-
SMCI
-
$42.65
-
+9.08%
-
$39.26
-
$42.63
-
$38.91
Ticker Appearances
Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global (SPGI 0.15% - $539.69)Accenture (ACN 1.47% - $388.00)Upstart Holdings (UPST 4.85% - $82.42)Super Micro Computer (SMCI 9.08% - $47.91)Alibaba (BABA -1.14% - $124.73)Deere & Co....
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First Word
Jan CPI (Wed) likely "calibrates" inflation views back to "falling towards 2%" = positive equity catalyst. Despite chop, we are buying the dip.
So far in 2025, equity markets have proven to be resilient, affirming that "buy the dip" remains the regime. There have been many "tape bombs"...
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Daily Technical Strategy
Break of last week’s lows puts January lows into focus
While the market did rally intra-day on reports that Mexico’s compliance in sending 10,000 troops to the border would delay tariffs by a month, market...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis December 2024
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First to Market
Earnings Season Broadens Amid Light Macro Week
A daily market update from FS Insight — what you need to know ahead of opening bell _"I will seize fate by the throat; it...
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Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global (SPGI 0.15% - $539.69)Accenture (ACN 1.47% - $388.00)Upstart Holdings (UPST 4.85% - $82.42)Super Micro Computer (SMCI 9.08% - $47.91)Alibaba (BABA -1.14% - $124.73)Deere & Co....
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First Word
Jan CPI (Wed) likely "calibrates" inflation views back to "falling towards 2%" = positive equity catalyst. Despite chop, we are buying the dip.
So far in 2025, equity markets have proven to be resilient, affirming that "buy the dip" remains the regime. There have been many "tape bombs"...
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Daily Technical Strategy
Break of last week’s lows puts January lows into focus
While the market did rally intra-day on reports that Mexico’s compliance in sending 10,000 troops to the border would delay tariffs by a month, market...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis December 2024
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First to Market
Earnings Season Broadens Amid Light Macro Week
A daily market update from FS Insight — what you need to know ahead of opening bell _"I will seize fate by the throat; it...
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Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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Daily Technical Strategy
Break of last week’s lows puts January lows into focus
While the market did rally intra-day on reports that Mexico’s compliance in sending 10,000 troops to the border would delay tariffs by a month, market...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis December 2024
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First to Market
Earnings Season Broadens Amid Light Macro Week
A daily market update from FS Insight — what you need to know ahead of opening bell _"I will seize fate by the throat; it...
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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 -0.78% . Please click below to view our Macro Minute (duration:...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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