American Stocks Social Media and Updates
American Stocks Social Media and Updates
American Stocks Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
$NBIS is one of the better looking super growth charts as it’s a focus again https://t.co/hjNDR9y01l
📺 FAILED BREAKDOWN, BUT STILL A SELL-THE-BOUNCE MARKET I expected a possible downside range resolution yesterday, but that did not happen – $SPY held $675–$676, reclaimed Friday’s low, and triggered a tactical reversal. – $QQQ broke down, reclaimed a key level, and gave...
$SPX futures +30 after holding key range support 6780–6790 again — that zone remains intact. For active traders, look for tactical RDR-type buys, then trim & trail into early strength while we manage the range. Resistance: 6880–6902 https://t.co/t51qiJIU4L
$qqq gave many ways to tactically adjust yesterday around a few key pivots. Now u can use some sell rules to manage the trade https://t.co/qldCOKB0UE
The transition of $AMZN (and some other MAG7 constituents) from a capital light business model to a capital intensive business model is more than three months old... the transformation has been measured in multiple quarters and not in months. It...
The current market picture we paint is well embodied by a quote from Jules Verne in 20,000 Leagues Under the Sea. “The sea was perfectly calm; scarcely a ripple disturbed its surface. But beneath this tranquil exterior, powerful currents were ...
Remember the excitement in the business media about the Gemini IPO? $GEMI The shares have crashed from over $45 to $6... Remember the softballs thrown to the executives and the admiration bestowed on the Winkelvoss twins by the Fin TV community? I do....
Coming up on @TheStreetPro (a multi-part series) Trouble Ahead, Trouble Behind * Investors are underpricing risk * Equities - both fundamentally and from a valuation standpoint - remain between somewhere between very overvalued and pornographically overvalued "Trouble with you Is the trouble with me Got two...
PANW strong q/good initial guide with CyberArk. The need for AI-native, integrated security platforms rather than fragmented point solutions is further increasing demand for PANW platform. AI increasing PANW’s value proposition-not displacing it. $225 PT..very well positioned🏆
$spx futures +40 after $spy held $675 and reclaimed $677 to keep the range intact yesterday. A few RDR’s across the board to cover some shorts and put on small risk. We’ll see if early strength holds...
However, as the AI narrative continues to unfold, from euphoria a few months ago to handwringing now (over the commodification of the SaaS stocks and the unknown ROI of hyperscaler capex), the Might Mag 7 is showing some strains. The...
Global Market Update: Gift Nifty +50.50 (0.20%) 25,760.50 DowJones +32.26 (+0.07%) 49,533.19 Nasdaq +31.71 (+0.14%) 22,578.38 India Vix -0.6600 (-4.95%) 12.6700 S&P 500 +7.05 (+0.10%) 6,843.22
Will stock markets tip over amid worries about the Fed dragging its feet on rate cuts? FOMC meeting minutes are in focus. #stockmarkets #fed #fomc #dollar #macro #trading https://t.co/yYSQfOx27L
If you "loved the chart" and chased $PANW at $221, you now only have to be up +47% (from here) to get back to breakeven #bags https://t.co/UStQewrZkp
No, Kip, not pumping and dumping $PANW. Just no or limited investment process, opinions full of hubris, memorized sound bytes, no company spreadsheets/models, no timestamps - which "works" when the tide is coming in but not when the tide is going...
The rules of classical charting principles have been lost to the younger generations. This is a right angled broadening pattern. According to E&M, 5th edition, page 149, the pattern has bearish implications regardless of which boundary is horizontal $XLF Don't shoot the...
Still far more interest in NVDA & MSFT than in stocks like Arrow Electronics which is on #IBD "Recent Breakouts list" from @IBDinvestors @marketsurge $ARW just cleared a lengthy 4.5 yr base since 2021 as wkly volume hit the highest...
$PANW, the object of affection on the show (by two members) today (and a third, last week ) @cnbc is now -$17 or -10% in after hours after poor guidance. Some say I dwell on my criticism and that...
Elevated Margin Loans … wonder if the crypto volatility and metal volatility and software volatility has something to do with that 🥺
MARKET RECAP 📈 What a wild and crazy day, the S&P 500 started down 0.8%, but closed up 0.2%. The index gained over $500 BILLION in market cap from the intraday low 🙌 What the heck is going on?!? Let’s talk...
#Amazon snaps 9d losing streak during which it lost more than $450bn in value. https://t.co/0lGS8k6lrO https://t.co/TjEQVxihvT
Berkshire Hathaway reduces its $AAPL holdings from 238.21 million to 227.92 million shares. No biggie. @ScottWapnerCNBC @dougkass
If you're still bag-holding consensus CNBC names like $APP $HOOD $PLTR, that will bother your pocketbook
Will be interesting to see if Sam @SamofAmerica is interested in $HAL like RPK @RPKent is
Fab article about which vertical software will be hurt and which could be made stronger... "But here's the thing the market already understands: you don't need revenue to decline for the stock to crash. You need the multiple to compress. A...
AI cos and data centers are expected to issue $220 billion of debt this year, making up 15% of JPM's high-grade bond index (and making them bigger issuers than banks) https://t.co/LPkxfJGhNK
Figma ($FIG) - down 83% from its IPO highs. Can earnings save them this week?
Must listen. Rare interview with activist investor Mason Morfit with @WilfredFrost my favorite part when they discuss why he says the market is wrong on Salesforce @Benioff
$ADBE trading at just 15x its earnings as the stock reaches five year lows. Are you buying? Earnings scheduled on March 12th.
Fed governor Michael Barr's latest speech contains 1) A short part on the current policy outlook. The key guidance: "Based on current conditions and the data in hand, it will likely be appropriate to hold rates steady for some time." 2) A...
‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd quarterly decline, a -70% DROP from the...
Two different measures of business inflation expectations have essentially returned to pre-pandemic levels. The Atlanta Fed survey (dark line), which asks businesses how much they expect their own unit costs to change, is back at 2%—right where it was in 2019....
If there was something else to "dig into", I would have. Dollar Up has its implied Correlation Risk today. I'll do what the signal does. It didn't change.
Switzerland is hitting a new all-time high again today as U.S. stocks break down to new 6-month lows relative to European stocks. https://t.co/z6UH4K1Vfo
A few of our weekly inputs have come in for US growth. We continue to rebound hard cyclically. EURUSD down, US assets (soon) up, and ISM PMI towards 60 by summer. Our Nowcast IQ is telling a VERY contrarian story to...
🔬 Research links: the stocks retail investors favor, the impact of IPO timing, and why base rates matter so much. https://t.co/cjmTGAY0wz chart: https://t.co/rvyduDs39u https://t.co/EKv26rorKm
Is it finally the week $SPY breaks this range? Stuck here since November. Reports scheduled this week: - U.S. Trade Deficit Report (Thu) - GDP (Fri) - Inflation Report (Fri) - Consumer Sentiment (Fri)
New US deficit and growth projections ""suggest a quiet period ahead for bond vigilantes and others who hand-wring over the unsustainable nature of the US debt and the inevitable market revolt – the Godot for which they have waited impatiently...
📺 IS THE MEMORY GROUP STILL “SPECIAL”? $MU, $SNDK, and $WDC were some of the strongest names in the market recently. The key question is whether this group can maintain its leadership while broader tech faces downside pressure. $MU trade framework: – If $MU...
Did we get a 2X bottom in $IGV or does it take another leg lower. $orcl worth a look if software tries to hold last weeks low https://t.co/bmeM49XP1F
📺 THIS MARKET NEEDS RESOLUTION The market is stuck in a range. Breakouts fail, breakdowns bounce, and both longs and shorts get frustrated. We need a decisive move that breaks the range and sticks. That could mean: 🔻 A clean break below support $QQQ...
In the spirit of committing chart crimes, here is the single stock PC ratio vs the VIX (green). VIX, a proxy for SPX IV, is clearly lagging. Likely unrelated is that VIX exp is tomorrow... https://t.co/ygiUeMv38z
$SPX is now below the 8/21/50day. The longer we sit under 6880ish the higher the odds we see lower prices. A reclaim back above there keeps this range action intact, while 6780–6790 remains the key major support zone. https://t.co/Zmq5a33GXE
Almost 90% of global public bonds trade at a yield lower than 5%: Apollo's Torsten Slok. "With inflation at close to 3%, this means that investors in public fixed income only get a 2% real return each year." https://t.co/oCUWfCIGpn
What a re-rating for Walmart stock. From 6x EBITDA in 2011 to 23x today. Sometimes buying good businesses cheaply just works. https://t.co/ORuNNv1HBY
This week’s episode explores a dramatic shift in sentiment that unfolded in just a few days. Emily and Michael are joined by Jay Glickson (Macro Sales) to discuss what institutional investors are saying, how AI disruption fears are shaping their...
"AI Revolution" - Nvidia unchanged since July, off 3% in 2026. Street Research $NVDA at $181 Buys 92.8% ...
Balanced take from Bob. While the headline may be different than my "get out" thesis. The meat says the same. Flows suggest marginally weaker dollar and relative underperformance of U.S. stocks vs ROW. Don't panic out...
Got Good Stock Picking or Bag-holding #Bag7 names? 73% of stocks were up an avg +2.0% on Friday with our $AMAT Long leading the way @HedgeyeTech https://t.co/1HxQYIbhYb
Correlation Math #Quad3 Dynamics very much in play on a Dollar Up (Gold Down) morning https://t.co/QACdjs8zu2
