If you haven’t read it already, I’d strongly recommend taking a look at @etf.go’s recent post. It does such a great job at walking through the fees and the impact of them over a long period of time as well as debunking a couple comment themes I hear from covered call investors. There’s also a lot of great information and analysis in the comments by many of the top contributors on Blossom that are worth the read for anyone debating whether or not to go cover calls and follow the finfluencers that promote them.  Here’s the link to the post for anyone interested: https://link.blossomsocial.com/7uYa/ej8h3e9c
I see many beginners posting that they’re new to investing and don’t know where to start. 🤔 As someone who was in a similar situation just a few months ago and learned, here are the 4 ETF types (& ETFs) that are popular among long term investors 😃 : 1) S&P 500: US: $VOO / $SPY / $SPLG Canadian: $VFV / $ZSP / $TPU 2) GROWTH / TECH: US: $QQQ / $VUG / $VGT / $SCHG Canadian: $QQC / $HXQ / $TEC / $ZUQ 3) DIVIDENDS: US: $SCHD / $VYM / $DGRO Canadian: $VDY / $XEI 4) ALL IN ONE / BASKET / Global Exposure: US: $VT / $AVGE Canadian: $ZEQT / $XEQT / $TGRO / $VEQT / $ZGQ I noticed many people following this type of a basic / uncomplicated portfolio and are doing really well for themselves 🔥 For % allocation, you can divide evenly among the ETF categories or allocate a higher % based on your preferences. Just DCA regularly and you should be good. 😎 Some people even just put it all into an all in one etf like $XEQT. This is also a good approach - it is much simpler and it works. Ultimately, it comes to whatever you prefer 🙂 Oh and yea, there are overlaps, but I don’t think there is anything wrong in that though - it would just count as doubling down on good things. 💯 I’m sharing with you all what helped me, but don’t forget to do your own research too! 🙏🏼 read more
The market might not want to hear this but… Alphabet, Microsoft, Amazon, and Meta are now weaker investments than in the past These were famous for their highly scalable, asset-light, predictable businesses Now they’re posting negative FCF and going all-in into a highly uncertain technology I’m not saying they’re bad investments, just that there are more unknowns than before Do you agree? I’d love to hear your thoughtsread more
I was accused of cherry picking my data about Return Of Capital when talking about covered calls in my recent posts. Truth is, I am still trying to learn as much as I can about this topic and I am just sharing what I am learning. But maybe they were right..... so lets dig into the data..... I looked at the 100 most bought ETFs here on Blossom using the Markets section and separated out all of the covered call ETFs. That left me with a list of 28 covered call ETFs so I built a chart that listed each ETF's distributions over the past 24 months or since inception, and compared it to the Total Return. This is the strategy used to figure out if the Distribution is eroding the Net Asset Value. Basically it means your money is just coming back to you in order to maintain the distribution yield if the total return is less than the distribution. This is not good and would be considered a bad form of ROC (Return of Capital) because you are basically paying fees for somebody to send your investment back to you. Here are the results: Over the past 24 months or since their inception date, 12 out of the 28 Covered Call ETFs have had destructive NAV and Bad ROC meaning that they are just returning your money back to you. MSTE (TSX) – Harvest MicroStrategy Enhanced High Income: -91.5% Total Return | 158.2% Annualized Yield (Since Inception | Destructive ROC Gap: +249.7%)* MSTY (US) – YieldMax MSTR Option Income Strategy: -74.2% Total Return | 94.5% Annualized Yield (Since Inception | Destructive ROC Gap: +168.7%)* ULTY (US) – YieldMax Ultra Option Income Strategy: -42.8% Total Return | 88.6% Annualized Yield (Since Inception | Destructive ROC Gap: +131.4%)* TSLY (US) – YieldMax TSLA Option Income Strategy: -38.5% Total Return | 54.4% Annualized Yield (2-Year History | Destructive ROC Gap: +92.9%) CONY (US) – YieldMax COIN Option Income Strategy: -12.4% Total Return | 68.2% Annualized Yield (2-Year History | Destructive ROC Gap: +80.6%) TSLY (TSX) – Harvest Tesla Enhanced High Income: -8.1% Total Return | 32.5% Annualized Yield (2-Year History | Destructive ROC Gap: +40.6%) YTSL (TSX) – Purpose Tesla Yield Shares ETF: -2.5% Total Return | 31.2% Annualized Yield (2-Year History | Destructive ROC Gap: +33.7%) HBTE (TSX) – Harvest Bitcoin Leaders Enhanced Income: +14.1% Total Return | 34.8% Annualized Yield (Since Inception | Destructive ROC Gap: +20.7%)* HHIS (TSX) – Harvest Diversified High Income Shares: +11.2% Total Return | 30.1% Annualized Yield (Since Inception | Destructive ROC Gap: +18.9%)* QDAY (TSX) – Hamilton Enhanced Technology DayMAX: +8.5% Total Return | 19.5% Annualized Yield (Since Inception | Destructive ROC Gap: +11.0%)* PLTE (TSX) – Harvest Palantir Enhanced High Income: +32.6% Total Return | 34.2% Annualized Yield (Since Inception | Destructive ROC Gap: +1.6%)* ETHY (TSX) – Purpose Ether Yield ETF: +18.2% Total Return | 19.1% Annualized Yield (2-Year History | Destructive ROC Gap: +0.9%) BTCY (TSX) – Purpose Bitcoin Yield ETF: +24.8% Total Return | 21.8% Annualized Yield (2-Year History | Sustainable ROC Gap: -3.0%) ENCL (TSX) – Global X Enhanced Cdn Oil & Gas: +21.5% Total Return | 12.4% Annualized Yield (2-Year History | Sustainable ROC Gap: -9.1%) NVDY (US) – YieldMax NVDA Option Income Strategy: +68.5% Total Return | 58.5% Annualized Yield (2-Year History | Sustainable ROC Gap: -10.0%) QQCL (TSX) – Global X Enhanced NASDAQ-100: +28.4% Total Return | 11.8% Annualized Yield (2-Year History | Sustainable ROC Gap: -16.6%) QQQI (US) – NEOS Nasdaq 100 High Income ETF: +32.2% Total Return | 13.6% Annualized Yield (2-Year History | Sustainable ROC Gap: -18.6%) BIGY (TSX) – Evolve US Equity UltraYield ETF: +33.5% Total Return | 11.2% Annualized Yield (2-Year History | Sustainable ROC Gap: -22.3%) UTES (TSX) – Evolve Canadian Utilities Enhanced: +31.0% Total Return | 8.5% Annualized Yield (2-Year History | Sustainable ROC Gap: -22.5%) USCL (TSX) – Global X Enhanced S&P 500 Covered Call: +35.8% Total Return | 10.5% Annualized Yield (2-Year History | Sustainable ROC Gap: -25.3%) ECHI (TSX) – Ninepoint Enhanced Canadian HighShares: +36.2% Total Return | 10.1% Annualized Yield (2-Year History | Sustainable ROC Gap: -26.1%) YNVD (TSX) – Purpose NVIDIA Yield Shares ETF: +58.4% Total Return | 28.4% Annualized Yield (2-Year History | Sustainable ROC Gap: -30.0%) HDIF (TSX) – Harvest Diversified Monthly Income: +41.0% Total Return | 10.2% Annualized Yield (2-Year History | Sustainable ROC Gap: -30.8%) ZWC (TSX) – BMO Canadian High Dividend Covered Call: +38.5% Total Return | 6.3% Annualized Yield (2-Year History | Sustainable ROC Gap: -32.2%) HYLD (TSX) – Hamilton Enhanced U.S. Covered Call: +46.2% Total Return | 12.0% Annualized Yield (2-Year History | Sustainable ROC Gap: -34.2%) BANK (TSX) – Evolve Canadian Banks Enhanced Yield: +48.5% Total Return | 10.2% Annualized Yield (2-Year History | Sustainable ROC Gap: -38.3%) HMAX (TSX) – Hamilton Canadian Financials Yield: +51.2% Total Return | 10.9% Annualized Yield (2-Year History | Sustainable ROC Gap: -40.3%) HDIV (TSX) – Hamilton Enhanced Multi-Sector: +59.8% Total Return | 10.8% Annualized Yield (2-Year History | Sustainable ROC Gap: -49.0% | Best ROC) It looks like single stock ETF's generally have the worst ROC of the bunch. Seems like they take the full downside when a stock falls and the options limit the upside in exchange for cash flow. Broad Multi-Sector funds targeting 8-12% distributions seem the most sustainable as they provide both upside in appreciation but also sustainable distributions that do not erode the fund. The best overall performers were HDIV HMAX HYLD and BANK As far as I can tell it looks like almost half of the most popular covered call ETF's on Blossom are sending your own money back to you..... with fees and sometimes taxes..... And I can't find a single ETF in this list where the covered call version has outperformed the same asset without covered calls. I love the idea of income, especially if it is needed for monthly expenses but it just makes me think that what we really need is for Wealthsimple and Questrade to launch an Automated Withdraws feature in a way that would give investors a similar result without the fees and upside limits of Covered Call ETFs. What are your thoughts? If you could setup automated withdraws in a way that worked similar to receiving a distribution from a covered call ETF would that be an appealing option to covered call investors? What am I missing? PS. If someone (including me) is wrong about something, kindly point out the mistake and the correct information. Dont be a prick. read more
WAIT WAIT WAIT.. - FUTURES ARE SURGING.. - $SKHY WENT FROM -6% —> +4% - KOSPI OPENS +2% Maybe we CAN add the salt on the ice cubes tonight!? Jokes aside.. what is happening 🤣read more
Every contribution, every lesson, every mistake is part of the process. Documenting my investing journey along the way. 🚀 Who else is building their portfolio right now? $VOO, $QQQM, $VTI, $SMH
FINALLY! Korea wakes up and moves to limit retail access to the disaster that triggered this rapid sell-off from the inflection point of June 22, the unrestricted access to 16 single-stock 2X leveraged ETFs following Samsung and SK Hynix. Those 16 ETFs launched with roughly $3B and reached $9.1B within weeks, with about 92% of holders being individuals. Total Korean leveraged ETF assets hit roughly $45B by early July, up around 800% year to date, against roughly $39B of margin debt at end-May. Those ETFs plus the two chipmakers accounted for over 70% of all Korean market trading value!! When the stocks started to pull back the 2X leveraged ETFs came crashing and having been so crowded by retail investors and so reliant on margins… the series of forced selling on margin calls and deleveraging led us to where we are today. Earlier today: - The KOSPI closed at down 5.98%, halted by a circuit breaker for the second consecutive session, the first back-to-back halt in the benchmark’s history - Finance Minister Koo Yun-cheol apologized in parliament for introducing single-stock leveraged ETFs “without careful consideration” - Lawmakers from both parties called for a parliamentary investigation into the regulators and into the Blue House’s role in approving the products A series of restrictions have been confirmed with some already implemented across these leveraged ETFs: 1. New listings of single-stock leveraged ETFs halted since July 16, and the ban stays until the market stabilizes 2. Brokerages have started pulling their own perks. KB Securities led by cancelling margin exemptions on these products 3. Minimum cash deposit rises from 10 million won to 30 million won, roughly $6,800 to $20,400. This is the one with teeth, since it prices out a large share of the retail base 4. Pledged securities no longer count toward that deposit until sold and held as cash, which is aimed specifically at churn trading Other restrictions floated July 29, not yet decided: - Restricting the products to professional investors only. FSC chairman Lee Eog-weon said “if necessary, there is a way to raise it up to professional investors” - Cutting the multiple from 2x to 1.5x. Lee said 2x “is too large” and lowering it would ease volatility These were much needed measures to control the volatility and massive disruption that started by greed and exploded rapidly through fear. Let’s see how it plays out over the coming weeks. $DRAM$SKHY https://www.cnbc.com/2026/07/29/korea-leveraged-etf-kodex-sk-hynix.htmlread more
2 hours until Fed decision. $META down 10 days in a row, largest daily losing streak in HISTORY. $QQQ down 6 days in a row for the first time this year. Korea to hold "emergency meeting" today for their stock market. Hold on!
Congratulations to Jared on achieving the rising star award. We finally met in person today and he definitely made my experience super enjoyable! Thanks Jared you deserve it!!
One of the best parts about the Blossom community is how open everyone is sharing knowledge and experiences. To make things easier for anyone just starting their investing journey, here’s a simple glossary to help understand and simplify various terms. Common Terms: Dividend: A share of a company’s profits paid to shareholders, usually quarterly. Ex-Dividend Date: The cutoff date by which you must own a stock to receive its next dividend. ETF (Exchange-Traded Fund): A fund that holds multiple stocks or bonds, traded like a single stock. Covered Call ETF: An ETF that owns stocks and sells call options to generate extra income (higher yield, limited / capped upside). Earnings Report: A company’s quarterly financial performance summary. EPS (Earnings Per Share): A company’s profit divided by its number of shares. Market Cap: A company’s total value (share price × number of shares). ACB: The total amount you’ve paid for an investment, including the purchase price plus any fees or commissions. Book Value: The value of a company according to its financial statements (assets minus liabilities). Yield: Annual dividend as a percentage of the stock/ETF price. Liquidity: How easily an asset can be bought or sold without impacting its price. Volatility: The degree of price fluctuations in a stock or market. Index: A benchmark of stocks (e.g., S&P 500, Nasdaq, TSX). Bull Market: A period of rising stock prices and optimism. Bear Market: A period of declining stock prices and pessimism. False Breakout: When a stock’s price moves above (or below) a key level, making it look like a new trend is starting, but then quickly reverses back. P/E Ratio: Price-to-earnings ratio (stock price ÷ EPS), used to assess valuation. Blue Chip: Well-established, financially strong companies with a track record of stability. Diversification: Spreading investments across assets to reduce risk. Broker: A platform or firm that facilitates buying and selling investments. Limit Order: An order to buy/sell a stock at a specific price or better. Market Order: An order to buy/sell a stock immediately at the current market price. Bid/Ask Spread: The difference between the highest price buyers offer and the lowest price sellers accept. Dollar-Cost Averaging (DCA): Investing a fixed amount regularly to reduce the impact of market swings. Capital Gain/Loss: Profit or loss from selling an investment for more/less than its purchase price. IPO: When a company first sells shares to the public. Index Fund: A fund designed to mirror the performance of a market index. Short Selling: Selling borrowed shares, hoping to buy them back cheaper. Margin: Borrowing money from a broker to buy investments, which amplifies gains and losses. Margin Requirement: The minimum amount of your own money (equity) you must maintain in a margin account to open or keep a leveraged investment position. Margin Call: A demand from your broker to deposit more funds or sell assets because your account equity has fallen below the required margin level. Time Horizon: The length of time you plan to hold an investment before needing the money. Short horizons = more risk-sensitive, long horizons = more room to ride out volatility. Stock Split / Reverse Split: A split increases the number of shares (e.g., 2-for-1) while lowering the price per share. A reverse split reduces the number of shares (e.g., 1-for-10) while raising the price per share. Your overall value doesn’t change just the math. Long (Being Long): Buying a stock or asset because you expect the price to go up. Short (Being Short): Selling a stock you don’t own because you expect the price to go down, so you can buy it back cheaper later. TER: The total yearly cost of owning a fund, including the management fee plus other costs like administration, audits, and legal fees. MER: The annual cost that a fund charges for management (includes any leverage costs if used). Management Fee: A portion of the MER that goes directly to the fund managers for running the fund. Withholding Tax: A tax deducted on dividends/distributions from foreign investments (e.g., U.S. dividends to Canadian investors face a 15% withholding in TFSA/Non-Registered accounts). Total Returns: The full picture of an investment’s performance, including both price gains and dividends/distributions. CAGR: The average yearly growth of an investment over time. NAV: The price of one share of a fund (stock or etf) NAV Depreciation: When the fund’s share price goes down over time. Mutual Fund: A pool of money from many investors used to buy a mix of stocks, bonds, or other assets. Bond: A loan you give to a company or government, and they pay you back with interest. Asset: Anything valuable you own that can generate money. Portfolio: Your collection of investments. Option: A contract that gives you the right (but not the obligation) to buy or sell a stock at a set price. Future: A contract to buy or sell something at a set price on a future date. REIT: A company that owns real estate and pays investors income from rent. Alpha: A measure of how much better (or worse) an investment did compared to the market. Beta: A measure of how much an investment moves compared to the market. Sharpe Ratio: A way to see if returns are worth the risk taken. Hedging: Protecting your investments from risk. Rebalancing: Adjusting your portfolio back to your target mix of assets. FCF: Free Cash Flow Understanding these terms makes investing far less intimidating. If anyone feels other terms should be included, please share in the comments. I’ll update this post so we can build a complete beginner-friendly resource together! *Sorry tagged a few etfs for reach 🫣read more
Cars are for transportation, not status. A paid off car should be the new status symbol... We need to normalize keeping a paid-off vehicle until the wheels fall off. That Honda or Toyota doesn’t become a bad car just because your neighbour bought something newer. Driving a car for 10–15+ years can quietly build more wealth than most people realize. My wife and have 2 vehicles. 1) 2016 Ram 1500 (paid off) 2) 2005 Ford Taurs (I bought for $2250 10yrs ago...and still drive to this day) We dont have the fanciest cars...but we are Millionares. I'd stick with the latter for now...maybe a really nice sports car when we hit 5 million invested in our 50s (projected) What are your thoughts on vehicles?read more
Kar and I dive into a wide range of investing topics—from our reflections on attending BlossomCon 2026 in Toronto and strategies for selling shares in retirement, to why spending more time researching stocks doesn't necessarily lead to better returns. We also discuss dividend-focused portfolios, credit card points, and using leverage responsibly when investing. A huge shoutout to Blossom community members Ronan, Diana, Levi, Max, and RandomYaapping, whose posts we featured in this episode. We also mention several other fantastic creators, including Rayne (25andInvested), Kyle, Conroy, Catherine, and many more. Thanks for helping make the investing community such an incredible place to learn and grow together! 💬 Which topic did you agree (or disagree) with the most in this episode? We'd love to hear your perspective in the comments! Enjoy Episode 13 of Financial KarMoe with @karyungtom and Moe! 👍 If you enjoyed this episode, please Like, Subscribe, and share it with someone who wants to become a smarter investor. https://youtu.be/OO5d_Qo0ae0
A pattern I'm watching this earnings season: Strong earnings beats are getting less reward from the market. We've seen companies deliver solid results, only to give back their initial gains shortly after. It suggests investors are no longer rewarding "good enough" they're demanding stronger guidance and clearer growth visibility. The bigger question: Are fundamentals still driving stocks, or has positioning and macro uncertainty taken control? With inflation data and Fed expectations still influencing sentiment, even a strong earnings report may not be enough if expectations are already elevated. Are investors becoming too focused on macro headlines, or is the market simply resetting unrealistic expectations?read more
Reached a small milestone today... $SCHD $SCHG $SPYI $QQQI all at 100 shares Next goal, $VTI 100 shares and SCHD 200 shares What would you do next? read more
The 3:15 Golden opportunities for today narrows the day to $NOV, $DMLP, and $UNM, with energy still forming the core through $NOV and $DMLP. All three remain positioned favourably relative to at least one earlier opportunity level, keeping them in the late-session mix.
Congrats, Johnson & Johnson, on reaching a new all-time high earlier today (even though you closed off the highs). 🎉 As my largest position, this is truly great to see! 📈 (Disc: I’m long $JNJ. Not investment advice.)
It’s crazy how many people think that it’s pointless to invest $100/month. But ask yourself: 1)Isn’t it better than 0 2)letting your money grow instead of letting it sit idle in a normal savings account. 3)Forming a habit of consistently investing. Just start even if you don’t want to be millionaire !!! So how can you start ? There’s a simpler way to build your portfolio using these 3 types of ETF. Canadians can buy these in an RRSP (saving the 15% foreign withholding tax which you will be charged if you invest in a TFSA)account while Americans can buy in a ROTH IRA or a 401k savings account. 1) Foundational ETF’s: these own the entire market 1) $VTI -Total US market 2)$VOO- S&P 500 3)$VT-Global stocks 4)$VXUS- International stocks 5)$BND- Total bond market 🟢These are best for first investment, retirement accounts, long term wealth and beginner investors. 2)Growth ETF’s: These are for increasing long term returns 1)$QQQ -Nasdaq 100 2)$VUG- Large Cap growth 3)$SCHG- Growth stocks 4)$SMH- Semiconductors 🟢These are best for higher growth, younger investors,tech exposure and 10+ year horizon. 3) Strategy ETF’s: These are for targeting a specific goal 1)$SCHD - Dividend growth 2) $VIG - Dividend appreciation 3)$GLD -GOLD 4)$VTV - Value stocks 🟢These are best for Income, Inflation hedge, Sector investing and portfolio customization. The good part is you can even start with as low as 100 dollars a month ! Invest watch your portfolio grow with the power of compounding!💵💵. Becoming a Millionaire is the side effect of consistency in investing! Happy Sunday ! 😎Hapy investing!🚀😎 Disclaimer: Not investing advice ! Please do your own due diligence before making any investment decisions !read more
The Fed held rates steady for the 5th straight meeting, keeping rates at 3.50%–3.75%. The vote was 9-3, showing a more divided Fed since three policymakers pushed for a 25 bps hike over concerns inflation risks remain… 🐯
I am very new at cc eft investing (April 2026). Purchased this May 1st of this year. It's down almost 10% at this point. Would you sell or turn on drip suring this down turn? ( I have not been dripping) . I'm still learning and want to know how others work these in their own accounts. None of us are financial advisors I know this.
Since so many people ask how to invest in this sector, or this country, or this asset, I’ve decided to make a comprehensive guide on how you can invest in specific areas. This is NOT portfolio advice, simply information about tickers that you can research yourself. Save this for later so you have a list of ETFs to come back to! Canada: $XIU$XIC$ZCN All expose you to the TSX in Canada. These ETFs consist of all top Canadian companies and access to our national stock exchange. $VCB$VGV$VLB$VAB$VSB$VSC$XBB$XCB Expose you to Canadian bonds; whether it be long-term, short-term, corporate, government, etc. $VDY$XEI$CDZ Expose you to Canadian dividend companies $XRE$ZRE$VRE Give access to Canadian REITs $ZEB$XFN$RBNK Lets you buy the Canadian banks USA: $VFV$ZSP$XSP$XUS$HXS Lets you buy the S&P 500 (learn about hedged vs. unhedged in my other post) $XQQ$HXQ$ZQQ All give you access to the NASDAQ 100 $IWR$VO$VOE$VOT$IJH$SCHM Lets you buy US Midcaps $IJR$IWM$VB$VBR$VBK$SCHA Lets you buy US Smallcaps $DIV$SPYD$RDIV$DHS$VIG$SCHD$VYM$DGRO$SDY Give access from small to high dividend US companies $VTI$ITOT Lets you buy the whole US market $TLT$IEF$VGIT$GOVT$SHY$VGLT Give access to US bonds $XLC$XLY$XLP$XLE$XLF$XLV$XLI$XLB$XLRE$XLK$XLU All give you access to each sector in the S&P such as financials, energy, healthcare, etc. International: $XEQT$FEQT$VEQT$ZEQT Give you an all-in-one exposure to Canada, US, emerging and global markets. $VEA$IEFA$SCHF$SPDW$EFV$EFA Give access to general international exposure $EWJ$EWU$EWC Gives direct access to developed international countries $INDA$MCHI$EWT$EWY$EWZ$EWW$EIDO$EWM Gives direct access to emerging international countries Assets: $KILO$PHYS$CGL Let’s you buy gold directly through ETFs $SVR$HUZ Let you buy silver through ETFs Savings/Interest: $CASH$HISA$PSA$HSAV Access to Canadian savings and interest payments $HSUV-U $PSU-U $HISU-U Access to US savings and interest payments There’s so many ETFs I didn’t go into with dozens of categories, but this should give you some basic starting point to look into your ETF investments. This is simply the starting point, when choosing your investments always research the ETFs, what they provide to you, their fees, your goals, your risk, and what you’re looking to get out of investing. As always do your research and happy investing! Subscribe to the newsletter: relatablefinance.substack.com read more
$MU$SNDK$AMD$NVDA$GOOGL$MSFT Lower token costs lead to lower compute prices, lower datacenter ROIs, less capex spend, and finally lower semiconductor orders. Token costs and being able to produce tokens with compute for a profit has been driving this entire datacenter buildout. What happens when the economics no longer support the buildout. I don’t believe this bear narrative myself but this chart is an important one to watch, and right now it’s one of the datapoints driving the selloff.
U.S. equities closed higher as broad gains offset tech weakness; South Korea's Kospi fell more than 10% amid semiconductor selling. The 10-year Treasury yield eased near 4.60% and WTI crude fell below $80 per barrel. The U.S. dollar weakened modestly alongside the drop in yields. Earnings Season Meta and Microsoft report today, followed by Amazon and Apple on Thursday. With about a third of the S&P 500 reporting, 85% have beaten estimates by an average 37%; Q2 growth forecasts rose to 36% from 22%. The Fed is expected to hold rates at 3.5% to 3.75% with a hawkish tone.read more
$MU$SNDK$AMD$NVDA$TSM These names are down -4 to -6% today once again as the retail leverage continues to unwind. Meanwhile, I believe the market is pricing in the worst case scenario of CAPEX spend decreasing year over year which is far from the reality of the hyperscaler announced plans. I will stick to the fundamentals here, and I like them a lot. https://youtu.be/YacIFOiogf0?si=qzS_RzAteIQxqqjT
After a few hours sleep 😴 we’re back to the Roger’s Centre to finish setting up. 2000 tickets sold. Total sell out. Sponsors have gone CRAZY this year you’re going to see some amazing activations, get some super cool swag and hopefully have a blast. Can’t wait to see you guys!! @jennica@annika @brandonread more
