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Safety First
Safety First
Godspeed Godspeed
Welcome  Happy Saturday folks. Welcome to The Godspeed Weekly! Markets remain risk-off – caught in a turbulent tape. During the down days, it’s important to remain focused on our objective. We have the ingredients of a new Industrial Revolution,...
1 day ago
4 MIN READ
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The S&P 500 HATES Rotation
Larry Thompson HostileCharts
The S&P 500 HATES Rotation The S&P 500 is not what most people think. Ask a random person on the street: “What’s the S&P 500?” Most common answer I get: “It’s a stock index made up of America’s 500 largest companies.” Fair. I don’t expect...
1 day ago
3 MIN READ
Jensen Huang's iPhone Moment
Jensen Huang's iPhone Moment
Godspeed Godspeed
“The Super Bowl Of AI” We’re in the midst of something big… Technology is accelerating at rates unseen in human history. And AI is the root of it all. March 18th, NVIDIA’s Co-Founder and CEO Jensen Huang took center stage – leather jacket to...
3 days ago
4 MIN READ
BYD's *Near* Instantaneous Charging
BYD's *Near* Instantaneous Charging
Godspeed Godspeed
BYD’s *Near* Instantaneous Charging Imagine charging your EV instantaneously… crazy as it sounds – this dream is not an outlandish request. BYD just unveiled a major battery breakthrough… This week, the Chinese EV maker showcased its 1,000kW...
5 days ago
2 MIN READ
Is the DataCenter theme dead? Are we there yet?
Is the DataCenter theme dead? Are we there yet?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...
1 week ago
18 MIN READ
Palantir Is the Supreme of Tech
Palantir Is the Supreme of Tech
Godspeed Godspeed
Welcome Good morning – happy Saturday folks. Welcome to The Godspeed Weekly. Let’s dive in… Palantir Is the Supreme of Tech In case you missed it – Supreme was the hottest thing in the late-2010s. The spicy streetwear brand built its name...
1 week ago
4 MIN READ
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You Know The Drill
Larry Thompson HostileCharts
The Truth Hurts Another down week in the market. Risk management remains the priority. I admit—it can be lame. It’s much easier to run some all-time high scans and post those charts. If only it were that easy. My work starts with the market environment...
1 week ago
4 MIN READ
Was this a Capitalution?, EuroZone & Smart Advertising
Was this a Capitalution?, EuroZone & Smart Advertising
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Was this a Capitulation?, Growth Slowdown? Non-farm payrolls, Gold Adjusted Q1 GDP Market: Positioning, Bubble in quality, Twitter Momentum, A tradable bottom?, Eurozone, Nasdaq’s...
2 weeks ago
19 MIN READ
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Ingredients for a Stock Market Bottom
Larry Thompson HostileCharts
Rough Week No way to sugarcoat it. This week in the market sucked. All US Major Market ETFs were down more than 2% DIA ( ▲ 0.55% )  SPY ( ▲ 0.56% )  IWV ( ▲ 0.65% )  IWB ( ▲ 0.54% )  QQQ ( ▲ 0.74% )  VTI ( ▲ 0.47% )  OEF ( […]
2 weeks ago
6 MIN READ
A Lunar Lander Lands Sideways
A Lunar Lander Lands Sideways
Godspeed Godspeed
Happy Friday from snowy Sedona! The commercial space race is well underway. Let’s dive in… Intuitive Machines’ Latest Moon Landing Monday, Firefly Aerospace successfully landed Blue Ghost on the Moon. Today, Intuitive Machines’ Athena arrived at...
2 weeks ago
2 MIN READ