IONQ Short Interest at 22% Sparks 50% Rally
As of 31 March, the short position was equal to ~22% of $IONQ outstanding shares. The stock has rallied ~50% over the past couple of days, on watch for more short-covering in the days ahead.
Free Monthly Insights on Secular Business Trends
Check out our Insights page below 👇 Our FREE research on secular business trends and hot investment themes - new article updated every month. https://t.co/PSMrtXXOGR
Quantum Market Set to 10x by 2035, Stocks Cheap
McKinsey estimates quantum computing market to grow ~10x by 2035 Quantum computing stocks were crushed during the recent selloff and the risk/reward now looks good. https://t.co/Bgr7oW49kB
Investing in a 50%+ CAGR Hyper‑Growth Stock
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Big Tech Valuations
Big Tech NTM PE near COVID-crash + '22 bear mkt lows The risk/reward is favourable. AI + software stocks are like coiled springs https://t.co/zDyYRJ2Sdv
AI Boosts Enterprise Cyber Stocks; Selloff Offers Bargain
The best of breed cybersecurity and infrastructure software stocks have been punished by the market. AI is a tailwind for the high quality enterprise-grade vendors and the current selloff is a good opportunity.
AI Drives Unprecedented Surge in Data Storage Demand
The AI Storage Surge Our latest FREE research note is out - read below 👇 https://t.co/t2yfRBKlEa
Enterprise AI Agents Must Integrate, Not Operate Alone
Claude Cowork and software vendors The latest agentic AI tools like Claude Cowork are powerful desktop assistants that can handle multi-step knowledge work i.e. researching, synthesising data, creating documents, managing files and running workflows autonomously on your machine. But here's the...
AI Won’t Crush Software Firms; Incumbents Will Thrive
Claude isn't going to destroy all software businesses. Incumbents in infrastructure software and cybersecurity will benefit from AI. They have deep pockets, enterprise customer relationships and are too deeply integrated. The market appears to be getting too pessimistic.
AI Boom Persists; Top Growth Stocks Now Undervalued
The conflict in the Middle East has not derailed the AI revolution and other secular business trends. The leading businesses in these growth areas are now severely oversold and attractively valued.
NDX Oversold: Growth Stocks Poised for Rally
$NDX severely oversold - on watch for multi-month rally Growth stocks are on the bargain table and the risk/reward is favourable. https://t.co/9W3aDdLK3Q https://t.co/WrgqzQzWfN
Iran Agrees to Ceasefire if Attacks Stop
Official statement from Iran's Minister of Foreign Affairs Ceasefire accepted if attacks on Iran are halted. https://t.co/WMrLNizvYq
Ceasefire Sparks Potential Monster Rally in Oversold Tech
The news of the ceasefire is very positive for stocks. Technology stocks are severely oversold, positioning is at an extreme and if we do get a 2-week ceasefire, we'll get a monster rally in growth stocks.
Tech's 50-Year Low Signals Imminent Mean Reversion
As per GS, this year the technology sector has seen one of the worst relative performance in 50 years. These things tend to mean revert. https://t.co/b6qFrbUJbj
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