Chris Versace (@chrisjversace) 's Twitter Profile
Chris Versace

@chrisjversace

CIO & Thematic Strategist @TematicaRsrch; PM for @TheStreetPro Portfolio; Podcast host, model & index builder, author, and dog lover.

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linkhttps://pro.thestreet.com calendar_today01-10-2010 16:40:25

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PMI Update Drives Likelihood of Jackson Hole Rate Cut Stance This last data point before Jerome Powell speaks increases the odds of clear interest rate comments. #stocks #Fed #ratecut #noratecut #Powell #economy #PMI #inflation #Tariffs pro.thestreet.com/portfolio/pmi-…

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.Lisa Abramowicz Jonathan Ferro Why do you think there is little attention being paid to what the Flash August PMI from S&P Global said about August employment strength? Employment rose for a sixth successive month, with the pace of job creation hitting the highest since January (and

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Nondefense capital goods orders excluding aircraft—a proxy for business investment—increased 1.1% in July after falling 0.6% in June

Nondefense capital goods orders excluding aircraft—a proxy for business investment—increased 1.1% in July after falling 0.6% in June
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Latest Consumer AI Adoption Data Shapes Our Thinking on Key Holdings While a clear killer application has yet to emerge, shopping is a potential contender. #AI #GenAI #consumer #shopping ChatGPT $GOOGL $META $AMZN $AAPL $CSCO pro.thestreet.com/portfolio/late…

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Preparing for NVIDIA's Highly Anticipated Earnings How we’re approaching frothy expectations that could leave investors disappointed. $NVDA $HPQ $DELL $SNOW $MDB pro.thestreet.com/portfolio/vide…

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.@NVIDIA's earnings are out... glad we had a plan Preparing for Nvidia’s Highly Anticipated Earnings How we’re approaching frothy expectations that could leave investors disappointed. $NVDA pro.thestreet.com/portfolio/vide…

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Why We're Sticking With This Nvidia Price Target After Market's Reaction to Earnings We're still in the early AI innings, but tracking adoption metrics is important. $NVDA $CRWV $META $GOOGL $AMZN $MSFT $TSM $HNHPF pro.thestreet.com/portfolio/stic…

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We always need to waiting for the earnings call, but if you review the $ESTC earnings press release a big question is why did deferred revenue and RPOs drop QoQ vs. rise at $SNOW $NOW and others? 🤔

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August Portfolio Roundup: A Busy and Net-Positive Month for the Portfolio We've got ample firepower and our shopping list ready should September live up to its reputation as a challenging time for the market. #investing #stockmarket #Powell #economy #September