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151644715
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$IREN Ltd (IREN.US)$ fuck mu bloom the who market
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Morgan Stanley: $300 Overweight
Oppenheimer: $190–$250 Outperform
KGI Securities: $227 Outperform
Wolfe Research: $175 Outperform
BofA Securities: $200+ Buy
J.P. Morgan: $180–$220 Overweight
Needham & Company: $210+ Buy
Wedbush: $180+ Outperform
Susquehanna: $190+ Positive
Daiwa Capital: $175+ Buy
$SpaceX (SPCX.US)$
Oppenheimer: $190–$250 Outperform
KGI Securities: $227 Outperform
Wolfe Research: $175 Outperform
BofA Securities: $200+ Buy
J.P. Morgan: $180–$220 Overweight
Needham & Company: $210+ Buy
Wedbush: $180+ Outperform
Susquehanna: $190+ Positive
Daiwa Capital: $175+ Buy
$SpaceX (SPCX.US)$
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Prelim Q OI: 89.4tw vs 84.2tw
Prelim Q Rev: 171tw vs 173tw/169.2tw
Q Rev Miss/Beat due to FNguide/LSEG discrepancy (Domestic/Foreign sources).
Q Rev still +129% YoY. 🫠
$Roundhill Memory ETF (DRAM.US)$
Prelim Q Rev: 171tw vs 173tw/169.2tw
Q Rev Miss/Beat due to FNguide/LSEG discrepancy (Domestic/Foreign sources).
Q Rev still +129% YoY. 🫠
$Roundhill Memory ETF (DRAM.US)$
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151644715
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After the job report, rate hike sensitive securities like $Coinbase (COIN.US)$ $Bitcoin (BTC.CC)$ $Ethereum (ETH.CC)$ $VanEck Gold Miners Equity ETF (GDX.US)$ $iShares Gold Trust (IAU.US)$saw recovery.
Whereas $SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $Western Digital (WDC.US)$ major memory/storage stocks saw some profit-taking, we have already highlighted that the recent rally and recovery was highly concentrated in these stocks.
It isn’t the first time for such a rotation ...
Whereas $SanDisk (SNDK.US)$ $Micron Technology (MU.US)$ $Western Digital (WDC.US)$ major memory/storage stocks saw some profit-taking, we have already highlighted that the recent rally and recovery was highly concentrated in these stocks.
It isn’t the first time for such a rotation ...
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