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Chris Versace
@chrisversace.bsky.social
650 followers 160 following 310 posts
Portfolio Manager at TheStreet, thematics, models, indices, podcasting & dogs
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Chris Versace @chrisversace.bsky.social · 1d
These 8 Key Items Are Shaping the Stock Market Thursday

#$MSFT #$META #AI capex levels and enterprise AI adoption increase, a #shutdown deal, and renewed geopolitical concerns are moving stocks.

#$TSM #$GOOGL #$AMZN #$QCOM #$AVGO #$NVDA #$IBM #$AXON

pro.thestreet.com/portfolio/th...
These 8 Key Items Are Shaping the Stock Market Thursday
Microsoft, Meta, AI capex levels and enterprise AI adoption increase, a shutdown deal, and renewed geopolitical concerns are moving stocks.
pro.thestreet.com
chrisversace.bsky.social
Our #$AAPL Price Target With AI-Powered Update Around the Corner

Apple guides its March quarter revenue down 24% sequentially, but the Services segment should shine through.

pro.thestreet.com/portfolio/ou...
Our Apple Price Target With AI-Powered Update Around the Corner
Apple guides its March quarter revenue down 24% sequentially, but the Services segment should shine through.
pro.thestreet.com
January 30, 2026 at 2:20 PM
chrisversace.bsky.social
What was that comment about inflation being defeated made at Davos?
January 30, 2026 at 1:44 PM
chrisversace.bsky.social
8 Key Items That Are Shaping the Stock Market Friday

#Trump 's Fed pick, #gold and #Silver fall, a #shutdown deal, and #OpenAI’s IPO plans will all be in play as a busy trading week concludes.

#SpaceX #xai #layoffs #Iran

@thestreetpro.bsky.social

pro.thestreet.com/portfolio/8-...
8 Key Items That Are Shaping the Stock Market Friday
Trump’s Fed pick, gold and silver fall, a shutdown deal, and OpenAI’s IPO plans will all be in play as a busy trading week concludes.
pro.thestreet.com
January 30, 2026 at 1:20 PM
chrisversace.bsky.social
#$META Is Living Proof How AI Adoption Can Benefit the Enterprise

pro.thestreet.com/portfolio/me...
Meta Is Living Proof How AI Adoption Can Benefit the Enterprise
As short-covering pops the shares, here's what we may have to do next.
pro.thestreet.com
January 29, 2026 at 8:01 PM
chrisversace.bsky.social
These 8 Key Items Are Shaping the Stock Market Thursday

#$MSFT #$META #AI capex levels and enterprise AI adoption increase, a #shutdown deal, and renewed geopolitical concerns are moving stocks.

#$TSM #$GOOGL #$AMZN #$QCOM #$AVGO #$NVDA #$IBM #$AXON

pro.thestreet.com/portfolio/th...
These 8 Key Items Are Shaping the Stock Market Thursday
Microsoft, Meta, AI capex levels and enterprise AI adoption increase, a shutdown deal, and renewed geopolitical concerns are moving stocks.
pro.thestreet.com
January 29, 2026 at 1:18 PM
chrisversace.bsky.social
. @thestreetpro.bsky.social's Stocks & Markets Podcast: #Silver , #Gold, Oil, King Dollar, and Small-Caps

Bob Lang joins me to discuss big tech earnings, what’s weighing on #$AXON and why #$QRVO's guidance reaffirms a recent Portfolio exit.

pro.thestreet.com/portfolio/st...
Stocks & Markets Podcast: Silver, Gold, Oil, King Dollar, and Small-Caps
Bob Lang joins Chris Versace to discuss big tech earnings, what’s weighing on Axon, and why Qorvo’s guidance reaffirms a recent Portfolio exit.
pro.thestreet.com
January 28, 2026 at 9:35 PM
Reposted by Chris Versace
livesquawknews.bsky.social
Fed’s Powell: No One's Base Case Is Rate Hike For Next Move
January 28, 2026 at 7:53 PM
chrisversace.bsky.social
These 8 Items Are Shaping the Stock Market & Our Holdings Wednesday

#$ASML & #$TXN point to robust AI & data-center demand, more layoffs, China and #$NVDA are just some of what's influencing the market today.

#$AMZN #$UPS #$PINS @thestreetpro.bsky.social

pro.thestreet.com/portfolio/th...
These 8 Items Are Shaping the Stock Market and Our Holdings Wednesday
ASML and TI point to robust AI and data-center demand, more layoffs, China and Nvidia are just some of what's influencing the market today.
pro.thestreet.com
January 28, 2026 at 1:27 PM
chrisversace.bsky.social
🤦🏻‍♂️@Amazon inadvertently sends email to employees confirming Wednesday layoffs #$AMZN

cnb.cx/4ri6mdZ
Amazon inadvertently sends email to employees confirming Wednesday layoffs
Amazon sent a notice out to staffers in an apparent error acknowledging "organizational changes" at the company.
cnb.cx
January 28, 2026 at 1:44 AM
chrisversace.bsky.social
A great reminder to be mindful about what you upload to AI models.

"Trump’s acting cyber chief uploaded sensitive files into a public version of #ChatGPT"

www.politico.com/news/2026/01...
Trump’s acting cyber chief uploaded sensitive files into a public version of ChatGPT
The interim director of the Cybersecurity and Infrastructure Security Agency triggered an internal cybersecurity warning with the uploads — and a DHS-level damage assessment.
www.politico.com
January 27, 2026 at 10:30 PM
chrisversace.bsky.social
Here's What’s Driving 4 Positions to Outperform the Market Tuesday

➡️Amazon's lean into grocery #$AMZN #$KR #$ACI
➡️Microsoft’s AI chip news #$MSFT #AI
➡️Meta-Corning deal #$META #$GLW #DataCenters
➡️Boeing’s record backlog. #$BA

pro.thestreet.com/portfolio/he...
Here's What’s Driving 4 Positions to Outperform the Market Tuesday
Here's our take on Amazon's lean into grocery, Microsoft’s AI chip news, Meta-Corning, and Boeing’s record backlog.
pro.thestreet.com
January 27, 2026 at 8:31 PM
chrisversace.bsky.social
Another great conversation with @NPetallides as we get ready for quarterly results from #$MSFT #$META #$AAPL.

Also why #$ETN and #$SSSS remain well positioned

@thestreetpro.bsky.social #SchwabNetwork

schwabnetwork.com/video/what-t...
What to Watch in MSFT, META, and AAPL Earnings | Schwab Network
Chris Versace is homing in on guidance from Mag 7 earnings reports. Microsoft (MSFT) needs to show monetization and a higher backlog. Meta Platforms (META) needs to update investors on their advertisi...
schwabnetwork.com
January 27, 2026 at 3:33 PM
chrisversace.bsky.social
We're Locking in Double-Digit Inflation Gains and Adding to This Aging Population Play

Continued inflation pressures and the senior housing shortage keep us bullish.

#$COST @thestreetpro.bsky.social

pro.thestreet.com/portfolio/lo...
We're Locking in Double-Digit Inflation Gains and Adding to This Aging Population Play
Continued inflation pressures and the senior housing shortage keep us bullish.
pro.thestreet.com
January 27, 2026 at 3:08 PM
chrisversace.bsky.social
8 Items Shaping the Market and Our Holdings Tuesday

Here are the key issues influencing how the stock market and certain stocks will start the trading day.

#Trump #trade #tariffs #shutdown #Medicare #Healthcare #inflation #winterstorm #$DAL #$HUM #$CVS #$UNH

pro.thestreet.com/portfolio/8-...
8 Items Shaping the Market and Our Holdings Tuesday
Here are the key issues influencing how the stock market and certain stocks will start the trading day.
pro.thestreet.com
January 27, 2026 at 1:48 PM
chrisversace.bsky.social
We're using weakness to add more of this @TSProPortfolio holding, which is invested in #OpenAI #$CRWV @WHOOP @VAST_Data and other.

pro.thestreet.com/portfolio/we...
We're Buying More Shares of This One-Rated Holding on Weakness
We see a one-two punch of increasing net asset value and more dividends ahead.
pro.thestreet.com
January 26, 2026 at 4:45 PM
chrisversace.bsky.social
Joining @BrookeDiPalma on @YahooFinance in a bit to talk about a big week of #earnings, including #$META #$MSFT #$AAPL and much more. #TuneIn @TSProPortfolio
January 26, 2026 at 2:12 PM
chrisversace.bsky.social
8 Key Items Shaping the Stock Market Monday

Here are the issues influencing how the stock market and certain stocks will start the trading day.

#shutdown #gold #dollar #yen #$AAPL #Elon_Musk

pro.thestreet.com/portfolio/8-...
8 Key Items Shaping the Stock Market Monday
Here are the issues influencing how the stock market and certain stocks will start the trading day.
pro.thestreet.com
January 26, 2026 at 1:29 PM
chrisversace.bsky.social
🍲Sunday Soup: Money Lessons, Spicy Foods 🌶️, Richard Feynman, Agatha Christie's Secret

Those items, near-death experiences, testing if you're aging well, Jason Siegel takes on #HotOnes and more!

pro.thestreet.com/portfolio/su...
Sunday Soup: Money Lessons, Spicy Foods, Richard Feynman, Agatha Christie's Secret
Those items, near-death experiences, testing if you're aging well, Jason Siegel takes on Hot Ones and more!
pro.thestreet.com
January 25, 2026 at 3:50 PM
Reposted by Chris Versace
chrisversace.bsky.social
Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await

We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim.

#greenland #Fed #earnings #$AAPL #$META #$MSFT #$TSLA

pro.thestreet.com/portfolio/we...
Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await
We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim, as we ready for results from eight positions.
pro.thestreet.com
January 24, 2026 at 1:29 PM
chrisversace.bsky.social
Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await

We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim.

#greenland #Fed #earnings #$AAPL #$META #$MSFT #$TSLA

pro.thestreet.com/portfolio/we...
Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await
We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim, as we ready for results from eight positions.
pro.thestreet.com
January 24, 2026 at 1:29 PM
chrisversace.bsky.social
SpaceX Narrows Its List, OpenAI Raises More: What It Means for 3 @TSProPortfolio Holdings

Let’s discuss #SpaceX 's updated list of potential lead underwriters for its upcoming #IPO, and how @sama new capital raise affects this position.

#OpenAI

pro.thestreet.com/portfolio/sp...
SpaceX Narrows Its List, OpenAI Raises More: What It Means for 3 Holdings
Let’s discuss SpaceX's updated list of potential lead underwriters for its upcoming IPO, and how Sam Altman's new capital raise affects this position.
pro.thestreet.com
January 23, 2026 at 9:44 PM
chrisversace.bsky.social
Laying Out Our Game Plan Ahead of a Big Week of Earnings #$META #$MSFT #$AMZN #$TSLA #$AAPL

Comments on multiple @TSProPortfolio holdings, including Broadcom and Arista Networks. #$AVGO #$ANET

pro.thestreet.com/portfolio/vi...
VIDEO: Laying Out Our Game Plan Ahead of a Big Week of Earnings
Chris comments on multiple holdings, including Broadcom and Arista Networks.
pro.thestreet.com
January 23, 2026 at 6:36 PM
chrisversace.bsky.social
"Across industries, executives are shifting from cautious interest to active deployment... The findings point to a market that has crossed a threshold, where trust, adoption and scale are advancing in tandem rather than sequentially."

#ai #agenticAI #enterprise

www.pymnts.com/study_posts/...
Agentic AI Breaks Out of the Lab and Into the Org Chart
Agentic AI has crossed a threshold, where trust, adoption and scale are advancing in tandem rather than sequentially.
www.pymnts.com
January 23, 2026 at 1:43 PM
chrisversace.bsky.social
#SpaceX Narrows Its List, #OpenAI Raises More: What It Means for 3 Holdings

Let’s discuss SpaceX's updated list of potential lead underwriters for its upcoming IPO, and how #SamAltman 's new capital raise affects this position.

pro.thestreet.com/portfolio/sp...
SpaceX Narrows Its List, OpenAI Raises More: What It Means for 3 Holdings
Let’s discuss SpaceX's updated list of potential lead underwriters for its upcoming IPO, and how Sam Altman's new capital raise affects this position.
pro.thestreet.com
January 22, 2026 at 7:19 PM
chrisversace.bsky.social
But what about rising memory prices and capacity issues that will hobble PC shipments volumes?

#$INTC #$MU #$QCOM
January 22, 2026 at 2:53 PM