European Stocks see largest weekly inflow in more than 2 years 🚨
Source: Barchart
Goldman's basket of Ukraine reconstruction beneficiaries has dramatically outperformed defence stocks since Trump's election.
It's composed of industrials/infrastructure stocks. Source: www.zerohedge.com, Goldman
GameStop surged +20% on news it is considering buying Bitcoin with its $4.6 BILLION cash balance.
Source: Radar 𝘸 Archie
"AI" +"Adoption" mentions of the US companies with over $1 billion in market capitalization spiked to ~100, an all-time high.
During Q4 2024 earnings, a record 50% of S&P 500 firms mentioned “AI”. Source: Global Markets Investor
SAP beating all MAG stocks except Tesla over the past 6 months (in %).
source : refinitv, tme
⚠️Retail investors have never been more EUPHORIC on US stocks:
Mom-and-pop investors bought a record $12 BILLION equities in the 1st week of February 👇 Roughly 70% went to Magnificent 7 ‼️ 🚨 Meanwhile, institutional investors have been selling over the last few weeks! Source: Global Markets Investors, JP Morgan
Meta's Record Run
The shares are coming off a rally of 16 straight sessions, the longest streak of any current Nasdaq 100 Index company going back to 1990. The stock added more than 17% over the surge, bringing its market capitalization above $1.8 trillion. source : bloomberg
Here's how Chinese stocks have done since they all told you that Chinese stocks were going to crash because of something they're calling "Tariffs"
Source: J-C Parets
