What we NEED to see is an IMPROVEMENT in the deficit-to-GDP ratio

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 MSFT NASDAQ ACHETER -1,15%
   Entrée $499,70 06 sept 2026

   Actuel $493,95 08 sept 2026

   Résultat −$5,75

   vs. indice −0,6% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … IN THE MARKET IS REWARDING SENSATION AND I JUST EXPECTATIONS ANY SWINGS TO THE AUDIENCE. >> SO THE MARKET IS NOW THE STAGE NOW THE MARKET WANT TO SEE RESULTS NOT PROMISES THE MARKET WANTS TO SEE THE MONETIZING AI NOT JUST TALKING ABOUT IT SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING …

   SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS.

   Aller

2. 02 AMZN NASDAQ ACHETER -2,36%
   Entrée $258,51 06 sept 2026

   Actuel $252,40 09 sept 2026

   Résultat −$6,11

   vs. indice −1,8% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … IN THE MARKET IS REWARDING SENSATION AND I JUST EXPECTATIONS ANY SWINGS TO THE AUDIENCE. >> SO THE MARKET IS NOW THE STAGE NOW THE MARKET WANT TO SEE RESULTS NOT PROMISES THE MARKET WANTS TO SEE THE MONETIZING AI NOT JUST TALKING ABOUT IT SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING …

   SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS.

   Aller

3. 03 GOOGL NASDAQ ACHETER -0,03%
   Entrée $338,46 06 sept 2026

   Actuel $338,36 08 sept 2026

   Résultat −$0,10

   vs. indice +0,5% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS. >> AND SO OF COURSE THE QUESTION IS ABOUT THESE HYPER SCHOLARS AND RETURN INVESTMENT CAPITOL AND SOME OF THEM ARE ANSWERING THAT SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING AND I SEE SOME CHART SHOWING FREE CASH FLOW FOR THESE NAMES FEW YEARS OUT, THROUGH THE ROOF. >> SURE, YOU CAPITALIZE ON IT ALSO UNDERSTAND THAT THIS IS NOT JUST A TECH STORY NOW AND WHAT WE ACTUALLY SEE IS A SPENDING NOW MAKING ITS WAY INT…

   SOME SAY BOTH WE MAKE MONEY GOOGLE'S CLOUD BUSINESS EXPLODED HIGHER AS OF THOSE ARE AREAS THAT YOU'RE LOOKING TO TAKE ADVANTAGE OF BECAUSE THIS WOULD BE JUST THE BEGINNING

   Aller

4. 04 XOM NYSE ACHETER +0,75%
   Entrée $159,47 06 sept 2026

   Actuel $160,66 08 sept 2026

   Résultat +$1,19

   vs. indice +1,3% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …UGH OF A PRETTY HEFTY DEBITED THE QUESTION MY MIND OF THOUGH IS THAT WHEN WE THOUGHT THAT WORK WHEN THE CONFLICT, FRUIT 115 CASES IN 20 TODAY ALL THE WAY DOWN TO 60 HATED IF HE COMES IN THE QUICKLY COMING IN YOUR STOMACH MONEY IS NAMES. >> I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE, AND THE PORT FOR LA AND PORTFOLIO TENSIONS ENOUGH HOMES IN THE DATA ENTER ISSUE IS HUGE AND EVERYONE IS TALKING ABOUT THE PUSHBACK 70 PERCENT OPPOSITION I THANK YOU SO ONE OF THE REASONS IS ON THE AI INFRASTRUCTURE * BACK OF IT HERE. KAND…

   I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE

   Aller

   Contexte extrait par IA "I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID ... POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE"

5. 05 CVX NYSE ACHETER +0,67%
   Entrée $208,60 06 sept 2026

   Actuel $209,99 08 sept 2026

   Résultat +$1,39

   vs. indice +1,2% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   …UGH OF A PRETTY HEFTY DEBITED THE QUESTION MY MIND OF THOUGH IS THAT WHEN WE THOUGHT THAT WORK WHEN THE CONFLICT, FRUIT 115 CASES IN 20 TODAY ALL THE WAY DOWN TO 60 HATED IF HE COMES IN THE QUICKLY COMING IN YOUR STOMACH MONEY IS NAMES. >> I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE, AND THE PORT FOR LA AND PORTFOLIO TENSIONS ENOUGH HOMES IN THE DATA ENTER ISSUE IS HUGE AND EVERYONE IS TALKING ABOUT THE PUSHBACK 70 PERCENT OPPOSITION I THANK YOU SO ONE OF THE REASONS IS ON THE AI INFRASTRUCTURE * BACK OF IT HERE. KAND…

   I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID WHEN WE INVESTED IN THESE COMPANIES, THERE WERE TWO REASONS AND ONE WAS A GEOPOLITICAL TENSIONS THE OTHER IS THAT TREMENDOUS AI DATA WILL BENEFIT FROM THAT AS WELL. GEOPOLITICAL TENSIONS, BUT PEOPLE ANTICIPATING WOULD END QUICKLY WE DON'T THINK THAT IT WILL LAST AT LEAST NOT UNTIL AFTER THE MIDTERM ELECTIONS BECAUSE ELON KNOWS THE GAME THEY'RE GOING TO TRY TO PROBABLY EXTEND AS OF THESE NAMES POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE

   Aller

   Contexte extrait par IA "I THINK THESE ARE GOOD COMPANIES PAYING GOOD DIVIDENDS INTERESTING CLEAT BUSINESSES SOLID AND OIL IS VERY VALID ... POTENTIALLY WILL CONTINUE TO DO WELL AND IS IMPORTANT TO HAVE IT AS A HEDGE"

6. 06 CAT NYSE ACHETER +1,05%
   Entrée $813,94 06 sept 2026

   Actuel $822,48 08 sept 2026

   Résultat +$8,54

   vs. indice +1,6% SPY −0,5% sur la même période

   Citer cette recommandation · Voir la vidéo source * †

   Contexte de la transcription source

   … SHORTAGE RIGHT AND JUST LIKE THE CHP SHORTAGE COMING BENEFITED NOTHING WITH US, THIS SHORTAGE IN CONSTRAINTS WILL BENEFIT INCOME IS THAT ALREADY HAVE THOSE DEALS AND PERMITS AND CONTINUE TO BENEFIT AND VERY IMPORTANT TO SEE INVESTED THERE SO THE COMPANIES LIKE CATERPILLAR COMPANIES AND THAT INFRASTRUCTURE WILL BUILD OUT IS IMPORTANT TO HAVE IT DIVERSIFICATION HAVE THE I DON'T THINK IT WILL BE RELATIVE BUT SHORT-TERM DESTRUCTION SURE SO YOU NEED TO HAVE

   SO THE COMPANIES LIKE CATERPILLAR COMPANIES AND THAT INFRASTRUCTURE WILL BUILD OUT IS IMPORTANT TO HAVE IT DIVERSIFICATION

   Aller