Daftar Isi
1. Introduction to ODDO BHF Equities
In recent years, ODDO
2. We are in a race for chips and memory, says ODDO BHF's Stéphane Houri
Memory prices are likely to remain elevated for the next two to three years, driven by continued AI investment and capital ...
3. Weekly Market Outlook & Watchlist (8/10 - 8/14/26)
For real-time trade ideas, strategy breakdowns, and a community of serious traders join the 1000+ traders in the Market Pulse ...
4. Broadcom or Marvell: The Better Bet Beyond NVIDIA
Broadcom and Marvell could be standing at the center of a massive custom AI chip opportunity as Google, Amazon, and Meta ...
5. Massive Stocks Week! What Happens Next (Crucial Levels)
Market Reaches Extreme Expected Moves: SPY/QQQ Technical Forecast, Dark Pool Levels, Multi-Portfolio Position Sizing, and ...
6. FWRD and BHF - final update before earnings
NOT INVESTMENT ADVICE I AM AN IDIOT.
7. This investor thinks Europe can catch U.S. markets during the recovery
Gunther Westen of ODDO
8. Everyone Called It The Blowup Of 2026. Then He Wired $400 Million On Tuesday
Six days ago Situational Awareness was the biggest blowup of 2026. Leopold Aschenbrenner lost 67% in a single month and was ...
9. Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI | Odd Lots
A year ago, all of the talk ...
10. Oil, AI And Breadth Test Europe’s Rally | 10 Aug 2026 - Europe Pre-Open Brief
Your Europe Morning / Pre-Open Brief for Monday, 10 August 2026. A focused pre-open map for private investors: Hormuz oil ...
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Last Updated: August 10, 2026
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