High speed internet provider and (hopefully) a potential CMCSA competitor. Looking fairly good for a potential breakout. I don't believe deflationary pressures will be that costly for them if the $DXY continues it's rally...Good luck traders
$SRAX is a unique company with technology that aims to bring transparency to markets, the Russell 2000 has been strong lately but will it be sustained in a potential rising rate environment? Or can SRAX over come it all as it aims to turn a profit? Time will tell
CYBR is setting up for a massive weekly/monthly move and I think it's important that traders get positioned for the potential move. Earnings were significantly better than estimates and I suspect they still have plenty of room to grow
This recent $PFE spinoff who went public via SPAC in 2020 could be a strong portfolio holding in the months and years to come. Experienced leadership taking on the unique challenge of solving a lot of the mental health issues that could very well be leading to the tight labor markets we've witnessed recently.
INSP changing the sleep apnea world with their revolutionary new minimally invasive treatment, potentially taking lion's share from other companies who manufacture CPAP machines. Good luck traders!
ZNTL broke 80 again today and is displaying a strong monthly momentum chart. IBB regaining 160 hopefully will signal at least a moderate health care push that could push ZNTL into the 90s and beyond. Good luck traders!
Wholesale and membership models have really stood the test of time as we've seen with $COST reaching new all time highs. The Fed doesn't seem too concerned with inflation which could be giving the green light to some of the strong inflation players once again. Wheat threatens a breakout at the time of writing. Good luck traders!
Expecting Fed Fund futures continue to price in rate hikes sooner as $DXY struggles to regain 95, Russia's Nord Stream coming online to give supply to natural gas markets, more rigs to come online while labor market / supply chains issues soothe while the small cap index continues to underperform the deflation favored QQQ.
Since Dutch Bros went public it's built a nice range and as political risks mount on Starbucks' China growth, it could provide an opportunity to hedge potential risk to the discretionary sector as a whole. Over time I believe BROS has the opportunity to outperform and could be a hedge fund darling if positive COVID news from Merck continues..
Labor shortages, increased streaming competition, sub par content as of late. Will value investors step in and save it at 170 or is this a major crossroads in the future of this giant. The bullish case here mostly lies in whether or not inflation will persist. If we see the dollar continue to improve, value names may be on the table which will involve this getting...
Investors should continue to watch Merck and how it plays out here at the 80 level as their COVID drug treatment is pending approval. I believe the market is absolutely sleeping on the significance of this drug and the kind of impact it will have. A treatment is an absolute game changer provided the politics of COVID do not disrupt innovation, transparency and...
Environmental, social and governance (ESG) integration is Blackrock’s practice of incorporating ESG information into decisions to help enhance risk-adjusted returns and I believe this 20 level here represents something significant. Following this ESG thesis one could expect a stock to rank highly in the social category, however, it doesn’t come without some...
United Healthcare may have posted stellar earnings numbers however that may only be a small fraction of the thesis for this company. If you step back and look at UNH vs SPY using the UNH-SPY pair, there could be a deeper story developing as a new post-COVID era begins.
Long term charts showing potential for more growth while also potentially being used as a barometer for US/China relations along with JKS.
Recent political environments regarding Taiwan Semiconductors have highlighted the world's economy's need to wain from the dominance of TSM in the semiconductor manufacturing process, I think a great deal of money is going to come into NVDA both private and government as the US seeks to retain harmony with political rivals. This could greatly benefit Nivida's...
As crude oil sits in a very vulnerable position, Putin has come out declaring it could head to $100 and while China contemplates the scale of a potential Evergrande bailout, there's a serious potential risk here that the inflation trade will continue thus leading to another squeeze out of GME which has been an efficient barometer for inflation since it's grand...
Liking the way GEO is holding on this pullback and wondering if it has more potential leg here. During summer's flight to quality stocks, GEO squeezed when investors sought REIT names in the IYR space. If deflation takes hold, I believe it could happen again. We'll see.
Incredible monthly momentum out of this name in a growing tech space