The Equities Melt Up
#stocks #bullish
"There continues to be several Key drivers of higher stock prices in play."-- Paul Ebeling
Today, investors have history on their side. Looking back to Y 1990 and other frames where the equity market was up double-digits in the 1st 8 months of the yr and there are 9 instances, and in every 1 of those frames the equity market continued to move higher. We like that and believe the fundamentals are also on investors side, and EPS numbers will go higher. And that corporations have been very conservative; ultimately price follows earnings.
The backdrop is ripe to be aggressive on cyclical stocks.
We like the media/entertainment sector and are soft in the software space.
Have a prosperous day, Keep the Faith!
Palantir Stock (PLTR): BUY Rating, $250 Price Target — The 40% Dislocation
Palantir is down ~40% in 2026 even as Q1 revenue grew 85% and management guided FY2026 to $7.66B. Shayne Heffernan issues a BUY on PLTR with a $250 price target — full breakdown of the business, customers, five-year revenue, every major Wall Street bank target and the corporate outlook.
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