Investor concerns deepened further with a Bloomberg report suggesting that the Biden administration is contemplating stringent trade restrictions on China, particularly targeting access to advanced semiconductor technology.
In response to these developments, investors have shown a preference for perceived safer bets such as $Intel(INTC.US$ over competitors like $Taiwan Semiconductor(TSM.US$ and $NVIDIA(NVDA.US$ both heavily reli...
In response to these developments, investors have shown a preference for perceived safer bets such as $Intel(INTC.US$ over competitors like $Taiwan Semiconductor(TSM.US$ and $NVIDIA(NVDA.US$ both heavily reli...
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Mario Timberlake
liked and voted
I know the company is not worth holding but I’m wondering if you have it on your watchlist because I think there will be a lot of momentum.
![DJT stock skyrockets 60% after Trump assassination attempt](https://ussnsimg.moomoo.com/sns_client_feed/70042948/20240715/d7e61e8bcc7a4925957a26320b2abf81.jpg/thumb?area=100&is_public=true)
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$SPDR S&P 500 ETF(SPY.US$ $Nasdaq Composite Index(.IXIC.US$
Current situation:
1. Tech stocks are falling like we are entering a bear market
2. Small cap stocks are rising like the bull market just began
3. Gold prices are rising like we are entering a recession
4. Bond prices are falling like the economy is strong
5. Oil prices are falling like rate cuts are cancelled
6. The S&P 500 is rising like rate cuts already began
Nothing adds up here.
Current situation:
1. Tech stocks are falling like we are entering a bear market
2. Small cap stocks are rising like the bull market just began
3. Gold prices are rising like we are entering a recession
4. Bond prices are falling like the economy is strong
5. Oil prices are falling like rate cuts are cancelled
6. The S&P 500 is rising like rate cuts already began
Nothing adds up here.
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Mario Timberlake
liked
Presidents assassinated:
🔴 1865 - Abraham Lincoln
🔴 1881 - James A. Garfield
🔴 1901 - William McKinley
🔵 1963 - John F. Kennedy
Presidents wounded:
🔴 1912 - Theodore Roosevelt*
🔴 1981 - Ronald Reagan
🔴 2024 - Donald Trump*
Note: * former president while campaigning
🔴 - Republican Party
🔵 - Democratic Party
$Trump Media & Technology(DJT.US$
🔴 1865 - Abraham Lincoln
🔴 1881 - James A. Garfield
🔴 1901 - William McKinley
🔵 1963 - John F. Kennedy
Presidents wounded:
🔴 1912 - Theodore Roosevelt*
🔴 1981 - Ronald Reagan
🔴 2024 - Donald Trump*
Note: * former president while campaigning
🔴 - Republican Party
🔵 - Democratic Party
$Trump Media & Technology(DJT.US$
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TD Cowen today raised its price target on Amazon $Amazon(AMZN.US$ to $245 up from $225 while maintaining its Buy rating
TD Cowen raised its price target on Facebook $Meta Platforms(META.US$ to $600 up from $530 while maintaining its Buy rating
TD Cowen raised its price target on Facebook $Meta Platforms(META.US$ to $600 up from $530 while maintaining its Buy rating
2
Mario Timberlake
liked
$Eli Lilly and Co(LLY.US$ recent larger M&A: $Morphic(MORF.US$ , $PNT, $DICE, Versanis
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
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$Broadcom(AVGO.US$ On paper, the Broadcom stock split will occur on July 12. However, investors who wish to participate in the split must be a shareholder by July 11. Anyone holding AVGO stock as of the July 11 close will receive an additional nine shares for every one share held.
To clarify, participation in the stock split itself does not mean an increase in wealth. While shareholders will receive additional shares, ...
To clarify, participation in the stock split itself does not mean an increase in wealth. While shareholders will receive additional shares, ...
![Want to Participate in the Broadcom Stock Split? Make Sure You Hold by July 11.](https://ussnsimg.moomoo.com/sns_client_feed/70040922/20240709/a28c6f0697034a4b941c70a7a83b969c.jpg/thumb?area=100&is_public=true)
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Wolfe Research Raises Price Target on $NVIDIA(NVDA.US$ to $150, Maintains Outperform Rating
Analyst Comments: "Recent supply chain checks show a path to 50%+ content growth for $NVDA GPUs in CY25, with incremental upside driven by unit growth and improved networking attach.
"We raise our CY25 Rev/EPS estimates to $177bn/$4.03. Reiterate Outperform, raising PT to $150."
Analyst Comments: "Recent supply chain checks show a path to 50%+ content growth for $NVDA GPUs in CY25, with incremental upside driven by unit growth and improved networking attach.
"We raise our CY25 Rev/EPS estimates to $177bn/$4.03. Reiterate Outperform, raising PT to $150."
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Mario Timberlake
liked
$NVIDIA(NVDA.US$ $UBS Group(UBS.US$
Analyst Comments: "Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust.
"We now believe EPS of ~$5 could be doable for C2025 as the order pipeline for NVL72/36 systems is materially larger than just two months ago as hyperscaler budgets for C2025 firm up.
"This comes as sentiment on the stock - though still strong - has...
Analyst Comments: "Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust.
"We now believe EPS of ~$5 could be doable for C2025 as the order pipeline for NVL72/36 systems is materially larger than just two months ago as hyperscaler budgets for C2025 firm up.
"This comes as sentiment on the stock - though still strong - has...
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Mario Timberlake
liked
$JPMorgan(JPM.US$ ’s Chief Market Strategist Marko Kolanovic just announced he will be leaving the company
Kolanovic has been one of the biggest bears 🐻 on Wall Street with him recently saying he thinks the $S&P 500 Index(.SPX.US$ will close 2024 at 4,200 or ~23% below current levels - Bloomberg
Kolanovic has been one of the biggest bears 🐻 on Wall Street with him recently saying he thinks the $S&P 500 Index(.SPX.US$ will close 2024 at 4,200 or ~23% below current levels - Bloomberg
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70040922/20240703/b6664d539ee14c3b83695f3c6dd487d1.png/thumb?area=100&is_public=true)
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