My top 10 things to watch Thursday, Oct. 5 U.S. oil prices rally a sham? Below $83 per barrel on West Texas Intermediate crude early Thursday. Producers right not to ramp? Third quarter WTI up more than 28%. Since then, it's been crushed by more than 7%. Natural gas hangs in around $3 per million British thermal unit. No recognition yet of decoupling. Yet? Nat gas up just over 1% week to date. The 20-year Treasury yield near 5.1%. 10-year Treasury yield still above 4.7%.
We have had AMD in the portfolio recently. But sold it in August to add Broadcom , which has a clearer road to AI success. Since then, we did more work on AMD and see a lane in AI. On Tuesday, wein line with estimates. Some improvement. Selling out those gold bars at just under $2,000 each. Two bars per customer.As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
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