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As shared by Guilherme Tavares i3 invest :
Nasdaq 100 / M2 Levels never seen before...
A majority of stocks (59%) underperform Treasury bills over their lifetime and more than half end up having a negative cumulative return.
“Don’t look for the needle in the haystack. Just buy the haystack.” - Jack Bogle Source: Charlie Bilello, Peter Malouk
With deepSeek and tariffs, we almost forgot that we are in the middle of the earnings season.
FactSet notes that beats are being rewarded above average and misses are being punished around average.
BREAKING 🚨: Chinese tech stocks are underperforming US Tech Stocks by the largest margin in history
Can it last? Source: Barchart
Nvdia closed at $118 yesterday,
below its 200-day Moving average yesterday. The last time it happened the stock was trading at... $16 Source: Trend Spider
Why did $META and $AAPL stocks go up yesterday?
DeepSeek is open source which means everyone can see exactly how it was done. The coding etc. tech companies can thus study AI now and get a much cheaper price.
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