Paper Gains
NVDA to the rescue?
2/25/2025, 7:04:49 AM
Economic Summary
- PCE forecast hot at 0.4% vs. consensus 0.3%
- First GDP revision due Thursday
- Multiple Fed speakers throughout week
- Consumer confidence and new home sales on calendar
- Seasonality shows late February often weak
Bullish
- Google wins $2.5B GCP deal with CRM
- Seasonality suggests March-July rally in presidential cycle
- ROBINHOOD holding 50-day SMA with strong long-term outlook
- SOFI holding key technical support near 14
- Rocket Lab potential long-term Mars exploration theme
Bearish
- HIMS margin impact from shift to name brand drugs
- IWM showing potential real damage near 200-day SMA
- NVDA earnings historically see profit taking day of report
- GOOGL facing overhead resistance and lagging trend
- META fully gave back earnings gap, potential dead cat bounce only
Bullish tickers
GOOGLHOODSOFIRKLB
Bearish tickers
HIMSIWMNVDAGOOGLMETA
People mentioned
Vlad