RT Nick Szabo (@NickSzabo4)@sashahodler @CatoTheElder17 @calibrated_lies @Magnify_The_Sun Should brokerages firms accept orders consisting of music recordings and post them to the NASDAQ? ...

RT Nick Szabo (@NickSzabo4)@sashahodler @CatoTheElder17 @calibrated_lies @Magnify_The_Sun Should brokerages firms accept orders consisting of music recordings and post them to the NASDAQ? ...

Core Viewpoint - Futures are trading mixed as the market prepares for the new week and month, with the NASDAQ showing a leading upward trend [1] Group 1 - The NASDAQ is once again leading the way higher in the futures market [1]

Our next guest says to own AI and AI enablers like utilities. Joining us now is Osen Quan, chief equity strategist at Wells Fargo. And Osang, it's great to have you back here on set with us.Welcome. >> Thanks for having me back. >> All right.So, so what do you think of equities here because we've been hearing that valuations are very rich. Uh, and certainly it seems like there's a wall of worry for investors to climb. >> Yeah, we're still bullish equities.Uh, we think the market's going higher. Uh, we're ta ...

WHY IS THE MARKET DUMPING?BITCOIN JUST DROPPED $1,500 IN A MATTER OF HOURS, WHILE ALTS DROPPED 5%-10%.HERE ARE A FEW REASONS BEHIND THE MARKET DUMP.1️⃣ NVIDIA DUMP● TODAY, CHINA SAID THAT NVIDIA HAS VIOLATED ANTI-MONOPOLY LAW.● THIS CAUSED A DUMP IN NVIDIA PRE-MARKET, WHICH ALSO BROUGHT NASDAQ FUTURES DOWN.● AND BECAUSE CRYPTO FOLLOWS NASDAQ, A DUMP HAPPENED HERE TOO.2️⃣ LEVERAGE FLUSH● RECENTLY, BITCOIN OPEN INTEREST HIT A NEW ATH WHILE PRICES ARE STILL DOWN 7% FROM ATH.● THIS SHOWS THERE'S TOO MUCH LEVERA ...

Inflation & Monetary Policy - The market is trying to figure out if PPI and CPI data will be market movers after a soft jobs report and revisions signaling job market weakness [1] - The Fed faces a challenging scenario if CPI data comes in higher than expected, especially with potential goods inflation pressure from tariffs [2] - Last month's CPI data benefited from significant disinflation in one sector; stripping that out reveals a more unsettling number [2][3] - A 29% headline CPI seemed fine for PCE according to JPA Pal, and the focus should be on the month-on-month CPI number to see the impact of tariffs [4][5] - The consensus for the month-on-month CPI number is 03%, and a higher number would be a concern [5][6] AI & Tech Market - Oracle shares are up about 29% with strong numbers and forward guidance, confirming the AI trade is still alive [6] - Sentiment on AI swings regularly, but the firm remains a believer with overweights in US equities and the NASDAQ, driven by AI [7][8] - Forward P/Es for the NASDAQ are a bit above average, but earnings expectations are not rising much more quickly than normal [9][10] - The current earnings trend for tech stocks is considered sustainable, and the multiple is not seen as too high [10]

Market Overview & Potential Pullback - The market experienced a surge, with the S&P 500 up 29% and NASDAQ up 40% since April 8th [3] - A 5% to 10% pullback would be reasonable and healthy, with expectations of buyers stepping in [3] - The NASDAQ is less than 3% from an all-time high, suggesting the current situation isn't a serious pullback for major averages [4] - A significant pullback (e g, 6%) would likely require a trigger, such as disappointing comments from Jay Powell, weak jobs numbers implying a recession, or disappointing Nvidia earnings [6] Key Stocks & Earnings - "Mag Seven" companies' earnings grew 23% as a group, with high profit margins [8] - Deals with the government could provide downside protection for these companies regarding antitrust, anti-competitive behavior, and foreign employee restrictions [8] - Arius Asset Management owns Meta, Amazon, Google, Microsoft, Apple, and Broadcom [9] Consumer Spending & Retail - The consumer has not fallen off a cliff due to continued employment and discretionary income [15] - Home Depot numbers were a relief, though not exceptionally good, with same-store sales up 13% [13] - Target's numbers were weak [13] - TJX's numbers were good, indicating consumers are looking for bargains [14] Portfolio Concentration - The "Mag Seven" stocks represent 29% of the market cap in Arius Asset Management's portfolio [10] - These companies are experiencing earnings growth of 23-24% and have average operating profit margins of 40% [10]

Market Prediction - Solana is predicted to surpass the NASDAQ in market capitalization [1] - The prediction suggests the event is inevitable, focusing on timing rather than possibility [1]

RT curb.sol (@CryptoCurb)Solana will flip the NASDAQ. https://t.co/ZIJIGzadzO ...

Market Prediction - Solana is predicted to surpass NASDAQ [1]