10 Charts That Matter

This week we cover: Coherent, Coupang, USD, Bitcoin, Meta, Gold, interest rates and datacenters.

“Robots, software and automation, owned by capital, are notching new victories over labor..”- Josh Brown’s new book. Basically means you either invest in AI and make a lot of money or let the AI take your job.

S&P: Long Term Trend Intact

Coherent: Bullish since $60.

Coupang! Look at that accumulation volume. It wants higher.

Rates are likely to rebound here near 3.6%. USD will be range-bound.

BlackRock is pumping Bitcoin. Read their newly published research HERE. We’ve been bullish since 2014.

Last week… “Meta: We are bullish, all time highs approaching”.

Gold at all time highs but its relative performance is still bad. We Rather own Bitcoin.

Three major charts/visuals on datacenters.

Johnson Controls (JCI) will lead the liquid cooling space. Room to grow.

Different interest rates visualized.

Return always wants its risk payment.

NOT INVESTMENT ADVICE. Only for entertainment.