I think it was Jeff DeGraaf who was on Closing Bell on friday and said LLY is broken and the top formation is completed, ie the highs are in. Thinks the stock could bounce back to $720ish but thinks the overall trend is downward from here. Had it as one of his best longer term shorts.
OT: Stock and Investment Thread
- Thread starter RU05
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I think he would have been prior to AI becoming such a story, but now that it is such a story, I feel he has to figure it out or it will be a fall from grace for him.
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How many of these do you think will have similar results in the net 10 years? What are the safest 2 out of them? I'm thinking Microsoft and Amazon
Most likely 10x'ers in the next 10 years? I have to say BTC is probably most likely. MSFT and META would be my stock choices.
Never a bad idea to take profits, but ETH really looks determined to set a new ATH (~$4900).
Been building a large position in SOUN over the last few months…hope it keeps running!
BMNR also ripping lately…
+1
Another nice day for SOUN. I'm not in BMNR, but using ETH perp futures for my ethereum play. So far so good!
Buy weed stocks or just another rug pull?
BBAI with a dud of an earning report. I sold all of my remaining holdings in after hours
Hmm. Do you think PLTR is crowding them out of gov'ment work?
There’s more than one winner in the government space. Have a member of the Trump inner circle is not proving to be enough. Their guidance was a huge concern. They are now in the doghouse along with C3AI.
Down 30%. Yowzers. Not an over reaction?
Just saw their guidance cut. Pretty significant.
CPI comes in mostly as expected but lighter on YoY headline. 0.2% MoM and only 2.7% YoY. Core MoM as expected.
Start the cutting cycle Chairman Waller!
Start the cutting cycle Chairman Waller!
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Housing price increases again the prime culprit.
Consumer prices rise 2.7% annually in July, less than expected amid tariff worries
A 0.2% increase in shelter costs drove much of the rise in the index, while food prices were flat and energy fell 1.1%, the BLS said. Tariff-sensitive new vehicle prices also were unchanged though used cars and trucks saw a 0.5% jump.CPI inflation report July 2025:
High Fed rates are driving shelter inflation.
Life is good.
S&P 500, Nasdaq both notch record close as inflation report gives Fed green light to cut rates
S&P 500, Nasdaq both notch record close as inflation report gives Fed green light to cut rates
I don’t think long rates move materially downward unless there’s an actual “r” word…and even if there was a recession I’m not sure we just wouldn’t wind up with the steepest yield curve in US history as the July federal budget deficit was $291 billion.
And I’m all for an immediate .50 FF rate cut followed by a pause til Dec.
Down 8% which is a fairly muted move given it typically moves a lot on a normal day.
Tom Lee - Buy ETH:
- As for our recommended investment strategies, we are formally adding Ethereum to our “Mag7 & Bitcoin:”
– we have stated multiple times we believe Ethereum is the biggest macro trade over the next 10-15 years
– the primary driver is that Wall Street is moving onto the blockchain, spurred by the GENIUS act (stablecoins) and by SEC’s project crypto (moving Wall Street onto the blockchain).
– the majority of stablecoins and Wall Street projects are being built on Ethereum - Ethereum is outperforming Bitcoin YTD gaining +28% vs +18% for Bitcoin. And ETH is within 6% of all-time highs. Sean Farrell, Head of Digital Asset Research for Fundstrat, sees $10,000 ETH and as high as $12,000-$15,000 by year-end. So there is still plenty of upside.
- In fact, the latest BofA Fund Manager survey shows only 9% of fund managers own crypto compared to 48% who own gold. So these are still the earliest days.
- As for getting exposure, one can own ETH ETFs or buy Ethereum treasury stocks, which are the ETH equivalent of Microstrategy (ticker- MSTR -1.49% ). There are 3 large ETH Treasury stocks:
– Bitmine (ticker- BMNR +6.12% ) which owns >1.15 million ETH
– I am Chairman of Bitmine
– Sharplink Gaming (ticker- SBET +1.05% )
– Ethermachine (ticker- DYNX -1.37% ) - As Michael Saylor of MSTR says: “MSTR is leveraged Bitcoin” and similarly, these ETH Treasury companies are leveraged to a rise in ETH.
He managing what others did before him but he’s not a revolutionary.
Rick Reider on the Fed would be awesome! And yes, cuts will start in Sept.
By the way, read a few things about Pony AI. China-based robotaxi company. What could go wrong!
Intriguing, but I've traded Chinese stocks terribly.Rick Reider on the Fed would be awesome! And yes, cuts will start in Sept.
By the way, read a few things about Pony AI. China-based robotaxi company. What could go wrong!
E-Trade also has nothing on the fundamentals. Whether that's because it's Chinese or relatively new to the market I don't know.
Up nicely today.
Bullish with a bullish IPO launch:
And ETH is about $100 away from its long-awaited new ATH. Perhaps overnight?