Options and Stock Trader. Tweets are my thoughts and ideas and for informational purposes only Youtube: https://xitter.cf/t.co/eetpgbI3ZI
Joined July 2015
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Good Morning!
Futures mixed ahead of FOMC day 1 and a heavy earnings tape: ES -0.1%, NQ -0.25%, YM +0.1%. 10yr 4.99%, DXY 102.0, WTI ~$101 / Brent ~$115 after Middle East talks, BTC ~$79.8K, VIX 18.39 (Mon close)
$PAYC pt raised $300 from $160 @ Jefferies
$CDNS pt raised $420 from $405 @ JPMorgan
$TSLA pt raised $390 from $345 @ Daiwa
$CRWV pt cut $75 from $125 @ Raymond James
$MTSI u/g Outperform @ Raymond James pt $300
$CEG pt raised $374 from $368 @ TD Cowen
$QLYS pt raised $235 from $185 @ Jefferies
$TENB pt raised $45 from $30 @ Jefferies
$RPD pt raised $16 from $12 @ Jefferies
$VZ pt cut $50 from $52 @ Morgan Stanley
$VZ pt cut $55 from $56 @ TD Cowen
$MTCH pt raised $52 from $45 @ TD Cowen
$CACI pt raised $725 from $715 @ JPMorgan
$MOH pt raised $225 from $220 @ JPMorgan
$RRC d/g Hold @ Texas Capital pt $54 from $49
$SGRY d/g Sector Perform @ RBC pt $23.50 from $19
$BOH d/g Market Perform @ KBW pt $78 from $85
$DINO int Overweight @ Piper pt $152
$COP int Neutral @ Piper pt $157
$OXY int Neutral @ Piper pt $69
$PBF int Neutral @ Piper pt $94
$DK int Neutral @ Piper pt $90
$KMI pt raised $34 from $32 @ Scotiabank
$XNCR pt raised $43 from $20 @ RBC
$BRBR pt cut $15 from $18 @ JPMorgan
$WY pt cut $25 from $30 @ CIBC
Interesting look at how $ANT is fueling their competitors
Anthropic’s strongest relationships are also its biggest points of dependence.
Its partners are not mere suppliers: several also have their own AI models, cloud businesses or infrastructure ambitions.
The company itself says these relationships could create misaligned incentives and conflicts over compute and Claude distribution.
Nicely done by Eva today on @CNBCMorningCall
Strong results aren’t enough this earnings season.
Joined @CNBCMorningCall to discuss Big Tech earnings, the Fed’s next move and where we see opportunity.
Hey John we are good and you?
To small of a sample size for me, but he won us a game, so I'll take it
Good Morning!
Futures: ES +0.29%, NQ +0.20%, YM +0.46%, RTY +0.36% | VIX 19.3 | 10Y ~4.98% | WTI $100.8 (-2.4%), Brent ~$115 on Qatar mediation in Tehran | DXY 101.6 | Gold ~$4,029 | BTC ~$80K
$TSLA u/g Overweight @ Barclays pt $450 from $370
$XYZ d/g Equal-Weight @ Morgan Stanley pt $80 from $90
$SPCX pt raised $268 from $248 @ Bernstein
$CRWD pt raised $290 from $260 @ BofA
$AAPL pt raised $270.62 from $263.66 @ Jefferies
$COIN pt raised $189 from $148 @ JPMorgan
$FICO pt cut $900 from $1,530 @ JPMorgan
$EFX d/g Sector Perform @ RBC pt $189 from $177
$OKLO int Hold @ TD Cowen pt $26
$ACCV int Overweight @ JPMorgan pt $20
$CACI u/g Buy @ Jefferies pt $725 from $700
$KALU u/g Neutral @ JPMorgan pt $140 from $146
$FCNCA d/g Underweight @ JPMorgan pt $2,200 from $2,300
$EFSC u/g Overweight @ Piper pt $64 from $68
$CRS d/g Sector Weight @ KeyBanc
$LKQ d/g Neutral @ Roth/MKM
$RRC d/g Neutral @ Gerdes
$LMT pt raised $665 from $620 @ JPMorgan, $615 from $595 @ Jefferies
$GE pt cut $310 from $392 @ Daiwa, $425 from $435 @ Jefferies
$MRNA pt raised $230 from $167 @ Piper
$PG pt raised $167 from $145 @ Piper
$KO pt raised $102 from $95 @ Piper
$AXP pt raised $415 from $405 @ Piper, $365 from $360 @ JPMorgan
$CVLT pt raised $170 from $130 @ Jefferies
$CTSH pt raised $78 from $67 @ JPMorgan
$TYL pt raised $450 from $400 @ TD Cowen
$AXON pt cut $800 from $825 @ TD Cowen
$HSY pt cut $210 from $250 @ Stephens