Tomorrow starts Q4.
If you could choose ONE asset for our next deep dive, which would it be?
September ends with a useful reminder:
• Nasdaq closed +0.24%.
• S&P 500 closed −0.25%.
• US 10-year Treasury yields rose.
• Micron’s next-quarter revenue forecast beat expectations.
Strong AI earnings and pressure from bond yields can coexist. That’s why I’m watching both company results and financial conditions as we enter October.
I’m building my portfolio from a salary, learning along the way. Every contribution takes work, so I want to understand what I’m buying—and what could weaken my thesis.
Let’s build our Q4 watchlist together:
₿ BTC and institutional adoption?
🔬 MU and AI-memory demand?
⚡ ETH, SOL or BNB?
📈 An equity available through bStocks?
Drop ONE ticker and your thesis in one sentence.
I’ll use your comments to choose the next analysis: the opportunity, the risks and the evidence worth watching.
Follow along as we connect crypto with TradFi and document the process.
#bitcoin #TradFi #EarningsSeason
$BTC $NVDA.US $HYPE
If you could choose ONE asset for our next deep dive, which would it be?
September ends with a useful reminder:
• Nasdaq closed +0.24%.
• S&P 500 closed −0.25%.
• US 10-year Treasury yields rose.
• Micron’s next-quarter revenue forecast beat expectations.
Strong AI earnings and pressure from bond yields can coexist. That’s why I’m watching both company results and financial conditions as we enter October.
I’m building my portfolio from a salary, learning along the way. Every contribution takes work, so I want to understand what I’m buying—and what could weaken my thesis.
Let’s build our Q4 watchlist together:
₿ BTC and institutional adoption?
🔬 MU and AI-memory demand?
⚡ ETH, SOL or BNB?
📈 An equity available through bStocks?
Drop ONE ticker and your thesis in one sentence.
I’ll use your comments to choose the next analysis: the opportunity, the risks and the evidence worth watching.
Follow along as we connect crypto with TradFi and document the process.
#bitcoin #TradFi #EarningsSeason
$BTC $NVDA.US $HYPE