Brian Coughlin
37.5K posts

Brian Coughlin
@EquityBrian
Investing, mostly. | Koyfin → 20% off: https://t.co/3YwRABF4V3




Huawei says it has made a breakthrough and expects to design high-end chips with transistor density equivalent to 1.4 nm processes by 2031.


$BABA or $BIDU Which one will be higher in 12 months? $BIDU $127 $BABA $130 Forward P/E $BIDU 14.79 $BABA $14.28 My pick in the comments


KEVIN HASSETT SAID A POTENTIAL UNITED STATES-IRAN DEAL COULD DRIVE ENERGY PRICES SHARPLY LOWER AND CREATE ROOM FOR THE FEDERAL RESERVE SYSTEM TO CUT INTEREST RATES, WHILE ARGUING THAT RECENT INFLATION PRESSURES HAVE BEEN LARGELY DRIVEN BY HIGH ENERGY COSTS.



TRUMP: IN ADDITION TO MANY OTHER ELEMENTS OF THE AGREEMENT, THE STRAIT OF HORMUZ WILL BE OPENED



This time the US-Iran ceasefire + nuclear talks actually feel more legit, just my gut feelings NFA 🤷 Trump’s midterms are ~5 months out and gas is killing him politically (up $1.40+ from pre-conflict). He wants lower prices fast + a peace win. Strait of Hormuz reopening + uranium/sanctions deals line up with real incentives now. Trump’s recent comments saying the market’s heading to new ATHs. Lower oil + de-escalation could rip it higher. Politics and timing make this round different. Let’s see if it sticks. 🚀 $SPY $QQQ $SPX









