Tematica

Thematic focused research and indexing firm.

[Tematica @TematicaRsrch]

May Was a Big Month for the Market, Even Bigger for These Tematica Models

Space Economy, EPS Diplomats and other Tematica models besting the S&P 500 QTD

#stocks #investing

https://t.co/MHswHR36So

[Tematica @TematicaRsrch]

Sharing some of the outsized returns for Tematica's thematic and targeted exposure models.

It's a bit early in Q4 2026 to talk returns, so we'll leave it to the YTD figures and how they stack up against the S&P 500 to tell the return story.

@ChrisJVersace @AbssyMark

[Tematica @TematicaRsrch]

Recent Signals and Tematica Model Confirmation Points

Plus, time is ticking down for our EPS Diplomats model, which closed up 58.0% vs. 7.4% for the S&P 500 YTD as of June 26 - see more below.

https://t.co/twz8HXXqwE

[Tematica @TematicaRsrch]

Micron Gets the Nod from Barron's Not Once but Twice

ING economist Min Joo Kang argued on Monday that the memory-chip boom should keep going at least into next year.

$MU @barronsonline

https://t.co/Ba7tdI3nDL

[Tematica @TematicaRsrch]

Tematica Research is launching a new subscription newsletter for its EPS Diplomats model strategy.

Follow the link below to read more about the strategy and the model's performance.

Plus, you can take advantage of a limited-time, discounted offer.

https://t.co/0neanNjjwy

[Tematica @TematicaRsrch]

A data breach at the dental benefits administrator DentaQuest has reportedly exposed the sensitive data of 2.6 million accounts… DentaQuest, part of Sun Life, is one of the largest dental benefits administrators in the United States.

#CyberSecurity

https://t.co/MPonYecTGX

[Tematica @TematicaRsrch]

“Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers — $META, $MSFT $GOOGL $AMZN — from fiscal year 2025 to fiscal year 2030. Prior to the start of first quarter earnings, this figure stood at $4.5 trillion. "

https://t.co/MPonYecTGX

[Tematica @TematicaRsrch]

“... Precedence Research estimates the global agentic AI market size will grow from $8 billion in 2025 to $199 billion by 2034.. PwC forecasts that its economic contribution could reach as high as $4.4 trillion annually by 2030.”

#artificialintelligence

https://t.co/MPonYecTGX

[Tematica @TematicaRsrch]

Here Come @SpaceX Shares... Now What?

Waiting for a new Fed Chair and his imprint on monetary policy

$SPCX

https://t.co/F2JVzVi2DB

[j.d. durkin @jd_durkin]

The only live independent broadcast from the floor of the NYSE is back with a great one 📈

• Jay Woods, CMT (@JayWoods3) Freedom Cap, CNBC

• Sean Russo (@seanyrusso), Ritholtz

• Chris Versace (@ChrisJVersace) Tematica Research, TheStreet

🚀 SpaceX IPO
📊 Small Cap Breakouts
📈 Market Breadth

⬇️ TJDS at 10:30am ET — featuring your questions live

[FINTECH.TV @FINTECHTVglobal]

"We're just like we were back in 1999, 2000 with the internet."

@ChrisJVersace of @TematicaRsrch tells @Ash_TV that just as no one could predict everything the internet would become, AI adoption across enterprise and consumer is a "multi-year event" with $AAPL's upcoming event potentially the next catalyst.