Greg F

[*Walter Bloomberg @DeItaone]

S&P 500 TARGET RAISED ON AI MOMENTUM

JPMorgan strategists led by Dubravko Lakos-Bujas lifted their year-end S&P 500 target to 7,600 (from 7,200), suggesting ~7% upside from Monday’s 7,109 close. The upgrade reflects strong tech and AI prospects, with early Q1 earnings beating expectations and offsetting geopolitical concerns. Optimism is also driven by Anthropic’s Mythos model, with 66% of AI-related stocks outperforming since its launch. A quick easing of Middle East tensions could push the index toward 8,000, though short-term volatility remains likely.

[Greg F @GJF244]

@NickNemo17 @rdubitsk Assholes

[Ron Filipkowski @RonFilipkowski]

I’m not cool with the vaccine stuff but the rest of it wouldn’t a dealbreaker for me.

[Elon Musk @elonmusk]

😂

[Greg F @GJF244]

@GerberKawasaki what did you learn from this letter? buy japan?

[Greg F @GJF244]

@gurgavin Does gurg think this could lead to TSX outperforming SPY in '25?

[Greg F @GJF244]

@Amc801King are you advocating to buy europe and china based on valuation?

[Greg F @GJF244]

@MikeZaccardi When “rates”? Fed Funds? 10 year?

[Greg F @GJF244]

@CorneliaLake Best ETF to capture this?

[Greg F @GJF244]

@realEstateTrent If you sell today, would you consider rates to be high? Historically they aren't. And, if you do think they are high, do you know when rates will be "low" again? Nobody does...

[Greg F @GJF244]

@realEstateTrent Post the free online version a la @gurgavin

[Greg F @GJF244]

@pkedrosky what's your buy level on ARKK

[Greg F @GJF244]

@MaverickBogdan *MANG

[Greg F @GJF244]

@jimcramer @jimcramer what do you think of Goodyear? Tepper into it for 10MM shares. Been an underperformed. Less air travel. More car travel. You long?