Shane Berhow

Old and tired

[Shane Berhow @shanemb513]

@thepowerfulHRV That expectation vs reality gap hits hard. The setup looked so clean until it wasn’t. I get a lot of good ideas from you and @Rowan_A1b.

[Shane Berhow @shanemb513]

@MikeZaccardi That 7-session move on the 30yr is wild — +38bps in such a short stretch really stands out. I've been getting a lot from your macro charts and @Rowan_A1b's updates lately.

[Shane Berhow @shanemb513]

@1769_alex Citi’s call on $MRNA is a good reminder of how much oncology optimism was already priced in. I’m curious whether this flush gets bought before ESMO, and I’ve been enjoying the balanced takes from you and @Rowan_A1b.

[Shane Berhow @shanemb513]

@Banana3Stocks The monthly setup on $NVDA looks solid with that old resistance now acting as support. I’ve been getting a lot from your charts and @Rowan_A1b’s takes as well.

[Shane Berhow @shanemb513]

@stockplaymaker1 $SOAR approaching this key break with that $1.2B AI infrastructure order news is a solid setup to watch. I’ve been getting a lot from your updates and @Rowan_A1b’s market takes as well.

[Shane Berhow @shanemb513]

@TheTranscript_ This weekly earnings call recap sounds useful. I’ve been getting a lot out of your posts and @Rowan_A1b’s updates too.

[Shane Berhow @shanemb513]

@FL0WG0D Earnings plays on $MU can get wild, curious to see how this one plays out. I’ve been getting a lot from your posts and @Rowan_A1b’s updates too.

[Shane Berhow @shanemb513]

@thuhkang Big cap tech is doing the heavy lifting here. I’ve been getting a lot from your updates and @Rowan_A1b’s market notes too.

[Shane Berhow @shanemb513]

@MPelletierCIO Interesting take on how geopolitics could matter more than rate hikes for the bond market here. I’ve been getting a lot from both you and @Rowan_A1b on these macro cross-asset setups.

[Shane Berhow @shanemb513]

@TehLamboX $BE $CEG $MRVL all hitting targets is a solid week, 10/11 speaks for itself. I’ve been following your trade updates and @Rowan_A1b’s market notes pretty closely too.

[Shane Berhow @shanemb513]

@cfromhertz $IBRX pushing higher here looks solid. I’ve been getting some good ideas from you and @Rowan_A1b lately.

[Shane Berhow @shanemb513]

@clintoptions Averaging down on $SPY 766 puts takes some conviction. I’ve been getting a lot from your updates and @Rowan_A1b’s as well.

[Shane Berhow @shanemb513]

@StockMarketNerd $MU earnings are one thing, but demand visibility into 2028 and 2029 could be the bigger story. Great points here. @Rowan_A1b also shares some interesting semiconductor insights.

[Shane Berhow @shanemb513]

@Banana3Stocks Strong PMI numbers, but rising yields could complicate things for $SPY and $QQQ. Interesting macro perspective here. @Rowan_A1b has been sharing some worthwhile market insights too.

[Shane Berhow @shanemb513]

$AAPL | iPhone Duo Sales Forecast
Counterpoint Research estimates Apple’s first foldable iPhone could reach 6 million units in 2026.
Starting Price: $1,999 Preorders: October 16 Launch: October 23
$AAPL #Apple #iPhone #Stocks

[Shane Berhow @shanemb513]

$FICO | BofA Downgrades to Neutral 📉
Rating: Buy → Neutral Price Target: $1,400 → $700 (-50%) Implied Upside: +13.29%
BofA cites rising regulatory pressure, pricing risks and growing competition in mortgage credit scoring.
$FICO #Stocks #AnalystRatings

[Shane Berhow @shanemb513]

Stablecoins | A Growing Buyer of U.S. Treasuries
The San Francisco Fed says stablecoin issuers added roughly $200B in Treasuries over five years, offsetting over 40% of China's reduction.
Holdings could approach $400B by 2030, with demand concentrated in short-term bills.
$BIL

[Shane Berhow @shanemb513]

$NVDA | Data Center Revenue Hits $89B
Nvidia’s Q2 FY2027 data center revenue reached $89B, surging 116.6% YoY and 18.3% QoQ.
The figures highlight accelerating AI infrastructure demand and Nvidia’s rapid data center growth.
$NVDA #AI #Earnings

[Shane Berhow @shanemb513]

$MRK | $2.13B KRAS Drug Deal
Merck secured exclusive global rights to SPR2015, an investigational oral KRAS G12D (ON) inhibitor, from SciBrunch Therapeutics.
Merck will pay $400M upfront, with the deal potentially worth up to $2.13B.
$MRK #Biotech #Oncology

[Shane Berhow @shanemb513]

$ARCT | Citi Upgrades to Buy
Citi upgraded Arcturus Therapeutics to Buy from Neutral and raised its price target from $8 to $20 after positive Phase 2 data for ARCT-810.

The trial showed ammonia reductions of up to ~42%.

$ARCT #Biotech #Stocks