Large Cap Stocks Social Media and Updates
Large Cap Stocks Social Media and Updates
Large Cap Stocks Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The $AMZN shareholder letter is a must read. Market grumbles about capex until it figures out what they are building. Incidentally 1 million robots already at work. But their new chip stuff is key. https://t.co/DeULJAN7Dg
Taking a longer look, we can see below that the S&P 500 equal-weighted index is right on its rising trendline, while the forward P/E ratio is at 18.2x. It’s hard to accuse the market of being over-extended, at least in...
Rosenblatt today lowered its price target on Meta Platforms $META stock to $1,015 down from $1,144 while maintaining its Buy rating
Keybanc today lowered its price target on Meta Platforms $META stock to $760 down from $855 while maintaining its Overweight rating
Stress levels in the financial markets have subsided a bit as the conflict in the Middle East enters its 5th week. Bonds and equities (and their vols) have moderated as the number of ships passing through the Strait of Hormuz is ticking up...
Soooo. $spy and $qqq both held yesterday’s gap pivot and rallied. How did u do? #630club
Seems a good time to resurface this report on the back of the Amazon shareholder letter. The AWS Acceleration Thesis: Why Amazon's Cloud Business May Be Entering Its Most Consequential Growth Phase https://t.co/nNOw2zxMk9
I liked the $AMZN shareholder letter. I take point 4 with a grain of salt (trn is largely AWS as a customer and Anthropic). Points 5 and 6 are most important for the "durability" of the cycle debate. https://t.co/X7zQDnJ6YM
$VOO has been on a tear, +$8b in flows in past 5 days, now firmly back in the #1 spot YTD after $SPYM had shocked all by knocking it out of the top spot for a few days. I had...
BofA: YoY earnings growth is expected to be steady in 1Q (+10.7%) ex. Energy and Finance. https://t.co/ZqJkJKzBML
In a month eclipsed by bad news, we have seen record DII buying in March 2026. The last time this happened was March 2020. COVID saw DIIs or retail investors, if we might call them, come out leg and toe...
ARK Third day in a row of ARK buying TSLA. Today for ARKQ, $11.3m. This morning the funds were holding - ARKK 9.72%, #1 position - ARKQ 9.38%, #1 position, now add the 0.62% from today - ARKW 8.75%, #1 position - ARKX 2.34%, #17 position https://t.co/beWpv4aNho
BTIG, with a “bearish stat”: “.. Since 2003, SPY has opened above both its 50 and 200 DMA while closing below both the day prior just three other times .. “.. Those three periods saw immediate declines of -13%, -16%, and -13%...
83% of large cap stocks up today with mid and small cap growth leading. Seeing travel stocks (airlines, cruises, booking sites) holding several of the top performing large cap stocks on the day.
MyPOV: @Samsung forecasts insane operating profit growth thanks to surging memory prices https://t.co/TtaW3vxXCN @SiliconANGLE @Mike_Wheatley “Nobody could have foreseen the ferocity of AI’s memory appetite, but it’s still a great advertisement for…” - @holgermu @constellationr
