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The Few Bets That Matter
$SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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$SLB is up another 11% today.
My trade on the name, shared 3 months ago, is up ~43%
$HAL is up 12% more today.
My trade, also shared 3 months ago, is up 125%
Both were shared for free. But energy didn't interest anyone back then, and yet both outperformed most tech. https://t.co/cGtfxi06nm
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The Few Bets That Matter
The potential opening of Venezuela is getting speculators all worked up.
$MELI up 9.8%
$DLO up 4.5%
$SLB up 11.4%
$HAL up 11.2%
$VLO up 9.7%
$CPA up 7.92%
Mostly energy names and transport, but some others - with potential with local consumption, are participating.
We know what the market wants.
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The potential opening of Venezuela is getting speculators all worked up.
$MELI up 9.8%
$DLO up 4.5%
$SLB up 11.4%
$HAL up 11.2%
$VLO up 9.7%
$CPA up 7.92%
Mostly energy names and transport, but some others - with potential with local consumption, are participating.
We know what the market wants.
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The Few Bets That Matter
$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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$ALAB down 9%+ today.
The market anticipates the comments about $NVDA networking solutions' demand during the CES.
Nothing to be worried about to my opinion, the reality is that accelerators will be in demand for long, despites Nvidia ramping up its UALink. https://t.co/h80VwFCVqU
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The Few Bets That Matter
$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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$MSTR has bottomed.
$BTC is back on an uptrend.
The market will remember that AI is here to stay.
We might see a pull back short term, but the last leg started. https://t.co/R7PwxsP7R5
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Quiver Quantitative
Since this post:
Halliburton: +20%
Nvidia: -10%
Palantir: -16%
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Since this post:
Halliburton: +20%
Nvidia: -10%
Palantir: -16%
BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL tweet
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Quiver Quantitative
JUST IN: Representative Marjorie Taylor Greene has introduced a bill that would eliminate the H-1B visa program.
She is leaving Congress today. https://t.co/Xv8Q9IB3VL
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JUST IN: Representative Marjorie Taylor Greene has introduced a bill that would eliminate the H-1B visa program.
She is leaving Congress today. https://t.co/Xv8Q9IB3VL
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Dimitry Nakhla | Babylon Capital®
Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
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Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh tweet
AkhenOsiris
$AMZN
Amazon’s AI-powered overhaul of its digital assistant, now known as Alexa+, is coming to the web. On Monday, at the start of the Consumer Electronics Show in Las Vegas, the company announced the official launch of a new website, https://t.co/ZW705bDTpt, which is now rolling out to all Alexa+ Early Access customers. The site will allow customers to use Alexa+ online, much as you can do today with other AI chatbots such as ChatGPT or Google’s Gemini.
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$AMZN
Amazon’s AI-powered overhaul of its digital assistant, now known as Alexa+, is coming to the web. On Monday, at the start of the Consumer Electronics Show in Las Vegas, the company announced the official launch of a new website, https://t.co/ZW705bDTpt, which is now rolling out to all Alexa+ Early Access customers. The site will allow customers to use Alexa+ online, much as you can do today with other AI chatbots such as ChatGPT or Google’s Gemini.
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