Technical Analyst at @ValueTrend | Founder: https://xitter.cf/t.co/wGDhCjoSPE | Contributor: @5iresearchdotca @capitalideasr @Schnellinvestor | Do your own due diligence.
Joined April 2015
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Stock Picking Vs. Strategy: Why Everyone Just Wants A Quick Fix setyourstop.com/stock-pickin…
SetYourStop, CMT🇨🇦 retweeted
FED PAUSE TODAY. TWO MORE HIKES AHEAD?
UBS expects two additional Fed rate hikes by mid-2027, yet sees the S&P 500 reaching 8,400 by June.
For today’s decision, Kalshi traders price a 95% chance of unchanged rates, versus just 6% for a hike.
Wall Street sees more tightening ahead, but not today.
Today’s SYS Research Morning Brief is live. 📡
Celestica’s outlook lifts AI optimism ahead of U.S. and Canadian rate decisions. 📝
$CLS.TO $NVDA $META $PSK.TO 🔍
Read today’s brief 👇
setyourstop.com/sys-research…
SetYourStop, CMT🇨🇦 retweeted
I'm joining The Morning Show shortly to chat about the oil market and oil & gas stocks:
xitter.cf/i/broadcasts/1lJQRWMLg…
SetYourStop, CMT🇨🇦 retweeted
Is this shaping up to be one of the biggest prediction market whiffs of all time?
SetYourStop, CMT🇨🇦 retweeted
Couche-Tard proposes up to $8 billion offer for Cumberland Farms, The Times reports - reuters.com/legal/transactio…
Canada has problems 🍁☠️ But where others see trouble, we see potential trading opportunities
In our latest blog, Keith Richards @ValueTrend examines 5 economic challenges facing Canada & reveals 5 trading ideas investors may be overlooking
Read more 👇
valuetrend.ca/5-ways-to-pote…
SetYourStop, CMT🇨🇦 retweeted
DeepSeek is 90% cheaper than frontier lab models.
They have access to China memory.
Their models are impressive.
And, Anthropic is scaring engineers away from building on their stack.
It’s so easy to swap out these LLMs in your harness too.
Probably a good idea to do secondary sales before you are in a lock-up.
The Number One Question
The number one question for engineers today is ‘Can I build off of Anthropic, or will they eat me?’
The number one question for Anthropic is does their future come from:
(i) becoming the essential delivery tool for the app layer,
or (ii) eating the app layer P&L?
regardless, the demand for compute goes up.
If you are an entrepreneur, there is less competition inside the regulated perimeter.
That’s where Harvey (Legal), Rogo (Finance), Basis (CPAs), and Lumida (Wealth) are playing.
See how we approach the markets at @ValueTrend, from spotting opportunities to assessing risk. 🔍📈
Explore our research on the blog.
Subscribe to get new posts delivered straight to your inbox.👇
valuetrend.ca/blog/
