Lou Basenese
@LouBasenese
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As seen on @FoxBusiness @FoxNews @YahooFinance | EVP of Market Strategy $PROP | Founder of https://t.co/tb6ZmSoo5A | Investor | Market Commentator |
NYC & FL
Joined August 2009
$WMT results prove $TGT's problem is a Target problem, not a retail spending one
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Only 3 in 10 Veterans know about 0% down home loans. Join our mission to help veterans find their way home.
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No better hype man and support than @AlMende80474299! Damn good technical analyst and trader too. Appreciate you!
@Varneyco Stu is surrounded by top talent this morning after $NVDA successful showing! @LizClaman & @LouBasenese discuss $NVDA & the possible AI "bubble". Who better to opine on the subjects? Liz is a proven expert & Lou lately has become an upcoming respected Market Pro.
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Getting ready to join @Varneyco from 11-12. Tune in! We'll be talking about the AI Bubble That Isn't, $NVDA and more 🚀
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My latest episode of Trader Talk featuring none other than my friend @LouBasenese - It's all about AI and the wall of power.... @YahooFinance
https://t.co/Lcd9eD7b8s
finance.yahoo.com
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. AI’s runaway energy demand is igniting a massive new boom — and most investors aren’t ready for it....
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"80% into a bubble?" What does that even mean? 🐻's getting desperate to create FUD
RAY DALIO ON CNBC TALKING ABOUT MARKETS: - WE ARE AT 80% INTO A BUBBLE
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As if we needed more proof than $NVDA print. Here’s yet another “AI isn’t a bubble” data point
Cipher Mining Signs Additional 56 MW, 10-Year AI Hosting Agreement with Fluidstack In this transaction, Cipher will deliver 39 MW of Critical IT Load to Fluidstack at its Barber Lake site, securing ~$830M in contracted revenue over the initial 10-year term. The agreement also
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$GANX PRESENTS PRECLINICAL GT-02287 DATA AT NEUROSCIENCE 2025 The poster outlined new evidence from three preclinical models supporting the Company’s lead drug candidate’s, GT-02287, proposed mechanism of action of facilitating trafficking of glucocerebrosidase (GCase) to the
gaintherapeutics.com
See how we present our scientific findings through research posters that highlight innovations in allosteric drug development.
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Or not
Bitcoin is letting you know that $NVDA will miss earnings Few understand this
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$NVDA print was the lie-detector test for the entire AI trade. And it just proved no one is bluffing 🚀
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🚀 In Episode #2 of The Upside we discuss… How $EXOZ is using AI to create enzymes for sustainable chemical production. This is biomanufacturing without cells – faster, cleaner, smarter. No jargon. No gatekeepers. Just direct access to CEO Michael Heltzen – and the upside
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And what was everyone (except @danielnewmanUV) so worried about?
$NVDA guide even better than the print. 👏🏻 • Sales $57B vs Est. $55B • EPS $1.30 vs Est. $1.26 • Data Center Sales $51.2B vs Est. $48.6B • Gross Margins 73.4% vs. Est. 73.6% Q4 Guidance • Sales $65B vs Est. $62B
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On $NVDA earnings day, it's not only about GPUs, but gigawatts. Great and too short convo with the ever affable @KennyPolcari on how the grid shapes the next leg of the AI boom. Listen below 👇
My latest episode of Trader Talk featuring none other than my friend @LouBasenese - It's all about AI and the wall of power.... @YahooFinance
https://t.co/Lcd9eD7b8s
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Good bubble perspective 👇
Hard to create a bubble narrative when the S&P 500's P/E ratio has gone literally nowhere this year. 👇
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STOCK TRADING BAN🚫 Congress is one step closer to banning lawmakers from trading stocks. But could this fix backfire and create even bigger fairness issues? @dagenmcdowell @BrianBrenberg @RiggsReport @JackieDeAngelis @LouBasenese
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Thanks for the kind words, tuning in… and most importantly the work that you do for the energy sector and workers 👊
.@TheBigMoneyShow gets it on energy. Shout out to @dagenmcdowell and @LouBasenese and @BrianBrenberg for their awesome, fact-based, pro-American energy conversation. @FoxBusiness
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Lawmakers meeting to discuss stronger limits on congressional stock trading. Should members of congress be allowed to trade? let us know what you think @LouBasenese joins at noon @RiggsReport @dagenmcdowell @BrianBrenberg @JackieDeAngelis
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Coming up on @TheBigMoneyShow at noon. Tune in! Promise there are important things to talk about other than AI and $NVDA
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Most Over Used Headline of 2026 and 2025? “All Eyes on Nvidia” 👀 Melodramatic much? $NVDA will report 50%+ sales and earnings growth (again) and everyone acting like AI trend is cooked.
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