Top Tweets for #USShares
CMC Markets has added 24/5 US share trading on CMC Invest, pairing overnight access with fractional investing for UK clients. #CMCMarkets #USShares #Investing
https://t.co/LKcPy1BVqB

Best under-the-radar global AI stocks for the next 3 years
Some of the most attractive AI opportunities may lie among lesser-known companies... #ALAB #NBIS #CLS #MRVL #STM $ALAB $NBIS $CLS $MRVL $STM #Investing #Equities #USShares #UKInvestors #NASDAQ #NYSE #AI #AIInfrastructure #Global #Markets #Risk #TopAI #BestAI #AIStocks @Steven__Frazer
https://t.co/uXuVBZtmT3
What to watch when ‘Big Tech’ earnings hit the tape next week
Market is shifting from ‘AI optimism’ to ‘AI accountability’... #Tech #AI #MSFT $MSFT #GOOG $GOOG #AMZN $AMZN #META $META #AAPL $AAPL #UKinvestors #USshares #Stockmarkets #Earnings @Steven__Frazer
https://t.co/gfE75gfknb
Market’s AI infrastructure mood played out in three overnight acts... https://t.co/8a3rd9b5v8
Fovernight tape told a familiar—but increasingly nuanced—story... #LRCX $LRCX #IBM $IBM #TXN $TXN #AI #AIinfrastructure #Tech #UKinvestors #USshares #Investing #Stockmarket #Nasdaq #NYSE @Steven__Frazer

CrowdStrike tops $5.25 billion in ARR in record year
Cybersecurity firm beats forecasts as it explains AI growth pathway... #CRWD $CRWD #AI #Tech #SaaS #Software #Nasdaq #USshares #UKinvestors #Cybersecurity @Sharesify
https://t.co/GNfCKyZDKY
CrowdStrike tops $5.25 billion in ARR in record year
Cybersecurity firm beats forecasts as it explains AI growth pathway... #CRWD $CRWD #AI #Tech #SaaS #Software #Nasdaq #USshares #UKinvestors #Cybersecurity @Steven__Frazer
https://t.co/cUQDZH2KW7

Analysts bemused after Nvidia smashes forecasts again
AI chip champ outstrips Q4 2026 forecasts and ups Q1 2027 guidance... #Nvidia #NVDA $NVDA #Chips #AI #USshares #UKinvestors #Nasdaq #Tech #WallStreet @Sharesify
https://t.co/dXW2OxrLK2

Alphabet’s rare 100-year corporate bond explained
Shorter maturities available... UK investors typically have 3 ways to access corporate bonds... #Corporatebonds #Alphabet #Google #GOOG #USshares #UKinvestors #fixedincome @Sharesify @Steven__Frazer
https://t.co/ph4ZHBCfKs
Palantir shares surge after Q4 earnings beat and bullish outlook
Palantir echoes AI industry talk of capacity pinch points firmly on supply, not demand... #PLTR #USshares #Nasdaq #UKInvestors #WallStreet #Tech #AI @Sharesify @Steven__Frazer
https://t.co/Ap2yk0bDlV
Palantir shares surge after Q4 earnings beat and bullish outlook
Palantir echoes AI industry talk of capacity pinch points firmly on supply, not demand... #PLTR #USshares #Nasdaq #UKInvestors #WallStreet #Tech #AI @Sharesify @Steven__Frazer
https://t.co/D6bHPjdq5S
Gold & Silver – the ‘each way bet’ right now?
The rout in #USshares continued overnight with the S&P500 down 1.2% (down 2.6% since Friday and finishing beneath its 50DMA for the first time in five months) and NASDAQ down 1.8% whilst #bonds continued to fall (yields rising) and the USD strengthened even further, its biggest 4 day gain in a year and its highest since November 2023. Despite the usual inverse correlation with the USD, #gold too surged another 1.7% back up to US$2385. The lower AUD saw Aussies enjoy a stronger 2% increase overnight with gold now at $3700/oz in AUD terms and #silver at $44.90/oz. Obviously the rumblings of war are playing a big part in this but the cause is rooted deeper.
The market’s obsession with #Fedratecuts continues. Last night saw a whipsaw with a much worse than expected NY Fed Manufacturing survey (-14.3 v -7.5 expected) but then a stronger retail sales print than expected (+0.7% v 0.3% exp). But this then got overwhelmed by an Israeli official saying a retaliation on Iran was “imminent”. The latter saw both gold and oil surge with the ‘black gold’ adding to inflation concerns.
Whilst shares have come off robustly, there is still a huge disconnect between shares and rate expectations… (note typo of gas > gap)
Whilst the case for tanking shares to close these ‘alligator jaws’ is strong, just as strong is the case for ‘they simply HAVE to cut rates’ as put forward by Crescat’s @TaviCosta in a recent tweet below:
And therein lies the very rare ‘each way bet’ that gold and silver present right now.
Sharemarkets crash amid the disconnect between rates/bonds and the market at the moment and gold’s normal safe haven, negative correlation comes to the fore and rises further as a chunk of the $300 trillion of financial assets tries to squeeze into the $2 trillion available gold market. You cannot expand the supply of gold and so that only leave price as the supply/price variable against surging demand.
Fed drops rates ‘prematurely’, and Global Liquidity surges, currency further debased, inflation untamed, stagflation ensues… gold surges as it most always does in such a macro setup. Throw in a war and it could be quite staggering.
A resurgent gold price then normally leads to a lagging but then spectacular silver rally. We have seen the Gold:Silver Ratio drop from mid 90’s to now (at time of writing) 82 indicating this could be starting now. A retracement of that ratio to the 30’s seen in 2011 would see a silver price of $123/oz even IF gold didn’t move another dollar higher, but they normally climb in tandem. For the mathematically challenged that is a 275% increase on the current price….

#XJO is expected to rally on open as #USshares closed higher overnight. Investors are increasing bets that the US #FederalReserve will soon pause their #rate hike cycle after Silicon Valley Bank and some smaller #financialservices businessess collapsed.
https://t.co/qvELLnjtL8
अदानी एंटरप्रायझेसचे शेअर्स आज 35% कोसळले:संसदेत सलग दुसऱ्या दिवशी गदारोळ; US शेअर बाजारातून अदानींना बाहेरचा रस्ता
#gautamadani #adani #adanigroup #bangladesh #USShares #sharemarket #stocks #adanienterprises
https://t.co/RhqeAkP0EI
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