Huge news if true. NAND % share of CSP CapEx is rising.
UBS has NAND % share of total hyperscaler CapEx at 12%, moving to ~17% in 2027.
$SNDK
Muz retweeted
Huge news if true. NAND % share of CSP CapEx is rising.
UBS has NAND % share of total hyperscaler CapEx at 12%, moving to ~17% in 2027.
$SNDK
Muz retweeted
JPMORGAN: BUY THE DIP, V-SHAPED REBOUND LIKELY
JPMorgan Chase says investors should buy market pullbacks, arguing conditions support another V-shaped recovery despite geopolitical risks.
Strategist Mislav Matejka notes volatility may persist, but a 3–12 month horizon favors adding risk as bearish sentiment and oversold signals create opportunity.
The bank also expects international stocks, emerging markets, small caps, and value to outperform, with inflows likely to resume.
$HOOD This is big news
Crypto is becoming the infrastructure for the global financial system. Robinhood is proud to support innovation in the ecosystem through a strategic investment in @Lighter_xyz, a dex that’s expanding access to perps, a new class of derivatives.
$HOOD | 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: Citizens maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, 𝐏𝐓 𝐫𝐚𝐢𝐬𝐞𝐝 𝐭𝐨 $𝟏𝟕𝟎 (from $130)
Analyst sees continued earnings momentum and multiple upside drivers ahead.
Muz retweeted
$HOOD | 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝 𝐌𝐚𝐫𝐤𝐞𝐭𝐬: Citizens maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, 𝐏𝐓 𝐫𝐚𝐢𝐬𝐞𝐝 𝐭𝐨 $𝟏𝟕𝟎 (from $130)
Analyst sees continued earnings momentum and multiple upside drivers ahead.
Muz retweeted
Citizens has raised the price target for $HOOD to $170 from $130, maintaining a Market Outperform rating. Analyst Devin Ryan projects EPS of $0.62 and adjusted EBITDA of $748M for 3Q, exceeding consensus estimates. #investing #hood
