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Getting Ready for the 2026 Stock Market – The Market Breadth drduru.com/onetwentytwo/2… #stockmarket #technicalanalysis #AT50 $SPX $SPY $COMPQ #NASDAQ $IWM #TomLee $IPO $TSLA $COST $THNQ
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Dr. Duru
23.9K posts
Dr. Duru
@DrDuru
Data 🧮 Decisions 🤔 Performance 📈 | Analytics leader | Blogger for fans of financial markets | Decision quality educator | #BlackInData
Katılım Mayıs 2009
1K Takip Edilen1.8K Takipçiler
Dr. Duru retweetledi
Jevons paradox is happening in real time. Companies, especially outside of tech, are realizing that they can now afford to take on software projects that they wouldn’t have been able to tackle before because now AI lets them do so.
We’re going to start to use software for all new things in the economy because it’s incrementally cheaper to produce. Marketing teams at big companies will have engineers helping to automate workflows. Engineers in life sciences and healthcare will automate research. Small businesses will hire engineers for the first to build better digital experiences.
And as long as AI agents still require a human who understands what to prompt, how to review when an agent goes off the rails, how it guide back, how to maintain the system that was built, how to fix the ongoing bugs, and more, we will still have humans managing these agents.
This is why all the advice you get of not going into engineering is wrong. The world is going to increasingly be made up of software, and the people that understand it best will be in a strong economic position. This will happen in other roles as well where output goes up and demand increases.
Lenny Rachitsky@lennysan
Engineering job openings are at the highest levels we’ve seen in over 3 years There are over 67,000 (!!!) eng openings at tech companies globally right now, with 26,000 just in the U.S. We don’t know if there would have been more open roles if not for AI or if AI is actually leading to more open roles, but since the start of this year, the increase in open eng roles is accelerating even more.
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Dr. Duru retweetledi
@levie Instead of a software apocalypse, we’re likely looking at a renaissance for the generalists who can bridge the gap between technical possibility and human need. When the cost of building falls to near-zero, the value of knowing what to build reaches an all-time high.
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@jimcramer Yep! But....
No Place to Hide As War Drives Oversold Conditions – The Market Breadth
drduru.com/onetwentytwo/2…
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Yep! But....
No Place to Hide As War Drives Oversold Conditions – The Market Breadth
drduru.com/onetwentytwo/2…
$AAOI $COMPQ $DELL $GLD $IGV $TLT $ITB $IWM $MAGS $SPOT $SPY $SLV $XLV $USO $VIX #AT50 #technicalanalysis #stockmarket #marketbreadth #AT200 #trading
Jim Cramer@jimcramer
Very oversold...
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Dr. Duru retweetledi
This was an interesting stat given by Petco in their call last night, “Industry data tells us that 34% of Gen Z customers shop exclusively in stores. Interestingly, this group’s preference for an in-store experience is much higher than Gen X or Millennials and is virtually in line with Boomer preferences.”
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Dr. Duru retweetledi
If people keep pointing to things as an obvious sign of a market top, eventually one of those will coincide with a market top and so many are going to say "see, I told you that was the market top" ignoring the 50 other signs of a market top were not coincident with a market top.
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The Fwd P/E of the Tech sector is now at PAR with Consumer Staples.
In other words, the market is now valuing Tech at the same multiple as boring/slow growth Staples companies.
That has only happened 3 times in the last 7 years: COVID, the 2022 Bear Market, and Liberation Day.
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Dr. Duru retweetledi
AI won't shrink your future if you refuse to let fear shrink your vision.
Connor Boyack 📚@cboyack
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@MrsMSheppard The answer is a fascinating story: marketplace.org/story/2015/06/…
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