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David Nicholas

@DavidANicholas • 13,432 subscribers

Husband. Father. Entrepreneur. Defender of free markets. CEO of @NicholasWealth. PM of @xfunds_ $BLOX $GIAX $FIAX $GLDN $SLVX $WEPN $NUKX $BHDG $NGHT Job 5:9

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$OPEN is the turnaround story of the year. They're making cash offers on homes, and if the Fed cuts rates as expected, the housing market will take off. A company like Opendoor is perfectly positioned to ride that wave.

$OPEN is the turnaround story of the year. They're making cash offers on homes, and if the Fed cuts rates as expected, the housing market will take off. A company like Opendoor is perfectly positioned to ride that wave.

76,797 просмотров

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Micron is trading at roughly 9x forward earnings while $AMD trades near 60x. Micron generates about five times more profit, yet trades at roughly one-fifth the multiple. I believe Wall Street has this wrong, and $MU reaching $1,000 within two years is not out of the question.

Micron is trading at roughly 9x forward earnings while $AMD trades near 60x. Micron generates about five times more profit, yet trades at roughly one-fifth the multiple. I believe Wall Street has this wrong, and $MU reaching $1,000 within two years is not out of the question.

707,752 просмотров • 1 месяц назад

Dip buying will rescue the market. There are times to buy and this is one of those moments with $MU earnings this week as the next catalyst. Press the gas and use a pullback as an opportunity to put money to work!

Dip buying will rescue the market. There are times to buy and this is one of those moments with $MU earnings this week as the next catalyst. Press the gas and use a pullback as an opportunity to put money to work!

66,354 просмотров • 7 дней назад

75% of U.S. post offices are privately owned. Postal Realty Trust owns just 6% with room to scale. $PSTL pays a 5% dividend, backed by the most reliable tenant in America: the federal government.

75% of U.S. post offices are privately owned. Postal Realty Trust owns just 6% with room to scale. $PSTL pays a 5% dividend, backed by the most reliable tenant in America: the federal government.

161,753 просмотров • 5 месяцев назад

October saw 105,000 jobs lost, November added just 64,000, and unemployment hit a 4-year high at 4.6%. Yet GDP grew 4.3%, the fastest in two years. Companies are doing more with less, showing growth can continue even as hiring stabilizes.

October saw 105,000 jobs lost, November added just 64,000, and unemployment hit a 4-year high at 4.6%. Yet GDP grew 4.3%, the fastest in two years. Companies are doing more with less, showing growth can continue even as hiring stabilizes.

164,872 просмотров • 6 месяцев назад

Google’s real “secret weapon” is still search: 2B+ daily users vs. OpenAI’s ~500M. And while OpenAI hopes to hit $20B in revenue this year, $GOOGL has already done $400B with $80B in free cash flow. That’s the kind of balance sheet that can outspend anyone in AI.

Google’s real “secret weapon” is still search: 2B+ daily users vs. OpenAI’s ~500M. And while OpenAI hopes to hit $20B in revenue this year, $GOOGL has already done $400B with $80B in free cash flow. That’s the kind of balance sheet that can outspend anyone in AI.

155,590 просмотров • 6 месяцев назад

Trump Media stock has soared by more than 50% in its debut on the Nasdaq. The American people are buying $DJT to send this message to Washington and Big Tech: Stop ignoring us and stop silencing us.

Trump Media stock has soared by more than 50% in its debut on the Nasdaq. The American people are buying $DJT to send this message to Washington and Big Tech: Stop ignoring us and stop silencing us.

319,945 просмотров • 2 лет назад

$MU trades at 10x forward earnings. Insane considering: - Revenue grew 45% last year - Forward revenue estimates >50% - 5-year average forward = 18x High growth, low valuation = a double-up opportunity.

$MU trades at 10x forward earnings. Insane considering: - Revenue grew 45% last year - Forward revenue estimates >50% - 5-year average forward = 18x High growth, low valuation = a double-up opportunity.

78,453 просмотров • 5 месяцев назад

The Federal Reserve has destroyed the dollar and crushed the middle class. Gold and silver are rallying, calling out governments around the world for their failures. It's why commodities may potentially be positioned for a stronger performance in 2026!

The Federal Reserve has destroyed the dollar and crushed the middle class. Gold and silver are rallying, calling out governments around the world for their failures. It's why commodities may potentially be positioned for a stronger performance in 2026!

67,162 просмотров • 6 месяцев назад

The stock market is surging for a reason. 85% of companies beat Q1 earnings, the strongest performance in five years, and this rally is no longer just about AI. - $DLTR up 13%. - $BBY up 15%. - $KSS up 20%. - $HRL up 15%. I joined Varney & Co. on Fox Business to discuss why the S&P 500 year-end target of 8,500 is absolutely in play.

The stock market is surging for a reason. 85% of companies beat Q1 earnings, the strongest performance in five years, and this rally is no longer just about AI. - $DLTR up 13%. - $BBY up 15%. - $KSS up 20%. - $HRL up 15%. I joined Varney & Co. on Fox Business to discuss why the S&P 500 year-end target of 8,500 is absolutely in play.

12,889 просмотров • 29 дней назад

We’ve fortified the $BLOX portfolio to help protect against volatility. Bought ATM puts and funded them by selling OTM calls. This helps protect our downside up to a 20% selloff.

We’ve fortified the $BLOX portfolio to help protect against volatility. Bought ATM puts and funded them by selling OTM calls. This helps protect our downside up to a 20% selloff.

48,502 просмотров • 5 месяцев назад

The April inflation report isn’t a broad-based inflation scare. Energy costs are doing most of the lifting, and when the Iran war ends, headline inflation will likely cool faster than most expect. Today’s pullback looks more like profit-taking than the end of the market rally.

The April inflation report isn’t a broad-based inflation scare. Energy costs are doing most of the lifting, and when the Iran war ends, headline inflation will likely cool faster than most expect. Today’s pullback looks more like profit-taking than the end of the market rally.

18,624 просмотров • 1 месяц назад

US jobs were revised down by 911,000, marking the largest revision in history. The Fed just got its wake-up call; a 50-basis-point cut should be on the table. With a lot of market-moving data coming out over the next two weeks, investors should stay tuned to Varney & Co..

US jobs were revised down by 911,000, marking the largest revision in history. The Fed just got its wake-up call; a 50-basis-point cut should be on the table. With a lot of market-moving data coming out over the next two weeks, investors should stay tuned to Varney & Co..

66,985 просмотров • 9 месяцев назад

The debate isn’t whether Iran is dangerous. It's why Washington politicians ignored it for decades. A regime with American blood on its hands does not get safer with time. Short-term pain now is far better than facing a more dangerous and costly reality later.

The debate isn’t whether Iran is dangerous. It's why Washington politicians ignored it for decades. A regime with American blood on its hands does not get safer with time. Short-term pain now is far better than facing a more dangerous and costly reality later.

26,186 просмотров • 3 месяцев назад

$100 oil and $4 gas are survivable short term. Long term they break markets. Until tankers move through the Strait of Hormuz, oil drops, and earnings hold, confidence will stay shaky. I joined Varney & Co. to discuss why this is a show me market.

$100 oil and $4 gas are survivable short term. Long term they break markets. Until tankers move through the Strait of Hormuz, oil drops, and earnings hold, confidence will stay shaky. I joined Varney & Co. to discuss why this is a show me market.

22,386 просмотров • 3 месяцев назад

The market selloff over Greenland is understandable. But if President Donald J. Trump drops a positive Truth Social, this dip could turn into a bounce. That’s why investors should use the pullback as a buying opportunity.

The market selloff over Greenland is understandable. But if President Donald J. Trump drops a positive Truth Social, this dip could turn into a bounce. That’s why investors should use the pullback as a buying opportunity.

28,998 просмотров • 5 месяцев назад

President Donald J. Trump is spot on regarding Jerome Powell. Historically, the Fed funds rate should hover around 1% above inflation; today, it's 2% higher. This disconnect stifles growth. We need strategic rate cuts sooner rather than later!

President Donald J. Trump is spot on regarding Jerome Powell. Historically, the Fed funds rate should hover around 1% above inflation; today, it's 2% higher. This disconnect stifles growth. We need strategic rate cuts sooner rather than later!

53,931 просмотров • 1 год назад

Markets are hitting fresh records and this rally isn’t done. A pullback here is normal, not a warning sign, even with slightly overbought conditions. With strong earnings and easing oil prices, the worst is behind us and this is a market you want to own.

Markets are hitting fresh records and this rally isn’t done. A pullback here is normal, not a warning sign, even with slightly overbought conditions. With strong earnings and easing oil prices, the worst is behind us and this is a market you want to own.

14,739 просмотров • 2 месяцев назад

What we need to see: A multi day close above $70K will be the first sign of recovery. $BTC moves fast. What took 2 months to drop could rebound in days. That is why holding matters.

What we need to see: A multi day close above $70K will be the first sign of recovery. $BTC moves fast. What took 2 months to drop could rebound in days. That is why holding matters.

22,896 просмотров • 4 месяцев назад

Too Late Jerome Powell’s refusal to lower interest rates has delayed the small-cap boom. A potential September rate cut could finally lift this undervalued asset class. Great to join Charles V Payne to discuss why a broad approach with $VB is a smart way to put money to work.

Too Late Jerome Powell’s refusal to lower interest rates has delayed the small-cap boom. A potential September rate cut could finally lift this undervalued asset class. Great to join Charles V Payne to discuss why a broad approach with $VB is a smart way to put money to work.

38,919 просмотров • 10 месяцев назад

To put the AI boom into perspective: NVIDIA's recent 10-gigawatt deal requires enough energy to power 7 million homes. That's the entire city of New York. I joined Varney & Co. to discuss why the real winners of the AI trade might not just be the chipmakers, but those who power them. Think energy, nuclear, and renewables!

To put the AI boom into perspective: NVIDIA's recent 10-gigawatt deal requires enough energy to power 7 million homes. That's the entire city of New York. I joined Varney & Co. to discuss why the real winners of the AI trade might not just be the chipmakers, but those who power them. Think energy, nuclear, and renewables!

30,644 просмотров • 8 месяцев назад