Enrico Barbares - Channel

Tasso di partecipazione al lavoro 🇺🇸 di uomini (linea arancione) e donne (linea viola). @enricobarbares

Il PE forward del NASDAQ 100 è pari a 22,2x, inferiore alla media dell'ultimo anno e degli ultimi 5 anni. @enricobarbares

YARDENI LIFTS S&P 500 TARGET TO 8,400 Ed Yardeni raised his S&P 500 target to 8,400 from 8,250, citing “fabulous earnings momentum.” He now expects 2026 S&P 500 earnings of $375, up from $330, as companies broadly beat forecasts. Yardeni sees the earnings-driven rally continuing and maintains his 10,000 target for 2029. He puts recession and bear-market risk at just 20%, viewing any major pullback as a buying opportunity. @enricobarbares

Yardeni alza il target price a fine 2026 per lo S&P 500 a $ 8.400 @enricobarbares

Il rendimento annuo dei Titoli di Stato 🇫🇷 a 30 anni raggiunge il 4,785%, il massimo dal 2008. @enricobarbares

JUST IN: 🇺🇸 Trump Media discloses holding 14,139 Bitcoin worth $905,000,000 @enricobarbares

BREAKING: Iran declares the Strait of Hormuz will stay closed until 2029, the end of Trump's term, unless Trump accepts all of Iran's demands, per a senior Iranian source and Majid Shakeri, advisor to Parliament Speaker Ghalibaf. Iran's demands in the US surrender document remain unchanged, $300 billion in compensation, the release of up to $100 billion in frozen assets, lifting all sanctions, US troop withdrawal from the entire region, an end to the naval blockade, and accepting transit fees on every ship. @enricobarbares

S&P 500 Q2 earnings are on pace to rise 50% YoY, the highest growth rate since Q2 2021. We've never seen earnings growth this high outside of post-recessionary rebounds. This is an unprecedented boom fueled by massive EPS gains in big tech, including markups in SpaceX/Anthropic. @enricobarbares

BREAKING: Trump has privately told senior aides he may be willing to “walk away” from the Iran war without a nuclear deal if Iran fully reopens the Strait of Hormuz, per WSJ. @enricobarbares

Enrico Barbares - Channel pinned «Su quale di questi leader riponi più fiducia?»

Il tasso di disoccupazione 🇫🇷 raggiunge l'8,3%, il livello massimo dal 2020. @enricobarbares

Le trimestrali 🇺🇸 della prossima settimana. @enricobarbares

Nasdaq 100 P/E premium to the S&P 500 is near the lowest since 2017 Bloomberg @enricobarbares

SANDISK $SNDK Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $8.97B (Est. $8.6B) 🟢; +372% YoY, +51% QoQ 🔹 Adj. EPS: $39.25 (Est. $34.45) 🟢; +68% QoQ 🔹 Adj. Gross Margin: 84.6% (Est. 81.5%) 🟢; + 58.2 ppt YoY Q1'27 Guide: 🔹 Revenue: $10.3B-$10.8B (Est. $11.1B) 🔴 🔹 Adj. EPS: $44.00-$46.00 (Est. $45.50) 🟡 🔹 Adj. Gross Margin: 83.0%-85.0% 🔹 Diluted Shares Outstanding: ~155M End Market Revenue: 🔹 Datacenter: $2.98B; +103% QoQ 🔹 Edge: $5.43B; +48% QoQ, +392% YoY 🔹 Consumer: $556M; -32% QoQ, -5% YoY Other Q2 Metrics: 🔹 Adj. Operating Income: $7.10B; +68% QoQ 🔹 New Buyback Authorization: $14B; total remaining $15.5B Comments: 🔸 “We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships” @enricobarbares

SPACEX $SPCX Q2’26 EARNINGS HIGHLIGHTS Revenue: $7.8B (Est. $6.93B) ; +92% YoY EPS: -$0.09 (Est. -$0.26) EBITDA: $3.5B (Est. $2.03B) ; +191% YoY Net Income: -$541M (Est. -$1.94B) Segment Revenue: Space: $962M; +29% YoY Connectivity: $4.3B; +66% YoY AI: $2.6B; +247% YoY Other Q2 Metrics: Starlink Subscribers: 12.0M; doubled YoY Starlink ARPU: $66/mo; -22% YoY Backlog: $47.5B Cash & Marketable Securities: $100B Business Highlights: Closed $25B inaugural senior notes offering Agreement to acquire Cursor for $60B $14.1B in contracted cloud services sales Awarded over $6B in multi-year U.S. government Starshield contracts @enricobarbares

Per PolyMarket al prossimo meeting della FED non saranno più rialzati i tassi di interesse. @enricobarbares

Nuovo ATH per S&P 500 che per la prima volta nella storia supera i $ 70 trilioni di capitalizzazione. @enricobarbares

Lo S&P 500 ha raggiunto il livello più alto nella storia di Net Profit Margin. @enricobarbares

Enrico Barbares - Channel pinned «Su quale di questi leader riponi più fiducia?»