Momentum
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X @Ansem
Ansem 🧸💸· 2025-09-15 02:31
Market Trends - Pumpfun streamers are gaining traction, with $KIND leveraging creator rewards and viral marketing to attract attention, potentially reaching over 1 million TikTok followers [1] - The Pokemon TCG meta is experiencing significant volume and revenue, keeping pace with other platforms and selling out inventory, positioning $CARDS as a key player in the crypto TCG space [1] Investment Opportunities - $KIND is distributing thousands of dollars to streamers through creator rewards, creating an attention flywheel [1] - $BAGWORK is seen as innovative and attracting exposure outside of crypto circles, potentially becoming a flagship stream for Pumpfun [1] - $ZARD is using Pump creator rewards to purchase rare Charizard cards, aiming to provide liquidity to the illiquid Charizard market [1]
Tesla's stock has momentum and can pretty easily back to old highs: Renaissance Macro's deGraaf
CNBC Television· 2025-09-12 20:27
Welcome back. Tesla shares surging this week and could be starting a run towards new highs. That is what the charts are telling our next guest, Jeff Degraphth.He's the head of macro and technical research at Renaissance. He joins us now. Nice to see you. Good to see you, Scott.This looks like a pretty good breakout. What do the charts tell you as to where it can go. It looks like a great breakout to me.It's got a lot of momentum. Uh it actually broke out yesterday and following through today with a gap high ...
X @Bloomberg
Bloomberg· 2025-09-11 09:38
Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum https://t.co/LBzQBrYclD ...
IREN: My New Favorite Crypto/AI Play
Seeking Alpha· 2025-09-03 18:06
Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1 - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1] - The article highlights the author's specialization in risk mitigation strategies during significant market downturns [1] - The current focus is on leveraging momentum as a key strategy for investment decisions [1]
Alibaba Won't Disrupt Nvidia With 7nm Chips.
Seeking Alpha· 2025-09-03 15:39
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] 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] Market Understanding - The market is viewed as a meeting point of demand and supply, with a focus on predicting human behavior rather than solely relying on financial ratios like P/E [1] - There is an emphasis on understanding what the market perceives in a stock beyond numerical data, which includes analyzing sectors, industries, and long-term growth trends [1] Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]
SoFi: An Excellent Growth Story With More Room To Run; Buy
Seeking Alpha· 2025-09-01 10:35
Core Insights - The article highlights Luke's background as an undergraduate business student and active investor focusing on long-term equities, momentum, and value [1] - Luke has experience co-hosting the Wall Street Insights Podcast, where he engaged with financial professionals to discuss industry entry strategies for students [1] - The analysis covers equities in technology, financial, and industrial sectors, emphasizing company fundamentals and macroeconomic conditions [1] Group 1 - Luke aims to deepen his understanding of the financial industry and share his investment strategies through writing on Seeking Alpha [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries. [2][3]
SHLD: Liquidity, Momentum, And Geopolitics Are Its Three Weapons
Seeking Alpha· 2025-08-19 03:48
Core Insights - The article emphasizes the importance of value investing in companies with solid long-term potential, highlighting a strategic approach for individual investors [1]. Group 1 - The individual investor has over five years of experience in personal investing and holds a PhD in Economics, indicating a strong educational background [1]. - The investment strategy focuses on identifying value companies, which suggests a preference for stocks that are undervalued relative to their intrinsic worth [1]. - The investor shares knowledge and analysis to support the community of individual investors, reflecting a commitment to educating others in the investment space [1].