Is Inflation Sticky? NVDL: 2x Long NVDA
The February CPI came in this morning marginally hotter than expected with both headline and core increasing by 0.4% month over month. As I wrote...
Author : Top Gun Financial Planning
February CPI, ORCL Is Growing Again, NVDA
This morning at 8:30am EST the BLS will report the February CPI. As you can see in table above, estimates are for headline to be...
NVDA Led Market Reversal Likely Marks At Least Short Term Top
For many years Apple was the most important stock in the market but right now it’s Nvidia (NVDA). And on Friday, NVDA surged once again...
In Search Of Goldilocks: February Jobs & CPI Reports
Next up are the February Jobs report to be released this morning (Friday) at 8:30am EST and the February CPI next Tuesday morning at 8:30am...
AVGO: Where’s The AI Boom?
Broadcom (AVGO) – sometimes called “the poor man’s Nvidia” – has surged along with Nvidia on anticipation of big demand for its chips for AI....
KR: Boring Is Beautiful
I was speaking with Errol – a poker dealer at casino M8TRIX – on Sunday about stocks as usual. Errol was focused on Abercrombie &...
The Dissection of the Market That Underlies My Skepticism
Perhaps the key technical argument about the market has to do with the breadth of the rally. Bears argue that the market is thin –...
TGT Earnings, Powell On Deck
Target (TGT) reported solid earnings this morning. For full year 2023 EPS came in at $8.94 versus $6.02 in 2022 and TGT guided 2024 to...
SMCI: The Real Bubble Stock
Today the stock market officially became a bubble. There’s been a lot of talk lately about if the stock market is in a bubble. The...
COST Valuation Is Insane
Costco (COST) is an all time great stock and one of my personal favorite businesses because of the tremendous value it provides to consumers. COST...