Andrew G Graham @thereal_agg
Founder, Managing Partner @jacksonsq_cap - One of America's Top RIAs of 2023 #CFA with 35+ years of experience. Daily market insights via #InsideMarkets jacksonsquarecap.com/get-inside-mar… San Francisco, CA Joined July 2019-
Tweets540
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Followers1K
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Following160
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Likes11
"What's not to like" about $NVDA earnings? I joined @SchwabNetwork and outlined my bull case for the #Mag7 stock while discussing risks for investors to watch heading into midterms. schwabnetwork.com/video/graham-n…
Want to know when to buy pullbacks? @thereal_agg points to a specific setup — and it’s not just the chart: #investing #stocks
Another record quarter from Nvidia - @thereal_agg explains how he sees the stock after earnings: #nvidia #stocks #earnings
Thanks for having me on @Cline_Woods. See my full appearance on @TheStreet here: thestreet.com/video/andrew-g…
There’s one thing that could break this rally. @thereal_agg explains the risk hiding in plain sight - and why it matters now: #rally #atockmarket #stocks
With stocks rising through one warning sign after another, it is tempting to assume the market has become complacent and the next shoe is about to drop. But that view overlooks earnings growth - the force driving the rally and holding it together. forbes.com/sites/andrewgr…
$COHR will deliver on surging #AI demand as the AI buildout continues to ramp. I explained how Coherent's business model will sustain over the coming years in my latest appearance on @SchwabNetwork. schwabnetwork.com/video/cohr-sel…
I explained why successful investing depends as much on risk management and position sizing as making the right market call. See below. forbes.com/sites/andrewgr…
"Expect the hyperscalers to demonstrate improving returns on invested capital." Since my @BloombergTV appearance 7/9, $MSFT, $AMZN, & $GOOGL are up ~28%, 20%, and 3%, respectively, as investors recognize earnings potential & improving returns on AI infrastructure investments.
Time to Buy the Dip. I joined Bloomberg’s @VonnieQuinn on “Bloomberg Brief” to discuss the rebound in equities. #Bloomberg #equities #hyperscalers #networkingequipment bloomberg.com/news/videos/20…
Midterm Elections May Test The Market, But Earnings Still Matter More. I'm favoring company earnings results over political noise regarding future investment volatility. #midterms #elections #earnings forbes.com/sites/andrewgr…
'Wall Street fears AI spending will slow - here's why they are wrong.' I explain why AI demand is still accelerating and how to reload on the tech names after a recent drawdown. thestreet.com/economy/wall-s…
Time to Buy the Dip. I joined Bloomberg’s @VonnieQuinn on “Bloomberg Brief” to discuss the rebound in equities. #Bloomberg #equities #hyperscalers #networkingequipment bloomberg.com/news/videos/20…
My thoughts regarding the excitement around the SpaceX IPO this Friday. #SpaceX #SpaceXIPO forbes.com/sites/andrewgr…
Tech bubble? I discussed the current AI boom with others and highlighted key differences between now and the dot come bubble. #AIBoom #dotcombubble #Techbubble investmentnews.com/equities/tech-…
The Oil Signal That Could Broaden The Market Rally: A sustained break below $82 in December Brent would send a clear signal to widen the market rally. I discussed with @Forbes which sectors and stocks stand to benefit in that scenario. #Brent #Oil forbes.com/sites/andrewgr…
The AI trade is moving beyond GPU makers. I outlined in @Forbes how the broader AI infrastructure ecosystem may drive the next phase of the AI trade. See my thoughts here. #AItrade #GPU #Investmentadvisory forbes.com/sites/andrewgr…
The downstream winners of the AI trade's latest phase. I joined Market Domination on @YahooFinance to outline the state of the AI trade following the latest batch of Mag 7 earnings results last week. #AItrade #Mag7 #Q1Earnings finance.yahoo.com/video/downstre…
Software isn’t being replaced. It’s starting to do the work. I discussed in @Forbes how AI integration with software will increase its value. #AI #Software forbes.com/sites/andrewgr…
The Case for Lower Rates is Stronger than it Looks: I discuss why higher energy prices do not necessarily create a lasting inflationary impulse, and implications for the economy and investing. Read more on @Forbes forbes.com/sites/andrewgr…
I joined @NPetallides on The Watch List on @SchwabNetwork to outline the potential for a rare V-shape market bottom and identify key levels for the S&P 500. See the companies I believe will benefit from Mag 7 CapEx spend here: #SPX #Vshape #CapEx schwabnetwork.com/video/graham-b…
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