Manish Saini (@ms_ny_trader) 's Twitter Profile
Manish Saini

@ms_ny_trader

ex hedge funder and ecm banker. business owner, mentor, and teacher.

ID: 1468583925710790668

calendar_today08-12-2021 14:11:25

964 Tweet

494 Takipçi

54 Takip Edilen

Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

Top 10 Sectors sorted by RS >70. Home Improvement continues to be a theme as high refi/mortgage rates become an impediment to home turnover EXP,CRH,MLM,VMC,CX,ASPN,BLDR,AZEK,TREX,WMS,MAS In January this list identified Electrical Components (VRT) and the stock never looked back

Top 10 Sectors sorted by RS >70.  Home Improvement continues to be a theme as high refi/mortgage rates become an impediment to home turnover
EXP,CRH,MLM,VMC,CX,ASPN,BLDR,AZEK,TREX,WMS,MAS
In January this list identified Electrical Components (VRT) and the stock never looked back
Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

largest spike in intraday put/call ratio since jan 23. typically a contrarian indicator. protection being bought at the wrong time?

largest spike in intraday put/call ratio since jan 23.  typically a contrarian indicator.  protection being bought at the wrong time?
Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

TSLA over YTD vwap (white). ATH vwap (green) next stop. Deliveries strong but energy storage products upside is what is likely going into analysts' models next line item

TSLA over YTD vwap (white).  ATH vwap (green) next stop.  Deliveries strong but energy storage products upside is what is likely going into analysts' models next line item
Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

$GEV some of the best earnings growth prospects for 2025 in the market. Theme - powering data centers using nat gas and a nuclear option. $80b market cap + $800mm average $ vol traded + 20% 5 year EPS CAGR is an institutional dream.

$GEV some of the best earnings growth prospects for 2025 in the market.  Theme - powering data centers using nat gas and a nuclear option.  $80b market cap + $800mm average $ vol traded + 20% 5 year EPS CAGR is an institutional dream.
Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

$GEV ECP founder and senior partner Doug Kimmelman told the WSJ that one of the big "bottlenecks" in AI development is electricity availability, adding that natural gas will be "at the forefront" of energy generation breakingthenews.net/Article/KKR-EC…

Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

$GEV 3 weeks tight going into Dec 10th Investor Day. Analysts expecting a guide up in margins driven by "sold out" gas power turbines demand due to a rapid surge in data center growth. gevernova.com/investors/even…

Manish Saini (@ms_ny_trader) 's Twitter Profile Photo

$GEV GE Vernova’s small modular reactor, BWRX-300, could play a role in developing more nuclear power over the next decade. The General Electric spinoff is targeting more than $2 billion in annual revenue from its small reactor business by the mid-2030s. cnbc.com/2024/11/30/ge-…

Patrick OShaughnessy (@patrick_oshag) 's Twitter Profile Photo

My guest today is Paul Tudor Jones (Paul Tudor Jones), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100%