Jurnian Tirnner

@TimmerFidelity x.com/NishaChynaa/st…

@TimmerFidelity My internal plan is as follows ⬇️

Here is the Mag 7 in action. It’s not quite a bullish broadening but at least it’s a benign broadening (so far, at least).

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Many of my Twitter followers have already joined my WhatsApp. FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "join" to my WhatsApp number +13802708935 to join for free. I POST ALL TRADES FOR FREE api.whatsapp.com/send?phone=138…

My strategy plan. ⬇️

@TimmerFidelity x.com/NishaChynaa/st…

@TimmerFidelity My internal plan is as follows ⬇️

There is life after the Mag7 It was another eventful week, with the Mag 7 and hyperscalers getting punished for spending too much of their previously ample free cash flow, while the broader market picked up the slack. At the same time, energy prices soared again, taking its toll on bond markets around the world. Following a lot of hawkish talk coming out of the Fed in recent weeks, the pressure is on for the FOMC to back up its rhetoric by raising rates soon. The twin tail risks of market concentration and the return of the Fed Model are both on display as we sift through second quarter earnings season. The S&P 500 index has not made a new high since June 2 and the Mag 7 have been trading sideways (and under-performing the index) since last November. Yet, this loss of leadership has thus far not done too much damage to the major indices, thanks to strength in the non-AI space. Since that June 2nd high, the S&P 500 index is down a modest 2.4%, the GS AI basket is down 13%, the Mag 7 is down 9%, the S&P equal-weighted index is up 2% and the GS ex-AI basket is up 5%. Diversification at work, and fortunately there are lots of fish in the sea right now, unlike the 2014-2024 period when the Mag 7 was the only game in town. Let's delve into the latest developments in this week's Asset Allocation Review. linkedin.com/pulse/plenty-f…

Many of my Twitter followers have already joined my WhatsApp. FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis Reply with "join" to my WhatsApp number +13802708935 to join for free. I POST ALL TRADES FOR FREE api.whatsapp.com/send?phone=138…

My internal plan is as follows ⬇️

@listofficial @EricJhonsa @TomorrowXSummit Join my fan club🚨

I'll be in Austin in November for @TomorrowXSummit. Will be cool to meet up with a lot of the people I've followed/interacted with on here.

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$TSM trades at a 16% premium to TSMC's Taipei shares. That suggests $SKHY's premium to Hynix's Seoul shares could expand meaningfully from its current ~3%...especially since Hynix trades at a 20%-plus forward EPS discount to $MU in spite of having more HBM/data center exposure.

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Well, that was quick.

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You didn’t come this far, just to make it this far.

Sing your heart out at KTV! Hit the mic, belt your favorite tunes, and make every chorus unforgettable. Tonight’s all about fun and good vibes!

Stocking up on fresh veggies and pantry staples for the week! No waste, all flavor. What’s your go-to weekly pick

Our club’s spring book swap u0026 bake sale is this Sat at the campus quad! Bring a gently used book to swap, grab homemade treats, and support our charity drive—all are welcome!