Daniel Kaden

📈 15+ Years in U.S. Markets | Equities & Trends
🔎 Sharing what I’m watching & how I think about the market
🧭 Discipline over emotion | Process over predict

[Daniel Kaden @Daniel_Kaden07]

If you’re following AI, skip the short clips and watch the full conversation.
$META’s Zuckerberg, Elon Musk, $GOOGL’s Sundar Pichai and $NVDA’s Jensen Huang all offer a glimpse into where AI could be heading next.
Worth the watch. 👀

https://t.co/tBIFc6cHiN

[Daniel Kaden @Daniel_Kaden07]

This could also be a catalyst for the nuclear trade. ⚛️

With up to 8 reactors under discussion, $CCJ is on my radar given Cameco’s 49% stake in Westinghouse.

Also watching $GEV $BWXT $LEU.

[Daniel Kaden @Daniel_Kaden07]

South Korea’s $200B U.S. investment plan could include nuclear, LNG and power infrastructure. 🇺🇸🇰🇷

Up to 8 nuclear reactors are under discussion.

Another major energy theme worth watching. ⚡

[Daniel Kaden @Daniel_Kaden07]

August Core PCE: 3.0% vs. 3.3% expected.

Inflation came in cooler than feared, taking some pressure off the Fed heading into October.

A hike is still on the table, but the case for moving again this soon just got weaker.

Good news for risk assets. 👀

[Daniel Kaden @Daniel_Kaden07]

Another step forward for $ASTS 🚀
BlueBirds 14, 15 and 16 are on the move.
The story now comes down to execution and launch cadence.
Can $ASTS keep delivering?

[AST SpaceMobile @AST_SpaceMobile]

Another convoy is on the move.

BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.

Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.

In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.

One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Daniel Kaden @Daniel_Kaden07]

$150B more in buybacks is a pretty strong statement.
Nvidia clearly has confidence in its cash generation and the long term AI opportunity.
But here’s the real question:
Is $NVDA actually cheap here, or is the market pricing in slower growth ahead?

[CNBC @CNBC]

Nvidia's record buyback shows chipmaker's stock is too cheap for CEO Huang to resist https://t.co/cy8fafMEf9

[Daniel Kaden @Daniel_Kaden07]

Big move from $AMD.
$8.2B for Fei-Fei Li’s World Labs, plus Li joining AMD as Chief Scientist.
AMD is clearly thinking beyond chips.
Is this the beginning of a much broader AI strategy?

[Daniel Kaden @Daniel_Kaden07]

One stock I’m staying patient with:

$ABCL

No matter how far it runs, I’m still focused on the bigger picture.
Following this one closely.

[Daniel Kaden @Daniel_Kaden07]

AI agents are starting to show different strengths.
Instinct appears stronger in intelligence, while Muse wins on speed and responsiveness.
But which one will users actually prefer?
A smarter AI that thinks deeper, or a faster AI that reacts instantly?

[Daniel Kaden @Daniel_Kaden07]

Gold and silver are taking a hit today, but the bigger debate is just starting.
Are rising yields a sign of economic strength, or a warning about future inflation and debt levels?
Curious to see how the market prices this over the next few months.

[Peter Schiff @PeterSchiff]

Gold and silver are hammered this morning on the continued rise in bond yields. Gold is down just under $140 and silver is down almost $3. But a bond bear market is very bullish for precious metals, as it means a weaker U.S. economy, rising budget deficits, and higher inflation.

[Daniel Kaden @Daniel_Kaden07]

$ARM has been one of my strongest trades so far.

[Daniel Kaden @Daniel_Kaden07]

Watching $ARM 👀

The stock is building a new base after its recent cycle.

With its royalty model and partnerships with Apple, Samsung, and Qualcomm, ARM remains a key semiconductor name to watch.

Follow for updates.

[Daniel Kaden @Daniel_Kaden07]

Watching $ARM 👀

The stock is building a new base after its recent cycle.

With its royalty model and partnerships with Apple, Samsung, and Qualcomm, ARM remains a key semiconductor name to watch.

Follow for updates.

[Daniel Kaden @Daniel_Kaden07]

Healthcare could be an interesting sector to watch next.

$XLV is showing signs of strength after building a potential base.

Some names on my radar:
$LLY $JNJ $ABBV $MRK $UNH $TMO $AMGN $GILD $ABT $PFE

Let’s see if healthcare can become the next area of rotation.

[Daniel Kaden @Daniel_Kaden07]

@maxnerdlife Agreed. The AI race is no longer just about GPUs. The next phase is about who can secure the full infrastructure stack

[Daniel Kaden @Daniel_Kaden07]

AI slowdown?

Anthropic just committed $11.6B to Akamai over 7 years.

Akamai expects ~$5.5B in capex with another $1.7B in 2026 to secure critical components including memory.

AI infrastructure demand still looks very real.

$AKAM $AMD $MU

[Daniel Kaden @Daniel_Kaden07]

$AXTI caught my attention.

The stock is starting to coil while optics and semiconductor names show improving strength.

Not a prediction, just a setup I’m tracking closely as AI infrastructure continues to evolve.

Follow along, I’ll share updates as this develops.

[Daniel Kaden @Daniel_Kaden07]

One sign of a healthy bull market is High Beta outperforming Low Volatility.
That ratio just hit a new all time high.
Risk appetite is clearly alive.

[Daniel Kaden @Daniel_Kaden07]

So let me get this straight
The average stock is doing much better than gold and by your own math gold is already in a bear market?
Am I missing something?

[Peter Schiff @PeterSchiff]

The S&P 500 is 0.7% below a record high, yet 430 of those stocks are 21.7% below their highs. That means on average 86% of the stocks are in a bear market. Breadth has only been this bad twice, in January 1973 and in 1999/2000. On both occasions, the S&P then crashed nearly 50%

[Daniel Kaden @Daniel_Kaden07]

10 trading lessons I learned the hard way:

Leveraged ETFs decay

Use limits on thin stocks

One theme ≠ diversification

FOMO? Start small

Scale in and out

Trim into euphoria

Buy into fear

Respect fast selloffs

Control emotions

Manage the portfolio as a system

[Daniel Kaden @Daniel_Kaden07]

When they share the news with Sarah, she is overjoyed. Mrs. Henderson volunteers to assist with the floral arrangements, promising to cultivate additional daisies and lavender for the ceremony. Eleanor proposes reading a poem, while Mr. Thompson suggests providing guitar music.