Jesse Cohen
@JesseCohenInv
Global Markets Analyst @Investingcom + I run the Twitter account.
Born and raised in New Jersey. Currently in Tel Aviv.
900 Following 182.8K Followers
We're watching it happen right before our very eyes.
NASDAQ 100 FUTURES RISE ABOVE 30,000 FOR THE FIRST TIME IN HISTORY
What a time to be alive. 🫂🙏
⚠️Ex-OpenAI researcher Leopold Aschenbrenner just updated his stock portfolio as of the end of Q1.
Some of his biggest positions include:
• Bloom Energy $BE - $878.7M
• Sandisk $SNDK - $724.4M
• CoreWeave $CRWV - $556.1M
• Iren Limited $IREN - $401M
• Core Scientific $CORZ - $389.1M
• Applied Digital $APLD - $320M
• Riot Platforms $Riot - $142.2M
• Cleanspark $CLSK - $104.5M
• AMD $AMD - $20.2M
• Intel $INTC - $8.9M
• Taiwan Semi $TSM - $7.6M
• $ASML - $6.1M
• Micron $MU - $5.9M
Betting big on AI infrastructure.
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⚠️This Week's Most Notable Earnings:
• Monday: $BIDU
• Tuesday: $HD $CAVA $TOL
• Wednesday: $NVDA $INTU $ADI $TGT $TJX $URBN $LOW $ELF $HAS $ZIM
• Thursday: $WMT $DECK $ROST $AAP $DE $ZM $WDAY $BULL $TTWO $NIO
• Friday: $BJ
$SPY $QQQ
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🚨There is now a 50%-50% chance that the Fed will hike rates by the end of the year.
Welcome to your first day on the job, Kevin Warsh.
Happy Sunday!
Here Are My #Top5ThingsToKnowThisWeek# in the Stock Market:
1. Nvidia $NVDA Earnings
2. Software $WDAY $INTU $ZS Earnings
3. Retailer $WMT $HD $LOW $TJX $TGT Earnings
4. Fed FOMC Minutes
5. US PMI Surveys
May The Trading Gods Be with You 🙏
$DIA $SPY $QQQ $IWM $VIX
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How are the 'Magnificent 7' Tech Stocks doing so far this year?
🟢 Alphabet $GOOGL +26.7%
🟢 Nvidia $NVDA +20.8%
🟢 Amazon $AMZN +14.4%
🟢 Apple $AAPL +10.4%
🔴 Tesla $TSLA -6.1%
🔴 Meta $META -7%
🔴 Microsoft $MSFT -12.7%
You know what to do…
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⚠️BIG EARNINGS WEEK AHEAD 👀👀
• Monday: $BIDU
• Tuesday: $HD $CAVA
• Wednesday: $NVDA $INTU $TGT $TJX $URBN $LOW
• Thursday: $WMT $DECK $ROST $DE $ZM $WDAY
• Friday: $BJ
$SPY $QQQ
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Nvidia $NVDA earnings week is upon us.
What do you call this chart pattern? $NKE
⚠️TRUMP'S UPDATED Q1 STOCK PORTFOLIO HOLDINGS:
• Intel $INTC
• Dell $DELL
• Palantir $PLTR
• Boeing $BA
• NVIDIA $NVDA
• Apple $AAPL
• Amazon $AMZN
• Microsoft $MSFT
• Broadcom $AVGO
• Oracle $ORCL
• Sandisk $SNDK
• GE Aerospace $GE
• Bloom Energy $BE
• ServiceNow $NOW
• Workday $WDAY
• Adobe $ADBE
• Uber $UBER
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⚠️NVIDIA $NVDA UPDATED Q1 STOCK PORTFOLIO HOLDINGS:
• Intel $INTC - 214,776,632 shares
• Nokia $NOK - 166,389,351 shares
• CoreWeave $CRWV - 47,213,353 shares
• Coherent $COHR - 7,788,161 shares
• Synopsys $SNPS - 4,821,717 shares
• Nebius $NBIS - 1,190,476 shares
• Generate Biosciences $GENB - 833,325 shares
Jensen Huang might be the world's greatest stock picker.
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Updated Wall Street YTD Performance:
SpaceX Reportedly Chooses Nasdaq And $SPCX Ticker For Mega IPO Next Month
Who's getting in Day 1?
A mystery bidder paid $9 million to dine with Warren Buffett at his famed charity lunch.
Is that you, Ryan Cohen?
Nvidia $NVDA CEO Jensen Huang went on a Beijing food tour while in China 🇨🇳
Such a down-to-earth guy.
Just Now: S&P 500 $SPY closes above 7,500 for the first time in history.
Congrats everyone, we did it. 🫂🍾
President Trump just filed 3,000+ personal trades he's made so far in 2026.
Some of the buys include:
-Dell $DELL
-Intel $INTC
-NVIDIA $NVDA
-Palantir $PLTR
-GE Aerospace $GE
-Sandisk $SNDK
-Bloom Energy $BE
-ServiceNow $NOW
-Adobe $ADBE
-Workday $WDAY
-Oracle $ORCL
-Microsoft $MSFT
-Broadcom $AVGO
-Amazon $AMZN
-Uber $UBER
-Apple $AAPL
-Boeing $BA
What a time to be alive.
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