Chris Versace

CIO & Thematic Strategist @TematicaRsrch; PM for @TheStreetPro Portfolio; Podcast host, model & index builder, author, and dog lover.

[Chris Versace @ChrisJVersace]

Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday

South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.

$AMAT $CMCSA $GOOGL $META $MSFT $MU $NDAQ $NKE $NVDA $SPCX $SSNLF $SSSS $TMUS

https://t.co/NE6bIbGafM

[Chris Versace @ChrisJVersace]

Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season

We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.

#stocks #investing @TheStreetPro @TipRanks

https://t.co/mGvuJjL1jC

[Chris Versace @ChrisJVersace]

Oy @JayWoods3... oy...

[Chris Versace @ChrisJVersace]

Meta’s AI Chip Plans Revealed: 8 Key Items Shaping the Stock Market Friday

SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.

$JPM $GS $C $BAC $TSM $META $AVGO $AAPL $SKHY $MU $AMAT $DAL $BA $UAL $LUV $AXP

https://t.co/sndAG5257Q

[Chris Versace @ChrisJVersace]

Starbucks’ Software Warning Shot: 8 Key Items Shaping the Stock Market Thursday

Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.

$PEP $GOOGL $MSFT $META $AMZN $COST $TSM $SPCX $CBRS $MU $SSNLF $SBUX $NOW $CRM $ORCL @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/Raivsg7krJ

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Apple $AAPL and Broadcom $AVGO gave details on a expanded deal which could be worth up to $30 Billion The deal will involve Broadcom manufacturing more than 15B chips in the US for Apple, supporting hundreds of jobs, and Apple said it also will help Broadcom upgrade its production facilities in Colorado

[Chris Versace @ChrisJVersace]

@Stephanie_Link Even cheaper on a PEG basis.... #justsaying

[Chris Versace @ChrisJVersace]

Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday

The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.

#jobs $AAPL $OLED $NVDA $SAP $NOW $IGV $SHAK $TXRH @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/XKBxX6ZSRY

[Chris Versace @ChrisJVersace]

Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday

The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.

#jobs $AAPL $OLED $NVDA $SAP $NOW $IGV $SHAK $TXRH @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/XKBxX6ZSRY

[Liz Ann Sonders @LizAnnSonders]

Firing up grill this weekend will be more expensive with cost of a July 4th cookout for 10 people rising to $73.82, up from $70.92 last year and $54.88 pre-Covid
@DataArbor

[Chris Versace @ChrisJVersace]

And to be fair, how many others? $META

And very similar to the move by $AMZN and $GOOGL to sell their AI silicon chips to outside customers.

[Jim Cramer @jimcramer]

Meta follows through with plan i put out! Good

[Chris Versace @ChrisJVersace]

What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday

Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.

$NKE $MSFT $META $AMZN $ESTC #Crypto @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/kRkygz8x7D

[Chris Versace @ChrisJVersace]

Apple’s New iPhone Leaks: 8 Key Items Shaping the Stock Market Tuesday

Strait of Hormuz traffic improves, retailers brace for new tariffs and other headlines moving stocks this morning.

$AAPL $PLTR $NVDA $NKE $STZ @TheStreetPro @TipRanks @TSProPortfolio

https://t.co/E33kO9tq4f

[Chris Versace @ChrisJVersace]

For 30 years, network traffic followed a rhythm you could set a clock by. A lull in the morning, a peak through the business day, demand falling off in the evening. And it flowed overwhelmingly in one direction: down, toward users pulling web pages, video and files. Networks were engineered around both assumptions. AI is breaking them.

More signals below

https://t.co/8vg4vbrwbi

[Chris Versace @ChrisJVersace]

Ads in ChatGPT are becoming more relevant to the audiences encountering them, according to OpenAI’s  advertising execs. Since launching its advertising business in February, the company has seen a 50% drop-off in the rate at which users close out of the ad units they see in the ChatGPT experience, a signal the AI company uses to gauge whether a given ad is relevant.

More signals below

https://t.co/8vg4vbrwbi

[TheStreet Pro Portfolio @TSProPortfolio]

Weekly Roundup: What We’re Watching as Markets Get Jiggy

We locked in massive gains on two positions and added to two beaten-down holdings.

#stocks #investing @ChrisJVersace @TheStreetPro @TipRanks

https://t.co/9VpMoXPYDE

[Chris Versace @ChrisJVersace]

30 Signals Across the Portfolio’s 10 Themes and Strategies

Airlines are seeing fuel costs drop on Iran deal, but don’t expect cheaper tickets anytime soon. Chocolate and coffee cost more at the grocery store. And even more devices were found shipped into the U.S. with backdoor hacking software pre-installed. These are a few of the 30 reports we spotted this past week that speak to our Pro Portfolio’s investing themes and strategies.

@TSProPortfolio @TheStreetPro @TipRanks

https://t.co/8vg4vbrwbi

[Chris Versace @ChrisJVersace]

Weekly Roundup: What We’re Watching as Markets Get Jiggy

We locked in massive gains on two positions and added to two beaten-down holdings.

#stocks #investing @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/mOEAkOaQ3V

[Chris Versace @ChrisJVersace]

SpaceX and Russell Reconstitution: 8 Key Items Shaping the Stock Market Friday

Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.

$SPCX $AAPL $MSFT $MRVL $GOOGL @OpenAI $SSSS @TSProPortfolio @TheStreetPro @TipRanks

https://t.co/Ark3g0uWtA

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Michael Burry closed his short position on Palantir Technologies ($PLTR), calling it a successful trade amid the stock's 50% drop from its all-time high and roughly 40% decline in 2026. $PLTR shares reached a 52-week intraday low of $106.37 and closed seven consecutive trading days lower. He then bought $MSFT leaps.

Michael burry just bought Microsoft LEAPS expiring December 2028 with a $700 strike.