Anyone here concerned with AI expenditures going forward? I have traded PWR and VTX off and on without a lot of luck.

With the Texas grid always a challenge in winter I wonder how this could affect these power companies.

might use ETFs in those high growth potential sectors???

- uncle fred

D!

... and yeah cut back some on the overall exposure.

I missed all the commodities and bitcoin. Way late to game.I look at silver and gold everyday and wonder what I was thinking not giving a few bucks that way.

Our grandson has been buying gold bars for some time. He may not need to work past 50 lol.

Bitcoin falling again premarket. Down almost 4% in the $87,300 range. I guess the markets will open down again. Up and down up and down. Yoyo market

Aliceinbubbleland said:

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Bitcoin falling again premarket. Down almost 4% in the $87,300 range. I guess the markets will open down again. Up and down up and down. Yoyo market

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markets re-couped that 5% cxn purt' dang quick..........

- uncle fred*

D!

* dir UFRI

Not sure where you are getting that quote. As of this minute per Fidelity it is trading at 84,594.01

My LLY, CASY and PH have been smokin'

Congratulations. I'm about ready to start shorting process if this drag on NASDAQ continues next week.

Aliceinbubbleland said:

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Congratulations. I'm about ready to start shorting process if this drag on NASDAQ continues next week.

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permabull tom ree, yes ree, says no so fast:

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Tom Lee Claims S&P 500 Will Hit 7,700 by 2026, Says Ethereum Will Exceed $12,000

Kurt Robson
Fri, December 12, 2025 at 4:50 AM MST 3 min read

Key Takeaways

• Tom Lee expects the S&P 500 to reach 7,700 by 2026.
• Lee argues Ethereum is "grossly undervalued" at current levels.
• The bullish analyst claimed Bitcoin could reach as high as $250,000 within months.

Fundstrat and BitMine's Tom Lee says the S&P 500 and major cryptocurrencies remain positioned for significant gains, even as markets face what he describes as a turbulent period of volatility.

The strategist began his career in finance as a research associate at Kidder P*****y in the early nineties. Lee also worked at Oppenheimer and Salomon Smith Barney, before later joining Wall Street giant JPMorgan (JPM).
Lee was ranked among top analysts for many years during his 15-year tenure at the leading investment bank. In 2014 he left JPMorgan to co-found Fundstrat, where he was one of the first well-known strategists to give research coverage to cryptocurrencies.
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p*****y??

PA.

- UL

D!

He is my go to guy. I own three of his funds. So far so good. His Bitcoin fund though has taken a chunk out of my ass.

>>
Yahoo Finance
Ed Yardeni sees S&P 500 reaching 7,700 next year, says profits and growth will 'remain resilient'

Ed Yardeni explains why he no longer suggests overweighting techS

Brooke DiPalma Senior Reporter
Mon, December 8, 2025 at 12:19 PM MST 3 min read

On Wall Street, the "Roaring 2020s" will continue in the year ahead.

That's at least according veteran strategist Ed Yardeni, who wrote in a note to clients on Monday that he expects the S&P 500 to reach 7,700 by the end of next year.

"The Roaring 2020s remains our base-case scenario. For 2026, we are raising our subjective odds of this prospect from 50% to 60%. We are less concerned about a meltup [or] meltdown scenario now, so we are lowering the odds of that from 30% to 20%. We are keeping our bearish scenario at 20%," Yardeni wrote in a note.

Yardeni's forecast assumes earnings and the economy "remain resilient" and adds to this year's list of stock market outlooks, which have taken on a generally bullish tone.

Like some of his peers on the Street, Yardeni sees earnings growth powering stock prices.

"We expect that S&P 500 companies' collective earnings per share will increase from $268 this year to $310 next year," he wrote, which would be a 15.67% increase. In the third quarter, S&P 500 companies grew earnings by 13.4% from the prior year, according to FactSet data.

Yardeni expects economic growth to accelerate in 2026 too, citing Trump's focus on the affordability crisis, tax benefits from the One Big Beautiful Bill, baby boomers reaching retirement, monetary stimulus driven by a Fed rate cut, and the AI-driven tech boom, which has tech giants planning over $500 billion in capital expenditures.
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