UK Services PMI the data risk at 08.30 GMT. NFPs the focus after that. I remain a rally seller.
Offers: 1.4450-55 1.4480 1.4495-505 (strong) 1.4530 1.4550 1.4580 1.4600 1.4625-30 1.4650
Bids 1.4400 1.4385 1.4365 1.4350 14330 1.4300-10 (strong) 1.4280 1.4250 1.4200
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NVDA's 37 P/E is cheap given 65% growth. AMZN's 31 P/E near lows. AAPL's 32 P/E reemerges.
Berkshire's 9 core holdings, incl. AAPL (31x P/E) & AXP (18x P/E), anchor its $320B portfolio. Itochu (low EV/EBITDA) shines.
JNJ's steady growth & reliable dividend vs. PFE's high yield & lower P/E, but revenue concerns linger.
US states like NY & CA lead EU economies in GDP per capita, but US poverty is higher.
VOO offers 14.4% CAGR, low 0.03% fees, broad diversification vs. VUG's higher growth/risk.
Micron's AI-driven surge targets $700, but cyclical risks loom. P/E of 7 offers upside.
India's quick commerce sees 25%+ order growth, but profitability's pressured by deep discounts & competition.
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