FlashNotes
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Want the truth? Cut through the noise and listen to the money. 🤫💵 Mainstream prediction markets are missing the boat on this one. I just dropped my contrarian thesis, the data backing it up, and how I am playing the disconnect 📊🚀.
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Three massive stories… and we haven’t even talked Mag 7 earnings yet. Here is my breakdown of the UAE handing OPEC its two weeks’ notice, the fresh round of OpenAI bear-signaling, and Powell’s farewell presser.
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📊 Despite easily beating internal and external expectations, NVDA has given up 10% since turning in their numbers📉 🤔What’s wrong with Nvidia?🤔 📣 I’ll tell you.
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I’m sure the slide in software has caught your attention. It has reached a new level of stupid as it spills over in cybersecurity. Click here for the chart that illustrates how stupid the market has become.
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While our psychology has undoubtedly been integral to survival, it can often lead you astray when it comes to investing. Let’s discuss the “Sell America” trade, why the consensus was wrong in April, and where the real opportunities are emerging now.
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The Trump Admin has declared war on Wind. With 6 GW of energy in jeopardy, Solar is emerging as the beneficiary. No one would’ve predicted that last November. For the story and the stock , you know where to click.
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“The market will move in a way that makes fools out of the most people” – Socrates… or Jamie Dimon… or maybe me? I don’t know. Doesn’t matter. Just as everyone got behind the cyclical trade, it takes a break. For my take on why it took a break today – it wasn’t November Payrolls…
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A lot of effort goes into picking winners and losers. Two years since ChatGPT’s launch… and it turns out the worst choice was making a choice.
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The best companies in the market have been brutally sold post-earnings. I think CrowdStrike may break the trend. Full article, I’ll tell you why and what it means for the rest of the market going into year-end.
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Happy Thanksgiving! A different kind of rotation is setting up some true Black Friday Bargains in the market. The GPU-TPU drama is triggering intra-sector shifts that have turned Nvidia’s pullback into a potential doorbuster sale. And in consumer staples, an old name appears to be taking the best-in-breed consumer crown from Costco. For the tickers…
Gorilla With Glasses 