QPL 모멘텀 투자

[QPL 20231007] MOD LLY AMGN GOOGL NVDA / SMCI META SQQQ

비내린달 2023. 10. 7. 09:06
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Quaterly Performance League
QPL은 모멘텀 투자를 재밌게 하기 위해 관심 종목을 랭킹으로 정리하는 개인적인 기록입니다.

 

 

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알림
 

 


오늘의 순위

(Fri OCT 06 2023 7:50 PM ET, Finviz.com 시간 기준)

 


 

1부 리그

 

Top 5

 

1. MOD x 

Today 08:50AM Here's What Could Help Modine (MOD) Maintain Its Recent Price Strength Zacks
Oct-04-23 11:40AM MOD vs. RACE: Which Stock Is the Better Value Option? Zacks
08:18AM Modine and Bassett Furniture have been highlighted as Zacks Bull and Bear of the Day Zacks
06:05AM Bull of the Day: Modine (MOD) Zacks
04:48AM Zacks.com featured highlights Modine Manufacturing, Arcos Dorados, Karat Packaging and LSI Industries Zacks
Oct-03-23 09:24AM Bet on These 4 High-Flying Stocks With Increasing Cash Flows Zacks

 

2. LLY x 

Today 02:06PM 12 Stock Picks From Our Healthcare Roundtable Pros. Weight Loss Isnt the Only Big Deal in Medicine. Barrons.com
12:46PM US STOCKS-Wall Street rebounds on megacaps boost, Treasury yields retreat Reuters
12:37PM The Point At Which IBD Stock Of The Day Eli Lilly Could Become Actionable Again Investor's Business Daily
11:32AM Unveiling Eli Lilly and Co (LLY)'s Value: Is It Really Priced Right? A Comprehensive Guide GuruFocus.com
09:30AM Pharma Stock Roundup: LLY Offers to Buy POINT Biopharma & Other Updates Zacks
09:00AM Investors Heavily Search Eli Lilly and Company (LLY): Here is What You Need to Know Zacks
08:45AM Structure Therapeutics (GPCR) Stock Up 9% This Week: Here's Why Zacks
08:15AM 2 Reasons Why Eli Lilly's Mounjaro Might Beat Novo Nordisk's Ozempic, and 2 Reasons Why It Might Not Motley Fool
07:45AM Lilly Announces Details of Presentations at ESMO Congress 2023 PR Newswire
06:09AM Should You Sell This Stock After Another Regulatory Headwind? Motley Fool

 

3. AMGN x

Today 05:50PM Amgen (AMGN) Increases Yet Falls Behind Market: What Investors Need to Know Zacks
02:06PM Hedge Funds Won Big on Bets Amgen-Horizon Deal Would Go Through Bloomberg
11:34AM Mirati (MRTX) Surges 45% as Sanofi Reportedly Eyes Buyout Zacks
09:18AM Amgen completes $27.8 billion Horizon Therapeutics deal Reuters
09:11AM CORRECTED-UPDATE 2-Amgen completes $27.8 bln Horizon Therapeutics deal Reuters
09:00AM Amgen Inc. (AMGN) is Attracting Investor Attention: Here is What You Should Know Zacks
08:38AM Amgen completes acquisition of Horizon Therapeutics Reuters
08:30AM AMGEN COMPLETES ACQUISITION OF HORIZON THERAPEUTICS PLC PR Newswire
Oct-05-23 02:57PM UPDATE 2-US FDA panel says Amgen lung cancer drug data cannot be relied on Reuters
02:43PM US FDA panel gives thumbs down on approval for Amgen lung cancer drug Reuters

 

4. GOOGL x

Today 03:13PM Google Changed Ad Auctions, Raising Prices 15%, Witness Says Bloomberg
03:00PM Google Rejects Trudeaus Olive Branch, Threatens News Link Block Over New Law Bloomberg
01:10PM Google, Apple face fines in South Korea for breaching in-app billing rules TechCrunch
12:46PM 'You Need The Magnificent Seven': Jim Cramer Says These Tech Stocks Can Help Investors 'Make It Through' The Market Turmoil Benzinga
12:25PM Alphabet (GOOGL) Boosts Its Smartphone Offerings With Pixel 8 Zacks
11:21AM Some gen AI vendors say they'll defend customers from IP lawsuits. Others, not so much. TechCrunch
09:53AM 2 Stock-Split Artificial Intelligence (AI) Stocks to Buy Hand-Over Fist in October Motley Fool
08:00AM 3 Top Cloud Stocks to Buy in October Motley Fool
05:50AM Microsoft Invested in OpenAI. Amazon and Google Invested in Anthropic. But This Tech Giant Has Made More AI Deals Than Any of Them. Motley Fool
05:30AM These Stock-Split Stocks Could Become AI Giants Motley Fool

 

5. NVDA x 

Today 05:05PM Missed Out on Nvidia? 2 AI Stocks to Buy Before They Skyrocket Motley Fool
04:10PM Nvidia Stock Rebound Offers Early Entry In AI Leader Is It A Buy? Investor's Business Daily
04:06PM Top Funds Don't Think The AI Boom Is Over. This List Proves It. Investor's Business Daily
04:01PM What TSMC, Micron, and Nvidia Stock Investors Should Know About Recent Chip Updates Motley Fool
03:56PM Nvidia Just Made Big Changes to Its Data Center Strategy -- Is This Bad News for AMD and Intel Stock Investors? Motley Fool
02:02PM 5 Best Artificial Intelligence (AI) Stocks To Buy According to Hedge Funds Insider Monkey
01:08PM Nokia (NOK) Establishes Advanced 6G Research Facility in India Zacks
12:46PM 'You Need The Magnificent Seven': Jim Cramer Says These Tech Stocks Can Help Investors 'Make It Through' The Market Turmoil Benzinga
12:16PM DELL's Expanding Generative AI Portfolio to Aid Prospects Zacks
10:43AM Sabre (SABR), LATAM Partner to Integrate NDC Content Into GDC Zacks

 

Wildcard. SMCI META SQQQ 

Today 05:05PM Missed Out on Nvidia? 2 AI Stocks to Buy Before They Skyrocket Motley Fool
01:30PM Seizing Opportunity: 3 Momentum Stocks to Buy Zacks
Oct-05-23 08:36AM Super Micro Computer and Dollar General have been highlighted as Zacks Bull and Bear of the Day Zacks
04:00AM Bull of the Day: Super Micro Computer (SMCI) Zacks
Oct-04-23 03:30PM AI Will Be Bigger Than Industrial Revolution, Says Leading AI Executive Barrons.com
04:59AM Zacks.com featured highlights Lifeway, EMCOR, Super Micro Computer, Group 1 Automotive and PBF Energy Zacks
Today 04:06PM Top Funds Don't Think The AI Boom Is Over. This List Proves It. Investor's Business Daily
03:00PM Google Rejects Trudeaus Olive Branch, Threatens News Link Block Over New Law Bloomberg
12:51PM Humans cant resist breaking AI with boobs and 9/11 memes TechCrunch
12:25PM Netflix: 'High probability' streamer will raise prices, analyst says Yahoo Finance Video
09:50AM Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick Zacks
09:01AM Insider Sell: Meta Platforms Inc's Chief Legal Officer Jennifer Newstead Sells 670 Shares GuruFocus.com
08:00AM This Chart Pattern Lit Up Meta Stock's 2023 Run Investor's Business Daily
08:00AM Is The AI Boom Over? This List Shows The Top Funds Don't Think So. Investor's Business Daily
05:39AM 2 Potentially Explosive Stocks to Buy in October Motley Fool
05:31AM Worried About Meta's Metaverse Experiment? You Need to See This Chart Motley Fool
Aug-05-23 09:08AM The stock market's next challenge: August doldrums Yahoo Finance
Mar-01-23 09:00AM How to chart anchored VWAP multiple time frames: Brian Shannon, CMT Yahoo Finance Video
Feb-09-23 02:45PM SQQQ Inflows Soar as Investors Bet Against Tech etf.com

2부 리그

 

 


리그 관찰

 

고용보고서가 예상보다 강하게 나와 하락 출발했던 나스닥은 반등에 성공하며 1.6% 강한 상승으로 마감했다.

종목들도 대부분 올랐다. 와일드카드로 자주 올라왔던 COST와 인버스인 SQQQ, 장기채 TLT, 필수소비재 XLP를 제외하고 모두 초록색. 

 

매크로에 대한 불안도 있었고, 개별 종목에 대한 불안도 있었다.

구글 반독점 이슈, 엔비디아 AI칩 독점 이슈. 그럼에도 예상과 다르게 움직이는 시장을 예측하는 것은 상당히 어렵고 소모적인 일이다.

하루하루 움직임이 아니라 기준 내에서 움직이는 것이 일단은 더 나에게 맞는 느낌이지만, 심심함을 달랠 방법은 찾아야 한다.

하루하루에는 좀 더 초연해질 수 있기를. 

경기침체는 없고 No landing으로 올해를 날 수 있으리라 예상했던 것이 몇 달 전이다.

그러다 경기침체의 징후와 심리가 켜켜이 쌓이는 중인데, 모두가 예상하는 침체는 오지 않는다고 했다던가. 

그래도 여전히 높은 금리가 상당기간 유지될 가능성이 높다.

채권 금리도 최고 수준에서 오락가락한다.

만면 원유 수요는 급격하게 둔화되고 있다.

시장은 이런 이슈에 얼마나 기민하게 움직일 수 있을까?

상반된 소식이 들릴 때 어디에 어떻게 가중을 두고 움직일까?

알기 어렵다.

 

기준을 좀 더 단순하고 딴생각이 안 들도록 명료하게 다듬고 있다. 


이전 순위

 

[QPL 20231006] MOD AMGN LLY GOOGL SMCI / SQQQ COST TSLA META

Stock Screener - Performance AAPL,AMZN,LLY,AMGN,LMT,MSFT,NVDA,NOW,TSLA,COST,GOOGL,META,BRK-B,ALB,V,ISRG,ABT,LULU,ADBE,PANW,SMCI, × Ever heard of Finviz*Elite? Our premium service offers you real-time quotes, advanced visualizations, technical studies, and

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탐색

 

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  • FN : 전자 소재
  • STRL : 엔지니어링 건설
  • TW : 자본시장
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