RT Adeniyi.sui (@EmanAbio)Charging fees to move money is the old game and that game is deadYou can now build businesses on top of money flowsThat's the new game https://t.co/iFkveSg67b ...

Core Insights - Coherent (COHR) reported a revenue of $1.69 billion for Q2 fiscal 2026, reflecting a 17.4% year-over-year increase, with non-GAAP EPS rising to $1.29 from $1.16 in the previous period, and guidance suggests revenue could reach up to $1.84 billion with EPS hitting $1.48 [1] Financial Performance - The company has demonstrated strong sales growth, with a 1-year sales growth rate of 23.4% and a 3-year sales growth rate also at 23.4% [6] - EPS is projected to increase by 39.1% this year, indicating robust financial health [5] Institutional Support - There has been significant institutional buying of COHR shares, suggesting strong investor demand and support [3][5] - COHR has gained 38% year-to-date, with indications that further increases could occur due to continued institutional interest [2] Stock Performance - COHR has been recognized as a top-rated stock, with a remarkable 539% increase since its first appearance on the Outlier 20 report in 2017, and has drawn six outlier inflow signals in the past year [7] - The stock's price trends indicate that big money demand is driving upward momentum [9][8]

🚨MONEY FLOWS: CEX VOLUMES GREW TO NEARLY $6 TRILLION IN JANUARYCentralized exchange volumes hits $5.95 trillion in the first month of the year, per a new report from CoinDesk Markets.This is the first time those volumes have increased in three months...Particular winners included @Binance and @Gate, both of which saw double-digit % growth in spot volumes. ...

Group 1: Market Sentiment and Political Landscape - The recent elections in New York and New Jersey indicate a shift in sentiment, potentially affecting market dynamics and midterm elections [1][5] - The current political climate reflects a divided nation, with challenges ahead for whoever is in charge of running cities like New York [3][4] - Despite some shifts toward the Democratic party, significant work remains to be done, and the overall sentiment remains mixed [5] Group 2: Market Valuations and Trends - There is a consensus that market valuations are high, contributing to recent market sell-offs, with specific reference to Palantir as an example of high valuation despite strong earnings [6][10] - The market structure has changed, with more ETFs than individual stocks, leading to a focus on money flows rather than traditional valuation metrics [7][8] - A deterioration in market breadth is noted, with more stocks in downtrends than uptrends, suggesting a potential pullback or correction is due [9][10] Group 3: Currency Impact and Earnings Outlook - The dollar has strengthened recently, which could pose challenges for companies, especially if it affects earnings in Q4 and beyond [11][12] - Despite concerns about the dollar's strength, the overall outlook for the bull market and earnings remains positive, indicating a need for market consolidation rather than a downturn [12][13] Group 4: Sector Performance and Investment Opportunities - There is a notable rotation in the market, with healthcare stocks, such as Exact Sciences, showing positive momentum and potential for growth [13][16] - Exact Sciences is highlighted for its innovative approach to testing, which may appeal to consumers looking for cost-effective solutions [14][15]

Core Insights - SUPN has shown significant growth with a revenue of $165 million in its second-quarter fiscal 2025 earnings report and has launched a new treatment for Parkinson's disease [1] - The stock has increased by 46% this year, indicating strong investor interest, particularly from institutional investors [2][3] - SUPN has a strong fundamental backdrop with an estimated EPS growth of +36.2% this year and a 1-year sales growth rate of +8.9% [4][6] Institutional Support - There has been strong institutional demand for SUPN, evidenced by unusual trading volumes and a history of outlier inflow signals [3][7] - The stock has been a top-rated pick at MoneyFlows for years, reflecting unusual buy pressure and growing fundamentals [5] Financial Performance - SUPN has demonstrated robust financial performance with a remarkable 3-year EPS growth rate of +1,792.4% [6] - The combination of strong fundamentals and significant money flows has historically led to substantial stock price increases [4][7] Price Prediction - Given the historical gains and strong fundamentals, SUPN is considered a potential candidate for a diversified investment portfolio [8]

Core Insights - The article discusses the current market dynamics, particularly focusing on the "Magnificent Seven" stocks and the implications of recent earnings reports from major banks, including JPMorgan Chase, Citigroup, Wells Fargo, and Goldman Sachs, all of which exceeded consensus expectations [5][13]. Group 1: Market Trends - Money flows in major tech stocks such as Apple, Amazon, Alphabet, Meta, Microsoft, NVIDIA, and Tesla are currently negative, indicating a potential shift in investor sentiment [6]. - The SPDR S&P 500 ETF Trust and Invesco QQQ Trust are also experiencing negative money flows, suggesting broader market concerns [7]. Group 2: Sector Analysis - JPMorgan's investment of $10 billion across four sectors aims to maintain U.S. competitiveness, leading to increased buying interest in quantum computing and nuclear energy stocks [13]. - Rare earth mineral stocks are seeing significant gains due to China's recent sanctions and actions against U.S. companies, with Critical Metals Corp up 33%, USA Rare Earth Inc up 13%, and MP Materials Corp up 7% [13]. Group 3: Earnings Reports - JPMorgan's earnings report beat consensus expectations, aligning with whisper numbers, which has positively influenced its stock performance [13]. - Other banks, including Citigroup, Wells Fargo, and Goldman Sachs, also reported earnings that exceeded consensus, indicating a strong performance across the banking sector [13]. Group 4: Geopolitical Factors - Tensions between the U.S. and China are escalating, with China imposing new sanctions and fees on U.S. cargo ships, which could impact market dynamics and investor strategies [13].

Group 1: Market Overview - The article highlights the importance of monitoring money flows in major stocks, particularly the "Magnificent Seven" (Mag 7) stocks, to gain an investment edge [5][9] - Positive money flows are observed in Amazon.com, Meta Platforms, and NVIDIA, while Apple and Microsoft show neutral flows, and Alphabet and Tesla exhibit negative flows [6][8] Group 2: Gold Market Insights - Gold futures are currently trading at $4007, with the RSI indicating that gold is overbought and vulnerable to a pullback [12] - There is a growing preference among foreign investors for holding gold over dollars, which could negatively impact the U.S. [12] - The demand for physical gold is weak, and current buying is primarily driven by the "momo crowd," who are purchasing without thorough analysis [12] Group 3: Investment Strategies - Investors are advised to hold long-term positions while considering protective measures such as cash or Treasury bills [11] - The article suggests that a protection band strategy can help manage risk, with different levels of cash allocation based on individual risk tolerance [13][14] - The traditional 60/40 portfolio strategy may not be favorable at this time, with a recommendation to focus on high-quality bonds of shorter duration [16]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as recommendations or advice for any financial actions [1]. - The content is not tailored to individual financial situations or needs, highlighting the necessity for users to apply their own discretion [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - Users are encouraged to perform their own research and understand the risks involved before investing in any financial instruments [1].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].