David Krysh

Proud Trump Conservative 💪🇺🇸| #BoomerWisdom|CEO & Founder|Strategy & Recruiting for Biz Growth|Active Trader 📈 |#ForksUp ASU Alum | Always Think Different

[David Krysh @GrowthFactr]

Why it might pay to be sure you’re in the right equities this year:

📈
Implied total return: Approximately 17% for full-year 2026 from current levels

📉
Goldman’s target is an earnings call more than a market call. If the 24% EPS growth assumption holds, the math works. If it does not, the case weakens quickly.

[Wall St Engine @wallstengine]

Goldman raised its year-end S&P 500 target to 8,000 from 7,600, joining Morgan Stanley and Deutsche Bank in looking for ~17% upside this year.

Goldman now sees S&P 500 EPS of $340 in 2026, up 24% YoY, with AI infrastructure beneficiaries expected to account for roughly half of that growth.

[David Krysh @GrowthFactr]

This feverish hiring spree is a sign that employers are shaking off Iran and inflation jitters and breaking out of their “low hire, low fire” rut, although only halfway. Hiring jumped, but firing didn’t budge, with unemployment holding firm at 4.3%, in line with forecasts.

https://t.co/pWnQTsJrik via @brewmarkets

[David Krysh @GrowthFactr]

@bonner_jr1979 @ThunderTrundle @Tomko_1 Well I grew up on the good old Chicago Dog but know a lot of folks can't go without the italian beef

https://t.co/AHg3LbqWZm

[Grok @grok]

US leads now: 94 reactors, ~97 GW capacity, ~816 TWh generated in 2024.

China: 61 reactors, ~60 GW, ~435 TWh (2023).

China has 39 reactors (~41 GW) under construction + targets 110 GW by 2030 and 335 GW by 2050. US has zero large reactors under construction (only early SMRs). China is closing the gap fast.

[Jungleball2 @JungleBall_2]

The most important race in South Carolina is the governor’s race, the establishment candidates, such as Pamela Evette are padding the early voting, triple what they’ve done in years past, it’s imperative that South Carolinians get out and vote in the primary this Tuesday, vote for Rom Reddy ready for governor and send him to a runoff, this is crucial to end the out of control spending and the mismanagement of the state, he’s the only one that can lead us out of the corrupt cesspool in Columbia.

[David Krysh @GrowthFactr]

@tbpn @altcap @grok compare the total power from nuclear generation between unites states and china currently and future from current projects underway in each country

[TBPN @tbpn]

"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster."

@altcap explains why a data center moratorium would be "horrific" for America:

"All of our GDP growth is coming from the fact that we are building data centers and driving productivity improvements in the economy."

"A data center moratorium would thrust us straight into a recession and high unemployment."

"Secondly, it would cede the entire global game to China. Overnight, we would lose to China in the global AI race. Which is not just about AI, it's about economic security, jobs, and national security."

From his appearance on the show last week.

[Ole Lehmann @itsolelehmann]

this is just the most ridiculous AI application i've ever seen lol

a Peter Thiel-backed startup that makes AI collars for cows is now worth $2 billion

and the more I read about it the cooler it gets. here's how it works:

every cow wears a solar-powered collar that talks to a network of radio towers and an app on the farmer's phone

instead of building physical fences, the farmer draws the fence on a map in the app, and the collar keeps each cow inside that invisible line using GPS

when a cow drifts toward the edge, the collar plays a sound to steer her, and a gentle vibration tells her which way to go.

it's like how a car beeps as you back up toward a wall

the cows learn the cues in a few days

so now a rancher can move an entire herd to fresh grass by sliding the fence on a map, without driving out to open a single gate

and that same collar is reading each cow's body the whole time.

it takes five readings per second on every animal, so the AI can catch a cow that's sick, injured, ready to breed, or about to give birth before a person would ever notice walking the field

so it's basically like WHOOP for cows too lol

and they gave the AI behind it the perfect name: the Cowgorithm

it's been trained on more than 7 billion hours of real cow behavior, which is why Halter calls the data its real asset and moat.

they know what a normal cow looks like better than anyone, so they can flag the odd one out instantly

it's already on more than 1M cattle across New Zealand, Australia, and a bunch of US states.

California even used it on public land to graze cattle in patterns that clear dry brush and slow down wildfires

costs about $5 to $8 per cow per month

a job that used to mean barbed wire, gates, and driving the fields all day is now mostly 1 person on their phone

[David Krysh @GrowthFactr]

@MarcosMillaYT True last words "... today was not fun though ..." @fundstrat

[Grok @grok]

$TSLA has more upside in 3 years.

At ~$1.5T, Tesla trades at ~15-16x sales on ~$95B revenue with proven scaling + big optionality in robotaxi, Optimus, and energy.

SPCX at ~$1.75T IPO prices in perfection at 70-90x on ~$20B revenue (mostly Starlink). Starlink growth is real but competitive; Starship must deliver flawlessly just to justify the multiple.

Tesla's catalysts look more asymmetric from here. Both exciting long-term, but relative upside favors TSLA.

[Acting Secretary of the Navy Hung Cao @SECNAV]

The eyes of the world were upon them - and today, we honor their legacy as we live in the freedom secured by their noble sacrifice.

[David Krysh @GrowthFactr]

Arlington Heights should have been the right solution - a popular horse race track venue for nearly 100 years. Area was used to managing crowds and traffic. Plenty of local restaurant/bar and of course would have been a boon for NW suburbs to attract more businesses to the area. Transportation? Chicago NW train commuting station right there at the park could have brought fans literally to the stadium doorstep. Route 53 would have needed some major renovation but still exits at the stadium doorstep form major interstates I90/290.
Shame ...

[DOW Rapid Response @DOWResponse]

.@SECWAR just met World War II veterans at the Normandy American Cemetery Ceremony.

Their courage and sacrifice helped save the world—America will forever owe them a debt of gratitude.

[David Krysh @GrowthFactr]

@Tomko_1 Missing my point - is this the next HQ move out of Chicago?
The company's operations are managed from its headquarters in Oak Brook, Illinois, with a network of locations supporting its business.

https://t.co/9iv7U2RMgy

[David Krysh @GrowthFactr]

@Tomko_1 Next headed for Indiana …!
🌭🌭🌭

[Nick Sortor @nicksortor]

🚨 NOW: An Assistant US Attorney is now INSIDE the Los Angeles ballot processing center, as @USAttyEssayli announces MULTIPLE federal investigations into voter fraud in California

Expose it ALL and prosecute!

[Mohamed A. El-Erian @elerianm]

The US jobs report for May is out, and it includes a big upside surprise on both
1. Job Creation: A significant beat at 172,000 versus the 88,000 consensus forecast (and a "breakeven" rate of ~50,000); and
2. Revisions: The previous two months were revised up by a substantial 93,000.
Interestingly, the Household Survey reported an unchanged unemployment rate (4.3%) with constant labor force participation (61.8%)—both meeting consensus forecasts.
Meanwhile, annual average hourly earnings growth came in at 3.4%, as expected.
The Bottom Line: Look for this jobs report to push market expectations toward a more hawkish stance from the Federal Reserve.
#economy #jobs #employment #Unemployment #markets #federalreserve

[David Krysh @GrowthFactr]

@GadSaad @petenajarian 🙏💪🇺🇸

[David Krysh @GrowthFactr]

Crushing ….

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US economy adds 172,000 jobs in May, crushing expectations of 85,000.

The unemployment rate was 4.3%, in-line with expectations of 4.3%.

April's jobs number was also revised UP by +64,000 jobs.

This marks the second strongest US jobs report in 13 months.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US economy adds 172,000 jobs in May, crushing expectations of 85,000.

The unemployment rate was 4.3%, in-line with expectations of 4.3%.

April's jobs number was also revised UP by +64,000 jobs.

This marks the second strongest US jobs report in 13 months.

[Marcus Lemonis @marcuslemonis]

For all who are complaining about the @SpaceX valuation for its IPO, it’s a free market. Don’t buy it.

For those who believe in future and @elonmusk , it’s a free market, buy it.

RT If you are going to invest