Dear Copiers,
Weekly Portfolio Update 🚀
(Week 47: Nov 20th – Nov 26th)
📈 Market Overview:
U.S. stocks capped a four-week winning streak, with nine of the 11 S&P sectors closing positively. Health Care led, while Communication Services and Technology lagged. Retail sentiment was high, with retail investors net buying +$4.8B in cash equities, the highest weekly inflow since April 2022.
He’s back
CEO drama at OpenAI as Sam Altman returns after a stint at $MSFT . A new board, including Salesforce’s $CRM Bret Taylor, aims for more stable governance. Altman’s ouster sparked staff threats to quit, calling it an “embarrassing circus show.”
Blowout report
$NVDA’s Q3 results beat expectations with revenue tripling to $18B. Data center revenue hit a record $14.5B. Despite strong performance, shares dipped 1.7% post-market. Nvidia anticipates a significant sales decline in China in Q4.
‘Proceed carefully’
Fed officials agree to proceed carefully with interest rates, aiming to keep them restrictive. Q4 economic growth is expected to cool. Rates are likely to stay steady this year, with no interest in cutting rates soon.
Off course
General Motors’ Cruise faces more turbulence as co-founder Daniel Kan resigns after CEO Kyle Vogt. Cruise halted operations and faced recalls amid safety concerns, leading to a federal investigation.
Bargain hunting
Despite inflation concerns and higher rates, Americans are expected to shop in-store and online during Thanksgiving week, with 182M people forecasted to do so.
📊 Top Portfolio Performers (WEEK):
$ARGT: +16.27%
$ENPH: +7.93%
$MELI: +6.04%
$NVO: +4.00%
$CROX: +3.74%
$NFLX: +2.93%
$FCX: +2.33%
$KO: +2.29
Santiago1000: +1.83%
💡 What’s Ahead Next Week:
Focus on the delayed OPEC+ meeting and economic reports on new home sales, consumer confidence, construction spending, and PCE reading on core inflation. Tech sector earnings include Salesforce, Snowflake, and Zscaler.
Until next time,
Santiago
$TSLA #Investing #MarketUpdate #CopiersWeekly $ZS
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