JaguarAnalytics
@JaguarAnalytics • 72,707 subscribers
Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity
Videos
If you're struggling to understand why AI infrastructure stocks like $NBIS, $CIFR, $WULF and $IREN are acting so weak, or $CRWV delayed construction in Texas, or E&C stocks $J and $ACM collapsed after earnings, let me offer this explanation: Slide deck:
JaguarAnalytics246,915 Aufrufe • vor 6 Monaten
$TSLA More bad news for Tesla. 60 Minutes is going to air on Sunday, March 31st about FSD investigation.
JaguarAnalytics572,254 Aufrufe • vor 2 Jahren
$GOOG TPU vs $NVDA GPU Should Google's capex guidance in Feb-26 earnings points to plateauing Nvidia dependence and accelerating TPU deployment, the boldface in Gemini 3’s model card will look like a precise timestamp on a shift in the balance of industrial power in AI.
JaguarAnalytics80,104 Aufrufe • vor 6 Monaten
$CRWV The CoreWeave Canary My first cut at using NotebookLM (new product launched by Google). Used a single Jag research note (pdf) that I issued to clients last week, and asked AI to generate a video without diving into deep thinking. Intentionally kept very basic. Result 👇
JaguarAnalytics62,614 Aufrufe • vor 7 Monaten
$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:
JaguarAnalytics40,651 Aufrufe • vor 7 Monaten
Perhaps we are underestimating how much US Dollar may continue to fall for as long as some level of disruption remains with the Strait of Hormuz that squeezes margins of Asian suppliers and materially impacts the re-cycling of global surpluses into US Treasuries.
JaguarAnalytics15,313 Aufrufe • vor 2 Monaten
Chat GPT - Here is a little life hack for ya. After this probably will never use Siri again:
JaguarAnalytics128,308 Aufrufe • vor 3 Jahren
The Great AI Precision Divide: $NVDA Blackwell and $GOOG Ironwood Continuing down the rabbit hole. Yes, I'm a market nerd. I love researching to find hidden angles, sharing my thoughts, and of course making money. What would you rather have: Precision or reliability? 👇
JaguarAnalytics33,439 Aufrufe • vor 6 Monaten
Many people are acting surprised by decent earnings, guidance and price action despite tariffs. May be simple answer is corporate America was better prepared having learned from 2018, and weak hands already panicked and sold after Liberation Day. My 20 min rant this morning 👇
JaguarAnalytics12,075 Aufrufe • vor 1 Jahr
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