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...
• $NVIDIA (NVDA.US)$ 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...
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Could you share some real-life trading cases based on the 0DTE strategy, including successful experiences and lessons learned from failures, as well as how these experiences have influenced your subsequent trading strategies?![]()
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$Alphabet-A (GOOGL.US)$ 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 ...
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 ...
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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
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
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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
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
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$JPMorgan (JPM.US)$ Seems like a bad sign that consumer deposits at the largest bank are down bigly.
$Tesla (TSLA.US)$
1. Executive Departure Ahead of Event: Nagesh Saldi's sudden resignation as CIO prior to the Robotaxi event has garnered market attention, potentially affecting internal stability and investor confidence.
2. Historical Stock Volatility: Tesla's past product launches, like the Model 3 in 2016 (+12% stock increase) and the Optimus reveal in 2022 AI Day (-16% stock drop), demonstrate the market's sensitivity to the company's techno...
1. Executive Departure Ahead of Event: Nagesh Saldi's sudden resignation as CIO prior to the Robotaxi event has garnered market attention, potentially affecting internal stability and investor confidence.
2. Historical Stock Volatility: Tesla's past product launches, like the Model 3 in 2016 (+12% stock increase) and the Optimus reveal in 2022 AI Day (-16% stock drop), demonstrate the market's sensitivity to the company's techno...
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I believe we're currently in the second phase of a bull market, where the stock market is stealing the spotlight. 😎 Despite maintaining composure on the outside, I reckon inside, there might be some covert celebrations happening. And I'm not the only one feeling this way. Just on Monday, the benchmark index witnessed its biggest gain since 2008, officially entering bull market territory. Before the holiday, people were flooding into...
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Apple $Apple (AAPL.US)$ has reportedly decided to withdraw from OpenAI’s $6.5B funding round, just days after three key executives departed and days before the round is expected to close.
The AI Data Center market is a $250+BN market expected to grow to >$500BN in 3 yrs & > $1T by the end of the decade.
The caveat is that not all business models will thrive—some will win big, others will falter.
Here is a framework for understanding who captures the most value:
$Taiwan Semiconductor (TSM.US)$ $NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Microsoft (MSFT.US)$
The caveat is that not all business models will thrive—some will win big, others will falter.
Here is a framework for understanding who captures the most value:
$Taiwan Semiconductor (TSM.US)$ $NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Microsoft (MSFT.US)$
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