@DrFoolMD
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Joined April 2019
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Samiran Adhikari retweeted
I think Tom Lee is right!
We have oil that is $100 per barrel, we have midterm elections and we have tariffs.
All those inflationary short term contributors will likely fall in the new year.
Inflation on the economy should get better from here on out in a stock market I think will appreciate because of the uncertainty that it takes off the market in the short term.
Will we have a war in Iran over the next 6 to 9 months? In my opinion, I don’t think Iran can hold out that long.
In the meantime, the US will have created diversified logistics around oil trade and increase their economics along the way.
Samiran Adhikari retweeted
Tom Lee said we may experience a tiny speed bump between mid Oct to Midterms.
Then moonshoot to $SPX 8,200 eoy give or take.
Then 2027 will be one of the greatest bull markets we will see in our lifetime.
Look, I know there’s love/hate on Fintwit with Tom, but he did accurately call out this recent pop in the indices post FOMC.
Samiran Adhikari retweeted
I don’t care how much energy was needed by SI to create this video.
It was worth it! 😂
Samiran Adhikari retweeted
SEPTEMBER U.S. JOBS REPORT
• Nonfarm Payrolls +29K vs +90K Est.
• Unemployment Rate 4.2% vs 4.1% Est.
This may mark the top in long-dated rates, which will be a major tailwind for growth stocks.
Check out this article: cnn.com/2026/10/02/middleeas…
Samiran Adhikari retweeted
“I never thought I’d get the chance to speak with you,” says an emotional Captain Smit on video call with PM Modi
Samiran Adhikari retweeted
Long-dated yields appear to be •very• over-extended technically and if they peak and decline, it will be a big catalyst for a rally in growth stocks.
Rates remain the market’s primary constraint. The #10-year Treasury yield briefly reached 5.34%, its highest level since 2002, even as October Fed-hike expectations fell to roughly 25%–28%.
$NVDA’s reported $150B buyback is a major vote of confidence but execution still matters more. A buyback can lift earnings per share; sustained growth has to justify the valuation.
$LLY’s retatrutide delivered 20.8% average weight loss (~50 lbs) at 12 mg over 80 weeks in Phase 3 TRIUMPH-2, in adults with obesity/overweight and type 2 diabetes. Over half no longer met BMI criteria for obesity. Still investigational.
Middle East crude flows are back to 98% of prewar levels—but gasoline and diesel shipments are only at 58%, per JPMorgan. More crude helps, but it still needs refining and delivery. Shipping risks remain. Recovery in crude ≠ recovery at the pump.
Samiran Adhikari retweeted
This is ABSOLUTELY wild. The reverse mirror image is so accurate it's almost scary. Very scary.
The inverse of the 10yr yield is.... $MCD.
What a sight.
Samiran Adhikari retweeted
$META The 81 RSI two trading days ago worried me in the near term. From $790 to $731 currently overnight. Healthy pullback though.
AI demand isn’t slowing, it’s hitting real-world bottlenecks.
Anthropic commits $11.6B to new cloud capacity while Oracle’s AI project faces power and financing constraints.
The next AI winners may be those selling what’s scarce: compute, memory, equipment and power.
Today’s rally was a classic pressure-release move: oil down, Treasury yields down, and AI/semiconductors sharply higher. Nasdaq leadership matters. The real test now is whether oil stays near/below $100 and the 10-year yield remains under 5%. If they reverse, the tailwind fades.
