First Word
INTRADAY ALERT: April Core PCE tame at +0.25% MoM. Supports post-PCE rallies = buy this dip
THIS INTRADAY ALERT IS SENT SOLELY TO CLIENTS OF FS INSIGHT April Core PCE released this am and came inline at +0.25% MoM. This is...
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Macro Minute Video
Video: Macro Minute: We see NVDA results good enough to pull cash off sidelines for market broadly. When considering global labor shortage, seems early days for AI
VIDEO: We discuss several things tonight. NVDA likely pulls money off sidelines. Broader market multiples likely expand as well. Please click below to view our Macro Minute (duration: 04:17)....
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First Word
We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
VIDEO: We think cash moves off the sidelines post-NVDA results. We highlight 20 stocks most correlated to NVDA 3.52% . Please click below to view our Macro Minute (duration:...
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Macro Minute Video
Video: Macro Minute: We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.
VIDEO: We think cash moves off the sidelines post-NVDA results. We highlight 20 stocks most correlated to NVDA 3.52% . Please click below to view our Macro Minute (duration:...
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First Word
GRANNY SHOTS: May 2024 Super Granny update
On Tuesday, 5/21, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...
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First Word
INTRADAY ALERT: An important AI week ahead. We advise continuing to "buy the dip" for May (and probably June)
The S&P 500 is closing out a strong week, with gains +1.4% this week alone, taking total gains for May to close to 6%. As...
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