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RiskReversal Media

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ID: 271211220

linkhttp://riskreversal.com calendar_today24-03-2011 02:20:12

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Liz Young Thomas (@lizthomasstrat) 's Twitter Profile Photo

New home sales surged to 739k, above consensus of 623k, and the prior month was revised up. Months supply of new homes (a measure of supply of new homes vs demand) fell to 7.5. Still pretty elevated though, which should mean muted price pressure.

New home sales surged to 739k, above consensus of 623k, and the prior month was revised up. Months supply of new homes (a measure of supply of new homes vs demand) fell to 7.5. Still pretty elevated though, which should mean muted price pressure.
Liz Young Thomas (@lizthomasstrat) 's Twitter Profile Photo

52% of EPS revisions for 2025 have been to the upside. While that's lower than post-recession and/or cyclical reacceleration periods, it's still a 65th percentile rank going back to 1985, and right where we were pre-pandemic.

52% of EPS revisions for 2025 have been to the upside. While that's lower than post-recession and/or cyclical reacceleration periods, it's still a 65th percentile rank going back to 1985, and right where we were pre-pandemic.
FactSet (@factset) 's Twitter Profile Photo

The integration of #GenAI within enterprise data remains a largely untapped frontier, brimming with potential benefits and challenges. Join FactSet's Yogendra Miraje Miraje as he explores retrieval-augmented generation (RAG), structured data RAG, semantically rich metadata, code

The integration of #GenAI within enterprise data remains a largely untapped frontier, brimming with potential benefits and challenges.

Join FactSet's Yogendra Miraje Miraje as he explores retrieval-augmented generation (RAG), structured data RAG, semantically rich metadata, code
Michael C. Khouw (@michael_khouw) 's Twitter Profile Photo

$NVDA 1 month implied vol is significantly higher than ahead of any of the prior 8 quarterly earnings releases. Calls outpace puts, but there's greater anxiety this time around. Recall that ahead of the tech wreck, the biggest darling of the era, $CSCO also saw vols creep up even

mrkt call (@mrktcall) 's Twitter Profile Photo

Coming up at 1pm Guy Adami, Dan Nathan & Carter Braxton Worth will preview $NVDA earnings, look at the implied move for stocks between now and Friday, hit commodities & more! youtube.com/live/orSMmp2oF… Sponsors CME Group FactSet

RiskReversal Media (@riskreversal) 's Twitter Profile Photo

MRKT Call - Tuesday, August 27th x.com/i/broadcasts/1… $NVDA earnings preview, market calm before the storm? $SPY $QQQ, hot commodities!

FactSet (@factset) 's Twitter Profile Photo

Achieve your financial goals with data-backed analysis from FactSet and mrkt call. Don't miss the insights on MRKT Call with Guy Adami and RiskReversal Media: bit.ly/3SaPtUi #FactSetXMRKTCall

Okay, Computer. Podcast (@okaycomputerpod) 's Twitter Profile Photo

New OKC pod! Dan Nathan is joined by Gene Munster to preview $NVDA earnings. They also hit the prospects of an AI bubble, $AAPL's September 'Glowtime' event and whether Elon Musk is spreading himself too thin $TSLA Sponsors Current RBC podcasts.apple.com/us/podcast/oka…

New OKC pod! Dan Nathan is joined by <a href="/munster_gene/">Gene Munster</a> to preview $NVDA earnings. They also hit the prospects of an AI bubble, $AAPL's September 'Glowtime' event and whether Elon Musk is spreading himself too thin $TSLA

Sponsors <a href="/current/">Current</a> <a href="/RBC/">RBC</a> 

podcasts.apple.com/us/podcast/oka…
mrkt call (@mrktcall) 's Twitter Profile Photo

MRKT Call is live at 1pm with Liz Young Thomas, Guy Adami, and Dan Nathan! We will discuss $NVDA earnings, whether $SMCI is the only cockroach in the kitchen, retain earnings $XRT $ANF, Berkshire's $1T market cap $BRKB & more! Sponsors SoFi FactSet youtube.com/live/2bBk5M5o8…

Okay, Computer. Podcast (@okaycomputerpod) 's Twitter Profile Photo

🆕🆗💻🎙️ Deirdre Bosa & Dan Nathan discuss $AMZN Alexa's AI makeover & TikTok Symphony ++ Sam sam lessin 🏴‍☠️ chats all things gen AI, social media & the state of seed investing in 2024 Sponsors Current & RBC Capital Markets

mrkt call (@mrktcall) 's Twitter Profile Photo

MRKT Call with Guy Adami, Dan Nathan & Carter Braxton Worth is coming up at 1pm! Topics: - Jobs, Jobs, Jobs! - Market's internal trendlines - $SPY protection trade - $AVGO $ORCL earnings preview youtube.com/live/MGji1e44m… Sponsor FactSet