$QQQ is going exactly to plan
There's still a bit of downside left to flush, but an upside recovery looks likely
We're looking at a +10% to +15% bounce once it hits
When a position goes against you:
Point72's founder Steve Cohen
"I mean, listen, you gotta keep processing information."
"You gotta remember the way we do things, one stock is part of a bigger portfolio."
"Let's say you own a stock and it's going down, you may have shorts against it, protecting you. We run long, short, we don't necessarily just run long."
"You gotta recheck your work and, you know, make sure that you're not missing something. I mean, you can't know everything."
"And you may want to add if you've done all the work and decide, hey, this is a great opportunity."
Elon Musk says $SPCX could exit 2027 with “$500 billion to $1 trillion” in annual recurring revenue.
$1T of ARR would be more than $AMZN entire annual revenue.
JENSEN:
- COREWEAVE'S STRENGTH IS IMPROVING EVERY DAY
- NVIDIA DOESN'T NEED TO BACKSTOP THEM
- COREWEAVE'S COST OF CAPITAL IS ACTUALLY DECREASING
Jensen single handedly helping the semis find some level of recovery right now...
$NVDA $CRWV
Recruiter I know placed 40 people last year.
Average salary: $120K.
Her fee: 20%.
That is $24K per placement.
40 placements.
$960K in fees.
Works from home.
Same 15 companies calling her back every year.
Recruiting can be an incredible business.