The bears better start covering their shorts… not only did $Microsoft(MSFT.US$ and $Alphabet-C(GOOG.US$ beat on revs and earnings… but even the dogs aka $SNAP and $Roku Inc(ROKU.US$ are up after hours.
$Snap Inc(SNAP.US$ (which usually crashes on earnings) is up 27% AH 😂
$Snap Inc(SNAP.US$ (which usually crashes on earnings) is up 27% AH 😂
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$ASML Holding(ASML.US$ is seeing a very strong cycle for memory orders, on a rolling two quarter basis this is easily illustrated, EUR 6.5 billion in orders over the last two quarters alone, highest ever basically in two quarters:
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$Nasdaq Composite Index(.IXIC.US$ $S&P 500 Index(.SPX.US$ $Dow Jones Industrial Average(.DJI.US$
Over the past 18 months, liquidity from Treasury General Account (TGA) and Reverse Repo (RRP) has been more than offsetting the Fed’s QT.
Liquidity from TGA and RRP has exceeded the Fed’s balance sheet reduction by $417 billion.
While the Fed has been reduce liquidity, the US Treasury has been flooding the market with liquidity.
It has been even more evident during the first quarter of this year.
However...
Over the past 18 months, liquidity from Treasury General Account (TGA) and Reverse Repo (RRP) has been more than offsetting the Fed’s QT.
Liquidity from TGA and RRP has exceeded the Fed’s balance sheet reduction by $417 billion.
While the Fed has been reduce liquidity, the US Treasury has been flooding the market with liquidity.
It has been even more evident during the first quarter of this year.
However...
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Starting yesterday, most High-Yield Savings Accounts have cut their interest rates, despite the Federal Reserve not cutting interest rates.
This is because either:
All these banks are collectively trying to 'force' the Fed to cut rates by pushing their narrative onto customers.
They need the extra cash to protect against upcoming defaults.
$S&P 500 Index(.SPX.US$ $SPDR S&P 500 ETF(SPY.US$ $Bank of America(BAC.US$ $JPMorgan(JPM.US$ $Citigroup(C.US$
This is because either:
All these banks are collectively trying to 'force' the Fed to cut rates by pushing their narrative onto customers.
They need the extra cash to protect against upcoming defaults.
$S&P 500 Index(.SPX.US$ $SPDR S&P 500 ETF(SPY.US$ $Bank of America(BAC.US$ $JPMorgan(JPM.US$ $Citigroup(C.US$
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It is startling to see how much of the world's R&D spending comes from (mostly American) tech giants.
The R&D spending of Amazon is greater than the R&D spending of all companies and government in France. Alphabet beats Italy.
Pepsi's R&D spending beats all sources in Nigeria.
$Amazon(AMZN.US$ $Meta Platforms(META.US$ $Apple(AAPL.US$ $NVIDIA(NVDA.US$ $PepsiCo(PEP.US$
The R&D spending of Amazon is greater than the R&D spending of all companies and government in France. Alphabet beats Italy.
Pepsi's R&D spending beats all sources in Nigeria.
$Amazon(AMZN.US$ $Meta Platforms(META.US$ $Apple(AAPL.US$ $NVIDIA(NVDA.US$ $PepsiCo(PEP.US$
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With the market recovering to all time highs, how do you feel about the market in 2024? Are you bullish or bearish
What do you think the plays are for next year? $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Apple(AAPL.US$ $Meta Platforms(META.US$
What do you think the plays are for next year? $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Apple(AAPL.US$ $Meta Platforms(META.US$
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Morgan Stanely, $Morgan Stanley(MS.US$ , researchers believe Tesla, $Tesla(TSLA.US$ , Optimus could disrupt 30% of the global labor market, a $30 trillion opportunity, per Forbes.
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If anyone stands a chance at competing with the ecosystem $Apple(AAPL.US$ has it would be $Tesla(TSLA.US$ .
If Tesla released a phone, I wouldn't switch yet…
BUT, if I drove a Tesla and had an Optimus robot, I’d probably go all in and abandon apple completely.
Would you ever buy a TSLA phone?
If Tesla released a phone, I wouldn't switch yet…
BUT, if I drove a Tesla and had an Optimus robot, I’d probably go all in and abandon apple completely.
Would you ever buy a TSLA phone?
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Here is a list of growth stocks on my radar for next year
$Adyen N.V. Unsponsored ADR(ADYEY.US$ $Celsius Holdings(CELH.US$ $CrowdStrike(CRWD.US$ $Datadog(DDOG.US$ $DLocal(DLO.US$ $Duolingo(DUOL.US$ $Shift4 Payments(FOUR.US$ $Global-E Online(GLBE.US$ $Mobileye Global(MBLY.US$ $MercadoLibre(MELI.US$ $monday.com(MNDY.US$ $Cloudflare(NET.US$ $Nu Holdings(NU.US$ $NVIDIA(NVDA.US$ $On Holding(ONON.US$ $Snowflake(SNOW.US$ $Tesla(TSLA.US$ $Zscaler(ZS.US$
All of the above...
$Adyen N.V. Unsponsored ADR(ADYEY.US$ $Celsius Holdings(CELH.US$ $CrowdStrike(CRWD.US$ $Datadog(DDOG.US$ $DLocal(DLO.US$ $Duolingo(DUOL.US$ $Shift4 Payments(FOUR.US$ $Global-E Online(GLBE.US$ $Mobileye Global(MBLY.US$ $MercadoLibre(MELI.US$ $monday.com(MNDY.US$ $Cloudflare(NET.US$ $Nu Holdings(NU.US$ $NVIDIA(NVDA.US$ $On Holding(ONON.US$ $Snowflake(SNOW.US$ $Tesla(TSLA.US$ $Zscaler(ZS.US$
All of the above...
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