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This story is picking up steam. Trump wants $5k checks for every US adult if Republicans retain Congress. The bond market would be happy with another $1.2T spending package. Follow me for daily market intel.
🚨Market relevant policy: Trump’s proposal is $5k per US adult if Republicans hold Congress. The bond market would greet $1.2T new spending positively. Follow for daily market news.
Trump recently teased a "great Taiwanese chip company" investing $500B in the US. Media consensus: he means $TSM. Texas would be part of that. The stock is at $473 and analysts see $552. #TSM#TSMC#Stocks
S&P 500 breadth hasn't been this low since the dot-com bubble. What does that tell us? The S&P is cap-weighted, so a few mega-caps can lift it even if most stocks fall. Breadth asks: how many stocks are actually participating? #SP500#MarketBreadth#Stocks
A breadth signal not seen since 2000: S&P 500 near record highs, yet over 70% of its stocks are down 10%+ from their peaks. Tap image for full insight 👇 #SP500#DotCom#MarketBreadth#Stocks
Friday. Futures are up ahead of the week’s main event. 8:30 AM ET jobs report: +84K payrolls expected, unemployment 4.1%. October Fed hike odds: 28%. Strong jobs = higher yields, hike trade back. Weak jobs = October hold, possible risk-on.
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Dan Ives says >80% odds TSLA and SPCX merge by end of 2027. Combined entity could be the world's largest company. Ives ties it to "physical AI" — autonomy + robotics. TSLA or SPCX? #TSLA#SPCX#Investing
$TSLA is moving today, and the Q3 delivery beat explains why. Worth watching from here. The bigger question is whether stronger deliveries can turn into stronger earnings. October 21 could be the real test. #TSLA#Tesla#Stocks
Dan Ives says >80% odds TSLA and SPCX merge by end of 2027. Combined entity could be the world's largest company. Ives ties it to "physical AI" — autonomy + robotics. TSLA or SPCX? #TSLA#SPCX#Investing
🚀📈 Free daily: 3 stock index ideas for my fans. Overall historical returns above 30–40%. Not financial advice. Investing has market risk. #Stocks#IndexInvesting
BREAKING: $700B+ added to US stocks as S&P 500 jumps 0.9% at open. Higher-than-expected unemployment trimmed Fed rate-hike expectations. #SP500#Fed#Stocks#Unemployment
$TSLA paid off nicely. I bought when sentiment was ugly, held through volatility, and locked a solid gain. Q3 deliveries: 486,532, above Street. Don't chase headlines—find the setup, manage risk, wait for confirmation. �� #TSLA#Stocks#Investing
$GOOG is a growing AI infrastructure play, but the financials still need to prove it. Q2 rev +24% YoY; Google Cloud +82%. CapEx $44.9B, FCF turned negative. Bull case: AI/Cloud operating leverage. Risk: spending grows faster than monetization. #GOOG#Alphabet#Stocks#Investing
$VOO's biggest variable right now may not be earnings - it's interest rates. The 10-year Treasury near 5.3% is pressuring equity valuations. Yields stay high: high-multiple names face compression. Yields ease: the pressure lifts. That's the macro setup to watch. #VOO#SP500
Dan Ives says >80% odds TSLA and SPCX merge by end of 2027. Combined entity could be the world's largest company. Ives ties it to "physical AI" — autonomy + robotics. TSLA or SPCX? #TSLA#SPCX#Investing
Levels matter more than narratives. TSLA's near-term floor: $345-$350 - September's low was $345.88 and early-October dips kept finding buyers. As long as that zone holds, the $500 discussion stays alive. Lose $345 and the thesis changes. #TSLA#TechnicalAnalysis
Give your money ten years at 10–15% and it quietly becomes more. Give it thirty and it becomes a different number entirely. Time is the multiplier nobody can buy. Start now - the clock is the asset. #Investing#LongTerm
The memory supercycle thesis, confirmed. $MU: $54.23B rev, 87% GM, Q1 guide $61.5B. HBM locked for 2027, 35%+ revenue contracted through 2030, tight supply into 2028. AI is consuming memory faster than supply scales. This beat is the market finally pricing that in. #MU#AI
US 10Y yield above 5%? The 73-yr avg is 5.52%—still below average. Since the 1950s, stock returns and avg 10Y yields show no clear link. 1990s: yields 6.7%, stocks +18.2%/yr. 1960s: yields 4.7%, stocks +7.8%/yr. Yields matter, but aren’t the whole story. #Investing#Stocks