I spend way more time browsing Netflix than actually watching anything.
So I built the same compulsive experience — but for stock research.
From today, it's yours.
Sharestep: a live feed of 1,000s of stock signals, curated daily by an advanced AI radar system. ⬇️
@ThierryBorgeat Let's also recall that forward PE is calculated on the basis of forecasts. The other metrics are based on actual results.
You could hypothetically disseminate a pessimistic forecast that would put forward PE at a much higher level.
@oguzerkan The leaders of the "AI buildout" are taking it as an article of faith that the best thing for society is to divert an immense slice of available resources into their compute servers.
In a way, this positive growth frame is obscuring the actual bottleneck just now, which is war.
@wallstnomads The signal has got to be: percent of taxi drivers who are in the market. Every bubble, they're always there. Cabbies in the market.
Someone should track that stat. It's got to be the best predictor of a bubble.
It just isn't possible for any industry to shrug off $100 oil, never mind the compute industry, where unit costs are highly correlated with unit energy.
If we just shoot straight and look at things clearly, the compute industry is going to take a hit later in the year, assuming persistent energy inflation.
Since I posted this in the morning:
$ENPH ⬆️
+10.16% today
+44.63% in 5 days
$SEDG ⬆️
+22.93% today
+49.76% in 5 days
$SHLS ⬆️
+11.31% today
+17.92% in 5 days
🔴 SIGNAL ALERT — Everyone missed this Xi/Trump windfall.
After renewed US–China optimism, solar stocks ripped higher than any tech cohort.
Over 5 days:
$ENPH +33.8%
$SEDG +28.6%
$SHLS +15.9%
+ 7 others ⬇️
Did you catch this move, or were you watching semiconductors again?
@wallstnomads@unusual_whales Yep. You'd imagine that a deal on shipping access is on the cards for summer. I don't think anyone wants famines in Africa on their resume.
But stranger things have happened.
@unusual_whales In fertilizer world, the war has been long $IPI and short $MOS. Intrepid is a domestic U.S. producer. Mosaic has a dependency on Hormuz sulfur.
If a full deal is reached with a shipping access reset, I'd expect that pattern to reverse.
Watch those stocks for the answer.