$NVDA 🚨BREAKING🚨 Nvidia's Blackwell chip is sold out for the next 12 months!
In a meeting with Morgan Stanley, Nvidia executives revealed that the Blackwell chip is sold out for the next 12 months. Morgan Stanley predicts Nvidia's market share will continue to grow in 2025. Source: The Future Investors
Small traders are extremely long in US equities.
Source: Guilherme Tavares i3 invest on X
The gold / silver ratio is 83.5.
Since 1968, this ratio has spent only 10% of the time above current levels. Sometimes switching to silver didn't work (look at 1990). But in 1995, 2003, 2008 and 2018, switching paid off.
Time in the market vs. timing the market...
Time in the market can work magic! This is an example showing the median growth of 100k given length of time in the market. Source: Peter Mallouk, Charlie Bilello
#discipline
Source: Reads with Ravi on X
In case you missed it: US September CPI inflation falls to 2.4%, ABOVE expectations of 2.3%.
Core CPI inflation RISES to 3.3%, above expectations of 3.2%. For the first time since March 2023, Core CPI inflation is officially back on the rise. Same story on CPI as previous month: Total is “ok” at +2.4% because energy is collapsing, but core is still +3.3% and Services remain HOT & STICKY at +4.7%. Transport +8.5% Indeed, while September CPI inflation is at 2.4%, inflation is much higher in many basic necessities: 1. Car Insurance Inflation: 16.3% 2. Transportation Inflation: 8.5% 3. Homeowner Inflation: 4.9% 4. Car Repair Inflation: 4.9% 5. Rent Inflation: 4.8% 6. Hospital Services Inflation: 4.5% 7. Food Away From Home Inflation: 3.9% 8. Electricity Inflation: 3.7% Source: Bloomberg, HolgerZ, The Kobeissi Letter
JUST IN : UK'S GOVERNMENT IS CONSIDERING RAISING CAPITAL GAINS TAX TO AS HIGH AS 39% PER THE GUARDIAN
Source: @gurgavin
Stan Weinstein’s Checklist
Source: @AmeetRai_ on X
