1. Cathie Wood's $ARK Innovation ETF (ARKK.US)$ sold 18,966 shares of $Shopify (SHOP.US)$ Shopify, 13,780 shares of $Coinbase (COIN.US)$ Coinbase and 20,582 shares of $Tesla (TSLA.US)$ Tesla.
2. $Microsoft (MSFT.US)$ Microsoft purchased 485,000 $NVIDIA (NVDA.US)$ Nvidia Hopper chips in 2024, more than twice as many as Meta's 224,000, and over three times its 2023 purchase volume, according to data from Omdia reported by Financial Times.
3. JPMorgan increased its price targets for several major tech stocks while mainta...

$Broadcom (AVGO.US)$ After Broadcom (AVGO) broke the $1T market cap barrier, I was interested to see how it compared to the rest of the "Mag 7". $Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $NVIDIA (NVDA.US)$ $Amazon (AMZN.US)$ $Amazon (AMZN.US)$ $Alphabet-C (GOOG.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$
Market Cap: market cap (CNBC.com, 12/13/24)
Fwd PE: forward P/E ratio, NTM (CNBC.com, 12/13/24)
Revenue (% change): Yearly revenue for TTM, followed by percent chan...

Could $Invesco QQQ Trust (QQQ.US)$ see a near-term pullback?
We may see the Nasdaq-100 ETF retrace to $505 before resuming its upward trend.
If it comes on Friday after the Nonfarm, it would provide a decent buy-the-dip opportunity.
$NASDAQ 100 Index (.NDX.US)$

$Apple (AAPL.US)$ top watch into the end of the year. Through $237 and this can be a multi-day runner into $250 area.
My guess would be we start seeing money rotate from chips into FAANG. This will lead
$AAPL 1/17/25 250c can work - stop loss daily close under $233

The market is heading into a potentially green Thanksgiving week!! 🦃🦃🦃
$Amazon (AMZN.US)$ $Walmart (WMT.US)$ $Target (TGT.US)$
JPMorgan analyst Doug Anmuth projects a solid 7.5% year-over-year increase in online holiday season sales leading into Thanksgiving and the Cyber 5 weekend. While this is slightly below last year’s 9.8% growth, it reflects continued strong gains in e-commerce. Third-party estimates for e-commerce...

4 stocks that are clear winners in Q4  👇
• $NVIDIA (NVDA.US)$ is the clear AI hardware leader, driving innovation with its GPUs & software that power modern AI.
• $Palantir (PLTR.US)$ stands out in enterprise AI, delivering practical solutions that help organizations make smarter decisions.
• $Tesla (TSLA.US)$ brings AI into the real world -- from autonomous vehicles to energy management.
• $IonQ Inc (IONQ.US)$ adds a critical layer to the future of computing -- using quantum technology to...

$Alphabet-A (GOOGL.US)$ Rare "armchair analyst" post on $GOOGL. I was curious how much their ad revenue growth has slowed; you don't see analysts mention how the burst of inflation in Biden's first years depreciated value of revenues.
I tried to get our friendly ChatGPT types to do the calculation for me, but they just referred me to data sources like the St. Louis Fed and suggested Excel!
This is what I get with revenue numbers and GDP deflator. The notable rebound in 2021 has been followed by ...

What are we thinking folks…
EPS growth will be down a decent amount but may get more details on the second gen vehicle which is going to be a massive growth tailwind for the company
Energy may also show much more growth given the AI energy demand story playing out…
Hard to sell puts or buy calls before this one $Tesla (TSLA.US)$ +59% from April lows

Apple's $Apple (AAPL.US)$ new iPhone 16 series shipments in China 🇨🇳 jumped 20% in their first three weeks compared to the iPhone 15 models in 2023 - Reuters via Counterpoint Research
I feel like we get so much conflicting data on iPhone sales, half the time we hear its great the other half its terrible. Very inconsistent ... I'm excited to get the real data on the earnings