Jin's Wall Street News

Jin's Wall Street News on 9/26 - I sold gold and plan to buy US stocks if they fall over 5 percent.

Jin's Wall Street News on 9/19/25 - GDPNow estimates US real GDP growth at 3.3% for Q3.

Jin's Wall Street News on 9/12/25 - I buy gold & sell US stocks. I prepare for winter in advance.

Jin's Wall Street News on 9/5/25 - Hock Tan forecasts non-AI chip revenue to rise 15% QoQ.

Jin's Wall Street News on 9/4/25. GDPNow estimates US real GDP growth at 3.0% for Q3, down from 3.5%

Jin's Wall Street News on 9/1/25 - Dell Technologies expects FQ3 revenue to fall 9% QoQ.

Jin's Wall Street News on 8/28/25 - NVIDIA expects FQ3 revenue to grow 16% QoQ.

Jin's Wall Street News 8/22/25 - S&P Global US manufacturing PMI UP from 49.8 in Jul to 53.3 in Aug.

Jin's Wall Street News on 8/18/25 - Dan Niles continues to believe the market melts up.

Jin's Wall Street News on 8/15/25 - Applied Materials expects FQ4 revenue to drop 8% QoQ.

Jin's Wall Street News on 8/13/25 - Dan Niles said he is positioned for market rally to continue.

Jin's Wall Street News on 8/8/24 - Microchip expects the September quater revenue to rise 5% QoQ.

Jin's Wall Street News on 8/6/25 - Earnings for US chip companies like onsemi, AMD and Skyworks

Jin's Wall Street News on 8/4/25 - GDPNow estimates US real GDP growth at 2.1% for Q3.

Jin's Wall Street News on 8/1/25 - Amazon expects Q3 revenue to grow 5% QoQ.

Jin's Wall Street News on 7/31/25 - Jerome Powell said "we have made no decisions about September."

Jin's Wall Street News on 7/30/25 - GDPNow estimates US real GDP growth at 2.9% for Q2.

Jin's Wall Street News on 7/25/25 - Weekly jobless claims, S&P Global US PMI, US new home sales.

Jin's Wall Street News on 7/24/25 - I'm ready to sell AI stocks based on earnings from chip makers.

Jin's Wall Street News on 7/23/25 - TI CEO Haviv Ilan said "the semiconductor cycle is playing out."

Jin's Wall Street News on 7/18/25 - TSMC expects Q3 revenue to grow 8% QoQ.

Jin's Wall Street News on 7/17/25 - ASML expects Q3 revenue to be flat QoQ.

Jin's Wall Street News on 7/16/25 - NVIDIA said it will resume H20 AI chip sales to China.

Jin's Wall Street News on 7/11/25 - Dan Niles remains bullish on NIVIDA.

Jin's Wall Street News on 7/7/25 - US economy added 147K jobs in June vs 110K expected.

Jin's Wall Street News on 6/30/25 - Dan Niles said "For right now, I'm really enjoy the ride."

Jin's Wall Street News on 6/27/25 - Micron Technology expects its FQ4 revenue to grow 15% MoM.

Jin's Wall Street News on 6/24/25 - Fed Governor Bowman said she would support cutting rate in July.

Jin's Wall Street News on 6/19/25 - GDPNow estimates US real GDP growth at 3.4% for Q2.

Jin's Wall Street News on 6/18/25 - GDPNow estimates US real GDP growth at 3.5% for Q2 2025.

Jin's Wall Street News on 6/13/2025 - Dan Niles said inference demand really takes off.

Jin's Wall Street News on 6/12/25 - Oracle CEO Safra Cats expects FY26 revenue to rise 16% YoY.

Jin's Wall Street News on 6/9/2025 - Dan Niles expects NVIDIA to be strong over the near term.

Jin's Wall Street News on 6/6/2025 - Hock Tan forecasts AI chip revenue for its Q3 to rise 16% QoQ.

Jin's Wall Street News on 6/5/2025 - 10 year Treasury yield falls to 4.37% after US services PMIs.

Jin's Wall Street News on 6/3/2025 - GDPNow estimates US real GDP growth at 4.6% for Q2.

Jin's Wall Street News on 6/2/2025 - GDPNow estimates US real GDP growth at 3.8% for Q2 2025.

Jin's Wall Street News on 5/30/2025 - US Treasury yields seem to be moving properly based on data.

Jin's Wall Street News on 5/29/2025 - Dan Niles remains optimistic in the near-term on NVIDIA.

Jin's Wall Street News on 5/23/25 - Dan Niles said US stocks may hit new highs in the near-term.

Jin's Wall Street News on 5/20/2025 - Jensen Huang said $5T of plants being built over next 3 years.

Jin's Wall Street News on 5/16/25 - Dan Niles said "This may look like a new bull market."

Jin's Wall Street News on 5/14/25 - NVIDIA announced partnership with Saudi Arabia for AI factories.

Jin's Wall Street News on 5/12/25 - Steve Sanghi called the March quarter as a revenue bottom.

Jin's Wall Street News on 5/8/25 - Jerome Powell said US economy is still in a solid position.

Jin's Wall Street News on 5/6/25 - Dan Niles said NVIDIA stock probably does okay in the near term.

Jin's Wall Street News on 5/2 - Apple & Amazon earnings, Weekly jobless claims and S&P Global PMI

Jin's Wall Street News on 4/29/25 - Dan Niles said US stocks are likely to retest their bottoms.

Jin's Wall Street News on 4/25/25 - Dan Niles said the market would rally till early May.

Jin's Wall Street News 4/24/25 - Haviv Ilan said we may be at the bottom of the semiconductor cycle.