Milton Provel

4.6K posts

Milton Provel

Milton Provel

@MiltonProvel

Hickory, NC Beigetreten Kasım 2011
262 Folgt1.2K Follower
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Over $30 million spent on Kentucky primary between Rep. Thomas Massie and Ed Gallrein. It is officially the most expensive congressional race in history.
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Milton Provel
Milton Provel@MiltonProvel·
@TedPillows We might not get a never ending war, but we got ourselves a never ending negotiation
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Ted
Ted@TedPillows·
🇮🇷🇺🇸 Iran's new proposal to the US to end the war includes lifting sanctions, releasing frozen assets, paying war reparations, and ending the blockade. 0% chance Trump will accept this.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran has responded to the US' list of "conditions" to reach a peace deal to end the war. Iran's conditions include: 1. Ending the war on all fronts across the Middle East 2. Lifting of US sanctions on Iran 3. Releasing of all Iranian frozen funds 4. Compensation for war damages 5. Recognition of Iran’s sovereignty over the Strait of Hormuz The US explicitly lists two of Iran's five conditions as NOT occurring in their "pre-conditions" for a deal.
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Milton Provel
Milton Provel@MiltonProvel·
A Photo Op—Yielding Absolutely Nothing Middle East ceasefire talks fail → Oil prices remain elevated → Inflation remains sticky → Expectations for further rate hikes continue to rise. This cycle remains unbroken.
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Crypto Rover
Crypto Rover@cryptorover·
CRASH 🩸 US stock market futures are dumping ahead of market open. S&P 500 futures are down 1.46%, wiping out roughly $1.1 TRILLION from its market’s value.
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Investing.com
Investing.com@Investingcom·
*OIL PRICES RISE, SET FOR 8% WEEKLY SURGE AS TRUMP SAYS LOSING PATIENCE WITH IRAN $CL_F
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Wimar.X
Wimar.X@DefiWimar·
🚨 BREAKING 🇺🇸 U.S. WILL CONTINUE ITS MILITARY OPERATION AGAINST IRAN. TRUMP JUST SAID "THE OPERATION IS 70-75% COMPLETE AND THE U.S. WILL COME BACK TO FINISH THE JOB" THIS IS EXTREMELY BAD FOR MARKETS...
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Milton Provel retweetet
Silent Trader
Silent Trader@_aniyaab·
Is $PATH currently the most undervalued AI stock? Earnings are about to be released, and this repricing could melt the market. This is a 10-15x potential stock; reaching $125 by 2030 is entirely possible. The next $PLTR is quietly emerging. DONT MISS THIS GENERATIONAL DIP 👀 Down 85% in 5 years Down 41% year-to-date Currently testing a key multi-year support level ≈$9 But the fundamentals are continuously improving. Market capitalization is only about $5 billion ($PLTR is already over $320 billion). $PATH is no longer just a simple "RPA" company; it is becoming the execution layer for enterprise-level AI. AI agents require security, governance, process orchestration, audit trails, human-machine collaboration, legacy system integration… These are precisely the core moats that UiPath has painstakingly built over the years. Latest Financial Data (Highly Attractive): FY26 Revenue ≈ $1.61 billion (+13% YoY) ARR ≈ $1.85 billion Q4 Net Income $282 million Adjusted Free Cash Flow $372 million Gross Margin 83-85% Cash $1.7 billion, no debt Major Customer Retention Rate 107% Institutional + Insider Holdings Approximately 84%, Valuation Extremely Low (Forward PE Only ≈12x). The market is still viewing it through the lens of "traditional automation," but $PATH is shifting towards Agentic AI Orchestration. This is highly similar to the narrative of $PLTR: Enterprise AI + High-Stickiness Customers + Strong Compliance + High Switching Costs. Technical Analysis: Support Level ≈ $9.25 Breakout Level ≈ $9.80 Once it holds above this level, a rapid upward move is likely. If $PATH is even partially revalued to an AI infrastructure multiple, the upside potential will be extremely strong. Enterprise AI requires a reliable execution layer, and that's precisely where $PATH is located. DONT MISS.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The Nasdaq 100 extends losses to -2% on the day, now on track for its biggest daily decline since March 26th.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Our 5th warning: The bond market crisis is intensifying. The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025. After weeks of euphoria, the market is beginning to react today. As we have been stating for the last few weeks, the current situation in the bond market is unsustainable. We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market. Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out. We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs. Inflation is back and higher rates are coming.
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Ted
Ted@TedPillows·
$900,000,000,000 erased from the US stock market today. Damnn...
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Milton Provel
Milton Provel@MiltonProvel·
@KobeissiLetter US-China relations impact everything from tech to supply chains, big if this turns positive.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Elon Musk comments on US-China talks: "I have a good feeling about these talks. I think there will be a good result," he says.
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Milton Provel
Milton Provel@MiltonProvel·
@TedPillows I am cautiously optimistic, but I definitely like where the charts are headed right now.
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Ted
Ted@TedPillows·
Are you bullish?
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Milton Provel
Milton Provel@MiltonProvel·
@WatcherGuru Its great news but all for show. All senators are rich from extra activities like insider trading. Their salary is pocket change
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 US Senate unanimously passes resolution to suspend senators' pay during government shutdowns.
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NoLimit
NoLimit@NoLimitGains·
🚨 The Indonesian Rupiah has almost officially gone to ZERO against the USD.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: S&P 500 futures surge to a fresh record high, now on track for the 7th-straight weekly gain. The S&P 500 is nearing a gain of +$11 trillion in market cap in 7 weeks. Absolutely incredible.
The Kobeissi Letter tweet media
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Milton Provel
Milton Provel@MiltonProvel·
The US government approved the sale of Nvidia H200 chips to several Chinese companies, causing Nvidia's NVDA (Vivo Data and Nvidia Consumer Electronics) stock to surge over 2% intraday. Nvidia's upside potential may be greater than expected.
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Teslaconomics
Teslaconomics@Teslaconomics·
Just curious… what do you think is going to happen from this China trip?
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NoLimit
NoLimit@NoLimitGains·
While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet. If the catalysts hit, the upside is real. Here they are:
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