Don't quote me on this, but I think that force will be quite strong. So that force may be strong enough to offset the fouryear cycle. Who knows.Uh >> so you're saying next year bull market. >> We may be seeing a super super cycle. So we'll see.Yeah. Uh I'm not sure. >> We'll see.>> Yeah. Um, so, >> and there you guys have, of course, CZ, the founder of Binance, speculating on the fact that the four-year cycle is essentially dead and that we are in a super cycle for crypto. Now, if you guys did watch my prev ...

Group 1 - Jacob Solutions is an engineering company involved in building various infrastructures, including data centers and facilities for drug companies, positioning itself as a key player in the reshoring and construction sector [1][2] - The company provided guidance for 2026 that was weaker than market expectations, which contributed to a sell-off in its stock and raised concerns about the overall health of the reshoring construction market [1][2] - There is a perception that the guidance downgrade may indicate a broader downturn in the reshoring sector, although this is deemed to be unfounded and not reflective of the actual market conditions [3][4] Group 2 - The timing of the guidance downgrade was criticized as being poorly executed, suggesting that it may have exacerbated market fears unnecessarily [4] - Commentary on the concept of a "super cycle" in the industry was mentioned, indicating skepticism about such labels and their implications for market trends [4]

Core Viewpoint - The market is experiencing significant volatility, with major indices showing sharp reversals despite strong earnings reports from companies like Nvidia, indicating a challenging environment for investors [2][4][6]. Group 1: Market Performance - The Dow opened up 428 points but closed down 387 points, while the S&P and NASDAQ also experienced declines of 1.56% and 2.16% respectively, highlighting the market's instability [2]. - Nvidia's stock opened at $195, up $8 from the previous day, but closed at $180, demonstrating a significant intraday swing that affected many investors [5]. Group 2: Nvidia's Earnings - Nvidia reported impressive sales and earnings numbers, with strong demand for its chips and high gross margins, yet the stock still faced a decline, raising concerns about future performance [4][6][8]. - The inability of Nvidia's stock to rally despite excellent earnings is seen as a negative indicator, suggesting potential further declines [6]. Group 3: Broader Market Influences - The decline in Nvidia's stock is correlated with broader weakness in the tech sector, particularly among semiconductor and storage companies, which have been experiencing significant downturns [10][12]. - Speculative trading in Bitcoin and related companies is also impacting Nvidia, as leveraged positions in cryptocurrencies can lead to forced selling of tech stocks when prices drop [14][18]. Group 4: Economic Indicators - Strong employment numbers are raising concerns that there may not be rate cuts this year, which could negatively affect speculative stocks, including those in the tech sector [20][21]. - The overall economic environment appears to be too robust for rate cuts, which could hinder recovery in high-risk investment areas [21]. Group 5: Investment Strategy - Investors are advised to wait for clearer signals before making new purchases, as the market is not yet oversold, and opportunities may arise from stocks that have declined significantly [22][23]. - There is a focus on identifying high-quality tech stocks that may be undervalued due to broader market sell-offs, particularly those affected by the decline in Bitcoin [24].

Market Overview - The markets are experiencing nervousness due to a government shutdown and doubts about AI valuations, leading to corrections in AI and growth stocks [1][2] - In the crypto market, a significant liquidation event occurred on October 10th, which was unprecedented in scale, contributing to downside pressure [2] Investment Opportunities - There are signs of market exhaustion, suggesting a potential bottom could be reached soon, presenting a buying opportunity for long-term investors [3][4] - Bitcoin is viewed as a leading indicator for the broader market, and its recovery could signal a positive trend for other risk assets [4][14] - Ethereum is highlighted as a smart contract platform with significant growth potential, particularly in areas like stable coins and tokenization of various assets [6][11] Ethereum Insights - Ethereum's ecosystem is thriving, with increasing transaction volumes and value locked on the chain, indicating ongoing activity and growth [7] - The platform is expected to benefit from secular trends that are less affected by broader economic conditions, making it a compelling investment for long-term growth [10][11] Market Challenges - The crypto industry is facing headwinds from a recent liquidation event that has impacted liquidity and market stability [12] - There is ongoing speculation about Bitcoin's price cycle, with some investors believing it has peaked, which could affect overall market sentiment [13] Granny Shots ETF Performance - The Granny Shots ETF has performed well, gathering $3.6 billion in assets in its first year and outperforming the broader index by 1000 basis points [15][16] - The company plans to expand the Granny Shots lineup with new products focused on small and mid-cap stocks and an income-oriented version [18][19]

Core Viewpoint - The global memory chip market is expected to enter a prolonged "super cycle" due to limited supply growth and increasing demand for AI applications [1] Industry Summary - The memory chip market is anticipated to face constrained supply growth, which will coincide with a surge in demand driven by advancements in AI technology [1]

Super cycle https://t.co/d92OCNvbj3 ...

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 17 now live — hosted by @BitcoinPierrePierre Rochard hosts Steven Lubka (@DzambhalaHODL) of @Nakamoto to discuss #Bitcoin treasury strategy, today’s shifting market cycle, and whether gold, fiscal dominance, and corporate adoption could spark a long-awaited super cycle.00:00 – Intro: Different This Time01:18 – Steven's Journey03:25 – Nakamoto’s Playbook07:43 – Global Opportunities11:35 – Intelligent Leverage18:30 – Divi ...

Core Viewpoint - Wed Bush has become more bullish on Apple, raising its price target from 270 to 310, citing strong demand for the iPhone 17, which is currently tracking 10 to 15% ahead of the iPhone 16 [1][2]. Group 1: Demand and Production - Demand for the iPhone 17 is significantly higher than for the previous model, with early indicators showing a 10 to 15% increase [1]. - Supply checks indicate that Apple is increasing production by approximately 20% for both the base and Pro models of the iPhone [2]. Group 2: Market Strategies - Two bullish trading strategies for Apple were discussed, focusing on options trading to capitalize on the positive outlook [3][4]. - The first strategy involves buying a call option at a 245 strike price and selling a call at a 260 strike price, creating a bullish vertical spread with a potential risk-reward setup [5][6]. - The second strategy is a more conservative approach, involving selling an out-of-the-money put vertical, which provides a cushion to the downside while still maintaining a bullish stance [9][10]. Group 3: Risk and Profitability - The first strategy requires the stock to move above a break-even point of approximately 250.20, which is just over 1% above the current share price [8]. - The second strategy allows for profitability even if the stock price decreases slightly, with a break-even point set at 238, about 3.5% below the current trading price [12]. - The probability of the short 240 put finishing out of the money is estimated at around 67%, indicating favorable odds for this trade [13].

Apple - Apple is experiencing a significant sales event with the launch of new iPhone pre-orders, showing lead times extending to one to two weeks early in the day [3][4] - The new form factor of the iPhone is expected to drive sales, with historical data indicating a 52% increase in sales the last time a major form factor change occurred a decade ago [5] - The anticipated growth for iPhone sales is projected to be around 10% for fiscal 26, which is above the street's expectation of 5% [7][8] - The upgrade pool from previous years, particularly a 36% increase in 2021, is expected to contribute positively to sales in the upcoming quarters [9][10] OpenAI - OpenAI is moving towards becoming a for-profit company following a preliminary deal with Microsoft, which could facilitate its public offering [12][13] - The valuation for OpenAI is projected to be around $500 billion, with a revenue goal of $200 billion by 2030, up from a previous target of $175 billion [13][14] - If OpenAI achieves similar revenue multiples as current big tech software companies, it could reach a market cap of approximately $1.5 trillion, indicating a potential 23x increase [14][15]