Pinned post
"You are never as smart as u think you are when you are making money or as dumb as u think when losing"
Scarlett & Carter's BaPa
@KASDad
1st worked on Wall St summer '65. Recovering securities lawyer. Trading for a living 45 yrs. Not investment advice, don't be silly. 🇮🇱 linshek lei et hitchat
1K Following 6.7K Followers 234K Posts
Latest posts 5
I've recently been suggesting that it is entirely possible/likely that the Trump/MAGA movement will ultimately be the RINOs as it loses sway over the party. You saw the first signs of that in the midterms.
Your occasional reminder that “RINO” now means believing in things Republicans have championed for 50+ years. Things that worked to make this country great (see what I did there?). Free markets, free trade, conservative values, love of country, and limited government just to start. Believing in these things make you a “RINO.”
To not be “RINO” you need to believe in right-wing socialism, regressive protectionism, and extreme executive authority, just to start.
Got it?View quoted post on X
The absent Y-0-Y data is likely to cast a shadow a relatively 'good' Oct. CPI.
"Economists expect growth in the core CPI to have moderated in October to around 0.22%, though the full range of estimates is broad enough to round down to 0.1% or round up to 0.3%. Due to the government shutdown in Oct 2025, there's no tidy year-earlier figure."
@NickTimiraosView quoted post on X
This is comic. $WFC cuts to $300 from $315 with the news of the Jensen Huang story. As John McEnroie said: "You cannot be serious!"
WELLS FARGO CUTS NVIDIA ($NVDA ) PRICE TARGET TO $300View quoted post on X
Wells Fargo lowers its Nvidia price target to $300 from $315, maintaining an Overweight rating.
Analyst Matt Bryson cites the investigation into CEO Jensen Huang and key-person risk, but sees little threat to AI demand or Nvidia's fundamentals.
Wells Fargo expects $126.4B in quarterly revenue, above Wall Street's $124.3B estimate, and highlights Nvidia's $235B share buyback authorization.
The bank remains bullish on Nvidia's long-term AI growth.
The incestuous relationship between companies in the AI/Tech sector continues.
BIG TECH IS PUTTING $26 BILLION INTO ANTHROPIC'S IPO
7 tech giants will buy shares at the IPO price through a private placement:
Nvidia
AMD
Broadcom
Micron
Microsoft
TSMC
Anthropic is aiming to raise up to $69.3B in the IPO itself, at $70 to $80 a share, per Reuters.View quoted post on X
