Hedgeye is still pressing its palladium short six weeks in, with the metal down 42.7% year to date and no sign of a bid.
Palladium falls another -2.3% today and is now down -42.7% YTD. Hedgeye CEO @KeithMcCullough added $PALL as a short in ETF Pro Plus on September 21. It’s down -26.5% since. https://t.co/DSwIZxWtZ4
RDDTsouring fast
Traders are turning bearish on Oracle even as it pulls 302 comments, while Palantir is the one AI infrastructure name they're still excited about. Meta draws the heaviest chatter with opinion split both ways, and Reddit's own stock is souring fast.
Source: Reddit
Draining a 401(k) before claiming Social Security sounds counterintuitive, but for a 62-year-old sitting on $900,000, the order of those two moves determines how much tax gets paid, how much Medicare costs, and whether the math still holds at 80.
Palantir has already turned early believers into millionaires, but at nearly 280 times earnings, the next five years look nothing like the last five. Here is what a $10,000 stake today could realistically become by 2030 across three very different scenarios.
Tehran just attached seven preconditions to reopening Hormuz, undercutting the peace-talk optimism that knocked oil down more than 4%. Tanker rates and energy names move first if this hardens.
IRAN: STRAIT OF HORMUZ WILL REMAIN CLOSED UNTIL US MEETS SEVEN CONDITIONS Rezaee says Washington's response to Iran's demands has been insufficient, insisting that the US must explicitly address and fulfill all seven Iranian conditions. He stressed that the Strait of Hormuz
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A 230 basis point gross margin contraction from higher memory component costs is outweighing a beat on both lines at Zebra. Management still raised full-year free cash flow guidance to at least $1 billion on frontline automation demand.
A four-year streak of beating revenue estimates ended, and the premarket reaction says investors were priced for perfection in e-commerce growth names.
Shopify just missed revenue estimates for the first time in 4 years. $SHOP: -16.1% pre-market https://t.co/Nk5Cyvebcj
Dow Jones Industrial Average futures point to a weak start on midterm Election Day. They were down 323 points in early trading, while Nasdaq 100 futures traded higher. Two problems are hitting the Dow at once: a disappointing margin forecast from Apple (NASDAQ:AAPL | AAPL Price…
Another frontier lab moving silicon in-house, and a 15-person team is all it reportedly takes when the model does the design work. That math matters for anyone holding merchant accelerator or EDA exposure.
Anthropic is using Claude to help design its own AI chips, per The Information. Its 15-person chip team says Claude is already speeding up engineering and design work. The chips would help train and run Claude. No plans to sell the design tools have been announced. https://t.co/FJfRhMN5BL
A $150,000 CD sitting in a retiree’s account is about to roll over automatically, and the bank gets to pick the new rate. The window to stop it is shorter than most people realize, and missing it by even one day changes everything.
