Options and Stock Trader. Tweets are my thoughts and ideas and for informational purposes only Youtube: https://xitter.cf/t.co/eetpgbI3ZI

Joined July 2015
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
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Interesting look at how $ANT is fueling their competitors
Anthropic’s strongest relationships are also its biggest points of dependence. Its partners are not mere suppliers: several also have their own AI models, cloud businesses or infrastructure ambitions. The company itself says these relationships could create misaligned incentives and conflicts over compute and Claude distribution.
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Nicely done by Eva today on @CNBCMorningCall
Strong results aren’t enough this earnings season. Joined @CNBCMorningCall to discuss Big Tech earnings, the Fed’s next move and where we see opportunity.
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$AMD Kissing a small gap here @ 529.98
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Anthropic to release S1 at 9am today - sm
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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
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How to make nachos
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Dukes' pic.. $AMZN he still thinks it's more undervalued than $CHWY
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Stock Market Week Ahead Huge week on deck: Earnings, Fed, GDP, and PCE. 1 week to the midterms. Long one today — a lot to unpack. Link in 1st reply HAGW!
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When suddenly your couch is not big enough
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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 $AMZN. HAGW! youtu.be/tCo9OjC4t2s
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It's nice to have prop accounts to trade on days like today. You can spread the risk around. If use blusky.pro for futures! Sign up using Code: MIKE
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$SPY What a tight range first hour
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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 $VSEC int Sector Weight @ Keybanc
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$BE EPS and REV Beat
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$WDC EPS and REV Beat guides up EPS for Q2
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Not a easy day, but not all bad. $XLF strong $WMT $COST etc.. Bonds very strong, flight to safety. AI trade getting hit, next week the big barometer for that. Nice and easy til then HAGN!
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