ECB May Not Be Done Hiking Rates

🇪🇺 🇪🇺 Some of the biggest money managers in Europe say traders are wrong to bet the European Central Bank is done hiking interest rates.

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Warning For Bitcoin Buyers

🚨 🚨 Warning: A lot of people are caught up with bullishness on a potential bitcoin ETF, meanwhile FinCEN is proposing to apply section 311 of the Patriot Act against basically all types of crypto privacy, including on noncustodial methods

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Nasdaq Is In Best Shape Compared To Germany

🇩🇪 🇩🇪 This week, the German benchmark index TecDax, home of the 30 most important tech stocks, slipped into the red, while US Big Tech – measured by Nasdaq 100 – is still up 35%

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Did You Know?

🍟 🍟 Did You Know? Bill Gates owns the land in Washington state used to grow the potatoes for McDonald’s fries

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ASML: You Better Get Greedy

🇪🇺 🇪🇺 Europe’s ASML is a monopoly in the Extreme Ultraviolet machine wafer space and the stock has an upside of 40%, over the next 12 months
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Sunak Mulls Stamp Duty And Tax Cuts

🇬🇧 🇬🇧 Prime Minister Rishi Sunak is considering stamp duty reductions and other tax cuts for top earners after the Conservative Party’s latest by-election defeats, according to newspaper reports

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China Is Still Dumping US Treasuries

🇨🇳 🇨🇳 China continues to dump US Treasuries by the amount of tens of billions per month. In August, China unloaded another $16.4 billion of US Treasuries. Since their peak roughly a decade ago, China has unloaded nearly $500 billion of US Treasuries
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Data Centers: ‘Lottery Ticket’ Of The New Economy

🚨 🚨 Goldman Sachs: Data center strength is also not abating anytime soon, with sales in the segment almost tripling year-over-year for the July quarter

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Nvidia: Bubble Has Not Burst Yet

🚨 🚨 Going into earnings season, we think Nvidia has the best chance to post upside surprises

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Microsoft: At Least 20% Upside

🚨 🚨 Jefferies: The Tailwinds Of AI Are Starting To Kick In For Microsoft

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