James Cochrane @YouGetPaidNow

If you're wondering why $MU stock exploded in after-hours trade, the @stock_analysisx news screen shows it all. Blowout Q3 results, as one headline shows. No surprise that others are following: $AMD $NVDA

keyboard_arrow_left Previous keyboard_arrow_right Next

The markets started the day strong but apparently had to take a nap. It started hopeful that $MU would bring help to accelerate other tech, but instead, the stock was down 1.80%. The tech selloff did scale itself back a bit into the close. Here are the charts from @stock_analysisx Some stocks up today: $HD $UBER $GLW NOTE: $MU up significantly in after hours

keyboard_arrow_left Previous keyboard_arrow_right Next

I've seen some people on forums talk up $GPIX - It's an S&P 500 ETF like $SPY or $VOO that boosts returns using covered calls. There is a concentration risk with big names on this one, but the yield is over 8% with apparently no NAV erosion, so far. Check out the charts from @stock_analysisx on $SPIX here:

keyboard_arrow_left Previous keyboard_arrow_right Next

The @stock_analysisx charts show that $CRDO is a solid company. It's a picks and shovels type of company in the semiconductor space. In a nutshell, they provide clean networking via equipment that strengthens signals and via optical conversion. If you subscribe to the idea that valuations don't matter in this AI boom, then this company is probably undervalued. For those who believe valuations are still important, maybe put this on your watch list and wait for proper pullbacks, but above all do your own research. $CRDO has some big players with $AVGO and $MRVL

keyboard_arrow_left Previous keyboard_arrow_right Next

How to SPOT Sector Rotation EARLY ETF’s will tell you when to Buy or Sell BEFORE the move happens Top AI super cycle ETF’s by sector: Semis | $SMH $NVDA $AMD $AVGO $INTC Memory | $DRAM $MU $SNDK $WDC Photonics | $EUV $TSM $MRVL $COHR Software | $IGV $PLTR $ORCL $NOW $MSFT Healthcare | $IHF $HIMS $UNH $CVS Cybersecurity | $CIBR $PANW $CRWD $FTNT $ZS HPC | $WGMI $IREN $CORZ $MARA $RIOT $HUT Robotics | $BOTZ $TSLA $ISRG $SYM Space / Defense Innovation | $ARKX $RKLB $KTOS $AVAV Nuclear | $NLR $OKLO $CCJ $CEG $SMR Quantum | $QTUM $IONQ $RGTI $QBTS

Ran the following in Python: Just eyeballing it suggests there may be some correlation but is likely to be weak. certainly not something you'd probably want to hang your hat on. If the 2 and 3 had much higher magnitudes, I would be more apt to suggest that more data is needed (and that might still be the case). But this initial experiment is somewhat telling on its own.

I used to follow the crowd and declare that Gold $GLD was a hedge for the $SPY. But ever since I started looking at comparison charts on @stock_analysisx it tells quite a different story. I am open to opinions on this one. Want to check your own comparisons? @stock_analysisx can help you. Learn more here: financialmarketseducation.com/Landers/stocka…

keyboard_arrow_left Previous keyboard_arrow_right Next

@Caprif007 @stock_analysisx Fair point, but even with it normalized, nothing really changes.

NAV ersion is a real thing. 4 charts show you what I look for in an ETF. I will take up and to the right every time, or at least flat. Great way to compare ETFs. $GPIQ $QQQI $SPYT $TSLY

keyboard_arrow_left Previous keyboard_arrow_right Next

The @stock_analysis heatmap shows a beaten-down tech sector, but that's not surprising, as it started that way in premarket and stayed like that all day. There's a lot of chatter that suggests investors are skittish on the capex spending going on in the sector. Understandable for sure. But governments worldwide will be going all in on AI. What that means at the intersection of tech and gov is anyone's guess. But this game ain't done yet, not by a long shot.

The tech section is catching a beating today. Stocks like $AMAT, $KLAC, and $MU are down from almost 10-12%. Take a look at the charts from @stock_analysisx. If, over the long term, you want to still somewhat diversify at least within the semiconductor space, $PSI has these holdings and more. Of course, if the entire industry gets pummeled, $PSI will offer limited protection. The silver lining in all of this is that if you own any $SPCX it is actually up today (by 4% at 3:06 PM EST) at this point in time.

keyboard_arrow_left Previous keyboard_arrow_right Next

Is the potential market selloff ruffling your feathers? It could be something to worry about. Then again, it's not likely that investing banks will want investors in a "fowl" mood when OpenAI and Anthropic announce their IPOs. No guarantees, of course, but my guess is this is just a short-term blip. What do you think? By the way, you may have noticed @stock_analysis publishes pre IPOs (from the charts). Learn how you can get a great deal on their subscription here: FinancialMarketsEducation.com/Landers/stocka…

keyboard_arrow_left Previous keyboard_arrow_right Next

Here are some free online tools I use that you might find useful. No affiliate links. Just direct URLs: 💻 ETF Comparison Tool etf.com/tools/etf-comp… 💻 ETF Overlap Tool wisesheets.io/etf-comparison… 💻 Top Dividend ETFs topdividendetfs.com 💻 Finviz: Financial Visualizations finviz.com

According to the news clips on @stock_analysisx the markets are in for a rocky start. It's not just here either. Overseas markets have been beaten down too, so far. $SPCX below its 52-week low in premarket. $AVGO down another 4% from an already 16% drop from yesterday's close. $NVDA down over 3% premarket. If there is a silver lining, oil prices are down too!

keyboard_arrow_left Previous keyboard_arrow_right Next

$DDOG on the surface may seem overvalued, and I am not saying to buy here. And as the @stock_analysisx chart shows, it's had a pretty significant pullback lately. But remember that the company receives revenue in advance, which is considered deferred revenue and that's an expense, which reduces the bottom line. My point is, I can sort of see why analysts are raising their targets. Do you own research, though! Not a reco.

keyboard_arrow_left Previous keyboard_arrow_right Next

One of my favorite buy & hold forever $DIVO Anyone else hold this one?

Probably the biggest newsmaker today was $GOOGL As shown in the @stock_analysisx heatmap, it was down a little over 5% today. Judges in lawsuits denied a new trial for lawsuits claiming that YouTube is addictive to children. Also, capex spending in the AI sector is believed to be another reason for the downturn.

Carnival $CCL is announcing earnings tomorrow. Looking at the chart from @stock_analysisx , the stock has been trending upward since 2023, but with a fair amount of volatility. In fact, with a Beta of 2.33, it's difficult to get a valuation that even comes close to the current price. Analysts have rated this a strong buy, though with not much upside. Oil prices and the company's debt remain, which could put pressure on prices. $USO (note this ETF represents oil futures, not spot)

keyboard_arrow_left Previous keyboard_arrow_right Next