James Cochrane

Discount Code: FME

[James Cochrane @YouGetPaidNow]

One of the main concerns with index funds like $QQQ and $SPY is their tech concentration risk. They are market-cap-weighted funds. Nasdaq also changed the rules to allow companies like $SPCX to be added within 15 days of the IPO. $QQQE is an equal-weighted version of the QQQ index. The returns are obviously not as robust, but still respectable, depending on your outlook. Classic risk/reward scenario here. @stock_analysisx charts:

[James Cochrane @YouGetPaidNow]

@JimmyDucksStl @Sofia50020Sofia First thought that came to my mind, too!

[James Cochrane @YouGetPaidNow]

@stock_analysisx This company is a tech company too, and since the rally was mostly tech... just saying.

[James Cochrane @YouGetPaidNow]

Sorry, but my caution flag is raised on ServiceNow ($NOW). They have wonderful margins, but we've seen a rather decent run-up in the market itself ($SPY), and the company has not participated. You can see from @stock_analysisx info, they're on the runway but cannot liftoff.

[James Cochrane @YouGetPaidNow]

I saw the other day a story about Adobe ($ADBE) on @stock_analysisx that its CFO Dan Durn is moving to Marvell ($MRVL). Although Adobe's earnings were strong, investors usually get spooked when top brass leave the company, especially CFOs. If there is any silver lining here, analysts project a higher value than where its at.

[James Cochrane @YouGetPaidNow]

I get the historical significance of $SPCX, but still seemed a bit anticlimatic. No @stock_analysisx does not provide any extra embellishments. :)

[James Cochrane @YouGetPaidNow]

If you need a distraction from the big #SPCX IPO, I found a company that I've added to my watchlist. It's a water and energy management company called Watts Water Company ($WTS). I saw it on @stock_analysisx Active Movers (Gainers). Its financials at first glance seem solid, although it appears to be at fair value at this point. Maybe worth a look in the event of a pullback.

[James Cochrane @YouGetPaidNow]

I don't know about you guys, but in looking at my @stock_analysisx chart on $SPCX, this seems tad yawn-worthy to me. I know it's early but it's just like, so what?

#SPCX

[James Cochrane @YouGetPaidNow]

As can be seen from my @stock_analysisx news page, analysts seem pretty upbeat on Oracle ($ORCL). Some can't believe the price of the stock is getting so beaten up in premarket.

[James Cochrane @YouGetPaidNow]

@randomlybrian @stock_analysisx Haha! I felt the AI was bit too sour for my taste.

[James Cochrane @YouGetPaidNow]

This appeared on my radar today from market mover most actives at @stock_analysisx :
$PAYC does not seem like a compelling company to buy and valuations seem problematic to me. But maybe it is gaining recent attention as an acquisition target due to its recurring model biz?

Also, human capital companies, including ones offering payroll solutions, often have lower churn because companies don't want to upset the apple cart, so to speak.

[James Cochrane @YouGetPaidNow]

Inflation UP, Oil UP, Stock Futures DOWN
We'll see how this goes. Don't forget $ORCL announces earnings today.

[James Cochrane @YouGetPaidNow]

Today looks like a flip of yesterday going into the close. I still think there is an element of rebalancing to prepare for SpaceX when the IPO hits, but it's not the only factor.
If you want to view these heatmaps throughout the day, consider signing up to @stock_analysisx. I have highlighted how to get to the heat map in the image.
#affiliate
https://t.co/Ln6RbnxDG0
Use Coupon Code: DME for 10% off.

[James Cochrane @YouGetPaidNow]

Intuit is one of the worst performers of 2026 even with decent financials. Analysts seem to be stoked on the company too. Take a look at this page from @stock_analysisx

Not a buy reco, and there is a potential lawsuit for securities fraud. But maybe add to your potentials to see how this plays out.

#affiliate
https://t.co/cQDAJSgO4t Use Coupon Code: FME

[James Cochrane @YouGetPaidNow]

A Tale of Two Markets? @stock_analysisx
#affiliate - Sign up to @stock_analysisx here:
https://t.co/GVAOn5Yydu
Use code: FME

[James Cochrane @YouGetPaidNow]

As shown in the @stock_analysisx heatmap, much of the tech sector made a decent comeback today. $NVDA, $AVGO, $MU

[James Cochrane @YouGetPaidNow]

@Wisdom_HQ Where does your third arm/hand split from? Your elbow?

[James Cochrane @YouGetPaidNow]

@explorebeauty12 Looks like a screwdriver for eyeglasses.