Cammen Chan

Do you know? Approximately 20 million to 25 million Americans currently receive monthly benefits from a private or public traditional pension plan.

⚠️NASDAQ stocks at elevated multiples: $PLTR (Palantir) $TSLA (Tesla) $ARM (Arm Holdings)

My stock portfolio this week:

Valued NASDAQ stocks: $PYPL (PayPal) Low earnings multiples $INTC (Intel) $MDLZ (Mondelez) Defensive consumer staple $EWBC (East West Bancorp) low P/E, strong ROE

It was a rough week overall. S&P 500: –2.7% (worst since April 2025) Nasdaq: –3.4% (4th straight weekly loss) Thursday alone wiped out ~$3 trillion in market value. What's ahead?

how is $NVDA opening on Monday after this Chinese spy report hit?

Housing inventory breakdown: Resale: 1.62M units (4.9-mo supply) New Build: ~470k units (8.4-mo supply) Builders sitting on nearly double the months of supply, buyer incentives & rate buy downs on new homes are hitting record levels. #RealEstate #HousingMarket

10 companies that have raised their dividend payouts annually for consecutive years: • $PG (Procter & Gamble) – 69 yrs • $KO (Coca-Cola) – 62 yrs • $JNJ (Johnson & Johnson) – 63 yrs • $PEP (PepsiCo) – 55 yrs • $LOW (Lowe's) – 65 yrs • $ABBV (AbbVie) – 54 yrs • $MCD (McDonald's) – 50 yrs • $IBM (IBM) – 30 yrs • $CVX (Chevron) – 38 yrs • $MSFT (Microsoft) – 20+ yrs

3 moves to shrink your RMD (Required Minimum Distribution) tax bill: -Spend your IRA first -Give from your IRA (QCD) -Do Roth conversions: In the years between retiring and taking RMDs, convert small amounts of pre-tax money into a Roth IRA each year. Pay the tax now while your bracket is lower so it grows tax-free later.

$MS on the move Support should be: $180.00 – $181.30. A breach below $180 could trigger technical selling toward Oct low around $178.47. Resistance: $194.00 – $197.50 (Wednesday close & Thursday high). Valuation & Fundamentals: Trailing P/E: ~14.4x Dividend Yield: ~2.54% 52-Week Range: $152.80 – $232.25 (MS is currently trading ~21.8% below its 52-week high reached in July 2026).

$SPCX breakdown: • Revenue: $14.58B in Q3 (+161% YoY) • AI/Compute: $7.56B (+830% YoY) • Starlink: $5.25B cash cow engine Pulled back from ~$240 to ~$186 (~39x forward P/S). High multiple, but AI compute is now over 50% of top line revenue.

$NVDA trailing P/E just broke under 24x with a forward P/E sitting near ~17x. You rarely see a 100%+ EPS growth narrative compress this fast before earnings.

$TSLA isn’t just a car company, it’s a robotics (Optimus) company

Why add gold to your portfolio? solana:GoLDppdjB1vDTPSGxyMJFqdnj134yH6Prg9eqsGDiw6A -Inflation Hedge -Ultimate Safe Haven -Portfolio Diversifier

An advanced semiconductor fab like $TSM plant in Arizona costs at least $15B

If you remember Lucent Technology or Nortel, you're at least 50 yrs old

$MCHP was hammered, what gives