Group 1 - First Western Financial, Inc. (MYFW) has recently experienced a "golden cross" event, indicating a potential bullish breakout as its 50-day simple moving average has crossed above its 200-day simple moving average [1][2] - The stock has shown a significant upward movement of 23.9% over the past four weeks, suggesting strong momentum [4] - MYFW is currently rated as a 1 (Strong Buy) on the Zacks Rank, indicating positive sentiment among analysts [4] Group 2 - The golden cross pattern consists of three stages: a downtrend followed by a crossover of the shorter moving average over the longer one, and finally an upward price movement [3] - Recent earnings expectations for MYFW have improved, with one upward revision and no downward changes in the last 60 days, further supporting the bullish outlook [4][5] - The combination of positive earnings estimate revisions and the technical breakout suggests that MYFW may continue to see gains in the near future [5]

Group 1 - The financial markets experienced a significant sell-off, termed "Sell America," due to President Trump's threats to dismiss Federal Reserve Chairman Jerome Powell, leading to investor disappointment and uncertainty [1][10]. - The period of "Sell America" occurred from April 4 to April 22, coinciding with Powell's remarks about the potential negative impact of Trump's tariff policies on the U.S. economy [1][10]. - The S&P 500 index formed a "death cross" for the first time in three years on April 14, indicating potential further declines in the market [10][11]. Group 2 - Economic indicators show a mixed outlook, with March's core Consumer Price Index (CPI) rising only 2.8%, below expectations, suggesting a cautious stance from the Federal Reserve [2][4]. - Consumer spending is declining across various income levels, with households cutting back on non-essential purchases, indicating economic strain [3][4]. - Economists predict a 40% chance of a recession in the next 12 months, with concerns that rising tariffs could exacerbate inflation and hinder economic growth [4][5]. Group 3 - Trump's administration has created uncertainty regarding trade policies, which has negatively affected business sentiment and consumer confidence [3][7]. - The potential dismissal of Powell raises questions about the independence of the Federal Reserve, which is crucial for maintaining market stability [9][8]. - The recent turmoil in financial markets reflects a broader loss of confidence in U.S. economic policies and the safety of American financial assets [10][11].

作 者 | Ahan Vashi 编译 | 华尔街大事件 上周的 2025 年 GPU 技术大会 被广泛认为是 英伟达（NASDAQ： NVDA ） 的看涨催化剂；然而，尽管这家半导体巨头公布了大量令人兴奋的 技术发展和合作伙伴关系： 却并未受到市场的热烈欢迎： 现在，按照普遍预期， 英伟达 将在 2025 年出现大幅增长放缓，但如果 Blackwell 的需求像 英伟达 管理层所说的那样强劲，那么这家半导体巨 头的 2025 年预期收入很容易大幅超过 2043.9 亿美元。 对于今天的估值，使用高于市场预期的 2250 亿美元收入基数 [2025 年预期收入] 作为起点 [以推导出 9 个月的远期公允价值]。现在，对于建模 期增长，假设 英伟达 今年以后的销售增长将达到 15% 的正常化复合年增长率。是的，基于 Jensen Huang 对 2028 年数据中心 TAM 达到 1 万 亿美元的预测以及物理 AI 的巨大机遇 -> 英伟达 的销售增长可能会远远超过我们的预期。 在利润率方面， 英伟达 的毛利率上个季度降至 70% 出头。虽然预计负利润率趋势将延续到 2025 年上半年，但管理层表示有信心在 2 ...