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David Nicholas

@DavidANicholas • 13,784 subscribers

Husband. Father. Entrepreneur. Defender of free markets. CEO of @NicholasWealth. PM of @xfunds_ 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.

77,035 Aufrufe

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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.

713,714 Aufrufe • vor 5 Monaten

A hot jobs report on Friday will mean good news is bad news. If we see 160K–200K jobs, the bond market could sell off significantly as markets worry about inflation staying elevated. A growing economy is good. But for markets, October could be rough.

A hot jobs report on Friday will mean good news is bad news. If we see 160K–200K jobs, the bond market could sell off significantly as markets worry about inflation staying elevated. A growing economy is good. But for markets, October could be rough.

40,721 Aufrufe • vor 13 Tagen

It’s good to see the Mag 7 coming back to life, but the market remains too dependent on mega-cap AI. Small caps are getting hit, and we need rate relief and broader market participation. Key earnings reports coming next week should give us a read on how the broader market is doing.

It’s good to see the Mag 7 coming back to life, but the market remains too dependent on mega-cap AI. Small caps are getting hit, and we need rate relief and broader market participation. Key earnings reports coming next week should give us a read on how the broader market is doing.

12,887 Aufrufe • vor 5 Tagen

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 Aufrufe • vor 8 Monaten

$IONQ at $45 today could easily see $90 or even $100. What most investors are missing is the defense opportunity. IonQ has added defense contractors and recently struck a deal to provide the compute. I think that military and defense angle is huge going forward and could continue to drive the stock higher.

$IONQ at $45 today could easily see $90 or even $100. What most investors are missing is the defense opportunity. IonQ has added defense contractors and recently struck a deal to provide the compute. I think that military and defense angle is huge going forward and could continue to drive the stock higher.

12,078 Aufrufe • vor 13 Tagen

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.

164,877 Aufrufe • vor 9 Monaten

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!

66,652 Aufrufe • vor 3 Monaten

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.

155,609 Aufrufe • vor 10 Monaten

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.

320,143 Aufrufe • vor 2 Jahren

$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.

81,342 Aufrufe • vor 9 Monaten

America’s $40 trillion national debt and trillion-dollar deficits have investors looking for assets the government cannot print. Gold is up 15% in the last month, while our XFUNDS $GLDN ETF has jumped approximately 30%. Great joining Ashley Webster to discuss the additional upside potential in gold miners.

America’s $40 trillion national debt and trillion-dollar deficits have investors looking for assets the government cannot print. Gold is up 15% in the last month, while our XFUNDS $GLDN ETF has jumped approximately 30%. Great joining Ashley Webster to discuss the additional upside potential in gold miners.

17,630 Aufrufe • vor 1 Monat

America’s national debt is approaching $40 TRILLION. What we are doing to our kids and grandkids is immoral. The ballooning national debt has to stop, or Americans will keep paying the price through higher interest rates.

America’s national debt is approaching $40 TRILLION. What we are doing to our kids and grandkids is immoral. The ballooning national debt has to stop, or Americans will keep paying the price through higher interest rates.

15,391 Aufrufe • vor 1 Monat

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.

51,331 Aufrufe • vor 8 Monaten

The Fed shouldn't hike rates in response to temporary pressures. Inflation is being driven by the AI capex boom and the war in the Middle East. With the war hopefully ending soon and the outlook improving, a rate hike would do more harm than good.

The Fed shouldn't hike rates in response to temporary pressures. Inflation is being driven by the AI capex boom and the war in the Middle East. With the war hopefully ending soon and the outlook improving, a rate hike would do more harm than good.

10,483 Aufrufe • vor 1 Monat

AI stocks are splitting into two camps, the suppliers and the spenders. The Mag 7 spenders are down 8% while AI chip and memory suppliers are up 22%. Don’t give up on Microsoft $MSFT or the Mag 7, this looks like rotation under the surface and a buy the dip moment!

AI stocks are splitting into two camps, the suppliers and the spenders. The Mag 7 spenders are down 8% while AI chip and memory suppliers are up 22%. Don’t give up on Microsoft $MSFT or the Mag 7, this looks like rotation under the surface and a buy the dip moment!

20,941 Aufrufe • vor 3 Monaten

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.

26,231 Aufrufe • vor 6 Monaten

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 Aufrufe • vor 8 Monaten