151453268 witso
commented on
ColumnsSouthern Cross Electrical Engineering, an ASX stock you cano not ignore. It helps build datacentres
Southern Cross Electrical Engineering $Southern Cross Electrical Engineering Ltd(SXE.AU$shares are up 87% this year and have outperformed the Nasdaq, and a lot of tech an AI darlings. That's because SXE provides the electrical engineering services to data centres in Australia.
SXE provides electrical engineering and maintenance services for data centre construction projects throughout Australia.
A...
SXE provides electrical engineering and maintenance services for data centre construction projects throughout Australia.
A...
3
1
151453268 witso
commented on
Pilbara Minerals $Pilbara Minerals Ltd(PLS.AU$shares have outperformed the Aussie share market, and gained 5% this year. Pilbara Minerals has come a long way from just having Great Wall as a client and they now sell lithium to the world's biggest battery maker, CATL.
If you are a patient investor and like the idea of being invested in Australia's biggest lithium company who continues...
If you are a patient investor and like the idea of being invested in Australia's biggest lithium company who continues...
4
1
151453268 witso
liked
It seems the risk on trade is back and optimism has returned with the AI and chip leader stocks that sold off since March, clawing up, Nvidia $NVIDIA(NVDA.US$rose 3.6%. SMCI $Super Micro Computer(SMCI.US$rose 15.8%. AMD $Advanced Micro Devices(AMD.US$rose 4.25%.
This comes for good reason, US core CPI eased in April for the first time in six months, to 0.3%, and retail sales stagnated. ...
This comes for good reason, US core CPI eased in April for the first time in six months, to 0.3%, and retail sales stagnated. ...
29
151453268 witso
liked and commented on
Commonwealth Bank of Australia $CommBank(CBA.AU$shares sank 2.2% after handing down quarterly results. So, it seems the market might not believe CBA's CEO when he suggested the bank could be nearing the end of its losses. But where will CBA shares go next? And how much would you be better off investing into Microsoft instead. We explore all this and more.
Well, when you look...
Well, when you look...
23
1
151453268 witso
commented on
Although the Fed might not reduce rates any time soon, the Fed will start to unwind its balance sheet (reducing QT), which will begin to ease financial conditions from next month.
This is a big deal and sets the tone for monetary policy being not so restrictive in the US.
More on QT and the Fed
The market will start to get excited about financial conditions easing ...
This is a big deal and sets the tone for monetary policy being not so restrictive in the US.
More on QT and the Fed
The market will start to get excited about financial conditions easing ...
11
2
151453268 witso
liked
Gold continues to hit new blue sky for a myriad of reasons and investors in gold stocks are reaping the rewards. Yet it appears gold ETF demand still has not caught up, which reflects that retail investors and many investment managers have not yet caught up to the potential opportunity.
Why is gold buying increasing? Well, China's central bank, the PBOC China is continuing to buy more gold, for...
Why is gold buying increasing? Well, China's central bank, the PBOC China is continuing to buy more gold, for...
8
2
151453268 witso
voted
May 2 will be a big one for $National Australia Bank Ltd(NAB.AU$ shares, because the company will be kicking off earnings season in the banking sector when it releases its half-year results on Thursday.
Ahead of the release of its results, let's now take a look at what the market is expecting from the bank.
NAB half-year results preview
According to a note out of Goldman Sachs, its analysts are expecting the bank to report...
Ahead of the release of its results, let's now take a look at what the market is expecting from the bank.
NAB half-year results preview
According to a note out of Goldman Sachs, its analysts are expecting the bank to report...
8
1
151453268 witso
liked
Morning mooers! It is Tuesday, April 30th, and the market is in red on the second day of jam-packed Q1 earnings week. Mooers, what are you watching today? Comment below and I may feature your comment tomorrow!
My name is Kevin Travers, and the city is foggy with mixed earnings results, here are stories moooving the market:
MOOVERS
$Eli Lilly and Co (LLY.US)$ rose 7% after the drug maker reported a 26% increase in quarterly revenue, aided by ro...
My name is Kevin Travers, and the city is foggy with mixed earnings results, here are stories moooving the market:
MOOVERS
$Eli Lilly and Co (LLY.US)$ rose 7% after the drug maker reported a 26% increase in quarterly revenue, aided by ro...
17
5
151453268 witso
liked
ColumnsUS inflation rose more than expected; three reasons not to panic with buying-the-dip being rife
After US inflation data came out, I chatted to Charles Payne on Fox News at 4.50am Sydney time (2.50 CT time), about what it means, and why investors don't need to panic
US inflation rose more than expected for the 3rd month. Now US interest rates are only expected to be cut twice, not three times
US inflation was hotter than expected for the 3rd month fueled by rises in oil, electricity, takeaway food...
US inflation rose more than expected for the 3rd month. Now US interest rates are only expected to be cut twice, not three times
US inflation was hotter than expected for the 3rd month fueled by rises in oil, electricity, takeaway food...
13
2
151453268 witso : Very healthy Aussie electrical engineering stock , haven’t explored this data-centre space a lot but can understand the potential , Jess you seem to be all over these tec related areas this could have future legs