Tami

Love my Seattle Thunderbirds!!!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices rise back above $90/barrel after Iran rejects President Trump's "15-point peace plan."

[Tami @tami_822]

Warren Buffett: "Even if I knew World War III was coming, I'd still own stocks."

[Tami @tami_822]

Trump says: if the Strait of Hormuz doesn't open within 48 hours, the U.S. will destroy Iran's power plants.

[Tami @tami_822]

$SPY closed below its 200-day MA for the first time in weeks.

Key levels:
• Support: 6,550 (Dec lows)
• Resistance: 6,660

Volume picked up into the close. Quad witching today could bring the real test.

Break or fake?

[Tami @tami_822]

$SPY closed below its 200-day MA for the first time in weeks.

Key levels:
• Support: 6,550 (Dec lows)
• Resistance: 6,660

Volume picked up into the close. Quad witching today could bring the real test.

Break or fake? 🧐

[Tami @tami_822]

📉 Market Flash: S&P 500: 6624.7 ▼ -1.36% | VIX: 25.09 ▲ 12.16%. Lumentum jumps 7.9% ahead of S&P 500 inclusion, while broader markets face pressure as oil prices surge past $100. Stay tuned and invest smart! #Investing #Stocks 💡 #Markets

[Tami @tami_822]

Cautious open. Three major indices choppy. $MU hits new high, $NVDA slightly down.

Energy leads, Utilities see inflows, Healthcare under pressure.

The open isn't direction — wait for confirmation.

[Tami @tami_822]

$1T vs $500B, stock up 1.7%. News was priced in.
The real story: Nvidia is becoming the AI infrastructure backbone, powered by agentic AI & inference.
Near-term macro noise. Long term, $1T is just the start.

[Brian Sozzi @BrianSozzi]

Why Nvidia's stock isn't doing much after the speech by Jensen...

Nvidia previously cited ~$500 billion of high confidence demand and purchase orders for Blackwell and Rubin chips through 2026, and now said it sees in excess of $1 trillion through 2027. For context, this compares to consensus data center revenue estimates for 2025-2027 of ~$989 billion.

Despite the buzzy $1 trillion headline, some of this was expected, and the revenue growth rate from 2026 into 2027 for Nvidia could flatten out.

Investors don't want flat anything for Nvidia.

[Tami @tami_822]

The S&P 500 hit a new 2026 closing low Friday, with the Nasdaq breaking below its 200-day MA.
This week: ① Ongoing war keeps oil high. ② Fed meeting Thursday (no cut expected). ③ Quadruple Witching Friday.
Market at a "crash vs. short squeeze" crossroads. Best to stay in cash.

[Tami @tami_822]

What is the best performing stock in your portfolio so far in 2026?

[Tami @tami_822]

Long time since last time!
This weekend I like to keep an extra eye on the "Highest Alpha" screening list, to see which names holding up the best. All green dots after stock name in left ticker list is stocks I have on my wathlist.

[Tami @tami_822]

Oil hits $100 as the Strait of Hormuz falls into a total blockade. The global energy map just broke. 🔹20% of world supply frozen 🔹Brent crude spikes 40% in 13 days 🔹US releases 172M barrels as stocks slide. The pivot point is here. #Oil #Economy 👇

[Tami @tami_822]

$ADBE Adobe Chief Shantanu Narayen To Exit After Long Reign, Stock Sinks

[Tami @tami_822]

#ADBE Adobe Chief Shantanu Narayen To Exit After Long Reign, Stock Sinks.