GBA Presents: RADIO SAVANT-!

This trade is more dangerous than I thought. It may just be simpletons going off the AI theory.
PlTR uses it.

Which of course is why I'm suggesting it! > The $12.50's have been so active for two weeks now what do they now?[/QUOTE]
i agree it’s a pump but don’t you think it’s our job to ride with them? Look at Van’s 4x pick this morning, $7.5 to $27, that’s kick ass!
 
stonedinvestor said:
Stocks in the China Sales Exposure Basket with a market cap above $10B:

  1. Monolithic Power Systems (MPWR), % of sales in Greater China 72%, Non-U.S. sales 97%
  2. Qualcomm (QCOM), 67%, 96%
  3. Las Vegas Sands (LVS), 67%, 100%
  4. Nvidia (NVDA), 58%, 84%
  5. Texas Instruments (TXN), 55%, 90%
  6. Applied Materials (AMAT), 53%, 91%
  7. KLA (KLAC), 51%, 89%
  8. Lam Research (LRCX), 50%, 95%
  9. Teradyne (TER), 47%, 89%
  10. Western Digital (WDC), 47%, 78%
  11. Qorvo (QRVO), 46% 59%
  12. Marvell Tech (MRVL), 44%, 89%
  13. Intel (INTC), 44%, 82%
  14. Micron (MU), 42%, 56%
  15. Wynn Resorts (WYNN), 41%, 41%
  16. Corning (GLW), 39%, 68%
  17. NXP Semi (NXPI), 38%, 91%
  18. AMD (AMD), 38%, 72%
  19. Microchip Technology (MCHP), 38%, 72%
  20. Estee Lauder (EL), 36%, 79%
  21. Broadcom (AVGO), 36%, 81%
  22. Expeditors (EXPD), 31%, 74%
  23. Aptiv (APTV), 31%, 65%
  24. Amphenol (APH), 28%, 71%
  25. Skyworks Solutions (SWKS), 27%, 37%
  26. Tesla (TSLA), 26%, 55%
  27. DuPont (DD), 24%, 74%
  28. BorgWarner (BWA), 24%, 83%
  29. TE Connectivity (TEL), 22%, 76%<------- !!!! This guy David Katz I like... he recc
  30. Analog Devices (ADI), 22% 67%
  31. Mettler-Toledo (MTD), 20%, 67%
  32. Agilent (A), 20%, 66%
  33. Otis (OTIS), 20%, 74%
  34. Avery Dennison (AVY), 20%, 75%
  35. Tapestry (TPR), 19%, 41%
  36. Celanese (CE), 19%, 77%
  37. Keysight (KEYS), 19%, 64%
  38. Waters (WAT), 19%, 72%
  39. Apple (AAPL), 19%, 63%
  40. Nike (NKE), 19%, 61% <--------------------------------
  41. Air Products & Chemicals (APD), 18%, 61%
  42. Albemarle (ALB), 18%, 76%
  43. Jabil (JBL), 16%, 84%
  44. PerkinElmer (PKI), 13%, 60%
  45. Cummins (CMI), 13%, 48%
  46. MGM Resorts (MGM), 13%, 13%>--------------------
  47. Starbucks (SBUX), 13%, 30%
  48. Fortive (FTV), 12%, 49%
  49. Emerson Electric (EMR), 12%, 56%
  50. 3M (MMM), 11%, 58%
More...
That’s a really interesting list. I ask myself if it’s better to hold the first 10 or the last 10. in any case, many thanks for the idea.
 
Altimmune (NASDAQ:ALT) is a small (~$450 million market cap) clinical-stage biopharmaceutical company focused on the development of therapeutics for obesity and liver diseases. Pemvidutide is the company's lead product candidate for the treatment of obesity and nonalcoholic steatohepatitis (or NASH).
 
Guggenheim views Altimmune risk/reward heading into MOMENTUM as attractive 10:33 ALT

Description

Altimmune, Inc., a clinical stage biopharmaceutical company, focuses on developing treatments for obesity and liver diseases. The company's lead product candidate, pemvidutide (proposed INN, formerly known as ALT-801), is a GLP-1/glucagon dual receptor agonist that is in Phase 1b trial for the treatment of obesity and non-alcoholic steatohepatitis. It is also developing HepTcell, an immunotherapeutic product candidate, which is in Phase 2 clinical trial for patients chronically infected with the hepatitis B virus. The company was formerly known as Vaxin Inc. and changed its name to Altimmune, Inc. in September 2015. Altimmune, Inc. was founded in 1997 is headquartered in Gaithersburg, Maryland.
 
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Seasonality exists.
Here is the average development of the Major Indices from December 16 to January 4 of the last 20 years.
major-indices-santaclaus-rally-seasoanlity.png
 
It does and it doesn't. Hello cosmo>

There have been many times I have mocked analysts for seasonal upgrades of sectors often it does not work out.

Sometimes Santa stays home.

Some January's are bad (last year)

Of greater interest to me is tax loss selling and qtrl tax payments which attract draw downs on certain dates.

And the jan effect itself is very fascinating. There is something to it. It's 1/2 psychological and 1/2 fact but get off to a good start and end the year nicely up I believe in that.
 
" seasonality " is also something that analysts say when they are not sure why the market is going up. Must be seasonality.

Right now get this> The actual people at Hedge Funds are mostly negative! But The AI Quant machines at these same funds are positive!

This is the first time to my knowledge this set up is in place.

Machines vs man.

What if AI decides there is no top? What if AI decides lets really create a FOMO Rally!
 
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