ᵃˢˢᵉᵗᶜˡᵃʳᵏᵉ

MSc Banking & Finance

[Digi (Delusional) @digiii]

https://t.co/2cmtDkM64k

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[𖣂JIK𖣂 @OS3992]

Real confidence

[ᵃˢˢᵉᵗᶜˡᵃʳᵏᵉ @AssetClarke]

@BarkInvesting Elaborate?

[ᵃˢˢᵉᵗᶜˡᵃʳᵏᵉ @AssetClarke]

t

[amit @amitisinvesting]

Trump right now in the White House with Zelenskyy:

"YOU ARE GAMBLING WITH WORLD WAR 3...IT'S GOING TO BE VERY HARD TO DO BUSINESS LIKE THIS...YOU HAVE TO BE THANKFUL...YOU EITHER MAKE A DEAL, OR WE ARE OUT...YOUR COMMENTS WERE VERY DISRESPECTFUL."

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

US CPI inflation is on track to hit 4.6% over the next 6 months, according to Bank of America.

CPI inflation has averaged +0.4% on a month-over-month basis over the last 3 months.

If this trend continues, this puts year-over-year inflation on pace to hit 4.6% by July, the highest since April 2023.

That would be more than DOUBLE the Fed’s 2% inflation target.

Even if monthly inflation prints ease to 0.3%, year-over-year inflation would still rise to 3.8%.

Inflation is accelerating.

[ThiccTeddy @ThiccTeddy]

THIS FINVIZ SCREENER IS FOR THE SWING TRADERS WHO FOLLOW ME🔥🔥📈📈

It only uses 2 filters, very simple. It spits out names showing one of my favorite reversal setups. Use it wisely

Here is the 2 minute video👇

[Cole Grinde @GrindeOptions]

What will make you the most money in the stock market over the next 10 years?

1. $SOFI - Best fintech in America right now.

2. $TSLA - Best world wide company for all around AI and manufacturing.

3. $NVDA - Best compute networking and GPU processing.

4. $PLTR - Best AI tech in the game.

5. $HOOD - Best retail trading platform in the world.

6. $NU - Best international fintech play.

7. $AMZN - Best all around business and cashflow machine.

8. $CLSK - Best Bitcoin miner out there.

9. $MSTR - Best Bitcoin stock out there.

10. $COST - Best wholesaler in the world.

What are you adding to the list? 🤘🏻

[Gabe Pluguez @Gabepluguez]

Joe Rogan has had the world’s top health experts on his podcast.

They’ve revealed some mind-blowing facts that 99% of people wouldn’t know.

Here are my top 8:

[amit @amitisinvesting]

A TON OF THINGS HAPPENED TODAY IN THE STOCK MARKET.

Here's a full recap:

1. Three updates on $TSLA Tesla: 1.) Long time Tesla Bear Craig Irwin upgraded Tesla to $350 from $85, citing Elon's relationship with Trump and progression in Autonomy. 2.) Stifel issued the highest PT on the street for Tesla at $411 from $287 and claimed that $TSLA is now reflecting a “clearer path to FSD and Cybercab." and 3.) Delaware judge Kathaleen McCormick has rejected the reinstatement of Elon Musk's Tesla compensation package, overriding the decision of Tesla's board and the approval of over 72% of its shareholders. Instead, she directed Tesla shareholders to cover $345 million in legal fees for the plaintiff's attorneys. The plaintiff held 9 shares in the company.

2. MicroStrategy $MSTR purchased another 15,400 $BTC Bitcoin for $1.5B at $95,976 per Bitcoin. $MSTR now holds 402,100 Bitcoin at an average of $58,263. This is MicroStrategy's 4th $BTC Bitcoin buy over the past month, having now bought around 150K Bitcoin in the last 30 days. $MARA Marathon, a company using the $MSTR 'Bitcoin Treasury' playbook, raised another $700M in 0% convertible notes that they will likely use to buy more $BTC Bitcoin. US spot $BTC ETFs also bought around 71,570 Bitcoin in November. Around 13,500 were mined.

3. Super Micro Computer $SMCI announced that a special committee of its board found no evidence of misconduct or wrongdoing in their accounting practices, following concerns raised by their former auditor, Ernst & Young. However, some investors are claiming that the "special committee" isn't a committee because the committee consists of one woman, Susie Giordano, who is already on the board of $SMCI, leading investors to question how independent she was. $SMCI ended the day up +28%.

4. $HOOD Robinhood was upgraded by Piper Sandler to $42 from $36 and Goldman Sachs to $40 from $25. Piper Sandler wrote: "Piper believes a combination of new products (crypto, futures, index options, etc.), greater retail participation in financial markets (encouraged by a more relaxed regulatory environment and lower rates), and the impending transfer of wealth from baby boomers to the younger generations are just a few of the things that will continue driving strong trading volumes and AUC growth for HOOD." Robinhood also unveiled that their tax lots feature is now rolling out to customers, allowing investors to sell individual lots of shares they bought over different periods of time. Steve Quirk, Chief Brokerage Officer at Robinhood, said about tax lots: “At Robinhood, we are committed to making sure investors of all levels have the tools and resources needed to manage their investments. With Tax Lots now available on Robinhood, customers can make informed  decisions with their portfolio.” Robinhood will have their first investor day this week on December 4th.

5. ETFs $SPY $QQQ $IWM shattered their monthly flow record in November, attracting $155 billion in just 21 business days—averaging $7.3 billion per day, nearly triple the usual pace. Year-to-date flows have now reached $983 billion, on track to hit $1 trillion for the first time ever, possibly by Wednesday. Additionally, there is now a record $6.68T on the sidelines as money market funds saw inflows of $26.77B during the week of Thanksgiving. This came after the previous week's $22B outflows from money market funds. $1.07B of the $26.7B in inflows last week were from retail investors. $25.69B of inflows were from institutional investors.

6. $HIMS was upgraded to $38 by Canaccord Genuity, citing that they believe the company's growth will continue and has been driven by strong retention of personalized weight-loss prescriptions and confidence in sustaining GLP-1 solutions, even without supply shortages. Tom Lee, Head of Strategy at Fundstrat, added $HIMS to his list of 'granny shot' stocks.

7. $SHOP Shopify reported Black Friday sales growth of $5B, up from $4.1B last year. Deutsche Bank issued a Buy with a $125 PT, writing: "We see Shopify's Black Friday GMV of $5bn (+22% y/y growth) putting the company on track to achieve 4Q GMV expectations while also reinforcing our thesis that Shopify can exceed market growth by more than 2x." Additionally, U.S. Black Friday spending rose 3.4% year-over-year in 2024, driven by a 14.6% surge in e-commerce, while in-store sales grew just 0.7%, per Mastercard.

8. $INTC Intel CEO Pat Gelsinger has retired after a 40-year career, effective December 1, 2024, with Intel's CFO and Intel Products CEO stepping in as interim co-CEOs during the search for a permanent replacement. $INTC was up 5% on the news in the premarkets but ended the day down 0.5%. The stock is down 51% YTD.

9. $PLTR Palantir institutional ownership is now up to 54.2%, up from 51% reported a few weeks ago. The company also shared a brand new video with a Palantir engineer building a data ontology live with Ferrari $RACE F1 Racer, Charles Leclerc.

10. Fed President Christopher Waller today said: “At present, I lean toward supporting a cut to the policy rate at our December meeting. Because of recent inflation stickiness, one could argue that there is a case for skipping a rate cut at the next meeting. Policy is still restrictive enough that an additional cut at our next meeting will not dramatically change the stance of monetary policy and allow ample scope to later slow the pace of rate cuts, if needed, to maintain progress toward our inflation target.” After he said these comments, chances for a December rate cut went to their highest levels in 2 weeks at 75%, up from 55% a week ago.

11. Elon Musk’s AI company, xAI, has secured priority access to $NVDA Nvidia’s cutting-edge GB200 (Blackwell) hardware, paying a premium for a $1.08 billion order set to be delivered in January 2025 and manufactured by Foxconn. Investors saw this positively as it continues to prove Nvidia’s dominance in AI hardware while boosting its revenue and market perception as indispensable to next-gen AI projects. For xAI, the deal ensures a competitive edge in the AI race to have the latest quality of GPUs. One thing to note, xAI bought 100K Hopper GPUs last month, creating a 200K Hopper supercluster, and now they continue to want to spend on $NVDA chips. XAI raised $5B two weeks ago, now valuing the startup at $50B, up from $18B in their first funding round in May. $NVDA was up +0.28% on the day.

12. Apple $AAPL reached an all time high and is once again the world's most valuable company with a market cap of $3.62T. $NVDA is the second largest company with a $3.40T market cap. Investors seem to be betting on a strong Q4 for holiday sales around Apple's biggest products. Apple stock is up 28% YTD.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[karma @karma44921039]

Remember this the real reason for Russia/Ukraine.

[KATY PERRY @katyperry]

just
watch
idiocracy
the
movie
that’s
all

[Gerti @gerti_trader]

Even a 10-year-old can become profitable using these drawings everyday.

[Raid @Romeotpt]

“Elections” were an excuse to return to the FVG (turtle soup on lower timeframe)

Show me the chart, I’ll tell you the news.

[Fortune MMXM @FortuneMMXM]

Very effective model. Study once again

[eve @eveforamerica]

Wow Wow Wow

A must listen.