Category: Stock Picks

Test

I will update this post a little later today with my thesis behind this stock.

**************** UPDATES**********
11/16/25- Added to my stock portfolio
11/14/25- Upcoming Earnings

Stocks	Cat
AMAZON	AWS

I’m excited to share that my very first app is officially live on the App Store! 📱🔥

It took a ton of effort (and patience 😅) to get through all of Apple’s rigorous requirements, but I did it! ✅

This first release is just the beginning — a foundation for what’s coming next. New features, stock pick ideas, and a brand-new phase of Manzari Invest are already in the works. 📈💡

The sky’s the limit from here — thank you to everyone who’s been following along and believing in the vision. 🙏✨

Despite a government shutdown delaying the September jobs report, the index rose another +1.08% last week, pushing its year-to-date gain to +14.2%. Gold’s relentless rally also continued, setting new record highs nearly every week since breaking out in March 2024. The sustained momentum reflects abundant market liquidity as the Fed begins easing interest rates — a factor that may also be fueling strength in both equities and crypto markets.

Walmart shares have slightly outperformed the Retail Supermarkets sector over the past year (+27.1% vs. +26.9%). The company continues to benefit from its broad and balanced business model. Its strong omnichannel approach has been a key driver, fueling growth across both in-store and online channels. Walmart’s ongoing improvements to delivery and fulfillment have strengthened its grocery segment, helping it steadily capture additional market share.

I hold a bullish outlook on Circle Internet Group Inc. (NYSE: CRCL) as its partnerships with Kraken and Deutsche Börse Group continue to strengthen the reach of USDC and EURC across global markets.

Through its alliance with Kraken, Circle is broadening access to these stablecoins by integrating them into a growing on-chain financial ecosystem, making USDC and EURC more practical for real-world transactions. The collaboration with Deutsche Börse Group is focused on boosting stablecoin use throughout Europe by utilizing the exchange’s infrastructure to deliver new digital-asset solutions for institutional participants.

The recent passage of the GENIUS Act, signed by President Donald Trump, formally recognizes stablecoins as regulated digital currency within the United States. Since its introduction, U.S. stablecoin usage has climbed roughly 20% year-over-year, with overall transaction volumes surpassing Visa and Mastercard in 2024. The clearer legal framework has increased market confidence and reduced risk exposure, creating an environment ripe for expansion.

Collectively, the stablecoin market now exceeds $208 billion in capitalization, with about 99% of circulating assets tied to the U.S. dollar, underscoring their growing significance in both American and global finance.

With the U.S. government shutdown dragging on and renewed concerns over tariffs, the stock market is bracing for a turbulent stretch.

According to Dow Jones market data, the upcoming week will mark the start of third-quarter earnings season for some of Wall Street’s biggest banks — a development that could help steer market sentiment amid the lack of federal economic data caused by the shutdown.

The S&P 500 is on track for its weakest shutdown performance since 1990, slipping roughly 2% since the start of October. Investor nerves were further rattled after President Donald Trump warned of a “massive increase” in tariffs on Chinese imports, wiping out earlier weekly gains, Dow Jones data shows.

Because of the shutdown, key government reports have been delayed — including the Bureau of Labor Statistics’ monthly jobs report, which was due in early October. Inflation data from the consumer-price index, originally expected this week, has also been pushed back to October 24, according to MarketWatch.

Major financial institutions — including JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS) — are set to report earnings on Tuesday, followed by Bank of America (NYSE: BAC) and Morgan Stanley (NYSE: MS) on Wednesday. Analysts expect these results to provide critical clues about the economy’s strength and the health of the banking sector.

With Washington gridlock stalling economic data and tariff risks back in focus, investors are looking to corporate earnings for direction. The performance of these banks could determine whether markets regain their footing or continue to struggle in the weeks ahead.