JPM
JPMorgan Chase & Co.
stock NYSE

It didn't work out with BRK so JPM might be the next attempt

JPM has tons of people working at the bank, some who have been making calls for a decade with known reputations.

Funny comment but I don't think there is a correlation here unless you trust JPM with how you position? Which would be very stupid.

Yeah, I get what you mean. Big banks never say anything without a motive.
But even if JPM is talking their book, it doesn’t mean the sentiment they’re pointing at is wrong.
Markets do get crowded and overconfident this time of year.
I’m not taking their words as “guidance,” just treating it as another signal to stay a little sharper than usual.

JPM is not your friend. If they are giving you (ie. the general market) free "advice" it's because they want to herd the sheep in a certain direction for their own ends. Sometimes that can work out for you in the short term, and sometimes you're just a lamb being led to the slaughter.

Great news for JPM.

Speculation that he is in the running to be the next CEO of JPM

Also, not exactly sure why Combs made such a move to JPM here... The 10B sum he will get to invest there (albeit only initially) was already given by Buffett to manage on behalf of BRK in 2017. I reckon the sum will be much larger by now. He was CEO of Geico. He was already on the board of JPM...

I wonder how he got a job at JPM when his performance didn't even beat the market ?

I have a theory that JPM and the other institutions that loaded up when it nearly went bankrupt to $3, will begin unloading their shares upon the s&p inclusion to passive investors and I don’t think CVNA will hold up well past the short term.

MAG7:
* AAPL - Wedbush bumped its AAPL target to 350 from 320, saying2 026 is finally the year AAPL enters the AI revolution. They expect Apple to formally step up with a Google Gemini AI partnership in early 2026, see the 2.4B iOS and 1.5B iPhone installed base as the key unlock, and estimate AI monetization could add 75 to 100 dollars per share over the next few years.
* TSLA - Morgan Stanley downgrades to Equal weight from overweight, raises PT to 425 from 410. At the current valuation — with the shares trading at roughly 30x 2030 EBITDA (48x on our estimates), downside to next-twelve-month consensus estimates, and a non-auto catalyst path that appears largely priced — we see a more balanced near-term risk/reward and prefer to wait for a better entry point, even though the long-term bull/bear skew (base case $425, bull case $860, bear case $145) remains attractive for patient investors if Tesla can execute on robotaxis, unsupervised FSD and scaling Optimus."
* NVDA - Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’ Fortune

OTHER COMPANIES:
* CVNA, CRH, FIX all up on joining S&P. LKQ, SOLS, MHK getting kicked off. PINS, BAH, SPXC all join Madcap 400, whilst PRIM, CWST, INDV, HE, join the Small cap 600.
* AVGO - BofA preview into earnings:
* Broadcom reports Dec-11, we expect upside to data center sales driven by success of Google’s Gemini 3 inferencing demand. Consensus data center sales (incl. networking) stand at: 1) FQ4’25: $5.7bn, 2) FY26E: $38.3bn, up 98% YoY inc. $10bn for Anthropic, and 3) FY27/28E: up 55%/45% at $59.3bn/$85.7bn with scenario bull-case \~$100bn. Upside from Google’s ability to add external TPU customers and from faster adoption of AVGO custom chips/networking (incl. co-packaged optics lasers/switches) at OpenAI, Apple, xAI and potentially Microsoft. Our Asia colleagues suggest demand for TPU could be as high as 2.5mn/4.5-5mn units for CY25/26E. Downside risks from: 1) supply constraints (NVDA’s ability to lock-up wafer, packaging, memory supply), 2) uncertainty in custom chip programs, and 3) potential (low-end) competition from Mediatek at Google v8E TPU (\~$2500 average selling price, likely for low-end inference.)"
* OKLO - Seaport Global upgrades OKLO to Buy from Neutral, PT 150. "OKLO’s 3Q25 call provided a wealth of information about its multivariate progress in executing its business plan. In this quarter, we focus on those items that strike us as most impactful and thought-provoking, with a focus on Pu-239 as fuel. We upgrade OKLO from Neutral to Buy with a price target of $150 per share, based on 15x our 2032 EBITDA estimate of $1.59 billion."
* NEE - NextEra Energy & Google Cloud are partnering on multi gigawatt US data center campuses + dedicated power to support rising AI demand, w/ the first 3 sites in development, \~3.5 GW already operating or contracted, & 1st joint product hitting GOOGL Cloud Marketplace by mid'26.
* NEE & META - It signed \~2.5 GW of solar and storage with META across ERCOT, SPP, MISO and New Mexico (11 PPAs, 2 storage deals, 13 projects starting 2026), extended 168 MW of Point Beach nuclear with WPPI into the 2050s, and agreed with Basin Electric on a proposed 1,450 MW gas plant in North Dakota to back a multi-GW data center campus.
* ORCL - price target lowered to $330 from $400 at Barclays, keeps Overweight.
* MSTR - Bernstein lowered the firm's price target on Strategy to $450 from $600 and keeps an Outperform rating on the shares
* Infinity Natural Resources INR is buying Ohio Utica upstream and midstream assets from Antero AR/ AM for $1.2B, then selling 49% to NOG for $588M and keeping 51%.
* CRWV - plans to raise $2B via convertible senior notes due 2031 in a private deal, with an extra $300M option for buyers.
* Other AI infrastructure names like NBIS down in sentiment.
* MRVL - trading lower after Benchmark cut the stock to Hold, saying Marvell likely lost AWS’s Tranium 3 and 4 designs to Alchip, which they see behind the slowdown to \~20% XPU growth in 2026 and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins.
* KBH - Barclays Upgrades KBH to overweight from Equal Weight, raises PT to 71 from 49. "We upgrade KB Home to Overweight as we prefer it on a relative basis given strong execution, returning focus to build-to-order (BTO), and upside to returns long term. We think return on equity (ROE) could meaningfully recover into 2027 as KBH remains disciplined on capital allocation. We think that mix shift towards BTO could benefit its margin profile, especially as it has reduced cycle times meaningfully, and we see a path to 10% ROE in 2027 given its $1 billion share repurchase authorization."
* IBM, CFLT - IBM is buying CFLT for $11B.
* BIDU - Citi reiterates Buy - PT $181; OPENS 90-DAY UPSIDE CATALYST WATCH
* DEFENCE STOCKS:Congress has rolled out a $901B FY26 defense bill, $8B above Trump’s request, that hits China on multiple fronts with tighter outbound investment screening, bans on Chinese biotech and key tech in Pentagon supply chains, and more funding for Taiwan, Indo Pacific posture and Ukraine, alongside a 4% pay raise for enlisted troops and a new AI Futures Steering Committee.
* MU - bofA raises MU PT to 250 from 180. Compared to prior upcycles (personal computer, smartphone, 3D NAND, etc.), the current artificial intelligence upcycle could be more structural in nature and sustainable. Importantly, average memory content in artificial intelligence servers could be: 1) approximately 2x higher than traditional enterprise servers on a sales dollar basis, 2) approximately 3x higher for the more profitable DRAM content, and 3) even greater (more than 3x) for total gross profit dollars.
* NFLX - Trump is now openly flagging Netflix’s planned $72B takeover of Warner Bros Discovery as a potential antitrust “problem,” citing the combined >30% market share. Polymarket odds of the deal closing by end 2026 dropped from about 60% to 23% after his comments
* SNDK - JPM initiates at Neutral, PT 235. “While Sandisk offers leverage to the AI-driven eSSD supercycle (albeit with much smaller AI exposure compared to peers) and a structurally advantaged cost base via its Kioxia JV, we view current pricing power as a cyclical peak rather than a structural reset. Capacity ramps slated for 2027+ threaten to erode the current healthy supply/demand situation, just as traditional end-market demand growth matures, likely capping long-term multiple expansion. Given the 300%+ YTD outperformance in the stock, we see risk-reward as balanced, with near-term upside from an extended upcycle offset by the risk of earnings normalization as the industry reverts to its historical boom-bust pattern.”
* Demand for on site power keeps climbing as data centers outbuild the grid, and BofA calls power “a bullish call” for Caterpillar.
* WSJ reports SpaceX is in talks to sell insider shares at about an $800B valuation, roughly double the \~$400B level from July. SpaceX told investors it is aiming for a late 2026 IPO, according a report by The Information on Friday.
* C - CLOSED ABOVE ITS BOOK VALUE FOR THE FIRST TIME SINCE 2018.
OTHER NEWS:
* U.S. tech M&A snapped back to the strongest levels since 2021. Total deal value hit about $543 billion, which is more than the last two years combined.
* Ed Yardeni now recommends being effectively underweight the Mag 7 versus the rest of the S&P 500, saying “we see more competitors coming for the juicy profit margins of the Magnificent 7” and that “every company is evolving into a technology company.”

No worries! I believe JPM will step in to cover it! JPM has around 750 million of silver ounces, right?

So JPM for the W

JPM doin the slam down in Singapore baby !

I'm 100% sure Apple, Microsoft, JPM, and Google will still be top dogs in 30 years. 

I heard JPM closed out their shorts and went long. My guess $100 is where the battle will be nasty. We will likely have massive swings from $70-100 for 6 months to a year once we hit it.
I plan to swing trade paper and stack physical with the winnings.

Oh, I forgot about that JPM coin. Most of the ones I read about were for international currency settlement mostly.

Name calling is unnecessary. You are letting an emotional attachment to the stock cloud your judgement. JPM is best in breed. Their PE is 16. GS is another best in class. PE of 18. A PE of 75 for a bank is insane.

SoFi also has short interest up around 9%. A stock like JPM is less than 1%. I’m not saying SoFi is a bad company at all. Their stock has too many red flags for my taste.

it is a stupid reason, but at Fidelity (I'm hoping JPM isn't like this) you can only put in a fractional ETF trade order during market hours if you want to use all your available funds to purchase the ETF. If you try to place that same order outside of market hours, it will give you an error saying you need to hold back at least 10% of your available funds to account for market movement. With Mutual funds, no matter who your brokerage is, you never have that problem because they don't even execute the order till the market is closed and the NAV is calculated.
In other words, Mutual funds allow me to purchase anytime I want. ETF, at least at fidelity, do not. So i was having to set alarms to go off while i was at work to remind me to get on the fidelity app and place a ETF order. I didn't like having to do that. When I'm at work, i think about work things, not investing/financial things.
Fingers crossed JPM will let you place a fractional ETF order anytime you want without having to hold back any of the available funds.

I just performed a Mock trade and set it for recurring investing. So to answer your question, Yes you can buy FSKAX and set it and for get it.
You can also Purchase SWPPX, SWTSX, which are Schwabs Version.
So for anyone with a Fidelity, Schwab or Vanguard accounts that would like everything in one place….
You can still build an amazing portfolio with JPM and ultimately transfer it out to their main Companies at age of retirement….. which is in my opinion amazing…
I still find myself using, needing, or receiving cash at times! Specially during holidays!
Nice to have a Phisical location with so much to offer!