Long-Term Pick

👻 Corporate insider stock sales are at a record high #SPX #SPY #VOO

#ASML is one of the biggest monopolies in the world. #Cloud computing and #AI are projected to reach $1 trillion in sales by 2030. » https://lnkd.in/ewjdAuqN

👀 Last Week: » Robinhood Acquires TradePMR: • Deal: Robinhood acquires TradePMR for $300M.   • Timeline: Closing in H1 2025 (pending approval).   • Focus: Entry into the $7T RIA market.   • Assets: TradePMR oversees $40B for 400+ firms. #HOOD » ConocoPhillips Acquires Marathon Oil: • Acquisition Completed: ConocoPhillips acquires Marathon Oil Corporation • Synergies Expected: The merger is projected to deliver over $1 billion annually • Share Conversion Details: Marathon Oil shareholders received 0.255 shares of ConocoPhillips stock per share #COP » Gensler (SEC chair) Is Out: • Depart date: To step down at noon on January 20, 2025 • Bold reforms: Tenure marked by crackdowns on crypto markets • Policy shifts ahead: Many of Gensler’s reforms face legal challenges » NVIDIA's Q3 FY2025 earnings showcased record performance across its major segments. Data center revenue surged 112% YoY to $30.8 billion, gaming brought in $3.28 billion, and automotive saw a 72% YoY jump. #NVDA *** *** *** » EARNINGS: #NVDA NVIDIA EPS: $0.81 vs $0.75 est 🟢 REV: $35.10B vs $33.13B est 🟢 #SNOW Snowflake EPS: $0.20 vs $0.15 est 🟢 REV: $942.09M vs $896.99M est 🟢 #PANW Palo Alto Networks EPS: $1.56 vs $1.48 est 🟢 REV: $2.14B vs $2.12B est 🟢 #INTU Intuit EPS: $2.50 vs $2.35 est 🟢 REV: $3.28B vs $3.14B est 🟢 #WMT Walmart EPS: $0.58 vs $0.53 est 🟢 REV: $169.60B vs $167.72B est 🟢 #TGT Target Corporation EPS: $1.85 vs $2.30 est 🔴 REV: $25.67B vs $25.90B est 🔴 #LOW Lowe’s Companies EPS: $2.89 vs $2.82 est 🟢 REV: $20.17B vs $19.94B est 🟢 #DE Deere & Company EPS: $4.55 vs $3.90 est 🟢 REV: $11.14B vs $9.34B est 🟢 *** *** *** » INSIDER TRANSACTIONS: #AAPL Arthur Levinson - Director 🔴 Shares sold: 125,000 Value: $28,613,500 Avg Cost: $228.91 #ABNB Joseph Gebbia - Insider 🔴 Shares sold: 214,285 Value: $28,088,866 Avg Cost: $131.08 #COIN Brian Armstrong - Chairman and CEO 🔴 Shares sold: 1,025,000 Value: $313,017,754 Avg Cost: $305.38 #EL Paul Fribourg - Director 🟢 Shares purchased: 153,300 Value: $9,918,230 Avg Cost: $64.70 #META Susan Li - CFO 🔴 Shares sold: 18,644  Value: $10,320,371 Avg Cost: $553.55 #PLTR Alexander Karp - CEO 🔴 Shares sold: 1,144,069 Value: $73,044,303 Avg Cost: $63.85 #RCL Arne Wilhelmsen - Director 🔴 Shares sold: 815,000 Value: $191,102,172 Avg Cost: $234.48 #SWX Carl Icahn - 10% Owner 🔴 Shares sold: 1,390,000 Value: $106,668,600 Avg Cost: $76.74 *** *** *** Chart of the last week (attached) » #MSTR MicroStrategy ticked the golden 1.618 weekly Fibonacci extension from its 2000 dot-com highs. MSTR rallied to $333/share in 2000 before crashing -99.8% to $0.42 by 2002. Completely round-tripping the move, MSTR closed this week at $421—a staggering +100,347% above its 2002 lows and a massive +730% over the last year. *** *** *** #LTPOverview

💡 A friendly reminder that the stock market doesn't care about your politics. #learn #investing #stockmarket

👀 Consumer spending in the United States increased to 16111.70 USD Billion in the third quarter of 2024 from 15967.30 USD Billion in the second quarter of 2024.

💰 Mark #Zuckerberg received a total of $519.4 Million in dividends so far this year from his #META shares.

👀 #Palantir - not one insider buy in sight. #PLTR

👀 Disney vs Netflix - 10-Year Returns In 2020, #Disney projected that by 2024 it would have up to 260 million paid streaming subscribers. In reality, the number reached only 159 million. #Netflix, on the other hand, currently has 282 million paid subscribers, which is 1.7 times more than Disney. Interestingly, Disney spends twice as much on content as Netflix: approximately $35.8 billion in 2024 compared to $16 billion. #DIS #NFLX

👀 #Indonesia has long been a major producer of nickel, which is widely viewed as a key resource in the #greenenergy transition. Today, Indonesia accounts for 50% of global #nickel production, piggybacking on a wave of Chinese investment in smelting and processing facilities.

👀 #Gold vs. #Bitcoin ETF flows #BTC