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Author: Brian Gilmartin

Semiconductor Chart and Nvidia’s EPS and Revenue Estimate Revisions

May 28, 2024 Brian Gilmartin Leave a comment

Chris Kimble is an excellent technician, running Kimble Charting Solutions. Note the breakout on the SMH chart above. The next…

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Posted in: Nvidia (NVDA), SMH (semiconductor ETF)

GDP and PCE Data This Week: Don’t Forget About Inflation Expectations

May 27, 2024 Brian Gilmartin Leave a comment

The Q2 ’24 Atlanta GDP Nowcast is projecting mid 3% GDP for the 2nd quarter, 2024. The scheduled GDP release…

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Posted in: CPI / PPI, Crude oil / Energy, PCE / PCE Core, PCE data

Pfizer: The Chart Looks Like a Bottom, But is the Dividend Safe ?

May 26, 2024 Brian Gilmartin Leave a comment

A couple of weeks ago, this blog’s technician (@GarySMorrow found on X) shot me a message, noting that he thought…

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Posted in: PFE

SP 500 Earnings: There is Nothing Wrong With SP 500 Earnings

May 24, 2024 Brian Gilmartin Leave a comment

Nvidia’s earnings weight is 3.2% within the SP 500, while it’s market cap weight as of Thursday night’s, May 23rd…

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Posted in: Weekly Earnings Update

Walmart and Cisco Earnings Summaries: A New Walmart Could Be At Hand

May 22, 2024 Brian Gilmartin Leave a comment

With two of the growth giants of the late 1990’s, there has been a decided turn for Walmart (WMT) for…

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Posted in: CSCO, WMT

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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