JPM

SoloOutdoor

Hear me out, one of you at anthropic leak mythos on github. We will have it compromise a Bloomberg at JPM. Then it will post here what direction it needs to go to make Jaime Morgan a poor. We take that side, get all the money, crash the economy ourselves.

imustbegthequestion

Calls on BLOCK, JPM, WFC, and HOOD. Their AiSLoP is pretty good. Gotta go y’all. Bonne chance.

pooterssssssssss

it's NEVER good when JPM/WFC banks are leading.... dow is up 700 somehow

Schrodingers_World

it was bulltrap, JPM wins again

NoFuckingValue

Still waiting to hear back after my JPM interview. Last call was with a Director in DEI. She was a HUGE knicks fan. Told me she had her eye on some Knicks memorabilia. 

upvz

JPM: steal a trash can, you're fired! Be in the epstein files, your employment is still valid here.

FeverTreeCloud

🐻s, I know you had a bad day but at least you are not the fat JPM DEI executive who got fired for taking that Knicks colored trash bin home

imustbegthequestion

Now that we've all had lunch, and the drip is now a tsunami, can we talk about how AAL stole my racquets? I'm calling the FEDZ. You should call AAPL and retain JPM and WFC. DO NOT CALL TFC. AND EVERY CREDIT UNION IS GREAT. ALSO PNC CAUSE GO CANES AND GO PACK. Um any other manna today Megatron? No? Then I'm going to take a nap. ☠️🤣🫣🤷🏿‍♂️🤡🌈👏🏿👏🏿👏🏿💪🏿🇬🇭🥇🇺🇸🇬🇧😂⚽🐐🤡

Scribble_Box

Had to actually look it up. That's wild. She took the trash can, and JPM took the trash out. Get fucked lady 😂

Rare-Fox9834

Yes sir, crazy ain't it? You think JPM executives, you probably think someone attractive, but nope that's how real people look. Like comic book villains.

Scribble_Box

Wait... That fat lady stealing the trash can was a JPM executive? You gotta BE fucking kidding me LMAO

Rare-Fox9834

Woman was a JPM executive. Emptied a trash can in NYC and took it to a Knicks game. She got fired. Don't be the woman from NYC.

eoiioe

JPM collar is 06/30

mtnrnnr802

JPM going through it this year. Look at the cannons on this fat fuck https://www.reddit.com/r/nba/s/ftfPEZTKf4

MitchCurry

Rheinmetall just lost a €10B Germany contract to build 6 anti-submarine frigates. The contract led them to buy a shipbuilder for €1.5B as part of a broader push into naval defense, which will almost certainly be a goodwill write-down now. And expenses of \~€2.3B were already incurred for the contract, some of which RHM will end up eating. The kicker is Germany switched the contract to a RHM competitor for 8 smaller frigates. Part of me thinks this could be an opportunity as their core franchise, weapons and ammunition, vehicle systems, electronic solutions, etc., is unimpacted by this. However, I can't help but wonder if this naval yard purchase for a contract is a sign of management overdoing it and trying to do too much too fast. It feels like they've gotten away from their core competencies. I saw a note from JPM that said RHM has announced at least 10 new joint ventures since late 2024. That is broad and very fast expansion. I'll continue to watch from the sidelines.

crimepais

I assume you were too young to experience the dot com bubble since this is nothing like it. Mag7 earnings growth is in the 30%s and the total S&P for 2026 is 17% according to JPM. None of those pets.com companies ever had a shot of profitability.

ChipWong82

Anyone see the guy from JPM on CNBC this afternoon saying how wonderful it is that retail can get in IPOs like spacex and openai?

ChipWong82

Anyone see the guy from JPM on CNBC this afternoon saying how wonderful it is that retail can get in IPOs like spacex and openai?

Vlisa

The day I take advice from JPM is the day I buy VOO and chill.

bmbislt

Nope - because JPM says this is "just some profit taking"

Samjabr

Head of JPM Equities Pronounces it "NUHvidia" 🤡

cashew_nuts

My JPM position agrees

E39_CBX

JPM is an exhibitor at a conference I’m at what should I say to them?

Commercial_Seat_3704

JPM raises it's IBM price target because 🥭 name dropped them what a clown show

Rare-ish_Birb

Ima hold these SPY 700p to see if we get contagion across more sectors. Hear that JPM?!

Ok_GAINZ

topside of JPM's collar is at 6850 on SPX. 35k sold calls.(Positioned on SME instead of SPX this quarter) exp 6/30. either we magically fall to that zone, or on expiry day, if we are above, thats all mechanical buying pressure when they get rolled... fancy words, i'll lose money.

prana_fish

No it's not dipshit. JPM collar is well telegraphed and hedged the "day of" roll. People really need to stop trying to throw around the JPM collar as if they are some kind of options experts.

prana_fish

JPM collar is so well telegraphed and hedged the "day of" roll it doesn't have that much of an impact anymore

nevertradestocks

JPM already came out with article last week that $185B in equities would be getting sold this week from pension funds, hedge funds, etc

Rare-ish_Birb

There is no way JPM is worth 333$

prana_fish

Don't get what's going on with $AVGO. Last week they wanted to pump it on some bullish JPM note, right up until key 50 SMA technical level, and then immediately dumps relatively weak to the sector, start of a fresh new week. Could be more Mediatek + TPU narrative, but confused.

CEOofBeanz

Guys, I just got laid from my job. That’s what happens when you work at JPM

horesebeblind

Financials appear ready to roll. MS, JPM, GS. Maybe some industrials FDX? Rotation is inevitable. But I can’t say when

hagos20

Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)

wtf_is_going_on_now

JPM bullish note coming out conveniently right near its bottoms.

Zipski577

Rent prices and pricing power have been declining, which could counteract energy price inflation to an extent. It hasn’t impacted CPI yet as it’s reported at an 18 month lag. Part of the reason for the decline in rental pricing power is mass deportations. And this isn’t my opinion or analysis, this is info stated by JPM’s chief market strategist.

Rare-ish_Birb

Feels toppy. Sitting on mostly cash until we get a larger correction. Won't take much if they raise rates at next FOMC 6 weeks away. Riding some weeklies puts on JPM, GS, WMT, KRE. Calls on VRTX and TMO.

ThinkingOfTheOldDays

Bought JPM in size at the close 🤷.  Day trading / flipping theme momentum & spy. What about you? Excellent call on MSFT puts a while back. Remarkably weak stock since. 

wtf_is_going_on_now

$AVGO earnings had buyside wanting a revenue forecast upgrade from $100B, which Hock Tan didn't give. Also gross margins declined slightly (they said due to SW, not AI, but whatever). Today $AVGO had a bullish JPM note out saying they have TPUs secured for at least 4 generations and that Mediatek fears were overblown. Both moves make sense in that context.

ThinkingOfTheOldDays

Yolo JPM. 

Any_Wait_3682

JPM saying rate cuts or hikes r unexpected. among other things. probs **Must be a trick.** Allegedly $10mil on QQQ 0DTE calls? idk $SPY calls. **$756 easy**, $760 EOD 🚀🚀🚀 Not financial advice. this is called **vibe trading**. 🚀🚀🚀

Salty-Bar-1975

JPM upgraded it

Salty-Bar-1975

JPM upgraded it

Rare-ish_Birb

JPM 330p 06/26 I'm officially inviting them to the MSFT party

lolgoodone34

JPM almost 1T market cap lol meme market

prana_fish

$AVGO crazy relative strength for once. JPM bullish note this morning doing wonders.

prana_fish

I posted earlier: If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.

prana_fish

Yeah, Hock "not a hype man" is utter horseshit. This was the same guy who was talking up trillions of dollars worth of SAM or some shit some earnings ago. Last earnings was super weird the way he was talking. He usually can pump, but seemed muted and almost pleading. The stock sell based off of not raising over the $100B guidance is part of it, also their gross margin decline they had a weak narrative for. In any case, the pre-market pump is from a bullish JPM note this morning about next 4 generations of TPU secured and Mediatek/delay worries are overblown.

prana_fish

If any $AVGO bagholders were wondering about the odd pre-market strength, JPM just came out with a bullish note next four generations of TPU secured and delay/Mediatek concerns overblown.

zxc123zxc123

You mean VOO. VT is getting SPCX allocation immediately. S&P500 will wait until it can meet the 1 year profitability requirement. At earliest summer 2027. Meanwhile VOO is heavily concentrated in GOOG/GOOGL/BRK/BAC. GOOG/BAC who bought into SPCX at a way lower price pre-pandemic. BRK who has shares in GOOG/BAC. Then JPM/BLK/GS/MS who will make money off the SPCX ipo. The real winners are those dumping the bags or making money as the middle men.

zxc123zxc123

They aren't wrong though. SpaceX isn't in the VOO. SpaceX is only 4% float meanwhile JPM is 99.68%. A speculative/unprofitable space stock going under might mean $2T of "magic" value gets wiped out from PE but JPM is 900B that's actually held by investors and institutions while JPM itself is a core part of the economy. It's the same way how trillions can get wiped out in crypto NFTs or shit coins, bitcoin/eth can have trillions wiped out, and/or FTX/Terra-Luna can go under ***BUT*** it means little to the regular American or the larger economy. Compare that to SVB blowup or the yen carry trade reversal which were pretty small but needed IMMEDIATE intervention.

the_real_Manicdad

https://preview.redd.it/bvx07kpgyr7h1.png?width=1320&format=png&auto=webp&s=98b8025dd14208e74662d610e9925a8a45e57ffb Semiconductors are extremely overbought. AI needs to take a time to do some serious consolidation. Money looks to be moving in to financials like JPM. I am going to start going into cash in the morning. Wait to see what happens. For the past week the mornings have seemed strong then putter out by close. Also you have more red than green in the SPY and QQQ which reminds me of the previous corrections like we saw in November. Protect your cash because if it does go down you will have excellent buying opportunities.

Spiritual_Bat7343

the reconstructed iv surface part is where id poke hardest as a tester. assignment rates are really sensitive to how you handle early exercise around ex div dates, and if the premiums are rebuilt off a smoothed surface you can quietly understate how often you get called early on dividend names. so id sanity check the assignment numbers on something like KO or JPM against what actually happened. the tax suggestion someone gave you is a good one too, the after tax give back on getting called in a taxable account changes which strike rule actually wins. looks cool though

YeezyThoughtMe

I hope everything tanks tomorrow besides AMC, JPM

YeezyThoughtMe

Picked up last min JPM weekly calls. We ripping tomorrow.

CornMonkey-Original

JPM keeps showing the value of my July spcx $210c’s as zero - they are going to make me paperhand it before lunch.

This_Big1419

You’re mixing up two different things here: why fiat has demand and what money *is*. Fiat has value because the state creates forced sellers through taxes and debt. That is 100 percent true. But that does not mean “backed by violence” is the *only* way money can work. Gold worked for millennia without margin calls from JPM. Bitcoin’s “collateral” is different. It is the only asset that lets you store and move value globally without asking anyone’s permission. If enough people value that property, demand is not just “hype,” it is ongoing utility, same as people paying a premium for liquidity or portability today. Also your apple example kinda proves the opposite. If multiple apple sellers all accept the guy’s paper, then by definition it has value inside that network. The question is not “is it magic” but “how big and persistent can that network be.” That is the actual bet with BTC, not “we invented value out of nowhere.”

vanibanz

Enbridge, a bank ( like JPM or RY) , SPY, a small amount of money in MU so that the kid learns about volatility 😄

greytoc

If you are simply a buy and hold investor - popularity shouldn't be a factor. Things like customer service and accessibility can be more important. And popular brokers about retail investors doesn't mean they are the largest or most mature broker. Also - the three banks you mentioned. Wells Fargo - their investment advisor platform is the third largest full-service broker in the US. BofA - they own Merril which is the largest wealth management firm in the US. Chase - they are part of JPM which is the 4th largest broker in the US by AUM.

imustbegthequestion

I just show y'all JPM cause you may respect it. I trade with 9 banks.

greenpride32

Investment bankers (let's say at shops such as GS JPM MS BAC etc) work on these deals - and then you've got employees at both FOX and ROKU - I'd be shocked if there weren't leaks - and that's why there always are.

Demiu

I would consider it if it was JPM who said it, but BofA? No thanks

zerowaitestate

The market priced in the prediction of JPM which was reopening the strait in June. If it looks like that won’t happen, securities will take a hit.

wiisports101

Weekly puts on JPM thoughts? No thesis just vibes

trader_dennis

You can start with the additional 15% of the IPO shares over and above what retail and institutions are allocated to the book runners as part of their commission. I doubt JPM / MS / all of the other book runners can't flip those shares. The book runners do pay for those shares at $135, it is not free. I also doubt institutional allotments are subject to anti flipping which makes up. Market makers to make a market are always allowed to naked short, but I doubt that is happening much yet.

inefficientmarkets

my friend works at a fund. they got an allocation from the banks on the institutional side. they all sold out already. MS and JPM have stated that they don't care if you sell or not. some of the smaller banks have stated that "it will look bad" if they sell because they only got low allocations. but there is no ban or else none of these guys would be in business.

RJ5R

*"Wall Street banks are going to pocket $500 million in fees from this IPO. That is, observers say, surprisingly low given the offering’s scale. But that shows how keen the bankers are to get their snouts in the trough of Musk’s future equity sales.* *With that amount of money at stake, it is no surprise that Wall Street and its useful idiots in the media are pushing this stock as hard as it can be pushed.* ***In case you missed it, jumbo Wall Street bank JPMorgan. JPM had a stock analyst covering Musk’s other publicly traded company, Tesla TSLA, who was resolutely bearish. By an absolutely amazing coincidence, JPMorgan a month ago suddenly reallocated that analyst. His replacement initiated coverage of Tesla with a target price more than three times as high. And Musk cut JPMorgan in on the IPO. JPMorgan declined to comment"*** [https://finance.yahoo.com/markets/stocks/articles/jpmorgan-just-dramatically-reversed-course-194105134.html](https://finance.yahoo.com/markets/stocks/articles/jpmorgan-just-dramatically-reversed-course-194105134.html)

insbordnat

oh please. next you're going to tell me that people from SpaceX sat on a call with the bookrunners determining how much every non-bookrunner of the tombstone got allocated, and then they had some visibility into the book this morning to see how things were shaping up and getting subscribed, and then they had the audacity to ultimately determine who got what before they closed the book, and then those allocated investors had some preference as to who they were going to allocate to based on their allocation, and that those retail brokerages (IBKR, Schwab, Etrade, etc.) didn't get their full requested allocation and filled based on their ultimate allocation. it's all a conspiracy, and investors at the rinky dink ass brokerages got the shaft while the big boys at GS, BAML, Citi, MS, WF, and JPM had some pull to allocate to their institutional clients or something ^(/s if it wasn't obvious)

Lol-throwaway-WSB

Honestly, I wouldn't be surprised if we got a pullback because the strategic oil reserves are almost depleted. The Iran situation is confusing, at best, to markets. If we see the unsubsidized price of oil hit the markets, 4.2% which is pretty bad, will start going even higher. I personally wouldn't be surprised if what was priced in as one *possible* increase starts looking more like two or one half point movement. That will make growth stock hurt the most because they're usually the ones with the highest % of borrowing. Any time they need to reissue bonds, they'll be looking at higher rates which hits the profit margins. They'll cut staff first but eventually it could hit dividends. Not to mention, both BofA and Chase are flashing warning signs. That means, by now their Merrill and JPM clients are probably already developing exit strategies with their Financial Advisors who listen to their CIOs. I'd watch how much is parked in cash and money markets. It's more than just the IPOs. The underlying market conditions are not great. The HH wealth to GDP is the highest it's ever been. That's objectively not great.

RJ5R

*"Wall Street banks are going to pocket $500 million in fees from this IPO. That is, observers say, surprisingly low given the offering’s scale. But that shows how keen the bankers are to get their snouts in the trough of Musk’s future equity sales.* *With that amount of money at stake, it is no surprise that Wall Street and its useful idiots in the media are pushing this stock as hard as it can be pushed.* ***In case you missed it, jumbo Wall Street bank JPMorgan. JPM had a stock analyst covering Musk’s other publicly traded company, Tesla TSLA, who was resolutely bearish. By an absolutely amazing coincidence, JPMorgan a month ago suddenly reallocated that analyst. His replacement initiated coverage of Tesla with a target price more than three times as high. And Musk cut JPMorgan in on the IPO. JPMorgan declined to comment"*** [https://finance.yahoo.com/markets/stocks/articles/jpmorgan-just-dramatically-reversed-course-194105134.html](https://finance.yahoo.com/markets/stocks/articles/jpmorgan-just-dramatically-reversed-course-194105134.html)

caringforapathy

NOK shares are still just 1/10th the cost of SPCX shares, but not for long. You could have 10 shares instead of 1! JPM raised price target to 21 today. Hop on now.

alreadysharpened

JPM 100%

Hopeful_Tea_7551

I've now built this out since my original post and have a working MVP. The automated version is live at [callgrade.app](http://callgrade.app) with 50+ companies graded so far including NVDA, TSLA, META, JPM and other major names. Agree 100% with the multi-year management tracking you mentioned, that's exactly where I want to take this. The infrastructure for it is there...over time that historical accuracy layer I think will be exactly what makes the grade genuinely predictive and a lot more value-added. I'd greatly value your feedback if you have 10 minutes, it's still in beta but honest reactions from people who actually model or who are serious investors, is immensely valuable.

ExplanationNormal339

Watching how [$JPM](https://aimytrade.io/ticker/jpm?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=JPM&utm_content=template_1781271055957_g21v8m) sets up. The balance between the story and the actual numbers is what I weigh. Still deciding.

gizamo

NVDA generated 15.5% of the index's 2025 gains. GOOGL made up 13.5% of it. MSTF, AVGO, JPM, PLTR, and META collectively accounted for 23.1% of the total. So, quite literally, 7 stocks made up more than half of the index. Individual stocks matter, especially the extreme high and low performers.

mmaban

i actually literally cant believe that guy took a 400k loss on nokia 2 days ago and deleted his post bro im crying. JPM upgraded PT from 14 to 21 this morning. i genuinely hope that guy is ok

Elonmuskishuman

$JPM pushed the overvaluation for SpaceX and will short it back to reality

phybere

JPM is also including house value in "household wealth". The other big story is that house values have pretty much tracked equity values since at least 2009.

Total_Schedule591

Nobody wants to believe that JPM is the scammer of the world

RJ5R

"Wall Street banks are going to pocket $500 million in fees from this IPO. That is, observers say, surprisingly low given the offering’s scale. But that shows how keen the bankers are to get their snouts in the trough of Musk’s future equity sales. With that amount of money at stake, it is no surprise that Wall Street and its useful idiots in the media are pushing this stock as hard as it can be pushed. In case you missed it, jumbo Wall Street bank JPMorgan. JPM had a stock analyst covering Musk’s other publicly traded company, Tesla TSLA, who was resolutely bearish. By an absolutely amazing coincidence, JPMorgan a month ago suddenly reallocated that analyst. His replacement initiated coverage of Tesla with a target price more than three times as high. And Musk cut JPMorgan in on the IPO. JPMorgan declined to comment"

SLV_SQUEEZE

Calling JNJ, JPM, WMT, CAT, CVX, and hotels “AI plays” is doing some serious mental gymnastics lol. AI is a huge theme across the entire market, you would've made this comment no matter what set of stock tickers I threw up there.

beerandgardening

I’d remove VGT and add a clear cut market leader like WMT/JPM/AMZN.

xghtai737

There are some wonky results in there. Like, if there is a negative operating margin, which makes the projected operating profit negative, and then the enterprise value is divided by the projected operating profit, that gives a negative number, which is fine. Then the sum of the revenue growth rate and the operating margin might also be negative, which is fine. But, then the Value Score is dividing a negative by a negative and giving a positive result, which is not good. And there are other issues, which maybe you don't see as issues. JPM has a negative enterprise value, for example. I see Zacks does list it as negative. Yahoo and Finviz have it as n/a. StockAnalysis actually has it as a positive number owing to the way they accounted for cash. But, assuming a negative enterprise value is correct, it would still cause problems in the event that there are negative operating margins in that the EV/POP column would have a positive number even though operating margins were negative. So, I tried fixing some of the formulas. You may or may not want to use them. Column N =IF(K17="";"n/a";K17-I17-J17) Column O =IF(OR(F17="";N17="n/a";N17>(F17+L17+M17));"n/a";F17+L17+M17-N17) Column P =IF(OR(H17="";G17="");"n/a";(H17/G17)-1) Column R =IF(OR(H17="";Q17="");"n/a";H17*(Q17/100)) Column S =IF(OR(O17="n/a";R17="n/a");"n/a";O17/R17) Column T =IF(OR(P17="";P17="n/a";Q17="");"n/a";(P17*100)+Q17) Column U =IF(OR(T17="n/a";S17="n/a");"n/a";IF(AND(T17<0;S17<0);(T17/S17)*(-1);T17/S17)) I did not test every scenario to make sure nothing was wrong or broken. But, that should fix some things. It's an interesting valuation method. Very different from what I've been doing. I may keep an eye on it and play around with Zack's screener at some point.

eoiioe

The JPM straddle is coming up soon, could be a long way to go

SLV_SQUEEZE

that's not really true, take a look at many stocks across different industries: \- JNJ \- JPM \- GE \- MAR / HLT \- WMT \- CAT \- CVX There have been huge winners in industrials, manufacturing, commercial goods, travel, tech, finance, etc. believing that semi conductors are the only thing driving the market is nothing more than a myth.

Beginning-Fig-9089

damn JPM exec harassment case moving up the next level lol

CrackofDawn05

JPM fired the analyst who was bearish on TSLA for 5+ years and hired a TSLA bull, needed a new face for their new narrative.

Yory_Alsik

I think BOA, JPM , or Goldman (cant remember which one) were publishing articles that they were seeing massive CTA inflows very early april and then we had one of the most historic 8-week bull run of all time. They don't always seem to be wrong and I don't think they were advising anyone to sell back then (though different arms of their business could have had different opinions).

tika_dengu

JPM raised price target to 265

whyshw

I don’t know about your strike price but JPM did upgrade TSLA last week to neutral and raised the price target to 470 something

SirIcy765

i mean i still like some of these names for long term, micron, avgo, intel, nvda, i would add some financial businesses too, cause of sector rotation that will come, like MA, WFC and JPM very undervalued stocks, also could go giant blue chip like apple, meta and google. there value in the market after this recent drop u just need to find it.

zdayatk

I bought a lot of PYPL shares near $50 price level. I anticipate that PYPL price per share will go around $100 until end of 2028. It is now a value stock, not a growth stock. P/E of PYPL is currently 7.7x, which is insanely deep value territory compared to JPM (15.2x) and BofA (13.5x).

Mobile-Bar7732

Well sport lol...45% to 50% of Tesla is held by institutions Blackrock, Geode, Vanguard, JPM, ... It's not like the index funds are pumping the price they buy at current market price. Elon knows the grift hence why he was begging Nasdaq to change the rules.

Wise-Start-9166

Some folks are talking about hedging/shorting, but most retail individuals have no kind of training for it. Switching to VIG will keep you in exposure to AAPL, MSFT, GOOGL, and META. VIG will also have a lot of our favorite guys from VOO like Costco, Visa, and JPM. You will miss out on AMZN, so you could just buy shares of that one. VIG has not done as well holding VOO, but I will also be moving some stuff around if the S&P comittee circumventd their standards for any of these sits. I won't be closing my entire SP5 position, but I won't consider it my core any more. It is becoming more like a highly needs technology fund in my mind.

CountryGreen7364

New TSLA price target from JPM 227% increase; report shows sales are crushing the ev market

kuedhel

I probably should make better description. No doubt GS, JPM and VZ use AI. But they have 15 P/E and not projected to grow at 10% y-o-y. I worry about companies valued at 1T with 100x projected revenue growth that have AI business as the primary driver of this revenue growth.

DoubleFamous5751

It’s fucking everywhere. JPM sent me an email 2 days ago. As mentioned 30% of the float was reserved for retail by Elon, so they’re shilling it hard. It’s just weird to see it all over.

throwaway9gk0k4k569

JPM rating on TSLA today: Latest Rating Date 6/5/2026 Analyst JP Morgan Rating Action Upgrade Rating Neutral Price Action Raises Price Target 145 -> 475 Last January: 150 -> 145.

TDAdams

Great conversation guys. One idea that has worked out for me has been to buy the brokers and forget about them. GS MS JPM and IBKR Bet on the house, not the gamblers.

Illustrious_Gift1609

This was tech possibly starting a correction. Healthcare and Financials were green today. JPM, UNH, ABBV, MO, PFE, O. SPY is right where we were prior to the AI run up.