LiferFrank Penich
Lifer
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 in the group
2 weeks ago
OP Lite 2 weeks agoQ3 Market Review
Time: Sep 24, 2025 07:00 PM Eastern Time (US and Canada)
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https://us06web.zoom.us/j/85779738923?pwd=XHVqfOkKE7FdhYHcZC6JNX4sQS1Z31.1
Steve posted an update 2 weeks ago
Q3 Market Review
Time: Sep 24, 2025 07:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/85779738923?pwd=XHVqfOkKE7FdhYHcZC6JNX4sQS1Z31.1
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Steve posted an update in the group
2 weeks agoOP Lite 2 weeks agohttps://app.optionsplayers.com/op-wire-9-23-3-lite/
app.optionsplayers.com
OP Wire 9/23 (OP - Lite) » Options Players
The majors printed fresh all-time highs Monday—three straight wins for the S&P 500—after headlines of a $100B NVDA investment in
Steve posted an update 2 weeks ago
Silver Lake & Intel
- In April 2025, Intel sold 51% of its Altera programmable chip business to Silver Lake in a deal valued at roughly $8.75 billion.
- Intel retained 49% ownership, meaning it still participates in future upside while offloading operational and financial burdens.
- Silver Lake’s capital injection and operational expertise…
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