jordi-visser

Nvidia is set up to turn back higher, holding the 200-day with a buy signal at a decade-low valuation

Doge is dead money until retail wakes up; it stays below its moving averages with no energy behind it.

US policy rebuilds payment rails around regulated stablecoins, funneling adoption to the compliant issuer behind USDC.

Samsung on a 4 PE with profit set to top 40 years of cumulative earnings is far too cheap

Memory stocks won't repeat their 7-10x run; better triples exist elsewhere on the same AI theme.

Gold benefits as the market's crowded hike bets unwind and the debt path keeps worsening.

If the Fed hikes 3 times as the market fears, gold, silver and Bitcoin get crushed together.

Eli Lilly is where AI-driven drug discovery money rotates as the debasement and healthcare-AI themes converge.

Hyperscalers keep falling versus the broader AI trade as benchmark money reweights away from high-multiple spenders.

Micron stays a buy: take-or-pay deals and no memory supply until 2028 mean earnings keep beating, even at 7.5x.

Small caps keep outperforming as AI earnings broaden into the S&P 600 and macro hawkishness fades.

Biotech is entering an AI-driven renaissance as healthcare leads a rotation into defensives.