Fraser Slater(@fraser_slater1) 's Twitter Profile Photo

Investor Sentiment surveys miss retail which is c30pc of the market now. Sentiment is far more bullish than the surveys show …

Investor Sentiment surveys miss retail which is c30pc of the market now. Sentiment is far more bullish than the surveys show …
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Fraser Slater(@fraser_slater1) 's Twitter Profile Photo

- What's the fuss?
t/o 3% >est
Eps 88c vs 81e BUT 5c due to lwr tax chg & upgrades of just c2-3%
DataC (60% t/o) MISS -6% t/o g vs 1%e
Gaming (30% t/o) BEAT 16% t/o g vs 1%e. Say inventory correction over
90x for 25% CAGR +2yrs so PEG 3.6x
50% fib, MACD roll & dbl top?

#NVIDIA - What's the fuss? 
t/o 3% >est
Eps 88c vs 81e BUT 5c due to lwr tax chg & upgrades of just c2-3% 
DataC (60% t/o) MISS -6% t/o g vs 1%e
Gaming (30% t/o) BEAT 16% t/o g vs 1%e. Say inventory correction over
90x for 25% CAGR +2yrs so PEG 3.6x
50% fib, MACD roll  & dbl top?
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Fraser Slater(@fraser_slater1) 's Twitter Profile Photo

'Nonuple' Top on FTSE 100 is Worrying
* The FTSE's relatively strong performance may be about to end
* Poor fundamentals, PER contraction and technical breakdown likely
* Portfolio: +37% ytd
* Subscribe now & never miss an update ...
the10tonwhale.substack.com/p/nonuple-top-…

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