The percentage of respondents that expect stock prices to rise over the next 12 months.
The survey began in May 1987. Source: Bianco Research
Nvidia's $NVDA has brought in $56.5 Billion of Free Cash Flow over the last year 👀
Source: Evan on X
⁉️WILL THE SEMICONDUCTOR SECTOR PULL DOWN THE S&P 500⁉️
US Semiconductor Sector has declined by 17% over the last 5 months and by 8% over the last few weeks. NVIDIA alone is down 9% over the last month. The chipmaker stock and the sector are testing now key technical levels. Source: Global Markets Investor @GlobalMktObserv
MICROSTRATEGY TO JOIN NASDAQ 100 - Bloomberg
“We expect net buying of at least $2.1b shares by ETFs” - @JSeyff thru Eric Balchunas
Rebalancing this Friday, December 13th.
ADD: $MSTR $PLTR $EQUIX Removal: (Will remove certain stocks) Source: The Architect @astocks92 SOURCE: BLOOMBERG INTELLIGENCE
$AAPL Apple’s total revenue increased 2.02% from the previous year in 2023.
The stock price rose 28% while the valuation has hit a record high 40 (P/E) Source: The Coastal Journal
J.C. Parets, CMT / All Star Charts created a brand new Index on China stocks
the FANGhai Composite Index which includes BABA, PDD, BIDU, BYDDF, XIACY, JD & TCEHY. Below is what this index chart looks like. Full article >>> Think about this Index as representing the most important companies in China that trade on US exchanges. Here's a quick rundown of China's "Magnificent 7": -> Alibaba Group (BABA): Leading global e-commerce and cloud services giant, often compared to Amazon. This is truly the "Amazon of China,” with a heavy footprint in e-commerce and digital services. -> Pinduoduo (PDD): E-commerce platform rapidly growing through its group-buying model. Think of this one as the discount online marketplace of China, focusing on social commerce and price-conscious consumers. -> Baidu (BIDU): China's top search engine and a leader in AI development, particularly autonomous driving and voice recognition. Think of this one as the "Google of China,” with a strong emphasis on AI and search. -> BYD Co. Ltd. (BYDDF): A major manufacturer of electric vehicles (EVs) and batteries. This is the "Tesla of China.” It even trades more like Tesla than it does Chinese Stocks. -> Xiaomi Corp (XIACY): A leading Chinese electronics manufacturer known for its smartphones, smart home devices, and plans for electric vehicles (EVs). This one is emerging as the “Apple of China,” or at least one of them. Their phones & electronics have a huge presence in Asia & Latin America. -> JD.com (JD): Another e-commerce retailer in China. JD is actually the largest by sales and has become a leader in logistics with a robust ecosystem of physical and digital stores. Think of this one as a Chinese hybrid of Walmart and Amazon. JD’s subsidiary, JD Health, is the largest online healthcare platform in China. -> Tencent (TCEHY): A global leader in social media (WeChat), gaming (Riot Games), and digital payments and services. This is basically the “Facebook of China.”
The path of the $SPX S&P500 after the 1st Fed cut is determined by whether the economy ends up in recession or not.
This time around, the $SPX has been closely mirroring the Soft Landing Source: Goldman Sachs, David Marlin
