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@MabSean I had added $SSG $MUD $AMDD $SNDQ from the lows, today was an amazingly rewarding day, out in all of them, huge moves for the day; at least some scaling should be done imho
AI assistant market share, per Sensor Tower:
ChatGPT 46.4%, below 50% for the first time
Gemini 27.7%
Claude 10.3%
ChatGPT still leads with 1.1 billion users but keeps losing share
$GOOGL $MSFT
No rush. One thing i admire about $AUR management and vision, is their ‘safety-first” angle. I think it is a much more sustainable business model than rushing to deployment. I’ve followed the autonomous industry very closely and so many companies have been burnt and lost testing rights in the US due to rushing towards no observor and discovering a malfunction or an edge case on the road.
$AUR saying that they are ready to take it off gives me a lot of confidence in their tech moving forwards.
$NVDA debt deal 3.4x oversubscribed - $85B chasing $25B. institutional appetite at that scale doesn't let pullbacks run deep. watching the weekly 50ma as my add level if we get any flush.
$ACN
-Jefferies lowers Accenture target to $185 from $210
Hold
-Morgan Stanley lowers target to $177 from $240
Downgrades to = Weight from Overweight
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$ADM
-UBS raises Archer-Daniels-Midland target to $95 from $90
Buy
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$AGRO
-JPMorgan raises Adecoagro target to $10.50 from $7
Underweight
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barbell into $HYPE and USELESS until year-end isn't a bad call - HYPE structure still intact above the weekly 50ma, and the pair smooths out the vol. low maintenance hold with decent RR if the setup holds.
woke up to the https://t.co/685ceAQ6U6 GO backlash fully priced in - $PUMP chart confirming it, volume drying up and no clean support holding. broken structure until proven otherwise. not touching this without a base.
$BTC pressing into the 64-65k resistance band right now. weekly close above 65k changes structure - 68k target opens. failure here and 61k support gets retested. watching it.
$QQQ rebalancing flush from SpaceX NASDAQ seasoning - not a structural breakdown. daily 50ma holding so far. once forced allocation settles, expect a retest of weekly highs. watching for clean reclaim before adding.
$TSLA back at a resistance zone that's shown up on both the weekly and daily multiple times - price memory is real. old rejection levels don't forget. either it flips support here or we see continuation lower. watching the daily close.
"All signs point to it being Brandon Bussi getting his second-straight start."
–@emilymkaplan on who the Hurricanes may start at goalie tonight in Game 5 of the Stanley Cup Final