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When to sell that great stock?
🔍 TEAM - Stock analysis Aug 7
NFP printed NEGATIVE (-23K vs +80K expected) and every market moved in lockstep, gold, yields, the dollar, stocks. Clean dovish read or fade waiting to happen?
NFP didn't just miss, it printed negative: -23K vs +80K expected, weak wage growth, and about -103K in downward revisions to prior months. that's a genuinely soft report, and the market repriced fast, September Fed-hike odds dropped from 57% to 44%. what makes this one worth posting is that everything …
Turns out the tightest bottleneck in the AI trade are the crystals used to make optical lasers. AXTI is the leading maker of those crystals.
Lumentum Holdings recently agreed to pay ATX $87 million in deposits to reserve six years of indium-phosphide wafer supply. Oh yeah, and China controls that supply through permits to ship the crystals made in 3 plants in China.
🚨 TOP DAILY STOCKS - Aug 7
Are you "technical" event studying your trade ideas?
Hey guys, I would love to know if you guys do some kind of event study when researching for possible edges - and if so, how do you do / implement that? I am not talking about classical event studies, like studying "abnormal returns after earnings" or other discrete events. …