James DePorre

Daily Market Commentary. Investing is hard, which is why it can make you rich. TheStreetPro, SharkInvesting, Michigan Law & Business. Not Investment Advice.

[James DePorre @RevShark]

Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
https://t.co/MsND6vb0vR

[James DePorre @RevShark]

@SureThingCap Yes, just a few names sometimes just one

[James DePorre @RevShark]

@DerAchsenZeit yes still have some. At least its holding lows and forming a trading range. It needs some attention

[James DePorre @RevShark]

22 Biotech Stocks that I am Holding. The market is in a transitional phase as we await earnings.
https://t.co/yXPVaBk9sx

[James DePorre @RevShark]

How David Tepper Is Positioning for What Lies Ahead
The hedge fund manager’s approach aligns with my current strategy.
https://t.co/3B898wD61D

[James DePorre @RevShark]

$RUN Roth Capital sees potential excitement around Sunrun AI compute pilot program Roth Capital believes Sunrun may be able to generate one-to-two-year paybacks from its new AI/datacenter pilot offering with possible financial contribution in 2027/2028. While shares closed down approximately 2%, Roth sees potential for excitement around this new offering to improve sentiment ahead, the firm told investors in a research note. The analyst reiterated a Buy rating and $30 price target on shares of Sunrun.

[James DePorre @RevShark]

@SureThingCap I very seldom use any margin.

[James DePorre @RevShark]

How David Tepper Is Positioning for What Lies Ahead
The hedge fund manager’s approach aligns with my current strategy.
https://t.co/3B898wD61D

[James DePorre @RevShark]

I highlighted $OCUL on @thestreetpro the other day. I added to the position this morning.

[James DePorre @RevShark]

The USIC just verifies the returns with the broker when you report I have not reported my results yet. Current leaders have returns over 400%

[James DePorre @RevShark]

@JKamp925864 There are totally separate accounts, and I apply different methodologies. I do have to watch for style drift if I'm feeling some FOMO

[James DePorre @RevShark]

5 Market Themes at a Crossroads as We Head Into Earnings
This is a market in transition — and how these themes unfold will determine what happens next.
https://t.co/UiuhahI2lF

[James DePorre @RevShark]

One of the key traits of successful traders is extreme optimism. Not optimism that the market will go up, but optimism that there is always another opportunity to make money. We know it is out there. We just have to keep looking for it.

[Ian Cassel @iancassel]

When I read "The Man Who Solved The Market" on Jim Simons I underlined this short sentence below in the book which is also the common trait in anyone that is successful.

"Simons remained a stubborn optimist."

Optimism bias is a great bias.

[James DePorre @RevShark]

22 Biotech Stocks that I am Holding. The market is in a transitional phase as we await earnings.
https://t.co/yXPVaBk9sx

[James DePorre @RevShark]

What??? Personally I don’t think supporting someone who would be happy if I was dead is a good idea. I guess I’ll never be a liberal

[Frank Luntz @FrankLuntz]

44% of American Jews have a favorable opinion of @NYCMayor Zohran Mamdani, compared with 39% who view him unfavorably.

Just 32% have a favorable opinion of Benjamin Netanyahu, while 59% have a negative view of the Israeli prime minister.

[James DePorre @RevShark]

Poor Breadth, Fading Rotation Reveal Messy Market
The indexes held up reasonably well, but the action under the stock market surface is more concerning.
https://t.co/eSHHJoQxXj

[James DePorre @RevShark]

@szaman It is really annoying. Quite a few people I follow just don't show up, and I have no clue why.

[James DePorre @RevShark]

I have no interest in technology bounce plays right now. They may be a good for a flip but I'm focused on pullbacks near highs for the most part.

[@stewdomer @stewdomer]

@RevShark

[James DePorre @RevShark]

Not a terrible day, but my biggest pullback in a while due to some biotech weakness. It was overdue and will help advance the charts. Closing comments coming on @TheStreetPro

[James DePorre @RevShark]

@DipsetUniversal There are no significant shorts in $FATN