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@awsan
"Tech's not slacking: $ASML up XXX% on upbeat 2025 guidance (no 2026 dip) reiterating growth amid tariffs. $AMD rocketed XXX% to all-time highs on AI supercluster buzz while $NVDA edged up XXXX% post-upgrade I reckon AI's the long-game winner buffering trade noise"
X Link @awsan 2025-10-15T18:43Z 1448 followers, XXX engagements
"Crop traders $BG soared XX% $ADM +2.8% on potential China trade cuts opportunistic buys if you're risk-savvy but I balance with staples like these for HNWs eyeing ag exposure"
X Link @awsan 2025-10-15T18:46Z 1448 followers, XX engagements
"3/ Street setup: Sell side expects YoY EPS growth and revenue in the mid-$40Bs. Mix matters more than headline resilient NII + solid markets should offset any credit normalisation. Surprise risk skewed to trading/IB. π§ "
X Link @awsan 2025-10-13T18:50Z 1446 followers, XX engagements
"6/ Technicals (not advice): Uptrend intact above 200D. Im eyeing $XXX as resistance and $293/270 as support zones. Liquidity is deep so entries/exits are clean. π"
X Link @awsan 2025-10-13T18:53Z 1446 followers, XX engagements
"8/ My stance: I hold $JPM as a core. For aggressive adds I prefer pullbacks into support. For income + quality exposure Im happy to let it compound. Starters: think anchor not lottery ticket. HNWIs: ballast with optionality. π§"
X Link @awsan 2025-10-13T18:54Z 1446 followers, XX engagements
"Morgan Stanleys Mapping AIs Circularity note highlights the early stages of a massive investment cycle in artificial intelligence (AI) with global spending expected to approach $X trillion by 2028. $JPM"
X Link @awsan 2025-10-14T18:56Z 1448 followers, XX engagements
"2/ What Ill track: Net Interest Income trend (deposit costs vs asset yields) Markets & IB fees (trading/M&A revival) Credit quality (provisions NPLs) CET1 & buyback pace If these align the bull case stays intact. π"
X Link @awsan 2025-10-13T18:49Z 1448 followers, XX engagements
"$NVDA bounced after a $HSBC upgrade. $AMD ripped on the $ORCL AI supercluster news and PT hike"
X Link @awsan 2025-10-15T18:50Z 1448 followers, XXX engagements
"7/ Macro & risks: Higher-for-longer rates can pinch deposit betas; credit costs are normalising; regulation never sleeps. Offsetting positives: cost discipline scale and fee diversification. π§©"
X Link @awsan 2025-10-13T18:53Z 1448 followers, XX engagements
"I've been poring over the JPMorgan Chase $JPM Q3 figures and frankly it's a stellar report. They've posted a smashing $XXXX EPS beating estimates handily. π But here's my personal analysis: The stock's initial muted reaction isn't about their performance; it's the wider macro jitters. Jamie Dimon is wisely raising credit loss provisions ($3.4B) a sign of shrewd cautious management in an uncertain environment not a sign of fundamental weakness. That's what a fortress balance sheet looks like. π‘ The real story for serious capital Their diversified engine is humming: Wealth Management: Assets"
X Link @awsan 2025-10-14T18:50Z 1448 followers, XX engagements
"Bank earnings and that $3trn AI wave are the story. π· $BAC and $MS crushed Q3 showing the financial systems core strength is robust. I see this performance as the essential ballast for any portfolio. Banks are the ultimate risk managers"
X Link @awsan 2025-10-15T18:40Z 1448 followers, XX engagements
"$FICO s pricing pivot = EPS tailwind a headwind for $EFX $TRU $EXPGY. Selectivity chase. DYOR. π"
X Link @awsan 2025-10-02T17:49Z 1448 followers, XXX engagements
"5/ Shareholder returns: Dividend growth + ongoing buybacks = quiet alpha. Yield isnt huge because price ran but payout is conservative with room to rise. Compounding over theatrics. πΈπ"
X Link @awsan 2025-10-13T18:52Z 1446 followers, XX engagements
"10/ Ill share key takeaways post-print. Whats your plan around $JPM trim add or hold Drop your angle. π"
X Link @awsan 2025-10-13T18:56Z 1448 followers, XX engagements
"9/ Contextual pairs on my screen: Big-tech ecosystem risks/opps ( $AAPL $GOOG $META $NVDA $PLTR) defensives via $GLD index beta via $VOO/ $QQQ. But tomorrow its all about $JPM execution. π"
X Link @awsan 2025-10-13T18:55Z 1448 followers, XX engagements
"4/ Valuation: $JPM trades at a premium to peers (think $BAC) on P/BV and ROE. Quality deserves a premium but it also caps upside short term. I see more compounding + dividends than moonshots here. β"
X Link @awsan 2025-10-13T18:51Z 1448 followers, XX engagements
"1/ Tomorrow Im watching $JPM closely. Biggest US bank diversified engine (retail CIB AM). Fortress balance sheet vibes. For both starters and HNWIs this is a core compounderquality first. π§±πΌ #PopularInvestor @eToro #eToro #Santiago1000"
X Link @awsan 2025-10-13T18:49Z 1448 followers, XXX engagements
"M&A Momentum is Building: The $XXXX billion all-stock merger of Fifth Third Bancorp $FITB and Comerica has $CMA up XX% and signals a clear M&A wave in the regional banking sector $KRE is finally here. Regional banks are under pressure to scale and consolidation offers immediate accretive value and expanded geographical footprint in high-growth areas. I'm keen on the ripple effects this will have on the broader financial sector"
X Link @awsan 2025-10-06T13:22Z 1446 followers, XX engagements