Major crash coming if US 10 year #Bond yields keep rising like this! How can the $Nasdaq Composite Index(.IXIC.US)$ and $S&P 500 Index(.SPX.US)$ withstand a $U.S. 10-Year Treasury Notes Yield(US10Y.BD)$ US 10 yields at close to 5%?? I predicted this big rally in US 10 yields from a Bull Flag breakout a couple of months ago. Since $Apple(AAPL.US)$ and $NVIDIA(NVDA.US)$ and other AI stocks valuations all depend on the US 10 yields been stable or falling… And what about credit card rates and mo...

Hedge funds added their biggest short exposure since 2020 this past week.
This is coming specifically from fundamental long/short Hedge funds.
This is extremely out of the norm and to me looks more like FOMO/panic than a bad omen.
$ARK Innovation ETF(ARKK.US)$$Tuttle Capital Short Innovation ETF(SARK.US)$$Invesco QQQ Trust(QQQ.US)$$ProShares UltraPro Short QQQ ETF(SQQQ.US)$

Tech stocks seem to have lost some momentum. I still feel the Big 7 tech stocks are overvalued right now. However, stocks tend to go up in the long term. Is it a good idea to buy tech stocks ($Alphabet-A(GOOGL.US)$ Alphabet, $Microsoft(MSFT.US)$ , $Apple(AAPL.US)$ , $Amazon(AMZN.US)$ , $NVIDIA(NVDA.US)$ , $Meta Platforms(META.US)$ ) right now considering I am in for the long run (10-15 years)? Should I just wait for the prices to reduce further? I am afraid a bull mar...

Two years after Apple, $Apple(AAPL.US)$ , dropped Google, $Alphabet-A(GOOGL.US)$ , Maps as its default service on iPhones, Google had regained only 40% of the mobile traffic it had, a Google executive testified

$Meta Platforms(META.US)$ - remains 👍 (Advantage+ results, better ROAS, superior direct response capabilities vs social peers)
Advantage+ Shopping Campaigns have helped reduce CPMs, improve CTR and drive much better CPA. Also, helps with creative testing at scale. -Senior Manager, Performance Marketing at Apparel Company
Meta has been increasingly attractive for the type of advertising we do as we're able to get great results at low costs. In addition, I w...

The AI thing to watch in the next months is $Alphabet-C(GOOG.US)$$Alphabet-A(GOOGL.US)$ Gemini. It is likely to be the first AI to beat $Microsoft(MSFT.US)$ GPT4. That means it can give us a hint of the future: How much better is it? Do larger models really hallucinate less? Do big general models keep beating small specialist ones? Etc.

The real winner in the UAW strike will likely be the auto company that has been winning all along: $Tesla(TSLA.US)$ . With a non-unionized workforce and rapidly growing market share, TSLA share price has increased +2,390% over the last decade versus +24% for $General Motors(GM.US)$ and +17% for $Ford Motor(F.US)$ . 

Stock futures poised for a flat open as markets await the Fed's decision this week. Recent data eases recession worries, but rising energy prices add to inflation concerns. Analysts divided on rate hikes. Micron gets a boost, Blackstone and ABNB join S&P 500.
$Micron Technology(MU.US)$$SPDR S&P 500 ETF(SPY.US)$$Nasdaq Composite Index(.IXIC.US)$$Dow Jones Industrial Average(.DJI.US)$

$Adobe(ADBE.US)$ Adobe Q3 FY23 (excluding Figma):
• RPO +11% to $15.7B.
• Creative ARR +7% to $12.0B.
• Document Cloud ARR +17% to $2.6B.
• Revenue +10% to $4.9B ($20M beat).
• Non-GAAP EPS $4.09 ($0.11 beat).
• Q4 revenue guidance ~$5.0B (in-line).

Apple $Apple(AAPL.US)$ CEO Tim Cook just received 2K shares of Nike $Nike(NKE.US)$ stock with a $0 cost basis for his role on Nike's board of directors