Pinned Tweet
Stock Market Week Ahead #VIDEO
Huge week on deck: Earnings, Fed, GDP, and PCE.
1 week to the midterms.
Long one today — a lot to unpack.
HAGW!
youtu.be/WwQOE-v4BvM
Good Morning!
Futures: ES +0.29%, NQ +0.20%, YM +0.46%, RTY +0.36% | VIX 19.3 | 10Y ~4.98% | WTI $100.8 (-2.4%), Brent ~$115 on Qatar mediation in Tehran | DXY 101.6 | Gold ~$4,029 | BTC ~$80K
$TSLA u/g Overweight @ Barclays pt $450 from $370
$XYZ d/g Equal-Weight @ Morgan Stanley pt $80 from $90
$SPCX pt raised $268 from $248 @ Bernstein
$CRWD pt raised $290 from $260 @ BofA
$AAPL pt raised $270.62 from $263.66 @ Jefferies
$COIN pt raised $189 from $148 @ JPMorgan
$FICO pt cut $900 from $1,530 @ JPMorgan
$EFX d/g Sector Perform @ RBC pt $189 from $177
$OKLO int Hold @ TD Cowen pt $26
$ACCV int Overweight @ JPMorgan pt $20
$CACI u/g Buy @ Jefferies pt $725 from $700
$KALU u/g Neutral @ JPMorgan pt $140 from $146
$FCNCA d/g Underweight @ JPMorgan pt $2,200 from $2,300
$EFSC u/g Overweight @ Piper pt $64 from $68
$CRS d/g Sector Weight @ KeyBanc
$LKQ d/g Neutral @ Roth/MKM
$RRC d/g Neutral @ Gerdes
$LMT pt raised $665 from $620 @ JPMorgan, $615 from $595 @ Jefferies
$GE pt cut $310 from $392 @ Daiwa, $425 from $435 @ Jefferies
$MRNA pt raised $230 from $167 @ Piper
$PG pt raised $167 from $145 @ Piper
$KO pt raised $102 from $95 @ Piper
$AXP pt raised $415 from $405 @ Piper, $365 from $360 @ JPMorgan
$CVLT pt raised $170 from $130 @ Jefferies
$CTSH pt raised $78 from $67 @ JPMorgan
$TYL pt raised $450 from $400 @ TD Cowen
$AXON pt cut $800 from $825 @ TD Cowen
$HSY pt cut $210 from $250 @ Stephens
Stock Market Weekly Recap #VIDEO
Nothing easy or fun this week about the market.
Market is stuck in a rut and waiting. More earnings? Iran? Midterms?
Names are still the play, but concerned that $SMH and the AI trade are looking very vulnerable. Big week ahead with the Fed, $MSFT $GOOGL $AMZN.
HAGW!
youtu.be/tCo9OjC4t2s
It's nice to have prop accounts to trade on days like today. You can spread the risk around.
If use blusky.pro for futures!
Sign up using Code: MIKE
Anyone else feeling nostalgic for 2025..
Market come back...
youtu.be/NmEyGiaqm7k?si=zc0G…
Good Morning!
Futures flat
$SPCX u/g Buy @ Phillips pt $250 from $75
$META pt raised $950 from $750 @ Mizuho
$DECK d/g Underweight @ Piper pt $75 from $100
$TSCO pt raised $38 from $34 @ Paribas
$GL d/g Neutral @ Piper pt $165 from $200
$ATRO int Sector Weight @ Keybanc
$VSEC int Sector Weight @ Keybanc
Last stocks on Spaces of the week!
xitter.cf/i/spaces/1OxwbnMyEQNJB
Worth the quick watch!
OpenAI & Anthropic: Revolutionary AI, Bad Investments?
“Having revolutionary technology does not necessarily mean revolutionary returns.”
Can revolutionary AI technology deliver revolutionary investment returns?
A critical mismatch comes into focus: long-term commitments to AI infrastructure and compute versus much shorter-term customer commitments.
For $XOVR, investment discipline means questioning the price and the business behind the breakthrough. What you choose not to buy matters just as much as what you own.








