FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】

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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】

FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】

@TruthfulTrading

Wall Street Katılım Temmuz 2020
675 Takip Edilen5.7K Takipçiler
FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】 retweetledi
Andrew Lokenauth
Andrew Lokenauth@FluentInFinance·
Here is the problem: The median home costs $400,000 with 7% mortgage rates (the worst affordability in 40 years) Rent in most cities is up 30-40% from pre-pandemic levels U.S. credit card debt just hit $1.1 trillion (a record) Groceries are up about 25% since 2020
unusual_whales@unusual_whales

BREAKING: Americans are feeling worse about the economy now than they were during the COVID-19 pandemic, the financial crisis, and following the 9/11 attacks, per YF

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Investing.com
Investing.com@Investingcom·
*IRAN WOULD PROCEED WITH CLEARING MINES FROM THE STRAIT DURING A 30-DAY WINDOW FOLLOWING AN AGREEMENT - NIKKEI CITING SOURCE *AFTER AGREEMENT, SHIPS FROM ALL COUNTRIES WOULD BE ABLE TO NAVIGATE FREELY AND SAFELY, JUST AS THEY DID BEFORE DE FACTO SHUTDOWN - NIKKEI
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】 retweetledi
amit
amit@amitisinvesting·
$NOK Nokia long thesis: - Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50 - The option flow is incredible signaling that there are larger players that see the name moving into the $20s - Chart is breaking out from a decade-long consolidated base - Core AI business is growing 49% YoY and AI data centers are moving towards the cell tower / telecom edge which would imply Nokia having a strong runway of growth The Chief Development officer also just bought 32,595 shares at $15.34 on Friday. (h/t @Sergeant991) Jensen is bullish as he has repeatedly framed the Nokia partnership as part of a much bigger generational platform shift from traditional 5G toward AI-native 6G networks. EdgeAI is essentially having compute run on device. Why is this important for Nokia? EdgeAI transforms global telecom networks into distributed computing platforms. By providing carrier-grade 5G and fiber hardware (which Nokia plays A BIG role in), they enable data to be processed locally at cell sites rather than sending it to distant cloud data centers, ensuring ultra-low latency, enhanced security, and bandwidth efficiency. In fact, Nvidia has changed their reporting for earnings to be Data Center Compute and Edge Compute with one of the core parts of Edge Compute as AI-RAN base stations. A few months ago, Jensen said “Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” and argued that AI-RAN built on CUDA and AI will “revolutionize telecommunications.” If semis hit a short term top, Nokia will absolutely fall, so the broader risk is also macro and sentiment on semis. Originally was a trade, still doing more DD, but feeling like this can be more of a hold, seeing the insider buy recently at these prices (after a 100% move YTD) is also encouraging. Thoughts on $NOK? Substack linked below discussing the thesis. other accounts that have been covering it well @optionscjp @KawzInvests @michaelsikand @investingluc
amit@amitisinvesting

@FrostyFinances jumped in right before the breakout lol this market is getting crazy

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amit
amit@amitisinvesting·
Because we are all addicts, here are some of the biggest US stocks & what they are trading at in USD converted from their current price in the German markets 😂 Market likes the potential closure of the Iran situation...
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】 retweetledi
Rekt Fencer
Rekt Fencer@rektfencer·
BITCOIN BULL TRAP IS NOW CONFIRMED Every bear market rally tops at the SMA 200D. 2018: rejected 2020: rejected 2021: rejected 2026: rejected Do you still think this time is different?
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】
Iran is reportedly ready to send its highly enriched uranium to China, but they want guarantees first before making a deal with the US. If this is real, it's a big deal.
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】 retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US inflation is persistently running above the Fed’s target: US PCE inflation has surged +28.5% since February 2018, to an all-time high. Had inflation run at a steady 2% target, it would have risen +17.4% over the same period. In other words, the current path overshot the target by +11.1 percentage points. The gap began to widen in 2021 following massive economic stimulus in response to the pandemic and near-zero interest rates in 2020 and 2021. As a result, PCE inflation has been above the Fed's 2% target since April 2021, spanning 60 consecutive months. The most recent reading for March stood at 3.5%, the highest since June 2023. Inflation in the US remains way too high.
The Kobeissi Letter tweet media
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】
Here are 10 stocks I would purchase heavily if they reached these price points: 1) $NOW below $100 2) $HIMS below $20 3) $MU below $700 4) $BULL below $5 5) $HOOD below $60 6) $PLTR below $120 7) $OSCR below $15 8) $IREN below $40 9) $NBIS below $140 10) $EOSE below $6 Which stock would you include?
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Joel
Joel@growthrapidly·
10 stocks I’d buy aggressively if they dropped to these prices: 1) $NOW under $100 2) $HIMS under $20 3) $MU under $700 4) $BULL under $5 5) $HOOD under $60 6) $PLTR under $120 7) $OSCR under $15 8) $IREN under $40 9) $NBIS under $140 10) $EOSE under $6 What stock would you add to this list?
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Ashton Invests
Ashton Invests@Ashton_1nvests·
What stock do you think is the most undervalued in the market right now?
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The Rock Trading Group
The Rock Trading Group@The_RockTrading·
The Case for Higher Highs In Tech: 1. Weekly $XLK/ $GLD has just surpassed the 200WMA for the first time March 2026, the last previous surge above the 200wma, was March 2020, Covid. Where tech led the rally back. The story it tells is one of secular tech strength despite gold’s periodic safe-haven rallies. 2. This is textbook evidence that over multi-year periods, tech’s growth engine (AI, semiconductors, cloud, productivity gains) has crushed gold’s more cyclical/safe-haven returns. 3. Even if Gold continues to rise modestly (geopolitics, central-bank buying, etc.), and we've seen price stagnate on gold as of late, $XLK tech can still deliver stronger absolute returns as long as the ratio holds or climbs. 4. Ratio chart is bullish evidence that tech can keep rising (and keep outpacing gold) as long as the long-term uptrend and 200WMA. The latest strong weekly close near that key level is exactly the kind of technical confirmation investors watch for continuation of the multi-year tech leadership theme. Seemingly, the composite is no where near highs we've seen in 2021, and 2024. But when it gets there, it signals correction in tech.
The Rock Trading Group tweet media
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Dr J Rould
Dr J Rould@jrouldz·
$AVAV Downtrend breakout detected ✍️👀 (no position but tempted - been tracking for a long time)
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FX_Jensen-Stock Trading Analyst【Nasdaq S&P500】
Your terrible strike price is why you keep getting burned on options... (here's how to fix it immediately). Most retail traders sell puts at a strike roughly 5% below the current market price to "create a buffer zone" (poor move). They also typically execute this using month-long contracts (another poor choice).
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