<?xml version='1.0' encoding='utf-8'?>
<rss version="2.0"><channel><title>Gnosly Feed - trading</title><link>https://gnosly.com/feed/trading/</link><description>Business Intelligence Console and Prediction Algorithms</description><item><id>3211</id><handler>@jukan05</handler><handler_name>Jukan</handler_name><external_id /><title>Each AI wave increases memory demand. Not a coincidence that Micron is calling for $61.5B next quarter, right after a $54B one</title><text>&lt;p&gt;Source: Jukan (X)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://x.com/jukan05/status/2112908327319744630</url><published_at /><credits>0.0050</credits><parent_id /><referenced_id /><created_at>2026-10-21T17:00:35.175349+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>micron</tag><tag>stocks</tag><tag>ai</tag><tag>trading</tag></tags><media><media_item><id>3065</id><link>https://pbs.twimg.com/media/HVKO1kgaMAAvIcC?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-21T17:00:35.726322+00:00</created_at></media_item></media></item><item><id>3202</id><handler>https://www.linkedin.com/company/the-kobeissi-letter/</handler><handler_name>The Kobeissi Letter</handler_name><external_id /><title>Citadel founder Ken Griffin says AI is "almost certainly" a bubble, noting that companies are struggling to turn AI spending into productivity gains. However, Griffin says he is bullish on AI's long-term potential.</title><text>&lt;p&gt;Source: The Kobeissi Letter (X)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-10-21T12:47:11.784270+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>ai</tag><tag>stocks</tag><tag>trading</tag></tags><media><media_item><id>3054</id><link>https://media.licdn.com/dms/image/v2/D4D22AQEPm--qByEcAA/feedshare-shrink_800/B4DaFdYb.YLMAc-/0/1792568049797?e=1794441600&amp;v=beta&amp;t=HMSkAfkVzin6GzAEUjTxRApY-fBISATr1VO1uPqPTV0</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-21T12:47:12.986714+00:00</created_at></media_item></media></item><item><id>3201</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>Netflix heads into tonight's earnings at 22x earnings. A year ago, it traded at 50x. Over the same period, earnings per share grew 35% to $3.18.</title><text>&lt;p&gt;The business got stronger. The stock got cheaper, roughly 40% lower. &lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://lnkd.in/p/dXs39ZdG</url><published_at /><credits>0.0090</credits><parent_id /><referenced_id /><created_at>2026-10-21T12:36:55.659745+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>trading</tag><tag>stocks</tag><tag>netflix</tag></tags><media><media_item><id>3053</id><link>https://media.licdn.com/dms/image/v2/D4E22AQEK-JzW-tY8jA/feedshare-shrink_160/B4EaFagCZeK8Ak-/0/1792519710667?e=1794441600&amp;v=beta&amp;t=2JwXcebvbmgpjbUl5QkqyK_XqQkWPyvaCkR3EkM1gcc</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-21T12:36:56.349225+00:00</created_at></media_item></media></item><item><id>3191</id><handler>https://www.linkedin.com/company/the-kobeissi-letter/</handler><handler_name>The Kobeissi Letter</handler_name><external_id /><title>Netflix stock extends losses to over -6% after reporting weaker-than-expected guidance. This puts the stock down 52% from its all-time high and at its lowest level since August 2024. Netflix has now lost -$290 billion in market cap since its high.</title><text>&lt;p&gt;Source: The Kobeissi Letter (LinkedIn)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0060</credits><parent_id /><referenced_id /><created_at>2026-10-21T06:30:14.460593+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>netflix</tag><tag>stocks</tag><tag>trading</tag></tags><media><media_item><id>3045</id><link>https://media.licdn.com/dms/image/v2/D4D22AQHCb6mMmheVSw/feedshare-shrink_800/B4DaFbKWbRJIAc-/0/1792530802676?e=1794441600&amp;v=beta&amp;t=en-BiWRwNqNA_j7a1_laFAIzDnugZWr63Gu6LB6e4So</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-21T06:30:15.137642+00:00</created_at></media_item></media></item><item><id>3155</id><handler>@puckrin</handler><handler_name>Nic</handler_name><external_id /><title>The December 2028 futures price on Brent just broke an all-time high. Over 2 billion barrels of oil were taken out of the market, and emergency stocks have been drained.</title><text>&lt;p&gt;Source: puckrin (X)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://x.com/puckrin/status/2112442694186238333</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-10-20T14:32:55.737712+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>oil</tag><tag>trading</tag></tags><media><media_item><id>3011</id><link>https://pbs.twimg.com/media/HVDezc9a8AAoNP8?format=png&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-20T14:32:56.890853+00:00</created_at></media_item></media></item><item><id>3153</id><handler>https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/</handler><handler_name>Charles-Henry Monchau, CFA, CMT, CAIA</handler_name><external_id /><title>KOREAN MARKETS: KOSPI crashes -22% in just 2 weeks. Samsung and SK Hynix, which together account for 50% of the index, have crashed -25% and -34%</title><text>&lt;p&gt;Source: Charles-Henry Monchau (LinkedIn)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-10-20T14:26:33.155081+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>stocks</tag><tag>kospi</tag><tag>trading</tag></tags><media><media_item><id>3010</id><link>https://media.licdn.com/dms/image/v2/D4E22AQHP1SLBgMj50g/feedshare-shrink_480/B4EaFZBbKZJgAo-/0/1792494908347?e=1793836800&amp;v=beta&amp;t=Ncsp62NWD7W7pAu01nnq1jBFYSk-MYUxh3PdFbz7sZc</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-20T14:26:33.590172+00:00</created_at></media_item></media></item><item><id>3145</id><handler>@jessi_cawein44g</handler><handler_name>David Walker</handler_name><external_id /><title>Semiconductor Stocks Forward P/E Ratios: Micron: 5x /  Nvidia: 16x / Intel: 51x</title><text>&lt;p&gt;Source: David Walker (X)&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://x.com/jessi_cawein44g/status/2112260540097810520</url><published_at /><credits>0.0050</credits><parent_id /><referenced_id /><created_at>2026-10-20T13:26:49.393632+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>stocks</tag><tag>trading</tag><tag>economy</tag></tags><media><media_item><id>3002</id><link>https://pbs.twimg.com/media/HVBBveFb0AAEq8_?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-20T13:26:49.717382+00:00</created_at></media_item></media></item><item><id>3141</id><handler>https://www.linkedin.com/company/the-kobeissi-letter/</handler><handler_name>The Kobeissi Letter</handler_name><external_id /><title>Put option volume is skyrocketing: Notional trading volume in S&amp;P 500 put options surged to a record $3.3 trillion on Friday. Additionally, the US Dollar value of S&amp;P 500 put options traded during Friday's session was +330% above the 2024 average.</title><text>&lt;p&gt;Source: Kobeissi Letter&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-10-20T13:07:05.806593+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>trading</tag><tag>sp500</tag><tag>stocks</tag></tags><media><media_item><id>2998</id><link>https://media.licdn.com/dms/image/v2/D4D22AQF89rF90unNHw/feedshare-shrink_800/B4DaFU6M.pI8Ag-/0/1792425906371?e=1793836800&amp;v=beta&amp;t=EX7jXCuBOEgDIzOp51LsWymxoma7ySnIsUoMuhSg_Lc</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-20T13:07:07.389325+00:00</created_at></media_item></media></item><item><id>3103</id><handler /><handler_name /><external_id /><title>Oil prices rose on Tuesday, with Brent crude holding near a five-month high as traders price in geopolitical risk following Houthi attacks on Saudi infrastructure and reported attacks on maritime vessels in the Gulf.</title><text>&lt;p&gt;Brent crude futures gained 52 cents, or 0.47 percent, reaching $110.07 per barrel as of 06:28 GMT, after touching $110.70 per barrel in the prior session, its highest level since May 20. &lt;/p&gt;&lt;p&gt;The US West Texas Intermediate (WTI) crude contract for November delivery, which expired Tuesday, climbed 0.36 percent to $104.03 per barrel.&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://aje.news/6cfe4w</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-10-20T07:50:35.005723+00:00</created_at><source><id>5</id><name>aljazeera.com</name></source><tags><tag>oil</tag><tag>middle-east</tag><tag>trading</tag></tags><media /></item><item><id>2913</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>UBER growth: Roughly 4x and 6x in five years. Since 2022, mobility revenue has more than tripled, and delivery keeps accelerating. Robotaxis may change the industry.</title><text>&lt;p&gt;Source: Mike Trading (LinkedIn) &lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://lnkd.in/p/d5fSdZ2t</url><published_at /><credits>0.0060</credits><parent_id /><referenced_id /><created_at>2026-10-16T08:47:20.019564+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>trading</tag><tag>uber</tag><tag>economy</tag></tags><media><media_item><id>2733</id><link>https://media.licdn.com/dms/image/v2/D4E22AQEYjSoaHDIurg/feedshare-shrink_800/B4EaFBGL_2GgAc-/0/1792093503784?e=1793836800&amp;v=beta&amp;t=A-bxLSOeGbyreVxFwwFgm0a48EvEyaM31EVnOzaXVQA</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-16T08:47:20.856479+00:00</created_at></media_item></media></item><item><id>2835</id><handler>@LeopoldTracker_</handler><handler_name>Leopold Stock Tracker</handler_name><external_id /><title>Leopold Aschenbrenner's biggest positions are getting hit again Here's what his top holdings done since October highs</title><text>&lt;p&gt;• SanDisk $SNDK: down 19% &lt;/p&gt;&lt;p&gt;• Bloom Energy $BE: down 6% &lt;/p&gt;&lt;p&gt;• Nebius $NBIS: down 11% &lt;/p&gt;&lt;p&gt;• CoreWeave $CRWV: down 13% &lt;/p&gt;&lt;p&gt;• Micron $MU: down 14% &lt;/p&gt;&lt;p&gt;• SharonAI $SHAZ: down 30% &lt;/p&gt;&lt;p&gt;SanDisk and Micron are 55% of the fund&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://x.com/LeopoldTracker_/status/2110066368565350673</url><published_at /><credits>0.0060</credits><parent_id /><referenced_id /><created_at>2026-10-14T06:16:12.452519+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>investing</tag><tag>stocks</tag><tag>trading</tag></tags><media><media_item><id>2650</id><link>https://pbs.twimg.com/media/HUh2KYTWwAAbRWr?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-14T06:16:12.960361+00:00</created_at></media_item></media></item><item><id>2831</id><handler /><handler_name /><external_id /><title>Oil prices are continuing to climb, with Brent crude futures gaining 89 cents, or 0.8 percent, to $106.58 a barrel as of 00:30 GMT, as traders weigh Saudi Arabian supply risks and Russian diesel.</title><text>&lt;p&gt;Source: aljazeera&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.aljazeera.com/news/liveblog/2026/10/14/iran-war-live-saudi-coalition-hits-houthi-sites-aramco-office-hit-in-east</url><published_at /><credits>0.0030</credits><parent_id /><referenced_id /><created_at>2026-10-14T05:39:55.322536+00:00</created_at><source><id>5</id><name>aljazeera.com</name></source><tags><tag>oil</tag><tag>trading</tag><tag>iran</tag></tags><media /></item><item><id>2514</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>Uber now trades at a 7.2% free cash flow yield.</title><text>&lt;p&gt;Four years ago, Uber was burning cash. Today, it generated more than $10B in free cash flow over the last twelve months, and the number keeps rising.&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-10-09T11:46:34.245932+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>trading</tag><tag>uber</tag><tag>us</tag></tags><media><media_item><id>2337</id><link>https://media.licdn.com/dms/image/v2/D4E22AQE6r4HhpxWC3g/feedshare-shrink_800/B4EaEdA_0UG8Ac-/0/1791488163386?e=1793232000&amp;v=beta&amp;t=vu2i6WRE9_aMnQP1R437NdS2eHbQBUKlu_LO24wDxmA</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-10-09T11:46:34.538815+00:00</created_at></media_item></media></item><item><id>1850</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>New revenue segment - Google began delivering TPU systems directly to customer data centers</title><text>&lt;p&gt;Alphabet just created an entirely new revenue segment.In Q2, Google began delivering TPU systems directly to customer data centers for the first time, a shift from internal use only to external hardware sales. Management expects the majority of this revenue to land in 2027.Amazon's third party chip business is already growing at triple digit rates. Google's TPUs have reportedly been in development for nearly a decade and are considered ahead on memory and bandwidth, which could support an even steeper ramp once the revenue starts flowing at scale.Worth watching how quickly this segment scales once 2027 guidance comes into view.&lt;/p&gt;</text><analysis /><region /><search_query /><result_type /><url>https://lnkd.in/p/dEvnQqpc</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-09-28T07:14:56.467037+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>trading</tag><tag>investing</tag><tag>google</tag></tags><media><media_item><id>1630</id><link /><alt /><media_type>IMAGE</media_type><file>/media/content/1850/g-20260928-google-tpu-rentals.jpg</file><file_name>g-20260928-google-tpu-rentals.jpg</file_name><file_ext>jpg</file_ext><created_at>2026-09-28T07:16:50.661687+00:00</created_at></media_item></media></item><item><id>1830</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>Nobody converts eyeballs to revenue quite like Net...</title><text>Nobody converts eyeballs to revenue quite like Netflix.Revenue per viewing hour comes in around 26 cents versus roughly 16 cents for YouTube, despite Netflix commanding only about a third of YouTube's total audience time while generating close to 80% of its revenue.That monetization efficiency has compounded into real scale, Netflix revenue has grown from 30.53mn TTM in 2002 to 12.56bn today, a trajectory that's kept accelerating rather than flattening even as the platform matures.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-09-27T15:44:13.776038+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>nflx</tag><tag>trading</tag></tags><media><media_item><id>1608</id><link>https://media.licdn.com/dms/image/v2/D4E22AQHJ8n_mb4Yh2A/feedshare-shrink_800/B4EaChaMK_IcAs-/0/1789414392898?e=1792022400&amp;v=beta&amp;t=fuyXYh6PJsqVlZMsUAoU9OEipn4l25Y764PLLtXQ-h4</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-27T15:44:14.263821+00:00</created_at></media_item></media></item><item><id>1766</id><handler>@hajiyev_rashad</handler><handler_name>Rashad Hajiyev</handler_name><external_id /><title>Gold is sitting on the upper band of the formation...</title><text>Gold is sitting on the upper band of the formation after a breakout. It is just a matter of time when gold starts a leg up to $5k. Going to be fast and out of blue...</text><analysis /><region /><search_query /><result_type /><url>https://x.com/hajiyev_rashad/status/2103755905192079769</url><published_at /><credits>0.0050</credits><parent_id /><referenced_id /><created_at>2026-09-27T05:06:55.450776+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>breakout</tag><tag>trading</tag><tag>gold</tag></tags><media><media_item><id>1540</id><link>https://pbs.twimg.com/media/HTIKjLWb0AApktb?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-27T05:06:55.652469+00:00</created_at></media_item></media></item><item><id>1759</id><handler>@LVision_Trading</handler><handler_name>LVision</handler_name><external_id /><title>HORMUZ | SOH CRUDE OIL transits 7D avg climbed to ...</title><text>HORMUZ | SOH CRUDE OIL transits 7D avg climbed to 11.8mbd. 9 documented transits, 3 suspects, 28 STS based transits. Together with @AtlasObserver, we started mapping all PG loadings to exits which will likely result in upward revisions as we progress.</text><analysis /><region /><search_query /><result_type /><url>https://x.com/LVision_Trading/status/2103996371724308628</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-09-27T04:15:19.688459+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>hormuz</tag><tag>trading</tag><tag>crudeoil</tag></tags><media><media_item><id>1535</id><link>https://pbs.twimg.com/media/HTLX7HVXcAAz4sR?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-27T04:15:20.113633+00:00</created_at></media_item></media></item><item><id>1742</id><handler>@eliant_capital</handler><handler_name>Eliant Capital</handler_name><external_id /><title>Pretty incredible we're as oversold as Liberation ...</title><text>Pretty incredible we're as oversold as Liberation Day with the S&amp;P 100bps off the highs</text><analysis /><region /><search_query /><result_type /><url>https://x.com/eliant_capital/status/2103957850339086412</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-09-27T03:14:53.985633+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>market</tag><tag>trading</tag><tag>finance</tag></tags><media><media_item><id>1521</id><link>https://pbs.twimg.com/media/HTLCV3UWUAAL9AD?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-27T03:14:55.773614+00:00</created_at></media_item></media></item><item><id>1646</id><handler>@icooperTrades</handler><handler_name>ian cooper</handler_name><external_id /><title>#Brent futures are up 3.5% today and coming into s...</title><text>#Brent futures are up 3.5% today and coming into support at between $109-110. This could be a good short BUT brent is much more sensitive to the middle east situation than crude so is more risky and IMO you must be prepared to add higher. I don't trade brent very often so won't be taking this but if I did, I would start at $109 with $114 and 120 possible add levels. To the downside, there is some support at 100-102 but the $95 region would be my target. #oil #trading</text><analysis /><region /><search_query /><result_type /><url>https://x.com/icooperTrades/status/2103136633461583890</url><published_at /><credits>0.0050</credits><parent_id /><referenced_id /><created_at>2026-09-25T08:30:37.539038+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>brent</tag><tag>oil</tag><tag>trading</tag></tags><media><media_item><id>1444</id><link>https://pbs.twimg.com/media/HS_W7KeXAAAyFvr?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-25T08:30:37.741650+00:00</created_at></media_item></media></item><item><id>1605</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>More than 70% of S&amp;P 500 stocks are down 10% or mo...</title><text>More than 70% of S&amp;P 500 stocks are down 10% or more from their 52-week high.Yet the index sits near all-time highs.Historically, this signal appeared during corrections. This time, a handful of mega caps are holding everything up.The index and the average stock are telling two very different stories.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-09-25T06:16:58.456103+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>trading</tag><tag>spx</tag></tags><media><media_item><id>1410</id><link>https://media.licdn.com/dms/image/v2/D4E22AQFlu564wdkYPA/feedshare-shrink_800/B4EaDVCLcuIIAc-/0/1790280513581?e=1792022400&amp;v=beta&amp;t=nOarZ4kX2fgGavay0P15I8x5tTzmM6s5q_9YtiAnjxc</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-25T06:16:58.882801+00:00</created_at></media_item></media></item><item><id>1535</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>Trader • Investor | 20+ Years in Financial Markets...</title><text>Trader • Investor | 20+ Years in Financial Markets | Stocks • Bitcoin • Crypto | Technical Analysis | Trading Coach

Nvidia now trades at a similar forward P/E as McDonald's.Roughly 19x vs 18x.One is seeing U.S. sales slow, with recent trends turning slightly negative.The other just more than doubled revenue year over year, with operating margins around 65%, at the heart of the largest infrastructure buildout since the internet.And physical AI has barely started to show up in Nvidia's numbers.The market is pricing a lot of skepticism about how long this cycle lasts. Maybe that's prudent.But at 19x, the bar for Nvidia to surprise has rarely been this low.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0070</credits><parent_id /><referenced_id /><created_at>2026-09-24T07:04:57.289658+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>stocks</tag><tag>trading</tag></tags><media><media_item><id>1343</id><link>https://media.licdn.com/dms/image/v2/D4E22AQEekRiVd9WSnA/feedshare-shrink_800/B4EaDPmZIyHcD0-/0/1790189343575?e=1792022400&amp;v=beta&amp;t=n7T3XjiBwm1wh3oW026YJijBnQ5C1aan2N-fLCnmIwc</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-24T07:04:57.575585+00:00</created_at></media_item></media></item><item><id>1411</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>#SPX The S&amp;P 500 is near a new all-time high.Yet m...</title><text>#SPX The S&amp;P 500 is near a new all-time high.Yet more stocks are hitting 52-week lows than highs.Yesterday: 7 new highs, 20 new lows.Does it matter? Maybe less than it seems.Tech and communication services represent roughly half of the index. If both deliver a strong Q4, the index can keep climbing even with weak breadth underneath.Narrow markets are more fragile. But they can stay narrow for a long time.I've been overweight tech all year, and I still expect it to lead.Breadth is the warning light, not the verdict.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0060</credits><parent_id /><referenced_id /><created_at>2026-09-23T05:40:57.965196+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>trading</tag><tag>spx</tag></tags><media><media_item><id>1234</id><link>https://media.licdn.com/dms/image/v2/D4E22AQEfa9Z_1sanYA/feedshare-shrink_160/B4EaDKnWo6IMAo-/0/1790105709643?e=1792022400&amp;v=beta&amp;t=ZFcjqpS5aZoOu_dvgtJVgxn3qxvjudcVyVrD5faS_AM</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-23T05:40:58.361607+00:00</created_at></media_item></media></item><item><id>1349</id><handler>https://www.linkedin.com/in/miketrading/</handler><handler_name>Mike Trading</handler_name><external_id /><title>Quality stocks trading near their 52 week lows.Was...</title><text>Quality stocks trading near their 52 week lows.Waste Management down 15%, Costco 19%, Brookfield 20%, Uber 25%, McDonald's 27%, Home Depot and Wynn Resorts 32%, LVMH 39%, Hermes 43%, AppLovin 55%.A drawdown alone doesn't make a stock cheap, and quality doesn't mean immune to macro pressure. But when established, profitable businesses sell off this broadly across different sectors, it's usually worth understanding why before dismissing it as noise.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0080</credits><parent_id /><referenced_id /><created_at>2026-09-22T05:48:06.157913+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>stocks</tag><tag>trading</tag></tags><media><media_item><id>1181</id><link>https://media.licdn.com/dms/image/v2/D4E22AQGpuMnO2IrdNg/feedshare-shrink_800/B4EaDACue8H4Ac-/0/1789928335746?e=1791417600&amp;v=beta&amp;t=QWqRo1w34Ae9WeMOs12NQGBQU_r84U_JPrCE7jranQg</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-22T05:48:07.092145+00:00</created_at></media_item></media></item><item><id>968</id><handler>@boomersdid911</handler><handler_name>cap’t mogville ☭</handler_name><external_id /><title>What did I tell you… don’t be fooled by this admin...</title><text>What did I tell you… don’t be fooled by this administration shorting oil during illiquid trading hours. All time highs by next week in my opinion.</text><analysis /><region /><search_query /><result_type /><url>https://x.com/boomersdid911/status/2100629274021470541</url><published_at /><credits>0.0035</credits><parent_id /><referenced_id>969</referenced_id><created_at>2026-09-17T19:11:57.667298+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>administration</tag><tag>oil</tag><tag>trading</tag></tags><media><media_item><id>817</id><link>https://pbs.twimg.com/media/HSbvMOwW4AEaXur?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-17T19:11:58.094668+00:00</created_at></media_item></media></item><item><id>940</id><handler>@Brien_Lundin</handler><handler_name>Brien Lundin</handler_name><external_id /><title>Gold is up strongly today, the day after the Fed's...</title><text>Gold is up strongly today, the day after the Fed's widely anticipated rate hike. To understand why, a little history.... In December 2015, the market expected the Fed to hike at its mid-month meeting. I made a pretty bold call that this would mark the bottom for the price, as the expected event that was the basis for so many gold short trades would become a fait accompli, and the traders would move on. At that point in time, Western traders were making the gold price, and few were taking it. Gold soared after that initial Fed hike, and through the subsequent ones, and many of our junior mining recommendations jumped 4x-5x over the next six months. Today we find a similar, but not identical, situation. Western traders have also leaned on gold in recent weeks in anticipation of a Fed rate hike, but with a lesser effect than in the previous example. That's because while the West is again making the gold price, others are now gleefully taking it. So the short gold trade is over after the Fed's move yesterday...and the powerful underlying demand is taking control once again. Buckle up.</text><analysis /><region /><search_query /><result_type /><url>https://x.com/Brien_Lundin/status/2100574730063368661</url><published_at /><credits>0.0050</credits><parent_id /><referenced_id /><created_at>2026-09-17T16:09:13.493255+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>fed</tag><tag>trading</tag><tag>gold</tag></tags><media><media_item><id>792</id><link>https://pbs.twimg.com/media/HSa9jYdWIAAM0g3?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-17T16:09:14.277110+00:00</created_at></media_item></media></item><item><id>810</id><handler>@DarioCpx</handler><handler_name>JustDario</handler_name><external_id /><title>Nice try to trigger trading algorithms to crush oi...</title><text>Nice try to trigger trading algorithms to crush oil futures</text><analysis /><region /><search_query /><result_type /><url>https://x.com/DarioCpx/status/2100182142689165469</url><published_at /><credits>0.0040</credits><parent_id /><referenced_id /><created_at>2026-09-16T11:55:43.599835+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>oil</tag><tag>trading</tag><tag>algorithms</tag></tags><media><media_item><id>694</id><link>https://pbs.twimg.com/media/HSVYhnDaQAArUUi?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-16T11:55:43.950025+00:00</created_at></media_item></media></item><item><id>611</id><handler>https://www.linkedin.com/in/florianbansac/</handler><handler_name>Florian Bansac</handler_name><external_id /><title>Claude just opened a Northrop Grumman position in ...</title><text>Claude just opened a Northrop Grumman position in a $100,000 AI trading experiment that is up 26%.The experiment started in late November and has beaten the S&amp;P 500 so far. The new trade is only a starter position, which makes the decision easier to assess over time.This is a stronger agent test than polished market analysis. Claude must allocate limited capital, accept visible risk, and produce a measurable result.AI agents become credible when their decisions have a cost and a benchmark.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/</url><published_at /><credits>0.0045</credits><parent_id /><referenced_id /><created_at>2026-09-12T12:43:15.450733+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>experiment</tag><tag>ai</tag><tag>trading</tag></tags><media><media_item><id>544</id><link>https://media.licdn.com/dms/image/v2/D4E22AQFGw4SAw08K9A/feedshare-shrink_800/B4EaCRXBv3HQAc-/0/1789145128182?e=1790812800&amp;v=beta&amp;t=mOBt9XU7CC78h1yFw5bPg78Kmi7J00wHwMEgneFifCk</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-12T12:43:16.552410+00:00</created_at></media_item></media></item><item><id>328</id><handler>@pelositracker</handler><handler_name>Nancy Pelosi Stock Tracker ♟</handler_name><external_id /><title>Reminder to stop overthinking what stocks to buy...</title><text>Reminder to stop overthinking what stocks to buy</text><analysis /><region /><search_query /><result_type /><url>https://x.com/pelositracker/status/2095563828524163261</url><published_at /><credits>0.0035</credits><parent_id /><referenced_id>329</referenced_id><created_at>2026-09-04T06:03:57.974622+00:00</created_at><source><id>2</id><name>x.com</name></source><tags><tag>stocks</tag><tag>trading</tag><tag>finance</tag></tags><media><media_item><id>300</id><link>https://pbs.twimg.com/media/HRTwLM8W4AE_iuT?format=jpg&amp;name=small</link><alt>Image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-09-04T06:03:58.837482+00:00</created_at></media_item></media></item><item><id>88</id><handler>https://www.linkedin.com/in/fabriceleone/</handler><handler_name>Fabrice Leone</handler_name><external_id /><title>𝐁𝐮𝐲 𝐛𝐞𝐟𝐨𝐫𝐞 𝐝𝐢𝐧𝐧𝐞𝐫.𝐒𝐞𝐥𝐥 𝐚𝐟𝐭𝐞𝐫 𝐛𝐫𝐞𝐚𝐤𝐟𝐚𝐬𝐭.Take Tesla ...</title><text>𝐁𝐮𝐲 𝐛𝐞𝐟𝐨𝐫𝐞 𝐝𝐢𝐧𝐧𝐞𝐫.𝐒𝐞𝐥𝐥 𝐚𝐟𝐭𝐞𝐫 𝐛𝐫𝐞𝐚𝐤𝐟𝐚𝐬𝐭.Take Tesla (TSLA) : from 2010 to 2021, close-to-open returns exceeded +20,000%.Open-to-close : around -17%.Over the past 30 years, nearly all U.S. stock market gains were earned 𝐨𝐯𝐞𝐫𝐧𝐢𝐠𝐡𝐭. Regular trading hours were basically flat.NY Fed researchers found something even stranger: 𝐨𝐧𝐞 𝐬𝐢𝐧𝐠𝐥𝐞 𝐨𝐯𝐞𝐫𝐧𝐢𝐠𝐡𝐭 𝐡𝐨𝐮𝐫, between 2 and 3 a.m. ET as Europe opened, once accounted for more than 60% of S&amp;P 500 futures’ annual close-to-close return.ETFs were eventually launched to capture the overnight effect.𝐓𝐡𝐞𝐲 𝐬𝐡𝐮𝐭 𝐝𝐨𝐰𝐧 𝟏𝟒 𝐦𝐨𝐧𝐭𝐡𝐬 𝐥𝐚𝐭𝐞𝐫.And that famous 2-3 a.m. drift has since faded to almost zero.Maybe the lesson isn’t to trade while you sleep, but rather that 𝐛𝐞𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 &gt; 𝐭𝐢𝐦𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭.🤔 Also curious to see how 𝐭𝐡𝐞 𝐬𝐡𝐢𝐟𝐭 𝐭𝐨 2𝐟/7 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 will reshape these timing anomalies.</text><analysis /><region /><search_query /><result_type /><url>https://www.linkedin.com/feed/update/urn:li:activity:7498246613279211521/</url><published_at /><credits>0.0110</credits><parent_id /><referenced_id /><created_at>2026-08-27T09:21:34.489175+00:00</created_at><source><id>1</id><name>linkedin.com</name></source><tags><tag>investing</tag><tag>trading</tag></tags><media><media_item><id>82</id><link>https://media.licdn.com/dms/image/v2/D4E22AQGRDFp1-3B82Q/feedshare-shrink_160/B4EaA0gyGHH8Ak-/0/1787587404425?e=1789603200&amp;v=beta&amp;t=3_124IWdhQmtFzXB6R1V64pBCC4agUSHGl05ynGbaLw</link><alt>View image</alt><media_type /><file /><file_name /><file_ext /><created_at>2026-08-27T09:21:34.836014+00:00</created_at></media_item></media></item></channel></rss>