Former CEO, sold 20yr biz to PE | Engineer B,MS Georgia Tech | LIVE SPX Signals since 2021 | Scalp ES levels (entry/exit) | Monday Advisor new in 2026
Space Coast, Merritt Island FL
Joined February 2009
- Tweets103K
- Following724
- Followers13K
- Likes36.4K
Pinned Tweet
The Monday Advisor - When price and probability disagree
marketmodel.substack.com/p/t…
Mike Valletutti 🎯 retweeted
The Monday Advisor - When price and probability disagree
marketmodel.substack.com/p/t…
Mike Valletutti 🎯 retweeted
@marketmodel you were spot on about AI being valued for perfection
Supply caps the boom. I wrote this narrative in May.
Wait until I write the next narrative.
BAIRD SLASHES NVIDIA PRICE TARGET 60%, WARNS OF AI SLOWDOWN
Baird downgraded Nvidia ($NVDA ) to Neutral from Outperform, slashing its price target to $200 from $500.
Analyst Tristan Gerra warns that 2027 data-center forecasts face delays amid supply constraints, potentially softer demand and reduced visibility.
Hyperscaler AI spending growth could slow to 40% or less in 2027, while 10–30% of channel orders may face preemptive cuts.
Despite strong H300 demand, Baird also flags uncertainty surrounding CEO Jensen Huang's tenure into 2027.
The warning: Nvidia's AI business remains strong, but growth expectations and leadership risks could weigh heavily on the stock.
Mike Valletutti 🎯 retweeted
CPI is backward looking.
Wholesale Gasoline forward looking.
Yes Inflation will drop like a stone.
👇
Health insurance premiums on Marketplace have gone up another 20%, after last year’s 20% increase, while out-of-pocket also goes up 20%.
When does it end?
My wife and I are now paying $1850 per month for Bronze plan.
Ridiculous.
