Mike Nolan - Comments

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Silver’s Massive Reversal: Is The $117 Top Finally In?
11 days ago
You highlight a potential topping tail and reversal after silver reached around $117 — how do you distinguish between a major cycle top versus a temporary profit‑taking pullback in this kind of parabolic move, and what specific price levels or market signals would confirm one scenario over the other?
Manufacturing’s Experience With Stagflation
1 month ago
I'm bullish on $DELL. Great company with a bright future.
In this article: DELL
USD Bounces Into The End Of The Week
2 months ago
You point out that the market is pricing in roughly an 80% chance of a Federal Reserve rate cut next month, which is underpinning the dollar bounce — how sensitive do you think that dollar strength is to unexpected data (e.g. a higher-than-expected U.S. inflation or jobs report)? In other words — if data surprises to the upside, could the bounce accelerate, or might it reverse sharply if things disappoint?
Current Report: Pirelli & C. S.P.A
2 months ago
Given that Pirelli posted a solid 2024 profit and has reaffirmed its 2025 targets — but still faces headwinds from U.S. tariffs and unresolved governance issues with its major shareholder — what do you think is the bigger risk for the stock over the next 6–12 months: macro/external pressures (tariffs, auto‑market slowdown) or internal/structural risks (governance, shareholder uncertainty)? And under which scenario would you get bullish again?
In this article: PLLIF
Why I Just Bought The Most Hated Stock In Retail
3 months ago
Totally agree. Tech rotation into lululemon ($LULU). You should also do this for Deckers ($DECK)
In this article: LULU
Is Rush Street Interactive Primed For Explosive Growth?
3 months ago
#RushStreet ($RSI) installed about enough relative to the giants in the sector. It’s a good company. Take that for what you will, i would still have chips in flutter
In this article: RSI
Are Chip Megadeals Proof Of A Boom Or Bubble?
3 months ago
A boom. Bullish!
In this article: AMD, TSM, AVGO, INTC, NVDA
Nuvve's $400M Contract And The V2G Investment Gamble
3 months ago
Good read, thanks. I've added $NVVE to my radar.
In this article: NVVE
Inside Baseball: How We Build Portfolios
5 months ago
Good read, thanks.
In this article: WMT, MSFT, M, TGT
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