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Strategies & Market Trends
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An SI Board Since February 1999
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29648 408 0 SPXL
Emcee:  Les H Type:  Moderated
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29648AI spending is crowding out buybacks Goldman Sachs released a research note on Les H-Saturday
29647Breaking news: “they hadn’t figured out how OpenAI would pay for it”Sign of thinLes H-last Thursday
29646The Blockade Boomerang: Iran’s Escape Routes and America’s Impulsive Moves GlobLes H-last Thursday
29645[X] BREAKING 🚨: JP Morgan S&P 500 now up more than 10% since JP Morgan told uLes H-last Thursday
29644[X] The “sources” are literally feeding Barak Ravid fake information to make itLes H-last Thursday
29643[X] The non-Open AI/Anthropic cohort still grew 57% y/y (!) pic.twitter.com/5BOLes H-last Wednesday
29642[X] 1 year ago Michael Saylor was recommending to sell kidneys instead of BitcoLes H-last Wednesday
29641[X] JUST IN 🚨: Alphabet $GOOGL surpasses Nvidia $NVDA as the world's most valuLes H-last Tuesday
29640Big Tech Earnings Boosted by Private Equity Holdings Big Tech earnings in recenLes H-last Tuesday
29639Even at Google, the supposed big winner, earnings were goosed by a mark up in thLes H-last Tuesday
29638How Passive Fund Inflows Boosted the Magnificent 7 Passive investing has playedLes H-last Monday
29637[X] Current semi stocks ranking by forward PE / forward PEG note - directionalLes H-last Monday
29636[X] Sold! 😂 pic.twitter.com/2bsNFME6HG— Barchart (@Barchart) May 4, 2026 [/X]Les H2last Monday
29635[X] BREAKING 🚨: Berkshire Hathaway$BRK.A is now underperforming the S&P 500 $SLes H-May 3
29634Federal Reserve and Treasury’s Current Approach to Yield Curve ControlThe FederaLes H-May 2
29633OpenAI Missed Multiple Revenue Targets—Here’s Why It Likely Won’t IPO This YearPLes H-April 30
29632[X] Semiconductor Stocks now account for 14% of the Stock Market, the highest mLes H1April 29
29631The trader who predicted the 1987 market crash maps out the next bear market StLes H-April 29
29630Pension-fund rebalancing and other red flags that suggest a stock-market pullbacLes H-April 28
29629[X] Semiconductor Stocks are now trading at a 60x PE, the richest valuation sinLes H1April 27
29628[X] This rally doesn’t reward patience… it punishes it.https://t.co/b9bxvnYn8e—Les H1April 27
29627AI Demand is Still Booming April 25, 2026 by Brian Wang The Dylan Patel, head Les H-April 26
29626[X] Semiconductor Stocks cannot be stopped 🚨 On track for their 18th consecutiLes H1April 25
29625U.S. oil producers aren’t coming to the rescue despite high prices as mistrust aLes H-April 25
29624[youtube video] Is the complacency in global financial markets warranted? Les H-April 25
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