Is the market pricing in a Trump victory?
Based on Goldman's Republican winners vs losers basket performance, it appears stocks are moving in sync with Trump's odds. Source: www.zerohedge.com
The short term gap is huge. NASDAQ futs vs US 10 year (inv), 10 min 3 mths chart.
Source: TME
Supply constraints for oil are on the horizon, according to Occidental
Source: CNBC
How $MSFT makes money
Source: Markets & Mayhem
Goldman's main points from the nvidia upgrade today
1. Non-GAAP EPS estimates for FY2025/26 increased by 22% due to strong AI server demand and better GPU supply. 2. Predicted decline in Data Center revenue in 2HCY24 revised to steady growth through 1HCY25, fueled by Gen AI spending and diverse customer base. 3. Growth supported by new product cycles, including H200 and B100, and expansion in cloud service provider investments. Source: TME, Goldman Sachs
Who did it better? $NVDA or $CSCO in 2000?
On this day in 1996: Apple cover story “The Fall Of An American Icon.” Source: Jon Erlichman
Beware of magazine cover page...
On this day in 1996: Apple cover story “The Fall Of An American Icon.” Source: Jon Erlichman
There's no other way to say it: Pokemon is an absolute beast.
Source: Markets & Mayhem
