20251023 dossier BIG Techs

Apres une montée des cours spectaculaire, voyons si les revenus suivent ou decrochent .Un cours qui prend 10% de cotation doit prendre 10% de revenus en plus, sous peine de voir son PER augmenter, ce qui le décorrèle de son marché et de ses fondamentaux – mais...

20251022 services petroliers

Prompt Ecris un tableau de 10 sociétés de services pétroliers ou « Oil & Gas Equipment & Services », avec leur ticker, exposition au cycle du pétrole selon type d’activité, EBITDA, efficacité opérationnelle, sensibilité à une hausse du petrole / projection en...

20251021 alternative to DXY

🧭 Why Not DXY? The DXY is the most common reference for the USD’s value — but it’s biased: It’s heavily weighted toward the euro (≈58%), with smaller weights for yen, pound, Canadian dollar, Swedish krona, and Swiss franc. It excludes major emerging market currencies...

Portfolio and Holding periods

HOLD NVIDIA (NVDA) - years+ 🧭 1. Long-Term (3–10+ years) — “Hold through AI expansion” Best for: Growth investors or those believing in AI’s long-term dominance. Rationale: NVIDIA is the backbone of AI infrastructure, leading in GPUs, data centers, and software (CUDA,...

Unusual Options Activity

Chasing Unusual Options Activity no free plan for that : The reality is that real-time, comprehensive UOA data is expensive to aggregate, which is why most quality sources charge for it. The free options give you glimpses, but not the full picture. SwaggyStocks is...