Nvidia ($NVDA) is trading -$5 to $194 today.
I wrote this yesterday when Nvidia was trading at $201:
I am not great on technicals.
But from a fractal standpoint, Nvidia (NVDA) broke an important technical line yesterday.
Position: None
BY Doug Kass · Jun 24, 2026, 9:27 AM EDT
Position: None
The bond market just went red.
And financials have reversed hard (e.g., Goldman Sachs)
Position: None
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
I have a 230 PM research meeting.
Back around 315 PM.
Til then, radio silence.
Position: None
We like the rash of bank dividend increases, but remain focus on the engine driving them.
Position: Long Cannabis
Position: None
Good relative strength and volume on this name means more upside could be in store.
Hyperscalers (“check writers”) vs. Chips (“check receivers”):
Position: None
At 12:52 PM:
Position: None
