US Policy
Slow Holiday Week in Washington
With Congress out and President Trump heading to Mar-a-Lago for Thanksgiving, it is expected to be a slow week in Washington. That comes after a...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
First to Market
Forget the Trump and Fed Put. How About the Nvidia Put?
CHART OF THE DAY GOOD MORNING! I know we are all well aware that our lives hang on the success and failure of Nvidia, but...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
Earnings Daily
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
Signal From Noise
Nvidia’s Faltering Make You Nervous? These AI Plays Can Fill The Gap.
You know the big semiconductor names: Nvidia, AMD, Intel, Qualcomm, Samsung. These are the fabless chip companies leading the charge into the age of AI...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
Daily Technical Strategy
Insurance stocks and Homebuilders both have appeal in the weeks ahead
MARKETS REMAIN IN A TRICKY SPOT HEADING INTO THANKSGIVING WEEK, AND TODAY’S BOUNCE FAILED TO SHOW SUFFICIENT IMPROVEMENT TO THINK A LOW OF ANY MAGNITUDE...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
Crypto - Comments
Capitulation Signals Strengthen as Fed Shows Openness to Easing and SOL Gains a Potential Supply-Side Tailwind
DISCUSSED IN TODAY'S VIDEO:RECORD IBIT AND HYPERLIQUID VOLUMES: A combination of (1) BTC’s sharp overnight drop and constructive rebound, (2) all-time-high IBIT volumes, and (3) record...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: 73b609-5418c7-afb56d-0035ac-3bd727 Array ( [cookie] => 73b609-5418c7-afb56d-0035ac-3bd727 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.88 )
