Gotham Group

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[Gotham Group @GothamGroup]

🤷‍♂️

[Hodler @TSLAshareholder]

thank you tim walz! $tsla

[Gotham Group @GothamGroup]

$TSLA bottom signal??

[Tim Walz @Tim_Walz]

If you need a little boost during the day, check out Tesla stock 📉

[Gotham Group @GothamGroup]

Great quick read 👀

"How #Biotech was broken & how to fix it!"

https://t.co/PqJjtZzINR

[Bespoke @bespokeinvest]

DeepSeek.
Megacap earnings.
FOMC.
Tariffs.

Just another ho-hum week in the market

[Gotham Group @GothamGroup]

$DKNG $FLUT Sports Wagering… Maryland is raising sports wagering tax rate from 10%-30%

[Gotham Group @GothamGroup]

$HIMS Update we are out at $30! 55% from entry!! @gothamceo Killed it with this callout! 🔥🔥💰

Come check us out! 👇
https://t.co/I0pUNel1Y8

[Gotham Group @GothamGroup]

$NKE: Nike CEO Donahoe to retire, Elliott Hill named next president and CEO

Stock up ~10% AH and ~20% since entry 7/11 with more upside to go!

#PAYtience 💪💰

[Gotham Group @GothamGroup]

$NKE $SBUX $NKE Timestamps never lie. That's 2/3 Activists from entry! 😮‍💨🔥 Come join our family!

https://t.co/I0pUNelzNG

[Gotham Group @GothamGroup]

FED CUTS INTEREST RATE BY 50 BASIS POINTS

[Gotham Group @GothamGroup]

$SPY $QQQ $DJT

[Gotham Group @GothamGroup]

#JacksonHole #Powell

[Gotham Group @GothamGroup]

$NKE $SBUX $NKE Timestamps never lie. That's 2/3 Activists from entry! 😮‍💨🔥 Come join our family!

https://t.co/I0pUNelzNG

[Gotham Group @GothamGroup]

$NKE: Pershing Square (Bill Ackman) Discloses Stake in Nike 👀

[Gotham Group @GothamGroup]

$NKE: Pershing Square (Bill Ackman) Discloses Stake in Nike 👀

[Gotham Group @GothamGroup]

$SPY $QQQ $IWM

[Gotham Group @GothamGroup]

$SPY $QQQ

[Gotham Group @GothamGroup]

$JPM Jamie Dimon: credit card losses have "normalized". No indication of recession now. Still sounds optimistic: Consumers still have value in their homes. Stock prices are up. Jobs are plentiful, and wages have been going up on the low end

[FSMN @faststocknewss]

*FEDERAL RESERVE CHAIR JEROME POWELL ENDS PRESS CONFERENCE - SUMMARY OF CONFERENCE
$SPY #Powell #FOMC

Fed Chair Powell emphasizes the Fed's commitment to its current restrictive policy until inflation goals are achieved. He notes solid economic growth and today's encouraging inflation report, despite previous disappointing data. Powell highlights that shelter inflation impacts may take years to reduce housing inflation due to significant lags in data. He underscores the importance of a data-driven approach, mentioning the gradual cooling of the labor market and the necessity of maintaining a cautious stance.

Powell discusses the theoretical nature of the long-run neutral rate of interest, noting that people are coming to view rates as less likely to return to pre-pandemic levels. He stresses that today's CPI reading is a positive step but just one data point, and the Fed is not ready to change its policy based on isolated reports. The overall picture shows a strong but gradually cooling labor market, with job openings and quits decreasing slightly and unemployment remaining low.

He indicates that unexpected labor market weakness could prompt a response, but no such signs have been observed currently. Powell reiterates that there is no commitment to a specific rate cut timeline, as policy decisions remain data-dependent. Policymakers are not trying to send a strong signal with forecasts and need more good inflation readings before considering rate cuts.

The Fed is practicing conservatism in its inflation outlook, welcoming positive data but requiring more consistent improvements. Powell notes that the summary of economic projections is not a plan and that policy will be adjusted as necessary. If the economy remains solid and inflation persists, rates will stay where they are for as long as needed. The recent easing of monthly inflation readings is encouraging, but more good data is needed to bolster confidence.

Broad indicators suggest the labor market is returning to pre-pandemic conditions, with a strong but balanced outlook. Economic growth continues at a solid pace, driven by strong consumer spending and increased investment in equipment. The economy has made considerable progress, but inflation remains high, despite substantial easing.

Powell emphasizes that the restrictive policy stance aims to keep demand in line with supply, ensuring inflation continues to decrease toward the 2% target. The banking system is solid, strong, and well-capitalized, contributing to the overall economic stability.

🔑 Key Points from Powell's Statements:
- Commitment to restrictive policy until inflation goals are achieved.
- Encouraging economic growth and today's positive inflation report.
- Impact of shelter inflation on overall inflation may take years to resolve.
- Importance of data-driven approach and gradual labor market cooling.
- Theoretical nature of the long-run neutral rate of interest.
- Positive CPI reading is one step, but more data needed for policy changes.
- No immediate signs of labor market weakness; response if needed.
- No commitment to specific rate cut timeline; data-dependent decisions.
- Conservative inflation outlook with a need for more consistent improvements.
- Policy adjustments made as necessary, based on solid economic and inflation conditions.
- Recent easing of inflation readings and strong labor market indicators.
- Continued solid economic growth with strong consumer spending and investment.
- Maintaining restrictive policy to align demand with supply and reduce inflation.
- Strong and well-capitalized banking system contributing to economic stability.

[Gotham Group @GothamGroup]

$NVDA NVIDIA REACHES $3 TRILLION IN MARKET VALUE FOR THE FIRST TIME

Becomes 3rd company ever to reach milestone

[Gotham Group @GothamGroup]

The US will lose more than 30 gigawatts of solar energy during Monday’s total eclipse — roughly the output of 30 nuclear reactors — as sunlight is blocked during prime generating hours ☀️🌑

[Gotham Group @GothamGroup]

$ARM earnings play MONSTER from @gothamceo

Timestamps don't lie! Hit the link for a free trial and to see what we've been up to 👇

https://t.co/I0pUNelzNG

[Gotham Group @GothamGroup]

Morning Traders ☕️