Hey @mikalche - every time I listen to your live spaces, I was curious what software are you using to for you AI live data that is usually heard in the background? Thanks!
SEPTEMBER WORST MONTH IN 70 YEARS
If history repeats -- these Fibonacci levels could mark where the next pullback hits in growth stocks.
AI Hardware
• $NVDA -- $147
• $ARM -- $119
• $TSM -- $205
• $AVGO -- $248
• $AMD -- $145
AI Infrastructure
• $MSFT -- $475
• $AMZN…
Seasonality check: Since 1950, the S&P500 has averaged positive returns in September when starting above its 200-day (as it will on Tuesday). Markets also tend to run much stronger Sept–Dec under 2nd-term presidents—which this year qualifies for.
h/t @AriWald
Yes, stocks gained this August, still, here's a way to show just how weak September has been.
Worst month since 1950, past 10 yrs, past 20 yrs, and 3rd worst in a post-election yr.
In fact, Aug and Sept have both been higher in a post-election year only 3 out of 18 times.
🧵
1/
As August comes to end and markets worry about the "treacherous" Sept-Oct period, here is perspective:
- S&P 500 exceptionally resilient given the dual shocks of "tariff armageddon" and US bombs Iran nuclear facilities
- $SPY above 20-day mov avg (6,417) = good sign
This…
$BTC Red 9 of the last 12 Augusts.
Also log scale chart looks pretty technically on point.
If price is to revisit that bottom trendline, should take Bitcoin down to 80k-95k ish depending on timeframe.
$QQQ Potential Bear Stat Time:
Yes there could be a H&S forming currently. But it's not confirmed so can't really bank on it, yet.
But there is one notable stat.
Assume QQQ closes over $565 today, then that will make August green (albeit small green). That will be 5 straight…
🚨 $NVDA EARNINGS: Double beat, but data center revenue misses expectations.
‣ EPS $1.05 vs $1.01 Est 🟢
‣ Rev $46.7B vs $46.2B Est 🟢
‣ Data Center Rev $41.1B vs $41.29 🔴
HUGE NEWS EVERYONE
There are plenty of hurdles to building something like this, but the fundamental reality is that launching official sell-side research changes the entire game for us. Until now, we’ve been running deep analysis, publishing ahead of consensus, and shaping…
If $TLRY holds this 100 sma on weekly and consolidates .. trades sideways and then pushes higher that today's high ($1.55)
I don't see ANYTHING stopping it...
And some of this could be Trump based. Changing pot from 3-1???
COULD RIP?!?!
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