Oct 16th Stock Market Update - Nuclear Energy is big for AI - how to play it

$DUOL $MS $SMCI

Author

Mukund Mohan
October 16, 2024

Market

“With nuclear energy becoming more important for the data center growth - Amazon, Google and Microsoft have all announced deals for it. The cooling required still makes Vertiv $VRT a great play” 😊 😋

Markets were muted to the high early with strong results from financials

With many financial companies including Goldman Sachs, Morgan Stanley and the banks reporting higher earnings and strong guidance, the 4Q of this year is a good play for $XLF the financial sector ETF.

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Insights from the portfolio

$MS Morgan Stanley Deep Dive and 2024 Outlook

The investment bank is back to All time highs on strong earnings

stocksmarts.substack.com/p/ms-morgan-stanley-deep-dive-and-2024

Video of the day

Today’s video is on Duolingo $DUOL the language learning app.

Deep dive of the day

Super Micro Computer Inc $SMCI Deep Dive – Investment Literacy Coach

The AI data center server provider

blog.mukundmohan.online/index.php/2024/10/16/super-micro-computer-inc-smci-deep-dive

Good setups for swing

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