Common Sense Pre Market Comment
von J Rogan
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Great employment report, economy is humming. The AI train will not…
Great employment report, economy is humming. The AI train will not…
Über diesen Podcast
US stock market and politics, a couple of minutes of pre-market comment from James.
rogan.substack.com
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Die neuesten 20 von 103 Folgen
- Great employment report, economy is humming. The AI train will not be derailed. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Fantastic productivity growth. The AI Revolution is bearing fruit. And I am doubling down on the AI complex. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Democrats sweep but the AI trade remains ascendant. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Sentiment is very negative which is a strong signal of a market bottom. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- The AI trade has a long way to go. NVDA MU and Google are my top picks. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Investing in data centers will result in strong returns on capital. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Severe over reaction to Google, HBM memory sold out 2027 at double the price · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- SK Hynix says memory chips will be in short supply into the next decade. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- The outlook for AI remains bright. Terrific numbers from Corning and Coca Cola. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- The AI Revolution will move forward at Hyper Speed. · 3 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Equities generally and the AI trade specifically look terrific. Ignore the noise. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- SpaceX AI business is showing explosive growth. · 3 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Keep the faith, strong results from SpaceX and Meta will restore confidence. · 1 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Warsh signals no rate hike this month. · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- TSMC great numbers but inflation is running hot · 2 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- ASML great quarter · 3 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Memory Technology · 3 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- Micron has superior technology · 1 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
- #invest #top picks · 2 Min.Become a paid subscriber to receive the morning call each business day. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus…
- #relax #bull market · 1 Min.This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rogan.substack.com/subscribe
