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Steve posted an update 2 weeks ago
🔍 Intel & Apple Rumor
- Intel has reportedly approached Apple about a possible investment to support its turnaround plan.
- Talks are said to be in very early stages, and there’s no guarantee of a deal.
- Market speculation also suggests Apple could explore using Intel’s upcoming 14A process node for parts of its future M-series chips.
- Intel stock…
Steve posted an update 2 weeks ago
Jerome Powell saying stocks are “somewhat expensive” usually puts the spotlight on sectors where valuations have stretched furthest beyond historical norms. If a correction comes, those areas tend to feel it the most. Here’s the breakdown:
1. Technology & AI-Driven Growth
- Why vulnerable: Big Tech and AI beneficiaries (NVIDIA, AMD, Microsoft,…
Steve posted an update 6 weeks ago
📉 Thesis: Why Fed Rate Cuts Could Signal the End of the Bull Run
On the surface, Federal Reserve rate cuts sound bullish—cheaper borrowing costs, easier credit, and more liquidity for markets. But history shows that the first cut after a hiking cycle often marks the end of a bull run, not the start of a bigger one.
1. Markets Rally Into Cuts, Not… Read more
Tony_da_FIBO_SHATNER_Stacker, QS and 5 others1 Comment
Awesome Steve, Thank you!
