Spur | Investor

Could easily see $115 on a short term timeframe for $NVDA

If we hit that you 🔨 the buy side

New PT on $HIMS from Morgan Stanley of 42

The market is in melt up mode, and it’s being led by crypto names. That’s just speculation, and that scares me.

Not calling a top just observing

If there is a dip in UCB Biopharma, you buy.

This company is on a tear in Neurological care.

Strongly disagree with this sentiment. Google still dominates the search market in large part because it provides you with the answer you are looking for.

So $LMT has been in a pretty significant downtrend since Trump was elected. Does the fear of DOGE really bear that much weight?

Feels like small cap stocks already got their pop.

Considering wiping out my $HIMS position and potentially re-entering next year

CPI is gonna make or break the market for the rest of the year tomorrow

I don’t blame you, I have a CD that is paid on 12/16 that takes 20% of my port. I plan to buy another short term one with the profits from that.

With CPI on deck tomorrow morning today stocks are mixed.

I'm personally a little bit unsettled in my holdings, certainly concerned that an uptick in inflation could have negative sentiment effects on the market.

I think there are going to be a lot of small cap quantum computing companies, and one of them is going to be a big winner. It could be RGTI, certainly popping off today!

Quantum computing is going to change the world someday, but it won’t be necessarily soon.

Google doesn’t think quantum will be commercially available until 2030. Now is the time to start building your positions.

Oh and dump all the bitcoin you have, quantum can crack it therefor it’s worthless

Google introducing Willow, a quantum computing chip 🤯🤯

General vibe I’m hearing is companies are preparing for lower profit margins in 2025 and beyond with higher tariffs.

If that comes to fruition I don’t know how the market can justify current trading multiples of many names

$PLTR with an 8% intraday drop not even an hour and a half into trading 😂

Chinese stocks ripping higher based on the promise of “serious stimulus” by the Chinese government.

We’ve seen this play out already in 2024 though, promises of stimulus, the actual package disappoints, stocks trade back down. I expect no difference this time.

Bearish China 🇨🇳

And they’re now the ones that will be in charge of the government

Why are we trusting exclusively billionaires to lead our great nation?

This might be the first time in a year that $NVDA is the only red Mag 7 name

It’s interesting because the way that AI is trained it cannot generate original thoughts. This was proven by researchers at Apple.

This means as long as AI continues with the current way of training LLMs it’s never going to take the leap to independent reasoning.

Good morning Bluesky!

Payroll data comes out bullish, leading to markets opening green. Let’s see if this holds heading into the weekend!

Good investors/traders see through the noise to understand the news.

$CLS provides one of the most intriguing opportunities in AI investments. Valuation is solid, and they specialize in hardware solutions for data centers.

So when new chips come out they work with clients to design infrastructure and then build the hardware for those solutions. 📈

$TSLA continues to have an insane valuation.

P/E FWD is at 172
P/S is at 11.5

Yes the company has solid profitability, and momentum riding with it but this is just crazy. Who are the brave souls shorting this name?

More bullish sentiment for $NVDA

This train is not slowing down anytime soon

💰Banking sector is up big this morning, $BAC $JPM $GS all up over 1%

Financials are expected to be one of the largest winners under a Trump administration.

From a TA standpoint $NVDA has been holding this channel for about four months. Hoping that we can break out of it soon, my gut tells me if we break $150 with conviction we can break this channel.

🚨 Bitcoin officially hits 100k 🚨

I still think it’s crazy, but hey the market loves it

$NVDA just continues to get positive news, with rumors circulating that Rubin is 6 months ahead of schedule. The craziest thing is on a purely valuation basis $NVDA isn’t even the most expensive of the mag 7!

The AI market continues to grow at a stunning pace: 19.1% CAGR. The global AI market was worth $538.13 billion in 2023, it rose to $638.23 billion this year and it should reach around $3,680.47 billion — or $3.68 trillion — by 2034. weissratings.com/en/weiss-rat... #EconSky #FinSky #AI