Watch video ↗No timestamp available in this export.Nvidia's guidance was disappointing and signaled headwinds from increasing competition and investor concentration.
— 42 Macro
companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
What this creator said, across the companies they covered. Quote-backed, audited, review-pending. Grouped by company or by framing.
7 audited-grounded evidence items · 4 companies
Watch video ↗No timestamp available in this export.Nvidia's guidance was disappointing and signaled headwinds from increasing competition and investor concentration.
— 42 Macro
Watch video ↗No timestamp available in this export.Traders who did not heed our crowding models bearish signal in the NASDAQ 100 from earlier this week should take advantage of the elevated price levels to take profits
— 42 Macro
Watch video ↗No timestamp available in this export.our crowding model is currently generating a bearish signal in the NASDAQ 100, so traders should take profits
— 42 Macro
Micron earnings tonight represent the most crucial microeconomic event of the year-to-date.
— 42 Macro, at 0:00
Watch video ↗No timestamp available in this export.the S&P 500 and the Nasdaq 100 are on track for their best quarterly gains in 6 years, driven by the advent uh of the fresh bubble in AI stocks... will the confluence of crowded positioning and deteriorating macro and micro signals perpetuate a deepening correction?
— 42 Macro
from a short-to-medium-term perspective, yes. Investors with a medium-to-long-term time horizon should emotionally prepare to ride out the expanding volatility.
— 42 Macro, at 0:00
Watch video ↗No timestamp available in this export.Dr. Mo got us back long the Nasdaq 100 back on April, I think it was on April 11th here. And so you know, it's just been a wicked straight line up. There's a lot of crowded bullish positioning in this trade. We're not making the call that this is the beginning of the secular bear
— 42 Macro