Cedric77

"It's OK not to be Ok!"

    • Cedric77Cedric77
      ·12-26 16:38
      BREAKING: Bank of America says, these 6 stocks will lead the $1 trillion chip surge in 2026: 1. Nvidia (NVDA) 2. Broadcom (AVGO) 3. Lam Research (LRCX) 4. KLA (KLAC) 5. Analog Devices (ADI) 6. Cadence Design Systems (CDNS) In a report titled "2026 Year Ahead: choppy, still cheerful," Bank of America analyst Vivek Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure."

      FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDP

      FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDPRecasts paragraph 1; changes headline. Dec 24 - Top brokerages expect the benchmark S&P 500 index .SPX to extend its rally in 2026, as investors pile into artificial intelligence plays and bet on reduced borrowing costs to sustain the momentum.The benchmark index will rise nearly 12% to 7,490 by end-2026, marking a fourth straight year of advances if 2025 closes higher, according to a Reuters poll.
      FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDP
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    • Cedric77Cedric77
      ·12-26 12:37
      Good to know : MSTR Jan2026! MSCI has not yet made a final decision on the exclusion of MicroStrategy (MSTR) from its indexes. The final decision is expected to be announced on January 15, 2026, and if the exclusion is confirmed, it would take effect in February 2026. The potential removal is due to a proposed rule change by MSCI, which is consulting on excluding companies whose digital asset holdings (like MicroStrategy's significant Bitcoin treasury) represent 50% or more of their total assets, arguing that such firms resemble investment funds rather than traditional operating companies. Key Insights Decision Timeline: The consultation period ends on December 31, 2025, with the final announcement on January 15, 2026. Impact: If excluded, passive funds tracking MSCI indexes would be force

      24H | Crypto Stocks Gain as Bitcoin Tops $89,000

      Crypto stocks gained in overnight trading as bitcoin topped $89,000. $BitMine(BMNR)$ rose 3%; $IREN(IREN)$, $CleanSpark(CLSK)$, and $Strategy(MSTR)$ rose 2%; $Riot Platforms(RIOT)$ and $MARA Holdings(MARA)$ rose 1%.
      24H | Crypto Stocks Gain as Bitcoin Tops $89,000
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    • Cedric77Cedric77
      ·12-21

      2025 Market Scoreboard So Far:

      Abstracted from my Read : Silver: +130% Gold: +65% Copper: +35% Nasdaq: +20% S&P 500: +16% Russell 2000: +13% Bitcoin: –6% Ethereum: –12% Altcoins: –42% Crypto is officially the worst-performing major asset class of 2025. KEY RISKS TO WATCH IN 2026 1)Rate cuts delayed-Hurts small caps & crypto 2)AI earnings miss-Nasdaq multiple compression 3)China slowdown-Copper & silver downside 4)Crypto regulation-Altcoin wipeout risk SIMPLE RULES FOR 2026 1)Trim winners, not losers 2)if BTC leads → ETH follows → altcoins last 3)Gold first, silver second 4) Cash is a position In short — 2026 playbook BEST TO INVEST 1) Gold Stable uptrend, central-bank support Works in both bull and stress scenarios 2) Bitcoin 2025 laggard → strongest rebound potential 3)ETF + institutional demand = asymmetri
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      2025 Market Scoreboard So Far:
    • Cedric77Cedric77
      ·12-18
      Sharing my read - Why Japan bank interest rate increases affect whole world? Abstracted from Robert T. Kiyosaki. Japan just sent a warning most Bitcoin traders don’t understand. The Bank of Japan is preparing to raise interest rates to around 0.75% — the highest level in roughly 30 years. To most people, that sounds boring. To anyone who understands global money flows, it’s a shockwave. For decades, Japan played one role in the global financial system: The cheapest source of money on Earth. Investors borrowed yen at near-zero rates and used it to buy: • Stocks • Real estate • Private equity • Crypto This is called the yen carry trade. It works beautifully when rates stay low. It breaks violently when rates rise. Every recent tightening cycle in Japan tells the same story: When the yen
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    • Cedric77Cedric77
      ·12-15
      Good Read - BIG NEWS: Capital Group offloaded more than 21 million shares of Broadcom (AVGO) worth about $7,000,000,000 in Q3. Capital Group is the world’s largest active asset manager, overseeing more than $3 trillion in assets under management (AUM). Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter. Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group. #broadcom #capitalgroup #wallstreet #stockmarket #investing #finance

      Oracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs

      The AI-driven market frenzy faced a brutal "reality check" on Friday as disappointing news from chip giant Broadcom and cloud services provider Oracle shattered overhyped expectations. On December...
      Oracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs
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    • Cedric77Cedric77
      ·12-12
      Oracle released its latest earnings report, and the stock immediately plunged 11%. Looking purely at the core numbers, the results are actually impressive: Revenue up 13% YoY, cloud revenue surging 33%, and EPS jumping 51%. Most shocking of all: RPO (remaining performance obligations) skyrocketed 433% to $523.3 billion, showing a massive pipeline of future orders. So… what exactly is the market selling off? Because Oracle is still burning cash. Free cash flow this quarter was negative $10 billion, and capital expenditure for FY2026 was revised upward by another $15 billion from prior expectations. --- Management's rosy vision vs. harsh reality Management remains highly confident about the future: 1. Margins will take off  As AI capacity comes online, gross margins for AI infrastructur

      Overnight Highlights Dec 12: Copper Hits Record High, Oracle Plunges Over 10%, Broadcom Q4 Beats Estimates, Analysts Question Fed Rate Cut Necessity

      Markets - U.S. stocks mixed on Dec 12: Dow hits record high while Oracle drags Nasdaq lower - Top 20 most active U.S. stocks: Oracle earnings revive AI valuation concerns - Chinese ADRs mixed:...
      Overnight Highlights Dec 12: Copper Hits Record High, Oracle Plunges Over 10%, Broadcom Q4 Beats Estimates, Analysts Question Fed Rate Cut Necessity
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    • Cedric77Cedric77
      ·12-11
      Absbtracted-BREAKING: Goldman Sachs bought 3,107,496 AMD shares worth over $500 million in Q3 at prices ranging from $138 to $162 per share, boosting its existing AMD stake by 44.48%. Based on Q3 13F filing, Goldman Sachs now holds over 10 million AMD shares, worth over $1.6 billion. The firm now holds a 0.62% stake in the chip company. AMD shares have surged over 40% to $220 per share since Goldman bought these shares. #amd #goldmansachs #wallstreet #stockmarket #investing

      Intel, AMD And Texas Instruments Sued Over Chips Allegedly Ending Up In Russian Weapons

      Intel, AMD, and Texas Instruments face lawsuits for allowing their chips to be used in Russian weapons that killed Ukrainian civilians.
      Intel, AMD And Texas Instruments Sued Over Chips Allegedly Ending Up In Russian Weapons
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    • Cedric77Cedric77
      ·12-09
      Abstracted-Here are 15 Dividend-Paying Stocks for 2025 1. Johnson & Johnson (JNJ): Distributes an annual dividend of $5.20, yielding 2.73%; next ex-dividend date is November 25, 2025. 2. PepsiCo (PEP): Distributes an annual dividend of $5.69, yielding 3.75%; most recent ex-dividend date occurred on September 5, 2025. 3. Coca-Cola (KO): Distributes an annual dividend of $2.04, yielding 2.93%; next ex-dividend date is December 1, 2025. 4. Procter & Gamble (PG): Distributes an annual dividend of $4.23, yielding 2.77%; most recent ex-dividend date occurred on October 24, 2025. 5. AbbVie (ABBV): Distributes an annual dividend of $6.56, yielding 2.88%; most recent ex-dividend date occurred on October 15, 2025. 6. Realty Income (O): Distributes an annual dividend of $3.23, yielding 5.39%;
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    • Cedric77Cedric77
      ·12-09
      Abstracted: Here are 15 Dividend-Paying Stocks for 2025 1. Johnson & Johnson (JNJ): Distributes an annual dividend of $5.20, yielding 2.73%; next ex-dividend date is November 25, 2025. 2. PepsiCo (PEP): Distributes an annual dividend of $5.69, yielding 3.75%; most recent ex-dividend date occurred on September 5, 2025. 3. Coca-Cola (KO): Distributes an annual dividend of $2.04, yielding 2.93%; next ex-dividend date is December 1, 2025. 4. Procter & Gamble (PG): Distributes an annual dividend of $4.23, yielding 2.77%; most recent ex-dividend date occurred on October 24, 2025. 5. AbbVie (ABBV): Distributes an annual dividend of $6.56, yielding 2.88%; most recent ex-dividend date occurred on October 15, 2025. 6. Realty Income (O): Distributes an annual dividend of $3.23, yielding
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    • Cedric77Cedric77
      ·11-10
      Is CPSH a Good Investment? CPS Technologies shows strong momentum as a growth play in AI infrastructure, EVs, and defense—evidenced by record revenues, major contracts, and facility expansion positioning it for 2026 upside. If AI data center buildouts (e.g., Nvidia demand) and gov't funding accelerate, it could deliver 50%+ returns, making it appealing for aggressive, risk-tolerant investors (e.g., 5–10% portfolio allocation). However, it's not a "safe" or broad-market bet: Limited analyst coverage, post-earnings pullback, dilution risks, and overvaluation flags suggest high downside (20–30% near-term). Volatility suits traders over long-term holders; WalletInvestor's bearish forecast highlights potential regression.  Recommendation: Moderate Buy for short-term (3–6 months) if it hold

      CPS Technologies Corp. Q3 Net Income USD 200 Thousand

      CPS Technologies Corp. Q3 Net Income USD 200 Thousand
      CPS Technologies Corp. Q3 Net Income USD 200 Thousand
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