TechHighLites
62 posts
TechHighLites
@TechHighLites
Highlighting the impact of TECH and AI on each theme of the stock market. Not financial or investing advice.
가입일 Mayıs 2025
118 팔로잉325 팔로워
@BullTheoryio The market knows something we don’t know. Retail is still buying no matter what ;)
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🚨 THIS HAS NEVER HAPPENED IN HISTORY.
We are in the middle of a war and the S&P 500 is about to hit a new all time high.
When the war started, the S&P 500 crashed 8.5%, wiping out $5.3 trillion from its market cap.
And now from the bottom on March 31, it is up almost 10%, adding $6.2 trillion back.
And the strangest thing is, the war is not over. Negotiations have failed.
The US blockade of Iranian ports is active. Oil is still at $93. Inflation just jumped to 3.3% in March, the highest in nearly two years, The Fed cannot cut rates.
Yet S&P 500 is just 1% away from a new All Time High.
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DIA | Wall Street’s biggest banks are gearing up as they kick-off Q1 earnings for 2026
Follow the opening line-up starting Monday as Goldman Sachs $GS is first to report
Followed by three more on Tuesday,
JPMorgan Chase $JPM, Citigroup $C, and Wells Fargo $WFC
Lastly, Bank of America $BAC and Morgan Stanley $MS on Wednesday
*Not financial advice
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AUTO | ‘CARVANA INSURANCE BUILT WITH ROOT’
Root $ROOT and Carvana $CVNA the industry’s first deep technical integration between a national car retailer and a digital-first insurer today announced that their exclusive embedded partnership, Carvana Insurance Built with Root, has surpassed 200,000 policies sold.
TechHighLites@TechHighLites
SP500 | MY TOP 12 STOCKS FOR 2026 Micron $MU Nvidia $NVDIA Alphabet $GOOGL Taiwan Semi $TSM RobinHood $HOOD Sidus Space $SIDU Carvana $CVNA KLA Corp $KLAC Palantir $PLTR Nebius $NBIS Tesla $TSLA SpaceX $?
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@amitisinvesting “- Iran offered to suspend their nuclear enrichment program for 5 years. JD Vance asked for 20.
- Trump rejected the 5 year offer.”
Thx for the info
If this isn’t a path to a real negotiation, what is?
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NEW YORK TIMES:
- Iran offered to suspend their nuclear enrichment program for 5 years. JD Vance asked for 20.
- Trump rejected the 5 year offer.
- A second round of talks are likely, potentially in Pakistan again, by the end of this week.
Um…how is this not bullish?
The fact that Iran even offered a 5-year suspension means they are WILLING to talk.
The US obviously wants more years, but all the market cares about is that a deal is reached. Maybe we settle at 10 years, maybe 20. The point is…this might now become a question of WHEN a deal is reached vs. IF it is reached.
Seems like that’s what the market priced in today as well as we went up 1% and continued the best stretch of momentum since October 2025.
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@WallStreetMav @dogeofficialceo I must have missed something, is there a penalty for reposting your own posts?
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@dogeofficialceo Are reposts (retweets) really going to be nerfed by 90%?
They have already been nerfed severely compared to the Twitter pre-Elon days. Are they saying it will be reduced aby another 90%?
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X to Punish Aggregators, and Promote Original Content
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AI | CHIP BOOM EXPANSIONS FLOW THRU ASML DOORS
ASML $ASML holds a 100% market monopoly on extreme ultraviolet lithography systems required for sub-7nm AI chip production
Demand from $NVDA and $AMD are securing ASML capacity now as delivery timelines stretch into 2027
TechHighLites@TechHighLites
SP500 | BIG BANKS REPORTING EARNINGS WK 4/13 ◽️𝗠𝗢𝗡𝗗𝗔𝗬 13 Goldman Sachs $GS Fastenal $FAST ◽️𝗧𝗨𝗘𝗦𝗗𝗔𝗬 14 Citigroup $C JP Morgan $JPM Wells Fargo Corp $WFC BlackRock $BLK ◽️𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 15 PNC Financial $PNC Morgan Stanley $MS Bank of America $BAC ASML Holdings $ASML ◽️𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 16 US Bankcorp $USB Charles Schwab $SCHW Taiwan Semiconductor $TSM Netflix Inc $NFLX ◽️𝗙𝗥𝗜𝗗𝗔𝗬 17 State Street $STT ALLY Financial $ALLY *Not financial Advice
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@b_co_co MSFT has the habit of reinventing itself successfully since the 90s
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Bought more $MSFT
I like the company for:
· AI leadership (Azure + OpenAI)
· Stable recurring revenue
· Massive enterprise ecosystem
Do you think Microsoft’s golden days are behind it?
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TECH | Taiwan Semiconductor TSMC has pulled back 5.05% over the past month even as it remains up 11.68% year-to-date setting up an interesting dynamic going into earnings.
The question remains, can $TSM hit the target and land near the top of the guided range or is the bar set too high.
TechHighLites@TechHighLites
SP500 | BIG BANKS REPORTING EARNINGS WK 4/13 ◽️𝗠𝗢𝗡𝗗𝗔𝗬 13 Goldman Sachs $GS Fastenal $FAST ◽️𝗧𝗨𝗘𝗦𝗗𝗔𝗬 14 Citigroup $C JP Morgan $JPM Wells Fargo Corp $WFC BlackRock $BLK ◽️𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 15 PNC Financial $PNC Morgan Stanley $MS Bank of America $BAC ASML Holdings $ASML ◽️𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 16 US Bankcorp $USB Charles Schwab $SCHW Taiwan Semiconductor $TSM Netflix Inc $NFLX ◽️𝗙𝗥𝗜𝗗𝗔𝗬 17 State Street $STT ALLY Financial $ALLY *Not financial Advice
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@vaneshmali Three days? My posts last 5 minutes .. if you don’t see it in that 5 minutes you will never see it again;)
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YouTube video gets a traffic for lifetime.
X video gets a traffic for max 48 hours. Let's say 72 hours.
So, creators will put lot of efforts creating video, posting on X just to keep it live for 3 days?
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THE BEGINNING OF A RIVALRY IN ETF LAND
BlackRock $BLK recently filed a preliminary prospectus for a new Nasdaq 100 exchange-traded fund ETF, set to trade under the ticker $IQQ
Aimed as a direct assault on Invesco’s multi-decade fortress around the Nasdaq 100 Index, a space Invesco has dominated almost exclusively with $QQQ
TechHighLites@TechHighLites
SP500 | BIG BANKS REPORTING EARNINGS WK 4/13 ◽️𝗠𝗢𝗡𝗗𝗔𝗬 13 Goldman Sachs $GS Fastenal $FAST ◽️𝗧𝗨𝗘𝗦𝗗𝗔𝗬 14 Citigroup $C JP Morgan $JPM Wells Fargo Corp $WFC BlackRock $BLK ◽️𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 15 PNC Financial $PNC Morgan Stanley $MS Bank of America $BAC ASML Holdings $ASML ◽️𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 16 US Bankcorp $USB Charles Schwab $SCHW Taiwan Semiconductor $TSM Netflix Inc $NFLX ◽️𝗙𝗥𝗜𝗗𝗔𝗬 17 State Street $STT ALLY Financial $ALLY *Not financial Advice
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@b_co_co Teasing.. why buy a gem when you already have one!
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@TechHighLites Personally, I’m not a fan of it.
It’s like buying fake flowers.
In this case, I’m better off buying good gold that will increase in value over time.
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Who even needs diamonds?!
In 2017, I paid $850 for two wedding rings.
No diamonds.
No engraving.
Just gold.
And two nice burgundy boxes.
But 60% of the world still buys diamond rings.
We weren’t among them.
And we don’t regret it.
Even though we could afford it.
We just understood: diamonds wouldn’t have made our marriage stronger.
And paying for real diamonds would’ve been a significant — and, unfortunately, unnecessary — premium.
Here’s one example:
In 2025 alone, natural diamonds dropped ~20% in value on average.
But ring prices went up instead:
+15% Tiffany & Co.
+12% Cartier
+10% Harry Winston
+15% Graff
Fair? No.
But you pay for the flex.
Instead of diamonds, we spent two amazing weeks in Bali.
And that time strengthened our relationship more than any stone ever could.
What’s your take on diamonds?
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SP500 | BIG BANKS REPORTING EARNINGS WK 4/13
◽️𝗠𝗢𝗡𝗗𝗔𝗬 13
Goldman Sachs $GS
Fastenal $FAST
◽️𝗧𝗨𝗘𝗦𝗗𝗔𝗬 14
Citigroup $C
JP Morgan $JPM
Wells Fargo Corp $WFC
BlackRock $BLK
◽️𝗪𝗘𝗗𝗡𝗘𝗦𝗗𝗔𝗬 15
PNC Financial $PNC
Morgan Stanley $MS
Bank of America $BAC
ASML Holdings $ASML
◽️𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬 16
US Bankcorp $USB
Charles Schwab $SCHW
Taiwan Semiconductor $TSM
Netflix Inc $NFLX
◽️𝗙𝗥𝗜𝗗𝗔𝗬 17
State Street $STT
ALLY Financial $ALLY
*Not financial Advice
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@ElemSunny Kind of seems like an audition for a movie that has no plot doesn’t it?
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Don’t deceive yourself about the revenue pay on X, it’s a mirage. Just do your thing and have fun. Suppose it comes, fine, while you focus on your day job. Did you notice how the goalpost keeps shifting?
You’ll still hear “be consistent,” but many times it feels like you’re showing up to an empty room.
Truth is, reach isn’t as organic as it’s made to sound. Some catch a fortunate wave, while others quietly pay money to big accounts behind the scenes to stay visible.
At some point, you have to ask… are you growing naturally, or just playing a game with rules no one fully explains?
Or is it a game “you pay to play” as someone said?
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I think the creator feature took a wrong turn when anyone could become one if they could meet the criteria.
Wow and then make money too!
Once they met that criteria they had nothing important or original to post so they either borrowed other people’s posts or began to solicit followers by advertising how easy it was to become a creator.
So here we are now trying to weed out the good, the bad and the ugly creators ;)
BTW I’m not a creator just an observer
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Dear @X, this isn’t simply a change — it feels more like a significant challenge for the entire X public.
You are now the X brand, but your users are still Twitter users. The true essence of Twitter has always been its role as a global public square.
People came here to read the news, discuss current events, follow politics, and share their opinions openly.
Only about 5% of my followers are verified. This shows that the majority of people aren’t here primarily to make money. Even if the monetization feature were removed, many of us would still choose to stay.
However, if the reach of accounts continues to decrease, many users might eventually leave the platform.
You often encourage us to create our own original content. The reality is that even original content here can usually only generate revenue for a very short time — often no more than 48 - 72 hours.
That’s why many creators prefer uploading their work to YouTube, where they can continue earning from it for years to come.
Creating content here is basically a waste of time.
Your users are fundamentally Twitter users. Preserving the original spirit of the platform would be a very wise approach.
I’m not against you at all. I just wanted to share my honest thoughts and suggestions with you as a friend, with good intentions....
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@Mr_Derivatives Well the last 2 times I answered a question like this I immediately answered with $SMCI, the very next day it tanked .. so not to jinx it .. even though the third time could be the charm .. oh what the hell .. SMCI 🤩
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I’m ngl, I would love to see a Big Short 2.0 movie. The first one was such a classic. A movie we will still watch 40 years from now.
But first thing’s first. We need a, well, Big Short.
Any ideas?
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@nikitabier You know what happens when you have too many balls in the air, right?
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