ICYMI: Oil dove $3 a barrel in real time while I was live with @SandraSmithFox@JessInskip_ on @AmericaRpts this week. All because President Trump canceled Iran strikes mid-segment.
We're seeing @CMEGroup oil futures back down in the $70's in October.
Will the declines hold and keep going lower next week?
$XLE
@jimcramer@JessInskip_ always great teamwork! Comparing how big the @SpaceX IPO fish will be 🤷🏻♂️ 🤷♀️ to chart nerd stuff on S&P vs. treasuries and 6/15 liquidity collision. 👊🏽
The dynamic adjustments of the market is one thing that many may not quite get it, @JessInskip_ says.
In a new episode of Market Matters, she joins @MarleyKayden to tackle some of the biggest market misconceptions, the financial social media environment, and the pivot to becoming an influencer.
Listen wherever you get your podcasts: linktr.ee/schwabnetwork
.@JessInskip_ says $NVDA is broadening its ecosystem, with the Total Addressable Market (TAM) being "astronomical."
She thinks the stock is "still undervalued."
"I still think that bull thesis stands," she adds.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Market momentum madness: is it a trap or are we really going to the moon? @Jessinskip_ is going to break it down ahead of Friday's payroll numbers live on Fast Markets 🚀
Always great to join @cvpayne
The bull case has strengthened for $NVDA. When a company like $GOOGL commits another $80 billion to infrastructure, especially near all time highs, it’s effectively saying the returns justify the investment.
It doesn’t guarantee success, but it weakens a bear argument: that hyperscale AI spending won’t earn its cost of capital.
Plus more infrastructure spend = more compute demand.
Enjoyed getting familiar with your work when you visited TopStep. Very impressed with your knowledge and ability to share that knowledge with those of us who know so little! Thank you and will continue to listen to what you have to say.
“…The pathways to participate already exist. Investors who want in can get in on their own terms, at their own time, with their own conviction. What they should not have is a rule change that makes the decision for them. Using the world’s most trusted benchmark as a vehicle to guarantee a wall of forced buyers for a company that hasn’t yet earned its seat at the table should not be one of those pathways.” @JayWoods3 on S&P potentially changing rules for index inclusion freedomcapmkts.com/newslette…
If you want to know how to spot a high quality dividend, here’s how :)
@StockMKTNewz told me to post this on X too. (I’m sitting next to him at an undisclosed location)