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This Perplexity usecase blew my mind. I've always wanted a tool that tracks all S&P500 earnings and key things said by executives in their earnings calls. I simply do not have the time and bandwidth to read all 500. Prompt: I want an interactive dashboard that tracks every single...

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Ted Zhang

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253,195 görüntüleme • 3 ay önce •via X (Twitter)

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I can't find a sector of the economy that isn't using AI now. Every single sector, including all the small companies I invest in, is using an AI app and is spending more on AI applications than they did 18 months ago. It's a productivity tool and a margin enhancer. So this idea that it's a bubble in the sense that all these companies don't have earnings yet, it's a race to see who's gonna deliver the prize and I bet on all of them.
2:12

I can't find a sector of the economy that isn't using AI now. Every single sector, including all the small companies I invest in, is using an AI app and is spending more on AI applications than they did 18 months ago. It's a productivity tool and a margin enhancer. So this idea that it's a bubble in the sense that all these companies don't have earnings yet, it's a race to see who's gonna deliver the prize and I bet on all of them.

Kevin O'Leary aka Mr. Wonderful

13,596 görüntüleme • 8 ay önce

"Two companies alone account for 50% of the earnings growth in the first quarter, Micron and Nvidia. Two companies. That's it. 50% of the earnings growth. And if you roll it forward to the full year of 2026, those two companies account for a third of the entirety of the earnings growth." Cameron Dawson on the narrow nature of S&P 500 earnings growth
1:27

"Two companies alone account for 50% of the earnings growth in the first quarter, Micron and Nvidia. Two companies. That's it. 50% of the earnings growth. And if you roll it forward to the full year of 2026, those two companies account for a third of the entirety of the earnings growth." Cameron Dawson on the narrow nature of S&P 500 earnings growth

Excess Returns

31,361 görüntüleme • 2 ay önce

The S&P 500 and the Nasdaq advanced to record closing highs, boosted by robust earnings and a dip in crude prices
2:11

The S&P 500 and the Nasdaq advanced to record closing highs, boosted by robust earnings and a dip in crude prices

Reuters

28,392 görüntüleme • 1 ay önce

As a momentum trader you must find the stocks that are getting flows These are the themes, earnings winners, and stocks that institutions are buying Breaking down how I used this to make $100k+ over the last few days
7:20

As a momentum trader you must find the stocks that are getting flows These are the themes, earnings winners, and stocks that institutions are buying Breaking down how I used this to make $100k+ over the last few days

Sean trades

43,943 görüntüleme • 9 ay önce

Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.
2:59

Want to know the one indicator that signals a market crash? Most people think it's by unemployment or interest rates. But the market doesn't move based on those things - it moves on corporate profits. That’s why the indicator that matters the most is S&P 500 Real Earnings Growth - and it works like a binary signal: Above zero = Earnings are growing → Enter/Hold Below zero = Earnings are falling → Exit This indicator has predicted every major crash: • 1989: Earnings went negative → Market collapsed • 2000: Earnings went negative → Market halved • 2007: Earnings went negative → 60% crash • 2020: Earnings dipped → Market dropped It's the clearest market crash signal you'll find. Want to understand this indicator in more detail? I cover how to track it for free and how to interpret the signals in a 9-minute tutorial. Like + comment "CRASH" and I'll DM it to you.

Felix Prehn 🐶

134,667 görüntüleme • 6 ay önce

🚨 S&P 500 CRASHES EVERY TIME THIS LINE IS CROSSED 🚨 Look at the bottom indicator on this chart It tracks US inflation. And it has one consistent pattern Every time it crossed 4% - the S&P 500 crashed It happened in 2001, 2008 and 2022. Drops ranged from -27% to -57% Right now inflation sits at 3.8% and is accelerating Before the Iran war started in February it was at 2.4% Three months later it's already at 3.8%. Top economists are forecasting 6% by end of quarter The Fed can't cut rates with inflation rising. Which means borrowing stays expensive. Which means earnings fall. Which means the market follows The line is not a prediction. It's a track record. Get ready! NOTIFS ON!
0:42

🚨 S&P 500 CRASHES EVERY TIME THIS LINE IS CROSSED 🚨 Look at the bottom indicator on this chart It tracks US inflation. And it has one consistent pattern Every time it crossed 4% - the S&P 500 crashed It happened in 2001, 2008 and 2022. Drops ranged from -27% to -57% Right now inflation sits at 3.8% and is accelerating Before the Iran war started in February it was at 2.4% Three months later it's already at 3.8%. Top economists are forecasting 6% by end of quarter The Fed can't cut rates with inflation rising. Which means borrowing stays expensive. Which means earnings fall. Which means the market follows The line is not a prediction. It's a track record. Get ready! NOTIFS ON!

NoName

47,377 görüntüleme • 1 ay önce

The S&P 500 and Dow Jones Industrial Average powered to new highs on Friday and capped off a winning week as banking behemoths ushered in a promising start to the third-quarter earnings season. Find more:
0:53

The S&P 500 and Dow Jones Industrial Average powered to new highs on Friday and capped off a winning week as banking behemoths ushered in a promising start to the third-quarter earnings season. Find more:

CNBC

18,218 görüntüleme • 1 yıl önce

Wall Street closed higher as gains in Nvidia, Amazon and other tech companies lifted major indexes, with the S&P 500 software and services sector rebounding after recent declines
2:29

Wall Street closed higher as gains in Nvidia, Amazon and other tech companies lifted major indexes, with the S&P 500 software and services sector rebounding after recent declines

Reuters

23,656 görüntüleme • 4 ay önce

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.
1:22

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.

David Nicholas

12,889 görüntüleme • 25 gün önce

The S&P 500 barely managed a record closing high, its fifth straight day of gains with investor optimism ahead of megacap earnings reports being countered by a mixed reception to the latest earnings reports and a massive selloff in health insurer stocks
2:28

The S&P 500 barely managed a record closing high, its fifth straight day of gains with investor optimism ahead of megacap earnings reports being countered by a mixed reception to the latest earnings reports and a massive selloff in health insurer stocks

Reuters

27,346 görüntüleme • 4 ay önce

Today's companies that have voluntarily committed to all-in, upfront pricing are just the latest private-sector leaders responding to my call for action. This is a win for consumers and proof that our crackdown on junk fees has real momentum.
0:31

Today's companies that have voluntarily committed to all-in, upfront pricing are just the latest private-sector leaders responding to my call for action. This is a win for consumers and proof that our crackdown on junk fees has real momentum.

President Biden Archived

672,767 görüntüleme • 3 yıl önce

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.
1:35

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

Kevin O'Leary aka Mr. Wonderful

23,702 görüntüleme • 1 ay önce

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -
3:03

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -

Podcast Alpha

143,943 görüntüleme • 10 gün önce

About a month ago I built a new portfolio around the companies that make AI chips possible. Not the designers, but the infrastructure behind them. The stocks: $AMKR, $PLAB, $CLS, $ASX, $FN, $ONTO The portfolio is up 19% in ONE month. Everyone talks about $NVDA, but the real picks and shovels of the AI chip boom are in packaging (AMKR, ASX), contract manufacturing (CLS, FN), photomasks (PLAB), and process control equipment (ONTO). People keep asking why I chose these, so I had Perplexity Computer run a deep dive analysis on all six... 8 quarters of financials, gross/operating/net margin trends, debt and liquidity ratios, institutional ownership changes, insider buying and selling, full earnings call transcripts, beat/miss history, analyst price targets and recent upgrades, current valuation multiples vs 3 year historical averages, supply chain and geopolitical risk, capacity expansion stress tests, and a composite undervaluation ranking with the math shown. This is not financial advice, just a deep look at a sector I believe will outperform the broader market for the next decade.
8:49

About a month ago I built a new portfolio around the companies that make AI chips possible. Not the designers, but the infrastructure behind them. The stocks: $AMKR, $PLAB, $CLS, $ASX, $FN, $ONTO The portfolio is up 19% in ONE month. Everyone talks about $NVDA, but the real picks and shovels of the AI chip boom are in packaging (AMKR, ASX), contract manufacturing (CLS, FN), photomasks (PLAB), and process control equipment (ONTO). People keep asking why I chose these, so I had Perplexity Computer run a deep dive analysis on all six... 8 quarters of financials, gross/operating/net margin trends, debt and liquidity ratios, institutional ownership changes, insider buying and selling, full earnings call transcripts, beat/miss history, analyst price targets and recent upgrades, current valuation multiples vs 3 year historical averages, supply chain and geopolitical risk, capacity expansion stress tests, and a composite undervaluation ranking with the math shown. This is not financial advice, just a deep look at a sector I believe will outperform the broader market for the next decade.

Pepe Invests

1,087,943 görüntüleme • 2 ay önce

Perplexity is revolutionizing the world of finance. I prompted a dashboard comparing the 5-year performance of a traditional stock portfolio vs an AI-powered portfolio that adapts to realtime market sentiment and macro trends and Perplexity nailed it with stunning accuracy:
0:47

Perplexity is revolutionizing the world of finance. I prompted a dashboard comparing the 5-year performance of a traditional stock portfolio vs an AI-powered portfolio that adapts to realtime market sentiment and macro trends and Perplexity nailed it with stunning accuracy:

ₕₐₘₚₜₒₙ — e/acc

54,473 görüntüleme • 1 yıl önce

I built a live intraday theme monitor with Claude. Not a static watchlist. Not a manually refreshed table. A real, live, dashboard with live prices every second for the themes I actually trade. Here's what's it does: → Favourite themes tracked live intraday → 300+ stocks grouped by theme → Green/red breadth per theme (how many names up vs down) → % change at theme level, ranked → Custom themes I built myself (Psychedelics, Data Centers, Space...) → SPY reference baked in so I can see divergence instantly → Plugs into my news catalyst dashboard and watchlist so everything talks to each other → View it however I want: heatmap, table, radial chart Just one piece of a broader toolset I'm building into my app.
0:37

I built a live intraday theme monitor with Claude. Not a static watchlist. Not a manually refreshed table. A real, live, dashboard with live prices every second for the themes I actually trade. Here's what's it does: → Favourite themes tracked live intraday → 300+ stocks grouped by theme → Green/red breadth per theme (how many names up vs down) → % change at theme level, ranked → Custom themes I built myself (Psychedelics, Data Centers, Space...) → SPY reference baked in so I can see divergence instantly → Plugs into my news catalyst dashboard and watchlist so everything talks to each other → View it however I want: heatmap, table, radial chart Just one piece of a broader toolset I'm building into my app.

Valckrie

14,483 görüntüleme • 2 ay önce

🚨 JUST STOP AND LOOK AT THE CHART This isn’t just a simple S&P 500 chart - it’s S&P 500 divided by M2 money supply In short: “This is the real value of the asset, stripped of printed money” The strongest market bubbles were actually predicted using this chart: - Dotcom Bubble 2000 - AI Bubble 2025 Market is now overheated and longer this rally continues, the bigger bubble gets This signals only one thing - drop will be EXTREME Are you still looking at this chart and calling the S&P 500 a safe store of value? TURN NOTIFS ON - I'LL UPDATE SOON...
0:39

🚨 JUST STOP AND LOOK AT THE CHART This isn’t just a simple S&P 500 chart - it’s S&P 500 divided by M2 money supply In short: “This is the real value of the asset, stripped of printed money” The strongest market bubbles were actually predicted using this chart: - Dotcom Bubble 2000 - AI Bubble 2025 Market is now overheated and longer this rally continues, the bigger bubble gets This signals only one thing - drop will be EXTREME Are you still looking at this chart and calling the S&P 500 a safe store of value? TURN NOTIFS ON - I'LL UPDATE SOON...

Aralez 🐕

43,236 görüntüleme • 1 ay önce

🚨 Q4 Earnings Season is here! Screener provides powerful features to track Quarterly results: Quarterly results Tracker, Results Calendar, Concall Filters, Custom Screens, etc. The quarterly results tracker provides a powerful way to analyze and compare the performance of all companies in one place. You can filter results by Watchlists, Growth, Market Cap, and many more to make informed decisions this earnings season.
0:30

🚨 Q4 Earnings Season is here! Screener provides powerful features to track Quarterly results: Quarterly results Tracker, Results Calendar, Concall Filters, Custom Screens, etc. The quarterly results tracker provides a powerful way to analyze and compare the performance of all companies in one place. You can filter results by Watchlists, Growth, Market Cap, and many more to make informed decisions this earnings season.

Screener.in

57,344 görüntüleme • 1 yıl önce