The electrification theme in 4 charts
Platinum, palladium, copper, uranium. Four key metals in the electrification of everything. As highlighted by @DimitryFarberov on X, their quarterly charts are starting to come alive. • Copper just broke out of a 15+ year base • Platinum finally cleared its downtrend • Palladium trying to bottom at major support • Uranium still in its handle, consolidating after a huge move Different charts, same theme.
Oops... Jim Cramer just coined a new acronym PARC
Palantir $PLTR AppLovin $APP Robinhood $HOOD Coinbase $COIN Is it the end of the party for these 4 high flying stocks? Source: Evan on X
BofA private clients: 64% stocks, highest since March 2022
10.7% cash, lowest since October 2021 (Hartnett) Source: Mike Zaccardi, CFA, CMT, MBA
Investors are now buying stocks on margin at levels never seen before in history
Source: Barchart
The importance of having a plan
Source: Mindful Maven on X
This is counterintuitive: It's safer to invest when the sp500 is at an all-time high...
Source: @MikeZaccardi on X
Here’s how the Nasdaq is tracking at 645 days since the release of ChatGPT versus the release of Netscape in December 1994.
Source: Bespoke @bespokeinvest
10 year returns of more than 2,000%
Bitcoin: +44,369% Nvidia: +31,323% AMD: +5,722% Shopify: +3,680% Broadcom: +2,478% Comfort Systems: +2,365% Axon Enterprise: 2,339% Texas Pacific Land: +2,310% MicroStrategy: +2,108%
