btcsoc
324 posts
Toi aussi, tu checkes les charts avant ton café du matin ?
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Good morning ☕️🦀🇺🇸 Happy Sunday!
Stock market outlook for the week of May 18–24, 2026: Focus on Nvidia earnings, Fed minutes, and global data amid a resilient but concentrated bull market.
U.S. stocks closed the week ending May 16 near recent highs but with some Friday profit-taking. The S&P 500 finished at 7,408.50 (down ~1.2% on Friday but up modestly for the week, marking a seventh straight weekly gain). The Nasdaq and Dow also pulled back slightly on Friday, closing around 26,225 and 49,526, respectively.
The broader picture remains constructive: The S&P 500 is up more than 9% YTD (and ~18% from its late-March low), driven by strong Q1 earnings, AI enthusiasm, and a V-shaped recovery in April. However, gains have been narrow—concentrated in a handful of mega-cap tech/AI names—leaving many stocks lagging.
Key Themes for the Week
•Earnings season highlight: Q1 corporate profit growth remains exceptionally strong (tracking double-digit). This week shifts focus to AI infrastructure and consumer resilience.
◦Wednesday: Nvidia $NVDA — the market’s largest company by cap — reports after the close. Investors will scrutinize guidance on AI chip demand, data-center spending, and any signs of market-share pressure. A strong report could reinforce the AI tailwind; any disappointment risks a tech-led pullback.
◦Thursday: Walmart $WMT, Home Depot $HD, and other retailers. These reports will gauge consumer spending (two-thirds of U.S. GDP) under pressure from elevated energy prices and inflation tied to Middle East tensions.
◦Other notable names: Analog Devices $ADI, Baidu $BIDU, e.l.f. Beauty $ELF, Intuit $INTU, etc.
•Central bank signals:
◦Wednesday: Release of the Fed’s April FOMC meeting minutes. Markets will parse for any hawkish tilt on inflation (elevated partly by energy costs) versus a dovish stance that could support equities and pressure the USD. A dovish read would be stock-positive.
Geopolitical risks remain a wildcard.
Ongoing Middle East tensions (Iran-related) have pushed oil and energy prices higher, raising stagflation concerns and complicating the Fed’s path. Supply-chain and inflation ripple effects are in focus.
Analyst and Market Sentiment Snapshot
Most strategists remain constructive on equities for 2026 overall, citing AI-driven earnings momentum, productivity gains, and capex plans (especially in tech/semiconductors). Valuations are elevated (S&P 500 forward P/E near 21x), but strong fundamentals have justified them so far. Short-term, however, a consolidation or “healthy pause” after the sharp rally isn’t ruled out—particularly if Nvidia or retail results underwhelm, or if Fed minutes/yields surprise to the hawkish side.
Bottom Line
•Bullish case: Strong NVDA print + dovish Fed minutes + resilient retail data = continuation of the AI-led advance.
•Bearish risks: Soft earnings, hotter-than-expected inflation signals, or escalation in energy/geopolitical headlines = volatility spike and potential near-term pullback.
•Expect choppy trading with a tilt toward tech early in the week and broader-market rotation later. Longer-term, the earnings/AI foundation keeps the bull market intact, though patience and selectivity will be key amid stretched valuations and external shocks.
This is not investment advice—markets can move quickly on surprises. Monitor Nvidia after the bell Wednesday and the Fed minutes closely, as they will likely set the tone.
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Flying to New York City to teach millions of people about Bitcoin 👀✈️
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A lot of people say they want to be early.
But when something is actually early, it usually feels boring, risky, uncertain, or even stupid.
That’s why most people only enter after the big move already happened.
You saw it with tech stocks.
You saw it with real estate.
And now we’re seeing it with #Bitcoin too.
When nobody cares, it feels uncomfortable holding.
When everyone starts talking about it, people suddenly feel “safe” buying higher.
Being early is mostly just having patience while the rest of the world ignores something.
And honestly, that part is harder than people think.
Because there are long periods where it feels like nothing is happening.
No validation.
No excitement.
Just conviction and time.
Then one day the narrative changes fast.
And suddenly everyone acts like it was obvious from the beginning.
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Les versements ont augmenté de 16% l'an dernier: le Plan épargne retraite a dépassé les 150 milliards d'euros d'encours fin 2025
l.bfmtv.com/3ZNb
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Ils font plus de 2 km de long (l'un d'eux faisait même 7 km) et ils circulent dans le désert de manière autonome : pourquoi l'Australie a besoin de ces monstres sur rail pour transporter le minerai de fer à travers le pays
l.bfmtv.com/J2Kw
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- Claude for coding.
- Supabase for backend.
- Vercel for deploying.
- Namecheap for domain.
- Stripe for payments.
- GitHub for version control.
- Resend for emails.
- Clerk for auth.
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- PostHog for analytics.
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- Upstash for Redis.
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You can literally ship a startup from your bedroom now.
It’s not that deep bro.
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