The crew thinks NVDA will go up ~12.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks MSFT will go up ~9.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks LLY will go up ~8.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks HON will go up ~7.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks TSM will go up ~10.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks GOOGL will go up ~8.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks AMZN will go up ~7.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks AVGO will go up ~7.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks ANET will go up ~6.0% 20d.

Regime: The market is in a nuanced 'risk on' phase, driven by declining Fed funds rates, a weakening dollar, and low volatility, which favors growth and technology. However, persistent 'risk off' signals from the bond market (inverted curve, high term premium) and crowded equity positioning inject significant caution and could trigger sudden reversals.

The crew thinks NVDA will go up ~15.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks TSM will go up ~12.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks MSFT will go up ~10.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks XOM will go up ~8.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks JPM will go up ~7.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks CAT will go up ~8.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks LLY will go up ~9.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks AMD will go up ~10.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks CVX will go up ~7.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks GOOGL will go up ~8.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks COST will go up ~6.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks AVGO will go up ~9.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks AMZN will go up ~8.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.

The crew thinks HON will go up ~7.0% 5d.

Regime: The market is firmly in a Risk-On regime, driven by easing monetary policy, a strengthening yield curve, robust commodity demand, low volatility, and strong market sentiment and flows. This environment favors growth-oriented assets, particularly in technology and industrials, with energy and financials also benefiting from specific tailwinds.