US_stock hotspots
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Daily irregular updates on US stock hotspots, analysis, commentary, and rumors. For entertainment purposes only — trade at your own risk contact @leexiaolung
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8 634
【O***】·Wed Oct 07 15:42:11 +0000 2026
It’s a bit hard to bring yields down when the President literally says they can inflate the debt away…
【The message was pushed by @xfinancbot】
8 634
【O***】·2026年10月8日 周四 13:08:31 +0000
巴西金融科技目前是最值得布局的领域之一。
基准利率已从2020年的4.5%升至现在的13.75%。
不过,在此期间, $NU 和 $INTR 的年收入分别以70%和39%的速度增长,而且二者都把不良贷款控制住了。
供参考, $NU 的90天以上不良贷款率上季度为6.9%,而2020年以来的中位数为6.5%。至于 $INTR 上季度为5%,同期中位数为4.5%。
它们只是略高于中位数,绝对算不上失控。
试想,一旦巴西基准利率也开始下行,它们的表现会有多好。
这些企业的远期市盈率分别为12倍和8倍。
这是市场上最好的两个机会。
加密货币频道 👉 @cryptodata66
8 634
【O***】·Thu Oct 08 13:08:31 +0000 2026
Brazilian fintech is one of the best places to be right now.
Benchmark interest rate has gone from 4.5% in 2020 to 13.75% now.
Still, $NU and $INTR have grown revenues annually by 70% and 39% respectively in that period while both have managed to keep non-performing loans under control.
For reference, $NU’s 90+ days NPL came 6.9% last quarter while median since 2020 is 6.5%. For $INTR it came at 5% last quarter while median in the same period was 4.5%.
They are just a bit higher than medians and by no means out of control.
Imagine how well positioned they are to perform once benchmark rate in Brazil also starts going down.
These businesses are trading at 12x and 8x forward earnings.
Two of the best opportunities in the market.
Crypto channel 👉 @cryptodata66
8 634
【T***】·2026年10月9日 星期五 07:40:56 +0000
你可以试着抄 $UNH 的底,在350美元左右买入。
或者干脆现在就买入 $UNH 并一直持有到600美元。
不管怎样,现在 $UNH 都是一个很不错的交易机会。
8 634
【T***】·Fri Oct 09 07:40:56 +0000 2026
$UNH you can try to time the bottom and buy around $350.
Or you can just buy now and hold until $600
Either way, $UNH is a very nice play right now.
8 634
【x***】·Thu Oct 08 19:43:50 +0000 2026
$SPCX
So far on the weekly, it is clearly being rejected by the 0.618 log fib at $168. I made a post pointing this out earlier in the week.
The weekly Tenkan (Ichimoku Conversion Line) sits at $153, which, funny enough, aligns perfectly with the 0.5 log fib.
It would be bullish if it bounced here before proceeding higher.
Failing that, the next level of support will be the 0.382 at $140.
It's worth remembering the POC is also at the 0.5 log fib in the $150s, so this is quite important and the bulls definitely don't want to lose it.
中文版看这 👉 @xfinance001
8 634
【T***】·Thu Oct 08 14:20:33 +0000 2026
$UBER has held on the 0.38 Fib support since $68 since Feb '26
The 200 WMA is also nearly at this level to offer further support
I believe a lower low will come in next and a drop to $58 makes sense
$UBER below its 200 WMA, at the 0.5 Fib at $58 makes this VERY attractive.
中文版看这 👉 @xfinance001
8 634
【M***】·Wed Oct 07 17:37:27 +0000 2026
If you want to turn $10,000 into life-changing money, I have one task for you over the next 3 months:
Do not miss the entries in
$EOSE
$TE
$FLNC
$OKLO
$SMR
$NRGV
Get a few of these right and $10,000 can set you up for life.
8 634
【x***】·Wed Oct 07 14:20:00 +0000 2026
$HIMS is finally back inside the weekly Kumo.
Think of the grey area as room to breathe.
If $HIMS can push past and close above the Kijun and Tenkan (green and black lines), then the cloud itself unlocks.
Upper boundary: $42
Lower boundary: $27
I think the rest of October will be interesting
中文版看这 👉 @xfinance001
8 634
【T***】·Wed Oct 07 18:14:11 +0000 2026
$OSCR bulls want $45
From $10 to $45 from March '26 to March '27 looks good
$45 is our Wave 3 target
It is also the target the CEO told you the price would move to.
8 634
【T***】·Wed Oct 07 14:47:10 +0000 2026
Who is worse?
5-Year Return
@BillAckman is +18.4%
@CathieDWood $ARKK is -21%
While in a bull market.
This is a genuine question:
Who in their right mind would ever accept this from a fund?
Both have been robbing a career and deserve to be shut down.
8 634
【I***】·Wed Oct 07 22:21:08 +0000 2026
🚨JUST IN
Broadcom $AVGO is lining up more than $50B in financing for the custom AI chip it's building with OpenAI.
Apollo $APO and Blackstone $BX are among the potential lenders.
Talks are early. It's expected to close before year-end and could cover several gigawatts of OpenAI chip capacity.
22 members of congress hold $AVGO including President Donald Trump and Nancy Pelosi
中文版看这 👉 @xfinance001
8 634
【c***】·Wed Oct 07 19:11:34 +0000 2026
$DEFT : toujours sous MM200, son franchissement sera le signal ultime du breakout. Offrez moi ce break et j'investis 50% de mon capital en swing long sur cette daube parabolique
【The message was pushed by @xfinancbot】
8 634
【T***】·Wed Oct 07 11:46:44 +0000 2026
Do you find it strange that the US Government has not addressed the elephant in the room right now
The US Yields
Are they going to continue and let them go parabolic?
Almost 1 in every 5 dollars the U.S. government collected went toward net interest on the national debt.
This is not sustainable
The market will have to make a decision soon
中文版看这 👉 @xfinance001
8 634
【c***】·Wed Oct 07 13:06:53 +0000 2026
Vous allez assister à une rotation des mega caps (qui vont bien dump) vers le Russell 2000 et le DOW.
En effet, les small caps se sont fait littéralement éclater et sont en zone discount alors que les mega caps ont connu leur plus gros inflow en septembre, exit liquidity 💀💀
Crypto channel 👉 @cryptodata66
8 634
【c***】·Wed Oct 07 07:20:04 +0000 2026
Vous avez remarqué comment votre fil d'actualités est rempli de posts bullish depuis vendredi? C'est Wall Street, via les réseaux du copain Elon, qui vous tend un maxi bull trap.
【The message was pushed by @xfinancbot】
8 634
【c***】·Wed Oct 07 12:01:18 +0000 2026
Pourquoi ma vision du marché est baissière :
1/ La smart money (le gérant du casino) ne participe plus au rallye depuis fin mai, au contraire, leur participation diminue au fil du temps.
Ce phénomène (prix qui monte, MM qui sortent du marché) s'appelle une distribution
中文版看这 👉 @xfinance001
8 634
【T***】·Wed Oct 07 10:52:00 +0000 2026
In 2007, Warren Buffett made a $1 million bet.
He wagered that over 10 years, a simple S&P 500 index fund would beat a group of hedge funds hand-picked by professionals.
Here's what happened 🧵
1. Buffett issued the challenge publicly. Ted Seides, co-manager of Protégé Partners, accepted.
Seides picked 5 funds of funds, which together held stakes in more than 100 hedge funds.
Buffett picked the Vanguard S&P 500 Index Fund.
2. The bet ran from January 1, 2008 to December 31, 2017.
The hedge funds got off to a great start. In 2008, the S&P 500 crashed 37%, while the hedge funds lost far less.
After year one, Wall Street was winning.
3. Then the market recovered, and the index fund just kept compounding.
Year after year, the gap widened.
Seides effectively conceded before the 10 years were up.
4. Final cumulative returns:
S&P 500 index fund: +125.8%
Fund of funds A: +21.7%
Fund of funds B: +42.3%
Fund of funds C: +87.7%
Fund of funds D: +2.8%
Fund of funds E: +27.0%
Not one beat the index.
5. Annualized, it was 7.1% for the index fund vs. about 2.2% for the hedge funds.
These were some of the smartest, best-paid people in finance. And they lost to a fund that just buys the whole market.
6. Why? Fees.
Hedge funds typically charge a yearly management fee plus a cut of the profits. Funds of funds add another layer on top.
Year after year, those costs ate the returns.
7. The money went to charity.
Each side originally put in about $320,000, which was invested so it would grow to $1M. In 2012 they switched it into Berkshire Hathaway stock.
By the end, it was worth over $2.2M, and it all went to Girls Inc. of Omaha.
8. The lesson:
You don't need to be a genius to beat most professionals.
Buy the market. Keep costs low. Be patient.
Boring wins
8 634
【T***】·Tue Oct 06 14:59:00 +0000 2026
Only 45% of S&P 500 stocks are above their 200 Day MA, down from 71% in mid August.
Yet the index sits near all-time highs, well above its own 200 Day.
Goldman says breadth is the weakest since the dot-com era.
Either the laggards catch up, or the leaders roll over.
We are in two markets and if the US 10 YR continues its march higher, then the leaders will roll over.
$SPY
Crypto channel 👉 @cryptodata66
