@KobeissiLetter One company is bigger than the entire economy of Germany and responsible for 20% of the S&P’s returns this year. And it’s still trading at 33 PE with 85% revenue growth. Long $NVDA.
The record-high rally has a quiet upgrade: breadth.
5 sessions: small caps +2.7%, equal-weight S&P +2.5%, Dow stocks +2.2%, S&P 500 +0.9%.
If this is real, the average stock should keep beating the index.
US considering new strikes on Iran per today's Middle East wire. Brent up, freight premia widening, copper demand pull for non-Hormuz-routed jurisdictions sharpens. BC-based juniors sit on the right side of that map. $NRED $FCX $COPX #copper#supplychain
$NRED +1.96% Thursday session.
One green tab on a tape the wires called indices "plummeted by over 5% today" on US-China trade.
Bid welded under $2.08.
Eyes open into Monday.
$TSLA $F $GM
#movers#2ec47a
Most blockchains still force every validator to re-run every computation. That works for simple apps, but it breaks once things get complex. This is where @RialoHQ changes the game with proof-carrying computation.
A thread👇⌛️