Blog

Russ Cohen

Billionaire Ken Griffin Sold Amazon and Nvidia but Quietly Loaded Up on This Healthcare Giant

Key Points Citadel Advisors bought the dip in Intuitive Surgical, a leading medical device company. The healthcare giant has faced some challenges recently, including increased competition and tariffs. However, Intuitive Surgical remains well-positioned to capitalize on the large addressable market ahead. 10 stocks we like better than Intuitive Surgical › Ken Griffin, the billionaire CEO ...

Russ Cohen

Korea Chases the SpaceX Rocket After Missing the Launchpad

That is the SpaceX debut in one frame. Scarcity was not a footnote. Scarcity was the product. Of course, none of this should come as any surprise to anyone who has followed the Korean café crypto crowd over the years. These are traders who have repeatedly moved markets en masse with almost surgical technical precision, ...

Russ Cohen

Tweezer Top in Equal Weight S&P – Double Top Semiconductors

Back from holiday, and indices flash another round of topping patterns following earlier patterns which were breached, so while one could go short, you don’t want to be holding if pattern highs are breached. While I missed the announcement, the real shocker was the multi-decade lows posted by the Survey – perhaps one of the ...

Russ Cohen

A New Fed Chair Could Rewrite the Playbook for Markets

Today is the big day, with the Fed meeting and Kevin Warsh’s first major press conference as chair. One thing that seems likely is that Warsh will be very different from the Bernanke-Yellen-Powell lineage. Recall that Warsh resigned from the Fed before the completion of his term and was openly critical of the Fed’s use ...

Russ Cohen

Nebius Soars 124% in 3 Months: Should You Buy, Hold, or Fold?

Nebius Group N.V. NBIS stock has gained 123.6% in the past three months, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 20.3% and 23.2%, respectively. The S&P 500 composite is up 11% over the same time frame. The company’s shares have soared 30.1% in a month. NBIS ...