This Trade Can Make You 50%

🚨 🚨 This company is developing optical fiber solutions to support the increased connectivity demands of AI-driven data centers. The stock has 50% upside from curent levels. Talk To Us Now

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Investors Buy $8.7B Of Tech Funds

🧠 🧠 Investors poured record amounts of money into tech funds over the past week, at $8.7 billion: BofA, EPFR. “The ‘all roads lead to Nvidia’ trade is once again bolstered” as Europe falters amid the political turmoil in France

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China: Investors Are Still Wary

🇨🇳 🇨🇳 “We’ve now seen 11 straight quarters of earnings misses for MSCI China and the analyst consensus hasn’t really gotten to grips with just how weak the underlying growth environment is in China,” Jonathan Garner, chief Asia equity strategist for Morgan Stanley, said Thursday. “You have to be selective to be involved in China. There’s also more competition going on,
particularly in sectors like e-commerce.” 

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UBS Says This Time It’s Different

🚨 🚨 UBS says the current market conditions and the late 1990s have many differences. UBS says Valuations are significantly more attractive today than in the late 1990s

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Bye Bye Sunak

🇬🇧 🇬🇧 News in the UK this week has been dominated by a poll showing Rishi Sunak is on course to lose his own seat in Parliament. That would be a historic humiliation, yet 2% inflation hasn’t helped

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You Can’t Ignore Big Tech

🧠 🧠 Big Tech’s dominance is growing: Since 2002, Nasdaq companies’ earnings relative to the S&P 500 have increased from 4.5% in 2002 to a record ~40%. In other words, net income of tech companies has risen significantly faster than the profits of S&P 500 companies. As a result, the Nasdaq is up 816% since 2002 while the S&P 500 is up 378%

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Make 30% From An AI Candidate

🚨 🚨 This AI candidate has reported that order booking growth continues to be strong driven by large projects and that its generative AI opportunity continues to mature. Nomura has turned bullish due to robust deal wins. Talk To Us Now

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