Measured Markets

15 years investing, with a degree in psychology. Markets change, investor behavior rarely does. My own positions, never advice
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[Measured Markets @MeasuredMarkets]

Beat the S&P 500 once again this year!

Crypto definitely wreaked havoc on what could have been a monster year but that's the price you pay chasing outsized gains.

My stack of silver is easing the pain though.

Here's to another successful year in 2026!

[Measured Markets @MeasuredMarkets]

$AMD Crashed 8.8% today... and it's still up about 19% on the week

The "Nvidia's loss is AMD's gain" trade ran 30% in four days. Top of the rotation, or just a breather before Nvidia reports Tuesday?

[Measured Markets @MeasuredMarkets]

@Futurenvesting @grok America cannot afford to have Jensen Sidelined in the AI Race.

Pulling Jensen off the field is like benching LeBron.

[Measured Markets @MeasuredMarkets]

Could Jensen Reclaim the Throne?

https://t.co/0F8tSLqKPL

[Measured Markets @MeasuredMarkets]

Nvidia's employees are trying to get the board of directors to reinstate Jensen Huang after he resigned.

So is there any hope of Jensen coming back?

If you ask me how I feel about it, I have four words for you.

Long live the king.

[Measured Markets @MeasuredMarkets]

Looking like something and being proven are two different things. And if the investigation runs cold and this ends up being a witch-hunt, I sincerely hope Jensen lobbies to return to his position.

[Measured Markets @MeasuredMarkets]

The biggest obstacle to Jensen coming back isn’t the board or the employees.

It’s Megaspeed.

Billions in Nvidia equipment reportedly still sitting in boxes in Malaysia uninstalled. Exactly what a shell funneling chips to China would look like.

But...

[Measured Markets @MeasuredMarkets]

@marco__reed $AMZN and $META are my favorites

[Measured Markets @MeasuredMarkets]

@pequityresearch @SemiAnalysis_ Jensen Huang is irreplaceable

[Measured Markets @MeasuredMarkets]

LONG LIVE THE KING

[Measured Markets @MeasuredMarkets]

@VanquishTrader The earnings power didn't leave with Jensen... but new leadership has me concerned

[Measured Markets @MeasuredMarkets]

@TrendSpider That's why you don't chase stocks that are ripping unless their valuation is falling.

[Measured Markets @MeasuredMarkets]

Does anyone else feel like they're going through a breakup? $NVDA

[Measured Markets @MeasuredMarkets]

@Mayhem4Markets The stock fell, the GPUs didn't. Tuesday's print tells us a lot more than who's sitting in the CEO chair this week, but I have a hard time adding to the dip without Jensen there

[Measured Markets @MeasuredMarkets]

@JC_ParetsX And the index itself is only up about 11%, breadth has returned to this market

[Measured Markets @MeasuredMarkets]

Reinstate Jensen

[Measured Markets @MeasuredMarkets]

$TNX: the 10-year yield crossed 5% today, at 5.11% this afternoon

A December hike is priced as a certainty and PPI drops Friday. All eyes are on the $NVDA drama, but rates could be the bigger problem for this market

[Measured Markets @MeasuredMarkets]

@TheRonnieVShow $NFLX is easy money going into 2027, love it

[Measured Markets @MeasuredMarkets]

@Dr_Crossroads @FunOfInvesting The wife will be fine... has anyone checked on Tannor? lol

[Measured Markets @MeasuredMarkets]

@Beth_Kindig 10x demand over capacity and $CRWV is still down 7.1%

Everyone catching strays with the Jensen situation

[Measured Markets @MeasuredMarkets]

@DudeWhoInvests Only if guidance holds Tuesday... dip buyers already pushed $NVDA from a $148.80 low back to $165 this morning