The bubble could continue to grind higher, so there is an opportunity to trend-follow for some more gains. However, the major opportunity is to Short the bubble burst aggressively, possibly with put options. The issue is timing.Analyst’s Disclosure:I/we have a beneficial short position in the shares of SPX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...

ab 17 September 2025 Global Research Global Equity Strategy What to do as the Fed cuts… normally and this time What to do as the Fed starts (or restarts) a rate-cutting cycle: Global Andrew Garthwaite Strategist andrew.garthwaite@ubs.com +44-20-7567 4343 Marc el Koussa Strategist marc.el-koussa@ubs.com +44-20-7567 0298 This report has been prepared by UBS AG London Branch. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantitative Research Review published by UBS, begin on pag ...

According to Forge Global, a leading financial services platform, a total of seven of the highest-valued private tech companies are now worth $1.3 trillion on paper, almost double from the previous year.Leading the way is the AI startup that initiated the AI arms race, Sam Altman’s OpenAI. Forge values the startup at $324 billion, followed by Anthropic at $178 billion, and xAI at $90 billion. All of these notable names have witnessed their valuations soar driven by the AI boom.According to Forge CEO Kelly, ...

Oracle is part of the consortium set to keep TikTok running in the US. The stock has been soaring on earnings and AI deals. It's risen so fast that some analysts are warning of a bubble. But Jefferies' Brent Thill isn't worried. He has a buy rating on Oracle with a $360 price target. He joined Bloomberg Open Interest with Matt Miller and Dani Burger. ...

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.I last analyzed the Invesco QQQ Trust ETF (NASDAQ: QQQ ) on June 26 with an article titled "QQQ And QQQM: 3 Reasons To Go With QQQM." The article focused on the near-term dynamicsSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth ...

文章核心观点 美国股市近几周表现波动且呈熊市态势，3月26日“神奇七股”反弹突然中断，英伟达股价早盘大幅下跌，受多种外部压力影响，其股价可能跌破100美元 [1][3][5] 美国股市表现 - 近几周美国股市表现波动且呈熊市态势 [1] - 3月26日“神奇七股”反弹突然中断，英伟达早盘股价大幅下跌5.58%，成交价为113.96美元 [3] 英伟达股价情况 - 英伟达市值达数万亿美元，对其他主要股票影响大，当前股价下跌引发是否会跌破100美元的疑问 [2][5] - 历史表现显示英伟达股价有韧性，但外部压力可能使之前的支撑位崩溃 [5] 英伟达股价下跌原因 - 1月DeepSeek的R1模型引发对人工智能基础设施巨额支出的质疑，阿里巴巴的Qwen 2.5模型显示中国在人工智能领域将成为有力竞争者 [6] - 2月特朗普升级贸易战，对依赖国际供应链的科技行业造成重大影响，引发衰退担忧 [7] - 3月全球数据中心基础设施建设可能已形成泡沫，微软因类似担忧放弃部分数据中心项目 [8] - 中国新的环境法规可能禁止英伟达许多高利润芯片销售 [9]