Amit Kukreja
NVIDIA ALL TIME HIGHS, NIKE EARNINGS, TECHNICAL TUESDAY | MARKET CLOSE
9/30/2025, 11:29:42 PM
Economic Summary
- NASDAQ best September since 2010 with 4.5% gain
- S&P 500 up about 4% in September
- IWM small caps up 12.5% for Q3
- Government shutdown may furlough 750,000 workers
- Consumer confidence and JOLTS data solid
- Fed concerns over missing jobs data if shutdown happens
Bullish
- Robinhood momentum from S&P inclusion and event contracts growth
- NVIDIA breakout above 184 resistance with AI deal tailwinds
- Tesla building for breakout to 525 with Q3 deliveries catalyst
- Nike beats EPS and returns to revenue growth
- Bitcoin and Ethereum setup constructive for Q4 rally
- SMCI undervalued AI hardware play
- JD.com constructive hold and potential breakout
- CoreWeave major $14B deal with Meta boosting AI narrative
Bearish
- Government shutdown likely and may delay key economic data
- Meta facing investor concern over high spending and reliance on ads
- Amazon stuck below 225 resistance with legal overhang
- SoFi trend weakened, potential consolidation in October
- China stocks may rest after strong run
Bullish tickers
HOODNVDATSLANKEBTCETHSMCIJDCORW
Bearish tickers
METAAMZNSOFIMPZETA
People mentioned
Donald TrumpJerome PowellTom LeeElliott HillVlad TenevJD VanceChuck SchumerAustan GoolsbeeSatya NadellaElon MuskMark Zuckerberg