Good watch from $GS . Cites K-Culture as a bullish driver for $EWY :) Can the Asia Equity Rally Continue? https://t.co/Yghs1eZ6fw via @YouTube
Good video from $GS and worth watching. Solid discussion on the structural issues inherent to levered ETFs. It confirms my view that long dated calls are a more optimal way to achieve containerized, path independent leverage. https://t.co/7rhwys6gJ4
My updated $GS Factor Dashboard - High Beta Momo (periwinkle name at the top of the graph) is ripping today. https://t.co/QtYmQSnnWa
https://t.co/HXVkBfsxiX $GS with another high beta podcast. This one is actually good and worth listening to. My Analyst Agents can replicate 90% or more of everything this GS QIS desk at 200 W. Street can do with the data I personally have available (BBG API, 3rd party expert calls, all earnings calls/investor presentations, general research and more). As a side note, I don't believe investing is a zero-sum game, especially over the long run. This guy pounds the table on investing being a zero-sum game and I feel like his views are misplaced. $NVDA $MU $SNDK $LITE
I am surprised $GS is not an underwriter. https://t.co/jZ0kGL5qmS
$GS Factor Dashboard. https://t.co/jhABpznPWN
$GS BTC and Quantum are breaking out on the day. People want that junk! https://t.co/Mk5yUhqgJi
The red line at the top of the chart is $GS TMT Memory Exposed. https://t.co/Cbnq0rgXQw
The $GS videos are so high beta. This one is marginal; watch if you have time to fill. This is a guy I would absolutely see replaced by a GAI bot. My one take away is that the large tier 2 institutions (not the leading PE/HF/VCs) are coming around to the realization that LLM token consumption is exploding. https://t.co/pY4PAj07iR $NVDA $MU $SNDK $LITE
Good $GS interview on SMID-caps. Bullish signal on GAI infrastructure SMID-caps. These guys still generally seem clueless as to what is going on in the GAI ecosystem, even in the SMID-cap space. https://t.co/F2v3bWKb8e https://t.co/FbI8hsXpst
$GS interview with CIO Nicolas Giauque of Farallon Capital. Good listen. https://t.co/fxZKwCfgIJ Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026.
$GS $APO $INTC Good watch on GAI infrastructure capex financing. Zelter is bullish on private credit as expected. This could be the biggest boom for project finance bankers ever. Athene is a diamond for Apollo. https://t.co/mzerI7O34Q
This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels was it seen in March 2020 during Covid. I agree with their perspective and have expressed it by buying long 1/21/28 calls on $NVDA $GOOGL $META. I've shared about this; search for these tickers on my timeline for details. I would say these GS podcasts are very high beta. Some are excellent, and others are completely hopeless. High beta with the quality of employees who work there. https://t.co/cwYClA5efR
