To The Moon

Five of the “Magnificent 7“ companies, including $NVIDIA Corp(NVDA)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ , and $Microsoft(MSFT)$ , are expected to be top contributors to year-over-year earnings growth for the S&P 500 in Q1 2024.chart from factsetThese five companies are projected to collectively achieve a 64.3% year-over-year earnings growth for Q1 2024, significantly impacting the overall earnings growth of the S&P 500.Excluding the five companies, the blended earnings decline for the remaining 495 companies in the S&P 500 would be

Rise to top 1% with these 5 essential AI investing ideas:Image1.1 AI Chips: The $400B Hardware Revolution Meet the game-changers: Nvidia H100, B100, AMD Mi300, and Supercomputers These AI chips mean serious computing power, demanding massive Capex investments. Get ready to dive into the booming industry of AI hardware!1.2 WHY AI Chips? Invest in AI chips for a slice of the booming market! With AI taking over industries, the demand for processing power is skyrocketing. Be ahead of the pack and reap substantial rewards by backing the leaders in AI chip development.Image2.1 Cloud Computing : The bedrock of AI The core components of a generative AI tech stack involve 3 layers and Cloud Infrastructure layer is Main. AWS Bedrock, Azure OpenAI and Google Vertex are Key Generative AI Service provi

Alt inflation headline reads out: Inflation running below Fed's 2% target on both core and headline CPI using more real-time shelter! Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1% Let's be careful from over emphasizing too hot headlines!@JeremyDSchwartz

US CPI Preview Wedesday’s CPI data seems to be getting undue importance. The market is considering this CPI print to be the one that will put a dampener on the Fed cutting rates. Macro & Fundamental Analysis AyeshaTariq said: “I don’t think so. I think the market reacts to it, for sure, but I don’t think that this will deter the Fed’s determination the way people think it might. Headline inflation should come in higher tomorrow, with energy prices being the main source of the increase. The Fed has discussed time and again that food and energy are volatile categories and they don’t focus on it as much as core inflation. The core number should come in lower. The spike in Used Cars is set to reverse and the Apparel prices have been tracking lower as well. The key concerns, however, remain

After gaining 24% last year, the $S&P 500(.SPX)$ — the benchmark index used to measure how stocks are performing overall — has continued its bullish run in 2024 by posting a nearly 11% gain through the first quarter of 2024.Photo illustration of a US dollar paper airplane flying upwards with a stock line trace behind itAccording to Reuters, since 1945, April and December are tied as the best-performing months of the year for stocks, with an average return of 1.6%. (September is notoriously the worst, with an average loss of -0.6%.)During recessions, April’s positive performances can be even more pronounced. In 2008 and 2009 amid the Great Recession, April produced returns of 4.8% and 9.4%, respectively. And in the wake of COVID-19’s arrival, A

S&P 500 and Nasdaq 100 Proximity to New Heights on the Horizon, Indicating Positive OutlookTable of contentsThe S&P 500 is up 2.26% for the month so far/ES S&P 500 price technical analysis: daily chart (September 2023 to March 2024) /NQ Nasdaq 100 price technical analysis: daily chart (September 2023 to March 2024) /RTY Russell 2000 price technical analysis: daily chart (September 2023 to March 2024) 1. The S&P 500 is up 2.26% for the month so farThe S&P 500 enters the week having rallied 17 of the past 21 weeks.  The Nasdaq 100 is just days removed from all-time highs and may be consolidating in an ascending triangle. The technical evidence needed to suggest that a top has been carved out in U.S. equity indexes was never achieved. 2.

Interest-Rate Decision at 2 p.m. EST; Dow Futures $E-mini Dow Jones - main 2406(YMmain)$ MutedThe Fed's decision to stand pat this time around has become the consensus. Can the expectation of rate cuts in 2024 remain stable?TD Securities: Expectations are that there won't be any policy changes, with the Fed likely to maintain the median expectation of three rate cuts this year and announce preliminary details of slowing balance sheet reduction.Bank of America: If the dot plot shows the Fed will cut rates three times in 2024, the bond yield curve will steepen in a bearish trend, and risk appetite sentiment will persist.Citigroup: Powell is expected to reiterate that rate cuts are not far off, with the core PCE forecast for end of 2024 potential

Most investors are missing one crucial story. And it has been unfolding for the past couple of years...Commodity prices are collapsing... They're down by nearly a third since mid-2022. And they're now hitting multiyear lows.This isn't what we'd normally expect to see. High inflation and rising commodity prices should go hand in hand... Not to mention, oil and gasoline prices are still above their pre-pandemic levels.But commodities are crashing. And according to history, we can expect that collapse to continue.Let me explain...Inflation has been the big economic and financial story since 2021. Rapidly increasing prices affected everyone... And they contributed to the brutal bear market in 2022.The rate of inflation has eased dramatically over the past two years. Price growth is nearly back

13F Filings for the December 31, 2023 Quarter are due 2024-02-14, 7338 filings already imported!What is a 13F filing?The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the market.Below are a thread about the Top 100 tickers with the highest $ inflows based on the last 13F filings, organized by sector: Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology UtilitiesTop 100 Holdings in Basic Materials Ranked By Fund Flow Across All 13F Filings, 2023-12-31

Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo