scoobydoo

PhD ChemE / Adv Mats / ex-Intel

[scoobydoo @ionic_liquids]

@bookdepth

[Nick Timiraos @NickTimiraos]

Unlike the upside surprise in August, where you could identify larger idiosyncratic increases, the miss on core CPI in September was more broadly based.

Core goods printed at +0.25%, the largest monthly gain in a year, and shelter was +0.39%.

Core services excluding housing was +0.42%. After falling to 1% on a three-month annualized basis in July, it jumped to 4.6% in Sept.

[scoobydoo @ionic_liquids]

@jimmmmmmmmmmmny Where’s 6.84 spin to win

[ʎllǝuuop ʇuǝɹq @donnelly_brent]

In case you are curious .. After Turnaround Tuesday .. Wednesday is mildly bullish and Thursday is uber bearish for stocks.

Given the rabid 45-degree upward trend in the NASDAQ data 1999 to now... It's very rare to do a study of equity performance with a sample size of 30 and get a negative average return.

Thursdays after Turnaround Tuesday average -0.8%. It's probably mean reversion as the weekend approaches and scary things are still scaring poeple.

See table.

[scoobydoo @ionic_liquids]

@Namzes_G Lmfao

[scoobydoo @ionic_liquids]

@jamestsliu Goddamn we’re stupid

[scoobydoo @ionic_liquids]

@jamestsliu @nequalonetrader @book_of_p Nastie

[scoobydoo @ionic_liquids]

@BtheChad @dontrece_hd

[scoobydoo @ionic_liquids]

@jamestsliu

[scoobydoo @ionic_liquids]

@jamestsliu

[scoobydoo @ionic_liquids]

@jamestsliu @leothetiger OSfrog

[scoobydoo @ionic_liquids]

@jamestsliu

[scoobydoo @ionic_liquids]

@jamestsliu B Chad

[scoobydoo @ionic_liquids]

@eliant_capital

[scoobydoo @ionic_liquids]

@splashzip970 B R A C E

[scoobydoo @ionic_liquids]

@jamestsliu @splashzip970 AHEM, SHARE INDY MF

[scoobydoo @ionic_liquids]

@MarkhamCap @sidprabhu

[scoobydoo @ionic_liquids]

@StrizziJ GYAT

[scoobydoo @ionic_liquids]

@Citrini7 Never has a company fumbled the bag so hard

[Citrini @citrini]

Companies that may potentially benefit from AI (or who directly/indirectly are suppliers of companies that benefit from AI):

$SMCI $ANET $FN $PRGS $FN $SGH $MSI $NTNX $UTL $TEL

I own SMCI, SGH looks potentially promising.