Nathan Brooks 🎉 🎯
564 posts

Nathan Brooks 🎉 🎯
@nathan_brolive
Financial Markets Enthusiast | Sharing daily market insights & stock strategies.
Charleston, SC Katılım Ocak 2013
47 Takip Edilen18 Takipçiler

AI is eating Wall Street.
Agents are already taking over the day-to-day work of junior analysts.
And it's just the start.
Financial giants like JPMorgan, Goldman, Citi, and Visa are all in.
So who wins and who loses?
Chapters:
0:00 Intro
0:30 What's actually changing?
1:13 Why Wall Street?
2:09 Are the jobs really at risk?
3:07 Which firms are at risk?
3:53 Who are the losers?
4:35 A pattern we've seen before
5:55 How to think about it
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@paramuheendisi 12 out of 14 is cute but let's see the drawdown
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@Onlyhumanxx @acethebulllly The ones I am not... I am on the other 2 heavy
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Microsoft Is Back to 2024 Levels, But Check Out These Two Charts - #MSFT TradingView $MSFT #MarketRecon @moomoo . tradingview.com/chart/MSFT/PPt…
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Smart Money Sees The Dislocation in Meta
Ken Griffin's Citadel added over a million shares of $META in Q1— a 128% increase in their existing position.
Steven Cohen of Point72, and Millennium Management also added significant sizes to their existing positions.
Even Ray Dalio — who has spent the better part of two years telling American equities are overpriced and the sovereign debt bubble is real — added 30% more to his existing Meta position.
Meta trades at 18.5x P/E NTM below the S&P 500 multiple.
The valuation is bonkers given how Meta has 3.4 B daily active users and 33% revenue growth.
Sure, they are spending a lot on CapEx.
But they are doing it with meteoric revenue growth.
Moreover, there is another less appreciated growth lever for Meta that can be a solid catalyst for the stock.
We discuss that in today's newsletter: ledger.lumidawealth.com/p/hedge-fund-w…

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@chutneylife @elonmusk price hikes in a gas crisis? classic
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I am a big fan of @elonmusk and own a lot of $TSLA shares but raising price of Model Y in the midst of gas crisis seems a bit too much.
I would actually drop the price and tell Americans that you are looking out for them and you want every American to have a Tesla.
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$AMD lost the 8D, gap at 400 next possible support, if not 360 possible
schrts.co/WGkNChjT
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When a man sues a woman: Legal questions swirl in salacious JPMorgan sex harassment case. Read more in Jenna Greene's column: reut.rs/42AlRnC

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