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New York, NY
Joined January 2013
TheStreet Pro Portfolio retweeted
Let's vote!
Saturday Poll. The next 100 points for the S&P?
61%UP
39%DOWN
1,627 votes • Final results
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TheStreet Pro Portfolio retweeted
"With Starlink there's more disruption coming," Chris Versace Tematica Research Chief Investment Officer says. 🛰️ "If you're AT&T, Verizon, T-Mobile, you should be worried," Versace warns. ‼️
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TheStreet Pro Portfolio retweeted
Disruption the existing landscape and the structural change that it can bring.... something investors have to consider and the ecosystem of companies that can make it happen as well as be impacted by it. $SPCX $ASTS $T $VZ $TMUS
"With Starlink there's more disruption coming," Chris Versace Tematica Research Chief Investment Officer says. 🛰️ "If you're AT&T, Verizon, T-Mobile, you should be worried," Versace warns. ‼️
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TheStreet Pro Portfolio retweeted
Citigroup estimates Meta’s AI assistant Muse could generate more than $27 billion in revenue by 2030 as strong user adoption and ​growing engagement reinforce the platform’s first-mover advantage in the emerging ‌personal agent market. The brokerage said Muse is increasingly becoming the “front door to the internet,” helping users search, compare and transact online, while Meta expands awareness ​and positions the product at the center of its ​broader AI strategy. #stocks #investing $C $META #AI #Muse pro.thestreet.com/portfolio/…
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TheStreet Pro Portfolio retweeted
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning. 👀 $AAPL $PEP @OpenAI $NVDA $MS $GS $JMP $T $VZ $TMUS $AMZN $CMCSA $CHTR $LITE $MRVL @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/portfolio/…
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TheStreet Pro Portfolio retweeted
Time for bananaball with the @TheSavBananas
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TheStreet Pro Portfolio retweeted
Always a great conversation with @NPetallides @SchwabNetwork from the @NYSE This time around we touched on $NVDA $MRVL $PEP $LEVI #robotics and much more. Tune in and 🎧 CC: @TSProPortfolio @TheStreetPro @TipRanks
.@ChrisJVersace, CIO at Tematica Research, remains long-term bullish on tech as AI and robotics drive a multiyear data center buildout. He sees $NVDA, $MRVL, $AVGO, and $ANET as cheaper than people think on a P/E to growth basis. He says to avoid rate-sensitive areas like homebuilders while favoring consumer value plays like $TJX and $COST, and watching financials like $MS and $BAC for an IPO rebound. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Li…
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TheStreet Pro Portfolio retweeted
Oil Tops $100 Per Barrel, Mortgage Rates Hit 14-Month High: 8 Key Items Shaping the Stock Market Wednesday ECB rate hike prospects #inflation @federalreserve OpenAI expands with Samsung Electronics $SSNLF $AMAT Apple’s big event and other headlines moving the market this morning. $AAPL #stocks #investing #housing $ITB @TheStreetPro @TSProPortfolio @TipRanks Link: pro.thestreet.com/portfolio/…
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TheStreet Pro Portfolio retweeted
Easing into the weekend last night with a Chill Pill at @thepeoplesdrug
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8 Key Items Shaping the Stock Market Monday @AnthropicAI Targets $200 Billion What’s next for the U.S. and Iran, S&P 500 price targets $SPY Retail earnings and other headlines moving the market this morning. @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/anth…
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TheStreet Pro Portfolio retweeted
8 Key Items Shaping the Stock Market Tuesday Oil Back on the Rise, Along With Treasury Yields Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning. #oil #inflation $NVDA $COST $ELV $UNH $CVS $META #crypto @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/oil-…
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TheStreet Pro Portfolio retweeted
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning. $NVDA $TGT $TOL $LOW $SSNLF #stocks #investing @TSProPortfolio @TheStreetPro @TipRanks pro.thestreet.com/posts/nvid…
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TheStreet Pro Portfolio retweeted
.@AnthropicAI Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday Cisco and Cerebras shares fall, @Lenovo's server demand soars and other headlines moving the market today. $CSCO $CBRS $AMAT $HPE $DELL pro.thestreet.com/posts/anth…
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TheStreet Pro Portfolio retweeted
Tomorrow AM we'll be touching on $CRWV $LITE and $SMCI results and guidance and how that connects back to the @TSProPortfolio and its holdings. You won't want to miss it... While we do the analysis and connect the dots, we'll let others on cable handle the bombastic commentary.
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