers! Happy Monday, June 10th. The market is open and cautiously lower after Friday's '21 inspired meme stock surge investors eyes are back to more current memes; watching the Nvidia stock split, Apple tech event, and an upcoming FOMC rate decision this Wednesday.
My name is Kevin Travers, here are stories from the herd on Wall Street today.
$KKR & Co (KKR.US)$ and $CrowdStrike (CRWD.US)$ climbed about 7% after ne...
My name is Kevin Travers, here are stories from the herd on Wall Street today.
$KKR & Co (KKR.US)$ and $CrowdStrike (CRWD.US)$ climbed about 7% after ne...
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Chip stocks rebounded strongly during yesterday's trading, driving the S&P 500 and Nasdaq indices to record highs. Although Nvidia once fell by more than 3% in the intraday period, it eventually rebounded and approached a record high; AMD fell by more than 4%. Meanwhile, TSMC US stocks, Broadcom, Applied Materials, and Micron all hit new highs. Apple fell nearly 2% on the first day of the World Developers Conference (WWDC). CrowdStrike, KKR, and GoDaddy, which will soon be included in the S&P 500 index, all hit new highs, while retail group stock game stations fell sharply for two consecutive days, closing down 12%.
Tesla's global sales performance in May was mediocre. With the upcoming June to August quarter, the company's high base of 2023 will put pressure on sales in the comparison period. It is difficult to be optimistic about sales volume for the next two quarters and the year-on-year data for the next three months.
In the US, the New York Federal Reserve's latest survey shows that the US one-year inflation forecast declined slightly in May, falling to 3.17% from 3.26% last month; the three-year inflation forecast remained at 2.8%, while the five-year inflation forecast rose from 2.8% to 3.0%. Meanwhile, American households' optimism about the stock market reached its highest point in three years. 40.5% of surveyed households expect the stock market to rise in the next year, the highest percentage since May 2021. The market is looking forward to the US CPI report and the Federal Reserve's interest rate decision to be released on Wednesday. These two major economic events are expected to cause the S&P 500 index to fluctuate 1 during the day...
Tesla's global sales performance in May was mediocre. With the upcoming June to August quarter, the company's high base of 2023 will put pressure on sales in the comparison period. It is difficult to be optimistic about sales volume for the next two quarters and the year-on-year data for the next three months.
In the US, the New York Federal Reserve's latest survey shows that the US one-year inflation forecast declined slightly in May, falling to 3.17% from 3.26% last month; the three-year inflation forecast remained at 2.8%, while the five-year inflation forecast rose from 2.8% to 3.0%. Meanwhile, American households' optimism about the stock market reached its highest point in three years. 40.5% of surveyed households expect the stock market to rise in the next year, the highest percentage since May 2021. The market is looking forward to the US CPI report and the Federal Reserve's interest rate decision to be released on Wednesday. These two major economic events are expected to cause the S&P 500 index to fluctuate 1 during the day...
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Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $Netflix (NFLX.US)$ / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
Internet || $Meta Platforms (META.US)$ / $Alphabet-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $Amazon (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / ...
Media / Entertainment || $Netflix (NFLX.US)$ / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
Internet || $Meta Platforms (META.US)$ / $Alphabet-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $Amazon (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / ...
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