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MAKE YOUR OWN AI GIRLFRIEND IN FEW CLICK
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MAKE YOUR OWN AI GIRLFRIEND IN FEW CLICK
without any restriction
.@yardeni on why he says the S&P 500 could hit 8,400 by the middle of next year and 10,000 by 2030:
LIVE: Black Monday | Weekend Recap | Talkin Markets & Onchain | Trenching Live | Finding the Next 100X
US DOT ANNOUNCES $2.3 BLN INVESTMENT IN FREIGHT AND RAIL
Apple $AAPL confirmed its will be hosting a product launch event next week on October 28th
Apple is reportedly going to release a new touch screen MacBook
GSK'S JEMPERLI RECEIVES FDA APPROVED FOR STAGE II – STAGE III RECTAL CANCER
Software is done. You won't believe what I've been making.
Hedge funds are now >8% underweight tech vs. the MSCI World Index...
Since the end of July, net exposure has come down almost entirely through new shorts while longs have remained steady...
In other words 1 -- HFs haven't completely dumped long positions.
In other words 2 -- HFs have hedged (who would've guessed it)...rather than totally capitulating on tech.
In other words 3 -- Semis positioning is probably much cleaner for Q3 earnings vs. Q2. (Not totally clean though, Semis L/S @ ~3x vs. SaaS L/S @ ~1x).
Interesting note via JPM today -- "We don't expect the rotation out of Tech to end abruptly, though its pace could moderate."
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China's iPhone Flippers Face Losses Before Apple's Foldable Even Launches
