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X @Ivan on Tech πŸ³πŸ“ˆπŸ’°
RT Lennaert Snyder (@LennaertSnyder)$PENGU is showing crazy momentum. πŸ”₯It tested its ATH so a little pullback is normal.It's holding very strong and looks like it wants to go higher.Any serious pullbacks are a dream for longs.@pudgypenguins are taking over CT & Wall Street. These Penguins want to fly. 🀝 https://t.co/RdBeYEBWci ...
U.S. markets 'no longer the only game in town' for investors, says Fidelity's Jurrien Timmer
CNBC TelevisionΒ· 2025-07-18 20:55
Fidelity and Uranian, it's great to have you on the show. Welcome. Good afternoon, Morgan.So, let's start right there because one of the things you say in your notes is that mo momentum begets momentum. And so, you see us moving higher from here. Yeah.So, you know, obviously the S&P is making new all-time highs. Uh the one of the fastest ever recoveries from a 20% decline only bested by the 1998 reversal in late 2018. So, very very impressive V-shaped recovery.And when a when an index or a stock market is, ...
X @Bloomberg
BloombergΒ· 2025-07-18 03:10
It's going to be an uphill battle but European stocks' momentum could carry on, writes @marcusashworth (via @opinion) https://t.co/BEgOAmY41r ...
Taiwan Semiconductor (TSMC): Stock Analysis & Outlook
GuruFocusΒ· 2025-07-17 15:23
Company Overview & Market Position - Taiwan Semiconductor (TSM) is a leading company in its field [1] - The company's market capitalization is $1.2 trillion [1] - TSM's market cap is only behind Microsoft, Google, Nvidia, Facebook, and Berkshire Hathaway [2] - The company contributes significantly to technological advancements [2] Momentum & Growth - Momentum is a factor that can affect stock performance, which is why it's included in the GF Score [3] - TSM has good momentum, with its momentum increasing over the last three to six months [3] - The company still exhibits good growth [3] GF Score - Momentum score is used for JF score J score rank calculation with a relatively small weighting factor [3] - Value investors don't pay much attention to momentum [3] - Momentum score should not prevent investment if valuation and quality are good [3]
IBIT: Still The Best Gateway To The Hardest Asset In The Market
Seeking AlphaΒ· 2025-07-17 15:07
Group 1 - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding of at least 10 years [1] - The market is viewed as a meeting point between demand and supply, emphasizing the importance of predicting human behavior over traditional metrics like P/E ratios [1] - Current bullish positions include AMD, PLTR, TSLA, broad US equities, and Bitcoin, indicating a positive outlook on these assets [1] Group 2 - The approach to investing requires ingenuity, curiosity, and a willingness to go against prevailing trends, highlighting a unique perspective on market dynamics [1] - There is an emphasis on understanding sectors, industries, and long-term growth trends beyond mere numerical analysis [1] - The investor is based in Geneva, Switzerland, and has a Master's Degree in Business, suggesting a strong educational background in finance [1]
Market Overreacts To ASML Q2 Earnings, Calm Heads Won't
Seeking AlphaΒ· 2025-07-16 15:39
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Why Is The Market Sleeping On MARA Holdings?
Seeking AlphaΒ· 2025-07-16 11:45
Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]
NASDAQ closes at fresh record high
CNBC TelevisionΒ· 2025-07-15 20:42
Market Sentiment and Strategy - The market sentiment is mixed, with some optimism, but hedge funds and big money institutions have largely missed the rally, suggesting potential for further gains [2] - A slight market pullback in the second half of July would be normal [2][3] - Carson Group maintains an overweight position in equities, expecting any inflation effects from tariffs to be manageable [4] - The firm has been overweight equities since the beginning of 2023 and did not cut targets during the summer rally [5] Portfolio Allocation - Carson Group has diversified its portfolio by shifting from being very overweight in the US to increasing exposure in developed international markets, particularly Europe [5] - The firm is heavily invested in large-cap stocks, anticipating they will outperform small-caps in the second half of the year [5] - Europe is a key focus, driven by Germany's increased spending following fiscal policy changes in March [6] Investment Themes - The firm believes that fiscal deficits historically lead to higher corporate profits and a better stock market, a trend observed in both Europe and the US [7] - The AI theme is considered alive and well, justifying overweighting large-cap stocks with significant tech exposure [8][9][10] - Carson Group favors financials, technology, and industrials, along with momentum ETFs, for the second half of the year [10][11]
X @Litecoin
LitecoinΒ· 2025-07-15 16:09
The suspense is killing me.Tony "The Bull" Severino, CMT (@TonyTheBullCMT):Litecoin LTCUSDMassive volume at triangle apex. Momentum about to diverge up at the zero line on the LMACD https://t.co/44M5VpiSAJ ...
Mayfield: Pushing the tariff deadline is leading traders to believe there's room to negotiate
CNBC TelevisionΒ· 2025-07-14 11:42
surprised at all about this reaction with the US markets. We're seeing futures pull back a bit. We'd heard a lot about the the taco trade, quote unquote Trump always chickens out.Do you believe that investors now believe that these tariffs will take place on August the 1st. Uh, no. I I I think that clearly I think markets would be quite a bit lower if investors expected uh a reversion to, you know, near liberation day tariffs for a lot of countries in a couple of weeks.I think that pushing the the deadline ...