🚀 Dell Technologies is skyrocketing again!
Shares of Dell Technologies $DELL gained about 12% on Friday, reaching near all-time highs again. 📈
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BLACKNext Week's Game Plan 🎯
🗓️US Macro Calendar Next Week (September 14, 2026) – Key Events for Market🗓️
➡️Monday: -…
Amazon $AMZN could double in three years, according to Morgan Stanley $MS.
Analysts estimate that Amazon will grow earnings per share (EPS) at a 23% annual rate through 2028. Applying the historical average multiple the market has typically assigned to Amazon to that growth yields a target price of around $573 per share, roughly double today's price.
⚠️ Several risks are now piling up in the markets at once. And in my opinion, it's wise not to underestimate them.
In recent days, a rather unpleasant combination of factors has been building for investors:
🌍 The war with Iran and tensions in the Middle East continue to increase uncertainty. Brent is currently trading around $108 per barrel, which again creates inflationary…
Anthropic is preparing to go public, and I think it will be one of the most watched IPOs in recent years.
It's the company behind Claude, and if the IPO succeeds, it will be one of the first cases where we can directly buy a large AI company that is mainly built on its own models. OpenAI is not yet public, and xAI is currently part of SpaceX, so Anthropic would be quite unique…
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BLACK🚨When will the national debt become a real problem for the USA⁉️
👉I tried to answer this question in my latest video on YT.
What do you think, is the US debt problem really that serious or are these mostly just headlines that make money?
📉 Week in review: portfolio −4.0% vs S&P 500 −0.8%.
Seven names. Most of them software. The tape did not care. 😬
Mon–Thu was a rate-and-oil week. 🛢️ The US–Iran conflict and Houthi moves around the Red Sea and Hormuz pushed Brent through $100 and briefly toward $110. Energy inflation showed up in PPI, then CPI printed +0.4% m/m and +3.4% y/y. 10-year yields tagged multi-year…
As we discussed yesterday on the stream, which you can watch from the recording, the S&P 500 index got to a nice support. And what happened today... it bounced strongly. It was a great setup for trades.
Next week, the real decision about the next trend will be made. That's why my swing portfolio is empty now and I'm waiting for further signals. I'm watching Google $GOOG a lot.
Oracle showed after earnings that AI cloud is still going full speed
Oracle $ORCL released Q1 results and the numbers came in better than expected:
Revenue: $19.3B, +30% YoY Adjusted EPS: $1.92 vs. $1.74 expected Cloud revenue: $11.6B, +62%…
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BLACKS&P 500 +0.86% and Nasdaq +0.96% jump at the open, driven by a rebound in tech. Europe stays mixed on oil.
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