Bravos Research

although this selloff in big tech stocks that have been overspending might continue in the coming weeks or even months, ultimately we believe this will prove to be a buying opportunity for the stock market heading into the end of the year

— Bravos Research

So, on its own, this is very likely to continue acting as a tailwind for the stock market that is priced in US dollars, allowing it to continue rising. But there is a big caveat to this. The stock market can only continue to rise if corporate profits remain stable as they have in

— Bravos Research, at 3:16

it seems like we're still in an ideal economic window for the stock market to continue performing well, at least for now...this doesn't mean it will be a straight line up from here...we generally expect the trajectory of the market to remain to the upside in today's market enviro

— Bravos Research, at 6:46

We're staying very cautious on traditional US stocks or technology stocks that are both very vulnerable to this situation

— Bravos Research

we have a very cautious stance on the US stock market right now. We just raised our estimate on the probability of a recession happening in the next 6 months from 0% to 40% in the last few weeks.

— Bravos Research

For now, we've seen the outflows from the US dollar outweigh the outflows from US equities, which is why the S&P 500 index is making new all-time highs. But the big question is whether all of these concerns are eventually going to lead to a panic in the stock market like what hap

— Bravos Research

This could ripple directly into companies like Nvidia and the broader semiconductor industry that have seen their revenues grow significantly as a result of big tech capital expenditures.

— Bravos Research

This is a model that is designed to make you stay leveraged long on the market when it is strong, like today...The model has been primarily leveraged along on the market since the 30th of March

— Bravos Research, at 6:46

it's why we've been able to benefit from exposure to stocks like KAC, TSM, General Electric that have been melting up in the recent leg higher

— Bravos Research