Jay AM & Research
@JanAMResearch
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Research activity in relation to stock market and crypto investing. Let’s have fun! None of tweets are investment advice. Do your own research! #stocks #crypto
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Joined March 2024
Well, based on the sentiment over the weekend, the price action seems anticipated. More red to come? $SPX
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Selling options can generate roughly 2% yield on capital monthly. That's conservative but consistent. With a $100,000 portfolio, that's $2,000 a month. With a $200,000 portfolio, that's $4,000 a month. With a $500,000 portfolio, that's $10,000 a month. Financial freedom is
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Once interest rates decline, consumer spending may pick up. However, a contrarian take is that more wealthy individuals may actually spend less. The ones that had hefty savings, they used to spend more due to interest income generated from high-yield accounts. $SPX
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Quite frankly, $NBIS is one of my favourite data centre plays in 2026. If it pushes through $110, we could see significant upside. So far, Nebius has been comfortably trading above its 200-day moving average on the daily timeframe.
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The pullback has been significant for $NFLX. While retail investors are loading the boat, I wouldn't be surprised if Netflix dropped to its weekly 200-day MA, currently at $62.50.
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JPMorgan back-tested its 50-day moving average on a daily timeframe. The quarterly report wasn't good, but $JPM remains a significant bank. Sometimes quality comes at a price, though there are reasons for concern.
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Well, $AMD may be in for some trouble. The stock recently backtested its 50-day moving average on the daily timeframe. Does this mean Advanced Micro Devices could drop to $160 to close the gap below?
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Avride is another argument for a bullish $NBIS thesis. Back in October, the company partnered with $UBER. Nebius is tapping into autonomous driving and navigation technologies. If $NBIS succeeds, this would significantly contribute to both top- and bottom-line growth in the
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$AMD is riding its daily 20-day moving average. Will we push through it, or will the price action deteriorate below?
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If you had to name one stock that you find undervalued in 2026, what would it be? #STOCKS $SPX
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I think it's only a matter of time before $AMD closes the gap. That's a significant area to fill, and it's likely happening in Q1 2026, imho.
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I think $NBIS is well-positioned to dominate the AI HPC space in the coming years. Why? In Q3 2025, Nebius stated it had sold all available capacity. That's significant and signals strong demand for $NBIS services. On top of that, $MSFT partnered with $NBIS on AI infrastructure,
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JPMorgan, the leading US bank $JPM, reported a double miss yesterday. The stock fell 4%. Should we be worried?
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$JPM's press release stated the bank doesn't see a significant deterioration in the short-term outlook. That's bullish for the markets. $SPX
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Selling options can generate roughly 2% yield on capital monthly. That's conservative but consistent. With a $10,000 portfolio, that's $200 a month. With a $50,000 portfolio, that's $1,000 a month. With a $100,000 portfolio, that's $2,000 a month. $SPX $QQQ $SPY
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$ONDS has been one of my top picks in 2025. Naturally, with more geopolitical uncertainty, the defense stocks are likely to appreciate further. This drone play has been outstanding so far, but will the trend continue in 2026?
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We are way above the option max pain for $ETHA. Quite frankly, all the option chain up to 31 days in the future. Can this cap the upside for $ETH and $BMNR?
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$NBIS has contracts with Magnificent 7 companies $MSFT and $META. I think that's reassuring for investors. If the data center company can scale fast enough and supply demand efficiently, I wouldn't be surprised if the partnerships continue for years ahead.
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Stop ignoring selling options, folks. Anyone can build a passive income stream with a minimum risk of getting assigned. Don't be greedy, but also benefit when the market is boring. $SPX
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