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The One Read

@theoneread

๐Ÿ“ฌ - Market highlights, important news and economic analysis in under 5 min! ๐Ÿ‘‡ ๐Ÿ๐ซ๐ž๐ž newsletter below ๐Ÿ‘‡

ID: 1609576788111376385

linkhttp://TheOneRead.com calendar_today01-01-2023 15:46:36

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Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ $TLSA (TSLL) ETF flows which is a 2x bet on $TSLA saw weekly inflow of $651m last week. Largest weekly inflow since fund inception in 2022. As usual, Fintwit panicking over the weekend ๐Ÿ˜‚. $TSLA nice ๐ŸŸข bounce today.

๐Ÿšจ $TLSA (TSLL) ETF flows which is a 2x bet on $TSLA saw weekly inflow of $651m last week. 

Largest weekly inflow since fund inception in 2022.

As usual, Fintwit panicking over the weekend ๐Ÿ˜‚. 

$TSLA nice ๐ŸŸข bounce today.
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ ๐—–๐—ฃ๐—œ ๐—˜๐—ฆ๐—ง๐—œ๐— ๐—”๐—ง๐—˜๐—ฆ ๐–๐„๐ƒ๐๐„๐’๐ƒ๐€๐˜ $MS: 2.5% $GS: 2.5% $JPM: 2.4% $BAC: 2.4% $WFC: 2.4% $C: 2.4% LinCap ( Linsanity Capital ): 2.4% $BMO: 2.5% UBS: 2.4% HSBC: 2.5% BARCLAYS: 2.4% TD SECURITIES: 2.4% BNP PARIBAS: 2.4% JEFFERIES: 2.5% Consensus: 2.5% Prior: 2.3% $SPX $QQQ

๐Ÿšจ ๐—–๐—ฃ๐—œ ๐—˜๐—ฆ๐—ง๐—œ๐— ๐—”๐—ง๐—˜๐—ฆ ๐–๐„๐ƒ๐๐„๐’๐ƒ๐€๐˜ 

$MS: 2.5%
$GS: 2.5%
$JPM: 2.4%
$BAC: 2.4%
$WFC: 2.4%
$C: 2.4%
LinCap ( <a href="/JLinWins/">Linsanity Capital</a> ): 2.4%
$BMO: 2.5%
UBS: 2.4%
HSBC: 2.5%
BARCLAYS: 2.4%
TD SECURITIES: 2.4%
BNP PARIBAS: 2.4%
JEFFERIES: 2.5%

Consensus: 2.5%
Prior: 2.3%
$SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ NY Fed manufacturing data Mon โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Tue โ–ช๏ธ ๐Ÿšจ US Fed FOMC meeting Wed โ–ช๏ธ Housing starts Wed โ–ช๏ธ Quad witching options expiration Fri โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ NY Fed manufacturing data Mon
โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Tue
โ–ช๏ธ ๐Ÿšจ US Fed FOMC meeting Wed
โ–ช๏ธ Housing starts Wed
โ–ช๏ธ Quad witching  options expiration Fri

 โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ Existing ๐Ÿ  sales Mon โ–ช๏ธ Consumer confidence, $FDX earnings Tues โ–ช๏ธ New ๐Ÿ  sales, $MU earnings Wed โ–ช๏ธ Q1 final GDP estimate Thurs โ–ช๏ธ $NKE earnings Thurs โ–ช๏ธ ๐Ÿšจ PCE Fri โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ Existing ๐Ÿ  sales Mon
โ–ช๏ธ Consumer confidence, $FDX earnings Tues
โ–ช๏ธ New ๐Ÿ  sales, $MU earnings Wed
โ–ช๏ธ Q1 final GDP estimate Thurs
โ–ช๏ธ $NKE earnings Thurs
โ–ช๏ธ ๐Ÿšจ PCE Fri

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Over a decade in the making, robotaxis launch successfully for $TSLA today. Hardware + software = Robotaxi which will scale with AI in motion. Congrats to the team; and good luck to the shorts โšก๏ธ

Over a decade in the making, robotaxis launch successfully for $TSLA today. 

Hardware + software = Robotaxi which will scale with AI in motion. 

Congrats to the team; and good luck to the shorts โšก๏ธ
Rahul (@rhemrajani9) 's Twitter Profile Photo

$SPX nearing highs, ๐Ÿ—ฏ๏ธ: โ–ช๏ธ we have PCE data Fri โ–ช๏ธ Quarter end Mon 6.30 ๐Ÿšจ Followed by CPI, Earnings kickoff, US Fed meeting in July. A new bill by July 4th and more trade deal info awaits. Markets may ๐œ๐จ๐จ๐ฅ ๐จ๐Ÿ๐Ÿ soon, but higher end of the year is on the cards. ๐ŸŽฒ

$SPX nearing highs, ๐Ÿ—ฏ๏ธ:

โ–ช๏ธ we have PCE data Fri 
โ–ช๏ธ Quarter end Mon 6.30 

๐Ÿšจ Followed by CPI, Earnings kickoff, US Fed meeting in July. 

A new bill by July 4th and more trade deal info awaits. 

Markets may ๐œ๐จ๐จ๐ฅ ๐จ๐Ÿ๐Ÿ soon, but higher end of the year is on the cards. ๐ŸŽฒ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ End of quarter Mon โ–ช๏ธ ADP employment report Wed โ–ช๏ธ ๐Ÿšจ Non-farms payroll data Thurs โ–ช๏ธ Unemployment data Thurs โ–ช๏ธ ๐Ÿ‡บ๐Ÿ‡ธ Potential Big beautiful bill? Fri ๐Ÿ‡บ๐Ÿ‡ธ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ End of quarter Mon
โ–ช๏ธ ADP employment report Wed
โ–ช๏ธ ๐Ÿšจ Non-farms payroll data Thurs
โ–ช๏ธ Unemployment data Thurs
โ–ช๏ธ ๐Ÿ‡บ๐Ÿ‡ธ Potential Big beautiful bill? Fri ๐Ÿ‡บ๐Ÿ‡ธ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ ๐Ÿšจ CPI Tues โ–ช๏ธ Tues earnings: $C $BLK $JPM $WFC โ–ช๏ธ ๐Ÿšจ PPI Wed โ–ช๏ธ Wed earnings: $GS $JNJ $MS $BAC $ASML $UAL โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Thurs โ–ช๏ธ Thurs earnings: $NFLX $TSM โ–ช๏ธ OPEX options expiration Fri โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ ๐Ÿšจ CPI Tues
โ–ช๏ธ Tues earnings: $C $BLK $JPM $WFC
โ–ช๏ธ ๐Ÿšจ PPI Wed
โ–ช๏ธ Wed earnings: $GS $JNJ $MS $BAC $ASML $UAL
โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Thurs
โ–ช๏ธ Thurs earnings: $NFLX $TSM
โ–ช๏ธ OPEX options expiration Fri

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ ๐—–๐—ฃ๐—œ ๐—˜๐—ฆ๐—ง๐—œ๐— ๐—”๐—ง๐—˜๐—ฆ ๐“๐Ž๐Œ๐Ž๐‘๐‘๐Ž๐– $MS: 2.7% $GS: 2.7% $JPM: 2.7% $BAC: 2.7% $WFC: 2.6% $C: 2.6% LinCap ( Linsanity Capital ): 2.6% $BMO: 2.6% UBS: 2.6% CITADEL: 2.6% BARCLAYS: 2.6% TD SECURITIES: 2.6% BNP PARIBAS: 2.7% JEFFERIES: 2.6% Consensus: 2.6% Prior: 2.4% $SPX $QQQ

๐Ÿšจ ๐—–๐—ฃ๐—œ ๐—˜๐—ฆ๐—ง๐—œ๐— ๐—”๐—ง๐—˜๐—ฆ ๐“๐Ž๐Œ๐Ž๐‘๐‘๐Ž๐–

$MS: 2.7%
$GS: 2.7%
$JPM: 2.7%
$BAC: 2.7%
$WFC: 2.6%
$C: 2.6%
LinCap ( <a href="/JLinWins/">Linsanity Capital</a> ): 2.6%
$BMO: 2.6%
UBS: 2.6%
CITADEL: 2.6%
BARCLAYS: 2.6%
TD SECURITIES: 2.6%
BNP PARIBAS: 2.7%
JEFFERIES: 2.6%

Consensus: 2.6%
Prior: 2.4%
$SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ $KO $ISRG $LMT earnings Tue โ–ช๏ธ Existing ๐Ÿ  sales Wed โ–ช๏ธ ๐Ÿšจ $TSLA $GOOGL $IBM $CMG earnings Wed โ–ช๏ธ New ๐Ÿ  sales Thurs โ–ช๏ธ $BX $INTC $AAL earnings Thurs โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ $KO $ISRG $LMT earnings Tue
โ–ช๏ธ Existing ๐Ÿ  sales Wed
โ–ช๏ธ ๐Ÿšจ $TSLA $GOOGL $IBM $CMG earnings Wed
โ–ช๏ธ New ๐Ÿ  sales Thurs
โ–ช๏ธ $BX $INTC $AAL earnings Thurs

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ Consumer confidence Tue โ–ช๏ธ Tues earnings: $V $SOFI $PYPL $UPS $SPOT $BA $SBUX $BKNG โ–ช๏ธ ADP employment Wed โ–ช๏ธ ๐Ÿšจ US Fed FOMC decision โ–ช๏ธ Wed earnings: $META $MSFT $HOOD $ARM โ–ช๏ธ ๐Ÿšจ PCE Thurs โ–ช๏ธ Thurs earnings: $AAPL $AMZN $COIN $NET $RDDT โ–ช๏ธ ๐Ÿšจ Non-farm payrolls

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ Consumer confidence Tue
โ–ช๏ธ Tues earnings: $V $SOFI $PYPL $UPS $SPOT $BA $SBUX $BKNG
โ–ช๏ธ ADP employment Wed
โ–ช๏ธ ๐Ÿšจ US Fed FOMC decision 
โ–ช๏ธ Wed earnings: $META $MSFT $HOOD $ARM
โ–ช๏ธ ๐Ÿšจ PCE Thurs
โ–ช๏ธ Thurs earnings: $AAPL $AMZN $COIN $NET $RDDT
โ–ช๏ธ ๐Ÿšจ Non-farm payrolls
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ Remember Cramer crying about $META being a wrong pick in 2022. Price was $100 then. $775+ after todayโ€™s print in after hours right now. Inverse Cramer ๐Ÿ˜‚

Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ ๐Ÿšจ CPI Tue โ–ช๏ธ $SE $CRCL $CAVA $CRWV earnings Tues โ–ช๏ธ ๐Ÿšจ PPI Thurs โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Fri โ–ช๏ธ OPEX options expiration Fri โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ ๐Ÿšจ CPI Tue
โ–ช๏ธ $SE $CRCL $CAVA $CRWV earnings Tues
โ–ช๏ธ ๐Ÿšจ PPI Thurs 
โ–ช๏ธ Retail sales ๐Ÿ›๏ธ Fri
โ–ช๏ธ OPEX options expiration Fri

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ Just got my hands on the Robinhood Gold Card ๐Ÿ’ณ โ€” sleek UI, clean design โœ”๏ธ If Vlad Tenev & team keep up this product velocity, Chase Reserve might have real competition. Still some kinks for the team to iron out, but this oneโ€™s here to stay! $HOOD - well done ๐Ÿ‘

๐Ÿšจ Just got my hands on the <a href="/RobinhoodApp/">Robinhood</a> Gold Card ๐Ÿ’ณ โ€” sleek UI, clean design โœ”๏ธ

If <a href="/vladtenev/">Vlad Tenev</a> &amp; team keep up this product velocity, Chase Reserve might have real competition. Still some kinks for the team to iron out, but this oneโ€™s here to stay! $HOOD - well done ๐Ÿ‘
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ $SPX another record high. Imagine being bearish this entire way up with a few days to celebrate in April. 7k โ€ฆ

๐Ÿšจ $SPX another record high. 

Imagine being bearish this entire way up with a few days to celebrate in April. 

7k โ€ฆ
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ $PANW earnings Mon โ–ช๏ธ Housing starts, $HD earnings Tue โ–ช๏ธ ๐Ÿšจ July US Fed meeting min Wed โ–ช๏ธ Existing ๐Ÿ  sales Thurs โ–ช๏ธ $WMT , $ZM $WDAY earnings Thurs โ–ช๏ธ ๐Ÿšจ Powell speech at Jackson โ›ณ๏ธ โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX $QQQ

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ $PANW earnings Mon
โ–ช๏ธ Housing starts, $HD earnings Tue
โ–ช๏ธ ๐Ÿšจ July US Fed meeting min Wed
โ–ช๏ธ Existing ๐Ÿ  sales Thurs
โ–ช๏ธ $WMT , $ZM  $WDAY earnings Thurs
โ–ช๏ธ ๐Ÿšจ Powell speech at Jackson โ›ณ๏ธ

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX $QQQ
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿก Today, townhomes in good neighborhoods often top $1M. Wages havenโ€™t kept pace, yet demand still outstrips supply. Also, used to be able to get single family homes for same price decade or so ago. ๐Ÿšจ So, are these homes really worth a million bucks?

Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธNew ๐Ÿ  sales Mon โ–ช๏ธ Consumer confidence Tue โ–ช๏ธ $MDB $OKTA earnings Tues โ–ช๏ธ ๐Ÿšจ $NVDA $SNOW $CRWD earnings Wed โ–ช๏ธ Final GDP Q2; Pending ๐Ÿ  sales Thurs โ–ช๏ธ $DELL $AFRM $MRVL $ULTA $S earnings Thurs โ–ช๏ธ ๐Ÿšจ PCE data Fri โ–ช๏ธ FREE newsletter: TheOneRead.com

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธNew ๐Ÿ  sales Mon
โ–ช๏ธ Consumer confidence Tue
โ–ช๏ธ $MDB $OKTA earnings Tues
โ–ช๏ธ ๐Ÿšจ $NVDA $SNOW $CRWD earnings Wed
โ–ช๏ธ Final GDP Q2; Pending ๐Ÿ  sales Thurs
โ–ช๏ธ $DELL $AFRM $MRVL $ULTA $S earnings Thurs
โ–ช๏ธ ๐Ÿšจ PCE data Fri

โ–ช๏ธ  FREE newsletter: TheOneRead.com
Rahul (@rhemrajani9) 's Twitter Profile Photo

๐Ÿšจ $NVDA implied move for tomorrow sitting at ~ + or - {7%}. Does Nvidia set the stage for the next leg higher ? ๐Ÿ‘€

๐Ÿšจ $NVDA implied move for tomorrow sitting at ~ + or - {7%}.

Does Nvidia set the stage for the next leg higher ? ๐Ÿ‘€
Rahul (@rhemrajani9) 's Twitter Profile Photo

Week ahead ๐ŸŽž๏ธ: โ–ช๏ธ $ZS $NIO earnings Tues โ–ช๏ธ JOLTs job openings Wed โ–ช๏ธ $CRM $FIG earnings Wed โ–ช๏ธ ADP employment report Thurs โ–ช๏ธ $AVGO $LULU $DOCU $PATH earnings Thurs โ–ช๏ธ ๐Ÿšจ Non-farm payrolls and unemployment data Fri โ–ช๏ธ ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”> TheOneRead.com <โ€” $SPX

Week ahead ๐ŸŽž๏ธ:

โ–ช๏ธ $ZS $NIO earnings Tues
โ–ช๏ธ JOLTs job openings Wed
โ–ช๏ธ $CRM $FIG earnings Wed
โ–ช๏ธ ADP employment report Thurs
โ–ช๏ธ $AVGO $LULU $DOCU $PATH earnings Thurs
โ–ช๏ธ ๐Ÿšจ Non-farm payrolls and unemployment data Fri

โ–ช๏ธ  ๐—™๐—ฅ๐—˜๐—˜ newsletter: โ€”&gt; TheOneRead.com &lt;โ€” $SPX