The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @TrendSpiderViews › | 0 | 1 | 0 | 0 |
 @hkuppyViews › | 0 | 1 | 0 | 0 |
 @Mr_DerivativesViews › | 1 | 0 | 0 | 0 |
@Mr_Derivatives: Two months ago the top 10 S&P500 performers were dominated by chips/memory sector; now led by $MRNA with $VLO rising, as quoted previous top was $SNDK.Partly aligned. No clearly opposing views so far.
@Mr_DerivativesViews ›@hkuppy notes it has been tough this year refusing to mindlessly speculate on the AI Mania. Trade schools $LINC and $UTI have really hurt, but he has added real size the whole way down and they are now one of the largest exposures. This was offset by solid performance in refiners $MPC and $VLO which he has now harvested. The rest of the book was mostly a wash.@TrendSpiderViews ›@Mr_Derivatives: Two months ago the top 10 S&P500 performers were dominated by chips/memory sector; now led by $MRNA with $VLO rising, as quoted previous top was $SNDK. (Bullish)Two months ago the top 10 S&P500 performers were dominated by chips/memory sector; now led by $MRNA with $VLO rising, as quoted previous top was $SNDK.
Two months ago the top 10 performers in the S&P500 was DOMINATED by the chips/memory sector. Fast forward to today and it looks much more different now. Led by, none other than $MRNA. And look at $VLO sneaking up on everyone!
Reasoning: Technicals
@hkuppy notes it has been tough this year refusing to mindlessly speculate on the AI Mania. Trade schools $LINC and $UTI have really hurt, but he has added real size the whole way down and they are now one of the largest exposures. This was offset by solid performance in refiners $MPC and $VLO which he has now harvested. The rest of the book was mostly a wash.
Been tough this year when you refuse to mindlessly speculate on the AI Mania… Those trade schools ($LINC and $UTI) have really hurt. However, I have added real size the whole way down, and they’re now one of our largest exposures. This was offset by solid performance in refiners ($MPC and $VLO) which I have now harvested. The rest of the book was mostly a wash…
Reasoning: Fundamentals
October's biggest S&P 500 winners so far: PTC $PTC +35%, Marathon Petroleum $MPC +21%, Crown Castle $CCI +21%, Valero Energy $VLO +18%, Vistra $VST +17%, CDW $CDW +17%, APA $APA +16%, Moderna $MRNA +16%, Phillips 66 $PSX +15%, Fair Isaac $FICO +15%.
October's biggest S&P 500 winners so far 📈 🟢 PTC $PTC +35% 🟢 Marathon Petroleum $MPC +21% 🟢 Crown Castle $CCI +21% 🟢 Valero Energy $VLO +18% 🟢 Vistra $VST +17% 🟢 CDW $CDW +17% 🟢 APA $APA +16% 🟢 Moderna $MRNA +16% 🟢 Phillips 66 $PSX +15% 🟢 Fair Isaac $FICO +15% http://trendspider.cc/SidekickAI
Reasoning: Not tagged by analyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.