Sam Vadas

Thank you @sam_vadas for today's conversation on AI = we are at the first hydration break = proprietary AI started strong = next comes open source AI = overall more AI Bloom than gloom as we enter the modern Renaissance = AI enables everyone to be entrepreneur instead of employee

.@DaveN007 of @TheFuturumGroup tells @sam_vadas that despite skepticism about AI ROI, there is "no lack of demand" and sees $NBIS as the "best-positioned in terms of value" among neocloud companies. He also discusses the catalysts behind the recent slide in neocloud stocks, potential constraints, and earnings season expectations for these companies. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

$AAPL $NVDA $NFLX Semis continue to stumble today as AI-related concerns linger. From the NYSE, @sam_vadas breaks down today’s market setup and the key movers to watch. For more: schwabnetwork.com/?CID=SM:Twitte…

.@Nasdaq's Kevin Davitt is seeing single-name volatility for names like $MU and $NVDA running high relative to history, while index volatility is "relatively anchored." He tells @sam_vadas that the market is pricing in expectations for NDX volatility to remain elevated relative to the S&P's. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

The momentum-trade roller coaster continues as chip stocks fall again this morning. From the NYSE, @sam_vadas breaks down today’s market setup and highlights what to watch before the close. For more: schwabnetwork.com/?CID=SM:Twitte…

Kasey McCurdy and @JoeMazzolaCS join #MorningTradeLive and host @sam_vadas to discuss the stock market dynamics and portfolio management. 📽️ The Big 🖼️ on @SchwabNetwork x.com/i/broadcasts/1…

.@sam_vadas shares the final takeaways from Wednesday's trading action and what to watch on Thursday, including $TSM and $NFLX earnings. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

A walk down Wall Street and a quick market check-in. @sam_vadas shares insights from the NYSE, breaking down today's setup and what to watch before the close. For more: schwabnetwork.com/?CID=SM:Twitte…

.@SchwabResearch's Nathan Peterson joins @sam_vadas to share his big-picture view on the memory trade, why $MU will help determine memory's trajectory, advances in AI model compression, and the outlook for the Mag 7. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

.@hexonaut joins @sam_vadas to discuss demand for stablecoins and @sparkdotfi's position in the stablecoin rollout. "Stablecoins have actually found product-market fit despite the lack of regulatory clarity," he says. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

.@RonWestfallDX tells @sam_vadas that he anticipates $INTC will present more "good news" next week when it reports earnings. He expects to see yield improvements and commercial progress for its 18A process node. He also examines the company's competitive strengths in the first half of the year and its outlook moving forward. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

The Big Picture on Morning Trade Live: Cooper Howard and Michelle Gibley share their views on the global markets and economy with @sam_vadas. 🎥 @SchwabNetwork #CPI #Inflation #EM #FederalReserve x.com/i/broadcasts/1…

A busy morning for markets, with the latest inflation data and big bank earnings in focus. @sam_vadas breaks down the current market setup and the key movers to watch. For more: schwabnetwork.com/?CID=SM:Twitte…

The Big Picture on Morning Trade Live: @LizAnnSonders and @jimferraioli join host @sam_vadas to kick off the week. 🎥 @SchwabNetwork x.com/i/broadcasts/1…

Morning Trade Live: @CollinMartinCS shares his views on the latest developments with the #Fed, geopolitical uncertainty, and more with @sam_vadas. 🎥 The Big Picture @SchwabNetwork x.com/i/broadcasts/1…

.@KevRGordon shares his Big 🖼️ views on #MorningTradeLive with host @sam_vadas regarding the U.S. stock market and economy. 📽️ @SchwabNetwork x.com/i/broadcasts/1…

It’s rinse and repeat for this market: Stocks are higher as yields and oil prices pull back. @sam_vadas breaks down the current market setup as chip stocks gain and software stocks slip ahead of SK Hynix’s U.S. listing. For more: schwabnetwork.com/?CID=SM:Twitte…

From $PEP earnings to weekly jobless claims and existing home sales, @MarleyKayden and @sam_vadas break down what they're watching in the markets on Thursday. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…

Stocks are falling and oil prices are rising once again. @sam_vadas breaks down the market setup and what to watch today, including AI-related headlines, geopolitical developments and the “next big catalyst” on investors’ radar: the release of the Fed’s meeting minutes. For more: schwabnetwork.com/?CID=SM:Twitte…

Nathan Peterson joins #MorningTradeLive and host @sam_vadas to share his Big 🖼️ view on the technical and sector dynamics of the stock market. 📽️ @SchwabNetwork x.com/i/broadcasts/1…