Shyon
12:49

I’m leaning toward A) U.S. Banks & Brokers. The earnings momentum looks more convincing to me than a purely valuation-driven rally, with NII, trading, investment banking and fee income all improving together. Among the group, $Bank of America(BAC)$ stands out to me as the one I’d be most willing to buy at today’s level.

I also like $Charles Schwab(SCHW)$ for its strong asset growth, trading activity and expanding revenue base. That said, after such a strong run to fresh highs, I wouldn’t chase aggressively—I’d prefer to build a position gradually on any pullback while the earnings momentum remains intact.

For the next 30 days, my pick for another fresh high would be BAC. If capital-market activity stays strong and bank earnings continue to surprise on the upside, I think the financial sector can still have more room to run. 🐯📈

@TigerStars @Tiger_comments @TigerClub @TigerPicks

# 💰Stocks to watch today?(17 August）

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  • kooko
    ·17:22
    Financials probably still have room, but I care more about where NII goes from here. If rate expectations shift again, that could be the next real catalyst for BAC and SCHW
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