Onu Anda
@ACFER20
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Sales & Strategy at ACF Equity Research, Capital Markets, Research and Finance
London, England
Joined June 2015
ACFMorningMeeting - Paramount Concerns and Schizophrenia - $NFLX drops Warner bid on price; $NVDA drops -5.5% on stellar EPS as investors focussed on AI capex concerns. Block, the payments firm, $XYZ rockets +28% including pre market on AI investment bet that will lead to 40%
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Six Small Caps, #PYC #KEN #FAR #ECR #FMET #PALM, Catalysts Move the Price. The six companies below operate in very different areas, yet each has experienced a sharp shift in valuation over the same period. https://t.co/VO5e0w5xN0
share-talk.com
Shares can drift for months, then reprice in a matter of weeks when the right combination and market narrative comes together.
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London equities are expected to open higher on Friday, futures indicate the FTSE 100 will rise around 40 points, to 10,879. The index closed 40.29 points higher at 10,846.70 on Thursday and is now up 1.5% for the week. Wall Street finished Thursday’s session with a mixed
The FTSE 100 extended its record-breaking streak on Thursday, climbing a further 40 points to reach 10,846. Mid-cap stocks also moved higher, with the FTSE 250 rising 0.35% to 23,719. IG chief market analyst Chris Beauchamp said the continued momentum leaves the blue-chip index
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Finance and insurance jobs imploding chart repost thanks to @Mayhem4Markets - a lot of jobs in finance and insurance are quite 'mundane' or driven by processes that AI can undoubtedly help with, perhaps it is these ones, that are going...if it is the front office that is being
Job openings in finance and insurance are imploding. Is this related to AI or something else entirely?
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Trader's Café Review #BulletinBoardHeroes 📊 Thursday 26th February 2026 #FTSE100 #DAX #DOW #BTC #ETH #Gold #AAU+5.00% #AFRN+18.07% #DGQ+4.04% #EML+8.00% #GEX+6.09% #GFIN+1.33% #GMET+6.12% #HEMO+1.02% #JOG+2.34% #PR1 0.00% https://t.co/VgSJRZoJlb via @ZaksTradersCafe
Trader's Café Review #BulletinBoardHeroes 📊Wednesday 25th February 2026 #FTSE100 #DAX #DJI #BTC #ETH #Gold #AMRQ+7.78% #DSG+15.10% #DIAL+6.62% #ENQ+4.41% #GEO+6.59% #GMET+14.63% #GFIN+8.22% #JOG+28.79% #KOS-0.32% #OBI 0.00% #TYM+17.65% #XTR+10.87% @ZaksTradersCafe
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Oil ▼ to ~$64.3bbl as geopolitics + supply collide: US-Iran nuclear talks resumed ahead of Trump’s deadline, despite fresh US sanctions, while Saudi, Iraqi, Kuwaiti and UAE exports ▲ & surplus fears build. $NVDA -3.57% even after $68.1bn rev. beat + 73% y/y growth. ACFview
ACFMarketWrap: AI euphoria meets reality check: $NVDA’s beat wasn’t enough to keep Wall Street flying as scrutiny on AI capex builds. US equities were mixed with the S&P 500 -1.15% and Dow -0.13%, while $NVDA ▼5.3% despite topping earnings and revenue estimates, highlighting
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We explore the complexities of Most Favored Nation pricing for pharmaceuticals with @TuhuraBio CEO Dr James Bianco. Join in to hear how this might affect US and global commercialization efforts. $HURA #ImmunoOncology #CancerResearch #LifeSciences
https://t.co/uV4kTf8STR
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Oil ▼ to ~$64.3bbl as geopolitics + supply collide: US-Iran nuclear talks resumed ahead of Trump’s deadline, despite fresh US sanctions, while Saudi, Iraqi, Kuwaiti and UAE exports ▲ & surplus fears build. $NVDA -3.57% even after $68.1bn rev. beat + 73% y/y growth. ACFview
ACFMarketWrap: AI euphoria meets reality check: $NVDA’s beat wasn’t enough to keep Wall Street flying as scrutiny on AI capex builds. US equities were mixed with the S&P 500 -1.15% and Dow -0.13%, while $NVDA ▼5.3% despite topping earnings and revenue estimates, highlighting
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Follow up: I understand how market makers operate. The issue is not that they temporarily hold inventory on either side of the book. That is inherent to liquidity provision. The real issue is informational asymmetry. Market making grants access to a uniquely powerful dataset:
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ACFMorningMeeting - Beat Nvidia - $NVDA 4Q printed beats post the bell last night. $NVDA posted EPS 1.62 on $68.1bn revs vs. EPS $0.89 on revs $39.3bn 12 months ago. The stock response was lack lustre. $AMD $AVGO $INTC are in Nvidia's sights. Opens - Europe +ve $STOXX $FTSE
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The FTSE 100 looks set to push deeper into record territory on Thursday, building on the previous session’s strong rally.Futures indicate London’s blue-chip index will open around 20 points higher, after surging 125.8 points on Wednesday to close at a fresh all-time high of
The FTSE 100 pushed decisively above the 10,800 mark, notching up another triple-digit gain session and setting a fresh record high of 10,806.41, up 1.18% on the day. Mid-cap stocks also advanced, with the FTSE 250 climbing 0.58% to 23,636.89. Driving much of the momentum was a
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Bulletin Board Heroes: February 25 Zak Mir takes a charting look at FTSE 100, Dax, Dow, Bitcoin, Ethereum, Gold, Amaroq, Dillstone, Diales, EnQuest, GEO, Guardian Metal, Gfinity, Jersey, Kosmos, Ondine, Tertiary, Xtract. - Zaks Traders Cafe https://t.co/2gD1URkUpL
#FTSE100 #DAX
zakstraderscafe.com
Zak Mir takes a charting look at FTSE 100, Dax, Dow, Bitcoin, Ethereum, Gold, Amaroq, Dillstone, Diales, EnQuest, GEO, Guardian...
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Taming emotions @Mayhem4Markets below - is critical to almost every endeavour no matter the popular focus on beaming in and rewarding the opposite in mass culture.
Trade your plan, not your impulses
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🛢️ Oil bulls hit a wall: US crude inventories exploded +16mb—the biggest build in 3 years—crushing expectations, with Cushing stocks also up. Distillates ▲, gasoline drew 1mb. $NVDA ~+2% after joining a $1.2bn funding round for Robo-taxi AI firm Wayve. ACFview
ACFMarketWrap: Markets leaned risk-on ahead of $NVDA earnings, the key gut check for AI demand. Trump’s State of the Union tone suggested blanket tariff hikes aren’t imminent post-SCOTUS IEEPA ruling. NASDAQ +0.97% as chips led— $NVDA +1.92% into the print and $AMD +1% extending
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EVP and Chief Commercial Officer Bryan Downey describes @CingulateInc's sales and marketing strategy for CTx-1301. $CING #CTx-1301 #ADHD #PrecisionTimedRelease #PTR #NASDAQ #Biotech #BioPharma #FDA #FDAApproval #PDUFA #NDA #DrugDelivery #ExtendedRelease
https://t.co/NPssTD2CoL
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🛢️ Oil bulls hit a wall: US crude inventories exploded +16mb—the biggest build in 3 years—crushing expectations, with Cushing stocks also up. Distillates ▲, gasoline drew 1mb. $NVDA ~+2% after joining a $1.2bn funding round for Robo-taxi AI firm Wayve. ACFview
ACFMarketWrap: Markets leaned risk-on ahead of $NVDA earnings, the key gut check for AI demand. Trump’s State of the Union tone suggested blanket tariff hikes aren’t imminent post-SCOTUS IEEPA ruling. NASDAQ +0.97% as chips led— $NVDA +1.92% into the print and $AMD +1% extending
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🍫 Cocoa slid to ~$3,000/t - lowest since May ’23, as weak demand, ample supply, and a strong West African crop outlook weighed. Unsold beans pile up in Ivory Coast & Ghana, inventories hit a 5.25-mth high. $AAPL ~+3% after shareholders rejected a China exposure report. ACFview
ACFMarketWrap: Stocks bounced as investors dialled back AI-disruption panic and scooped up battered software names. The White House signalled it’s moving to formalize Section 122 tariffs at 15%, keeping trade risks in play. The $SPX +0.4%, Dow +0.5%, and $NDX +0.5% clawed back
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ACFMorningMeeting - Japanese Rocket - Nikkei $N225 jumps 2.2%. Green across the boards. Markets ruminate over $NVDA upcoming EPS. Opens - Europe strongly +ve $PTL $STOXX $FTSE $FTMC $FTAI +ve. USA ftrs weakly +ve $DJI $GSPC $IXIC. Stock Watch - $TSLA 2.4%, flat pre market.
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London equities are set for a stronger start on Wednesday as investors adopt a more risk-on stance ahead of Nvidia’s closely watched earnings release after the New York close. Futures indicate the FTSE 100 will open around 51 points higher, up 0.5% at 10,732. The index finished
Trader's Café Review #BulletinBoardHeroes 📊 Tuesday 24th February 2026 #FTSE100 #DAX #DOW #BTC #ETH #Gold #AVCT+8.94% #ALK+5.55% #AJAX+3.13% #GAL+0.37% #GROC+11.11% #GMET+6.75% #IMC+19.38% #N4P+4.76% #OMI+2.28% #PIP+42.41% #RPI+7.69% #SVML+4.55% @ZaksTradersCafe Full 🏡
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