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
$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 次观看 • 6 个月前
$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 次观看 • 7 个月前
$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 次观看 • 7 个月前
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 次观看 • 6 个月前
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 次观看 • 1 年前
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