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CXL_LAB
28.9K posts
CXL_LAB
@CXL_LAB
#FinTwit | Finance & Macro News Publisher Building Crypto/Stocks L(earning) App Space Host/Co-host Daily | NFA
Toronto, Ontario शामिल हुए Nisan 2025
1.9K फ़ॉलोइंग4.5K फ़ॉलोवर्स
#BigTech
• NVDA/AMZN: ~1M AI chips by 2027
• META: AI moderation (less humans)
• GOOGL: power deals (Entergy, MP, DTE)
• MSFT: CISA warns on Iran-linked vulns
• MSFT/ACN: “forward-deployed” engineers
• GOOGL/META/MSFT/AMZN anti-scam deal
Next:
• RSA 2026 Mar 23-26
CXL_LAB@CXL_LAB
#BigTech • MSFT: “Wave 1” AI agents rollout; vs AMZN/OpenAI ~$50B cloud deal • Samsung/AMD AI deal • NVDA: CN chip line restart • GOOGL/Intersect finalized $4,75B buy • DOJ: “acquihires” as antitrust risk • X: global outage (~30K users) Next: • NVIDIA GTC 2026 Mar 16-19
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#Earnings
• FedEx $FDX Q3 ‘26 — EPS $5.25 (beat $4.17); Rev ~$24B (beat $23,5B); +2%
• Alibaba $BABA Q3 ‘26 — EPS ~$1 (miss $1.59); Rev ~$40,1B (miss $41,3B); -7%
• Accenture $ACN Q2 ‘26 — EPS $2.93 (beat $2.86); Rev $18,04B (beat $17,8B); +4%
Next:
• MNSO, XPEV, DIA Mar 20
CXL_LAB@CXL_LAB
#Earnings • Micron $MU Q2 ‘26 — EPS $12.2 (beat $8.79); Rev $23,9B (beat $19,19B); 0% • Macy’s $M Q4 ‘25 — EPS $1.67 (beat $1.56); Rev $7,64B (beat $7,52B); +5% • General Mills $GIS Q3 ‘26 — EPS $0.64 (miss $0.74); Rev $4,44B (miss $4,49B); -3% Next: • FDX, BABA, ACN Mar 19
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#Trading
• US10Y 4.249 -0.38% — yields easing
• DXY 99.162 -1.07% — dollar weakens
• VIX 24.05 -4.11% — volatility cooling
• Apr 29: no change ~96%
• Jun 17: rate cut odds ~13% (-25bp)
Next:
• US Baker Hughes, CA Retail/NHPI Mar 20
• DE PPI, EU C/A & Trade, CN LPR Mar 20
CXL_LAB@CXL_LAB
#Crypto • BTC $70,5K -1.1%, ETH $2,15K -2.4% • Total MCap ~$2.39T -1.3% • Futures OI $105,9B -1.8% • 24h Liqs ~$404M -14% • BTC Dominance 58.4% • Fear & Greed ~23, AltSeason Index ~49 Next: • US Baker Hughes, CA Retail/NHPI Mar 20 • DE PPI, EU C/A & Trade, CN LPR Mar 20
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@steady_profits They cannot sleep on the giant like NVIDIA, next cycle is all about agentic AI, their chips are probably the best in the world so it’s all about NVDA too
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New Street Research have just added $NVDA to their best ideas list for 2026, alongside $AMD and $TSM.
This is largely because they believe that their order trajectory could reach $1 trillion by the end of 2027, and based on this, they could potentially generate EPS of $20+ next year.
This would put them on a valuation of approximately 9x next year's earnings.
This is a bold prediction considering the average analyst EPS forecast is $10.82 for next year, but it is based on comments from CEO Jensen Huang that suggest that their order trajectory has doubled from $500 billion to $1 trillion in just 5 months.
Even if they are completely wrong and the average analyst forecast EPS of $10.82 turns out to be correct, they are still only valued at 16.63x next year's earnings, which still seems too low for a company that is at the forefront of the AI industry.
However if they are correct and Nvidia do manage to generate $20 EPS next year, then there could be huge upside from here, possibly as much as 100% or more.
A doubling of the share price would still only put them on 18x earnings, which would be very reasonable considering the growth rate.
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@Brikka_trading @LordarkStocks Looks like we can dip even lower.
Especially if Middle East tensions will keep rising, oil spikes not healthy for us
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$SPX Let's keep this simple. This is basically a ~5 months old range. The recent drop is overlapping. It could morph into a big impulse wave to the downside, but that context needs to prove itself soon. The overlapping structure, the range, and the horizontal support suggest that a diagonal pattern is the more likely scenario imo.
#SP500 #StockMarket #Elliottwave #SPY
BTR forecast@Brikka_trading
1/7 Markets follow the 80/20 rule: ~80% of the time they're moving sideways in ranges. ~20% deliver clean trends. Master the chop → survive. Catch the trend → thrive. 🔥 🧵about US indices👇 #Trading #ParetoPrinciple #StockMarket #DayTrading #Investing
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Today’s in the red.
Although I expected worse.
Anyone in the green today?
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@Mintcondish369 @chainlink Chainlink is getting ready to overtake ETH and SOL with tokenization season
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"Europes largest asset manager 2.3 trillion powered by chainlink"
@chainlink is slowly becoming the gold standard for RWA's and Tokenization
the 2021 NFT memecoin mania will be DWARFED by what is to come 🦆🦆🦆⛓️⛓️⛓️ $LINK $LINK $LINK
GIF
Chainlink@chainlink
𝗟𝗜𝗩𝗘: Europe's largest asset manager Amundi (€2.3 trillion AUM) & Spiko launch new tokenized mutual fund (SAFO) powered by Chainlink. Chainlink is how the world's leading institutions & tokenization platforms are unlocking the issuance & distribution of tokenized funds.
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@moving_markets Middle East conflict impact is massive..
And the worst part it will keep compounding even after war ends
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🚨 Markets in red. where did all the money go🫥?
Everything still bleeding like your screenshots:
📉 DXY softer
📉 Stocks -0.7% to -0.9%
📉 Crypto -2.5% to -4%
📉 Gold slaughtered -5.5%
📉 Silver crushed -7.5%
But these are actually UP HARD 🔥
🛢️ Brent Crude surging +2% to +3.8% (Iran energy strikes)
🔥 Natural Gas ripping +3.5% to +4.7% (supply chaos)
⚡ Energy sector exploding — XLE green, BKR +5%, SLB +4.5%, APA +4%, Cheniere/LNG plays popping double-digits
Where’s the money? Straight into black gold & gas. Geopolitics + inflation fears = classic war premium rotation while safe havens get dumped.
Drop your tickers ASAP! 👇
#Oil #EnergyStocks
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@TwoMindMoney @moving_markets Rough day for everything except energy sector 😁
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Markets at close 4 PM EST Mar. 19 2026
📈Dow Jones 46,022.20 -0.44%
📈Nasdaq 22,090.69 -0.28%
📈S&P 500 6,606.47 -0.28%
📈Russell 2000 2,496.30 +0.71%
💰Gold price $4,643.10 -5.17%
💰Silver price $72.39 -6.70%
🪙 Bitcoin price (24 hour market) $70,227.72
🪙 Ethereum price (24 hour market) $2,142.34
#stocks #investing #crypto
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@CaffeineCraig @finviz_com Keeping in mind Qatar LNG got cut ~20% for the next 3-5 years, domestic energy companies ready to fill that gap with massive revenue
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Today’s Stock Sector Performances :
2 of 11 sectors were positive today
Best : Energy +1.6 %
Worst : Basic Materials - 2.74 %
H/T @finviz_com
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OMG! Is it me or has today been very slow with engagement with replies and likes. Show me some love. 😡😭
Where is everyone ❓
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🇨🇦 $VGRO the easiest way to invest like a pro
What it holds 👇
• ~80% global equities / ~20% fixed income
• 🇺🇸 US ~36%
• 🇨🇦 Canada ~24%
• 🌍 International (Developed + Emerging Markets) ~20%
• 🧾 Fixed income ~20%
13,000+ stocks in one ETF 🌎
Why you hold it 👇
✔ Instant diversification
✔ Auto-rebalanced
✔ Built for long-term growth
✔ Low cost (~0.24% MER)
Buy it. Add to it.Don’t overthink it
Perfect for TFSA / RRSP 📈
Past performance ≠ future results. Always DYOR.
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@TheFinPitch Bro you for sure are one of the most active grinders on this platform
One day you ll get that monetization
Never quit 🙌
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I listened to you and didn’t quit. Now help me to the finish line
JMan@TheFinPitch
Okay Elon, I give up monetization on X
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@TwoCentsGal So much deserved 👏
Keep putting that work, our community is growing fast 🔥
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🌊 The 20 most beautiful seas in the world (2026)
1.🇨🇴 San Andrés Sea, Colombia 🌊
2.🇵🇫 Bora Bora, French Polynesia 🏝️
3.🇲🇻 Maldives Atolls, Maldives 🐠
4.🇹🇨 Grace Bay, Turks & Caicos 🌴
5.🇵🇭 El Nido (Palawan), Philippines 🏝️
6.🇬🇷 Navagio Beach, Greece ⚓
7.🇮🇹 Costa Smeralda, Italy 🌊
8.🇧🇸 The Exumas, Bahamas 🏝️
9.🇦🇺 Whitsunday Islands, Australia 🐚
10.🇨🇰 Aitutaki Lagoon, Cook Islands 🌊
11.🇹🇭 Maya Bay, Thailand 🏝️
12.🇪🇬 Red Sea (Ras Mohammed), Egypt 🐠
13.🇧🇿 Great Blue Hole, Belize 🌊
14.🇧🇷 Fernando de Noronha, Brazil 🏝️
15.🇻🇪 Los Roques, Venezuela 🌊
16.🇰🇾 Seven Mile Beach, Cayman Islands 🏖️
17.🇸🇨 Seychelles 🌴
18.🇵🇼 Rock Islands, Palau 🏝️
19.🇫🇯 Mamanuca Islands, Fiji 🌊
20.🇭🇷 Dalmatian Coast, Croatia 🏖️
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#Geopolitics
• Iran hit Ras Laffan, Qatar LNG cut 17%/3-5y
• Trump/Israel: no more Iran gas hits; destroy South Pars if allies hit again
• EU/Japan ready to escort Strait
• Pentagon ~$200B for Iran ops
• UA-RU talks paused; EU €90B blocked
• Israel hit Lebanon substation
CXL_LAB@CXL_LAB
#Geopolitics • EU: “Iran not our war” • US: China unlikely to invade Taiwan • Qatar: Iranian embassy military out in 1d • Hezbollah pauses embassy hits • Israel hit South Pars, Iran largest gas field • Iran hit Ras Laffan, Qatar largest LNG • US/Venezuela sanctions waiver
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#Crypto
• BTC $70,5K -1.1%, ETH $2,15K -2.4%
• Total MCap ~$2.39T -1.3%
• Futures OI $105,9B -1.8%
• 24h Liqs ~$404M -14%
• BTC Dominance 58.4%
• Fear & Greed ~23, AltSeason Index ~49
Next:
• US Baker Hughes, CA Retail/NHPI Mar 20
• DE PPI, EU C/A & Trade, CN LPR Mar 20
CXL_LAB@CXL_LAB
#Crypto • BTC $71,3K -4.61%, ETH $2,2K -6.1% • Total MCap ~$2.422T -3.28% • Futures OI $107,5B -5.72% • 24h Liqs ~$465M +44% • BTC Dominance 58.32% • Fear & Greed ~26, AltSeason Index ~53 Next: • ECB/BoE/BoJ/RB/SNB Rates Mar 19 • US/UK/AU Housing/Jobs, Philly Fed Mar 19
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@CEmmanuel00_ Markets highly volatile due to oil price spikes, main question is will be it be short term, cause if not it’s gonna raise inflation risks and we can forget about rate cuts.
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#Macro
• US: Jobless 205K vs 215K; NHS 587K vs ~720K; Philly Fed 18.1 vs 10
• Jobless: AU 4.3% vs 4.1%; UK 5.2% vs 5.3%
• ECB held 2%-2.15%; 2026 infl 2.6%
• BoJ held 0.75%; BoE held 3.75%
• SNB held 0%; Riksbank held 1.75%
Next:
• US Baker Hughes, CA Retail/NHPI Mar 20
CXL_LAB@CXL_LAB
#Macro • FOMC: Held at 3.50%-3.75% (11-1 vote), 2026 GDP 2.4%, core inflation 2.7% • BoC: Held at 2.25% • US PPI (Feb): +0.7% vs 0.3%; 3.4% YoY (Core 3.9%) • EU CPI (Feb Final): 1.9% YoY; Core 2.4% • CN FDI (Feb): -5% YoY vs -5.7% Next: • ECB/BoE/BoJ/RB/SNB Rates Mar 19
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