Chris Versace
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chrisversace.bsky.social
Chris Versace
@chrisversace.bsky.social
Portfolio Manager at TheStreet, thematics, models, indices, podcasting & dogs
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Some quick thoughts on #Google buying Intersect for $4.75 billion
We're Downgrading a Chip Holding, Sharing Our Revised Plan

We see multiple headwinds on the horizon that could weigh on these shares.

$TSM $NVDA $AAPL $MRVL $AVGO $ANET $MSFT

pro.thestreet.com/portfolio/we...
We're Downgrading a Chip Holding, Sharing Our Revised Plan
We see multiple headwinds on the horizon that could weigh on these shares.
pro.thestreet.com
January 9, 2026 at 12:48 PM
How Friday's Jobs Report Could Reset Fed and Market Expectations

All eyes will be on 8:30 AM as non-farm payrolls could be a near-term signal. Let's revisit recent data and game out potential scenarios.

#jobs #employment #unemploymentrate #Fed #economy

pro.thestreet.com/portfolio/ho...
How Friday's Jobs Report Could Reset Fed and Market Expectations
All eyes will be on 8:30 AM as non-farm payrolls could be a near-term signal. Let's revisit recent data and game out potential scenarios.
pro.thestreet.com
January 8, 2026 at 9:23 PM
AI Usage Data Signals Rising Enterprise Deployment and Strong Consumer Momentum Into Earnings Season #ArtificialIntelligence

Data suggest competitive pressures on Google may be overstated and reinforce why we remain shareholders. #Gemini

pro.thestreet.com/portfolio/wo...
Workplace AI Usage Continues Climb as Daily Engagement Expands
Data suggest competitive pressures on Google may be overstated and reinforce why we remain shareholders.
pro.thestreet.com
January 7, 2026 at 8:44 PM
Reposted by Chris Versace
It’s back to work for #investors as we contend with #Venezuela developments and get ready for #CES2026.
 
Keynotes from #AMD and #Nvidia will get things started and could be nice catalyst for #AI related stocks
 
More to come here:
 
pro.thestreet.com/portfolio
 
#stocks #investment #investing
January 5, 2026 at 7:51 PM
Stocks & Markets Podcast: Peter Tchir on #Geopolitics , Power Prices & ProSec

We're having a timely chat w/ @TFMkts about geopolitical tension, jobs data, why he think #electricity bills will be a big deal in 2026.

#Venezuela #Greenland @TheStreetPro

pro.thestreet.com/portfolio/st...
Stocks & Markets Podcast: Peter Tchir on Geopolitics, Power Prices and ProSec
Chris Versace and Peter Tchir discuss the forces shaping markets in 2026, from Venezuela and Greenland to energy costs and the mid-term elections.
pro.thestreet.com
January 7, 2026 at 5:52 PM
Reposted by Chris Versace
While many are watching #CES2026 and #Nvidia keynote comments, #housing stocks are under pressure.
 
Let’s break it down and discuss why we see more margin pressure ahead. #UBS #Zillow
 
But there is an area of the housing market we’re watching…
 
More here:
pro.thestreet.com/portfolio
January 6, 2026 at 3:38 PM
While many are watching #CES2026 and #Nvidia keynote comments, #housing stocks are under pressure.
 
Let’s break it down and discuss why we see more margin pressure ahead. #UBS #Zillow
 
But there is an area of the housing market we’re watching…
 
More here:
pro.thestreet.com/portfolio
January 6, 2026 at 3:38 PM
It’s back to work for #investors as we contend with #Venezuela developments and get ready for #CES2026.
 
Keynotes from #AMD and #Nvidia will get things started and could be nice catalyst for #AI related stocks
 
More to come here:
 
pro.thestreet.com/portfolio
 
#stocks #investment #investing
January 5, 2026 at 7:51 PM
Updating Our Table of Earnings Expectations, Panic and Pickup Points

$AXP $BAC $BROS $GOOGL $MS $TJX $WELL
$NOW $ETN $MSFT $CIBR $QCOM @TheStreetPro

pro.thestreet.com/portfolio/up...
Updating Our Table of Earnings Expectations, Panic and Pickup Points
Here's what we’re watching for Microsoft and four other Portfolio holdings.
pro.thestreet.com
January 5, 2026 at 7:08 PM
Reposted by Chris Versace
#Meta is buying #Manus and it’s all about AI agents
 
Why adoption of #AIagents and #AI generated video could plague networks and digital infrastructure
 
🔗
pro.thestreet.com/portfolio/me...
December 30, 2025 at 3:36 PM
#Meta is buying #Manus and it’s all about AI agents
 
Why adoption of #AIagents and #AI generated video could plague networks and digital infrastructure
 
🔗
pro.thestreet.com/portfolio/me...
December 30, 2025 at 3:36 PM
#Meta Could Drive #ai Inflection Point After $2 Billion Move

Here's the 411 on #AIagents, and why their usage is another potential tailwind for multiple #TheStreet Pro Portfolio holdings.

🔗 pro.thestreet.com/portfolio/me...
December 30, 2025 at 1:55 PM
Gaming Out Potential Housing Plays Against a Murky 2026 Jobs Market

Uncertainty over the economy is leading CEOs to keep a tight rein on hiring next year. But depending on how things play out, there could be opportunities.

#investing #housing #jobs #hiring

pro.thestreet.com/portfolio/ga...
Gaming Out Potential Housing Plays Against a Murky 2026 Jobs Market
Uncertainty over the economy is leading CEOs to keep a tight rein on hiring next year. But depending on how things play out, there could be opportunities.
pro.thestreet.com
December 30, 2025 at 11:26 AM
Always a blast joining the #YahooFinance team BrianSozzi @brookedipalma.bsky.social and Inesferre.

This time around we chatted on $NVA #silver #Commodities #BigTech and much more.

youtu.be/Qvto1Y0f5lc?...
2026 market drivers, Elon Musk tweets silver pullback is not good, Nvidia's Groq deal
YouTube video by Yahoo Finance
youtu.be
December 29, 2025 at 4:27 PM
#GoldmanSachs warned investors in some of its alternative investment funds that their data may have been exposed in a breach at one of the bank’s law firms.

#cyber #databreach

www.bloomberg.com/news/article...
Goldman Warns Fund Clients About Outside Law Firm’s Data Breach
Goldman Sachs Group Inc. warned investors in some of its alternative investment funds that their data may have been exposed in a breach at one of the bank’s law firms.
www.bloomberg.com
December 26, 2025 at 2:30 PM
If Robotaxi Talk Is Driving #Tesla Stock, What About These Portfolio Holdings?

Here are key hurdles to watch as Tesla aims to cross the EV-#robotaxi 'chasm.'

#Waymo #Zoox

pro.thestreet.com/portfolio/if...
If Robotaxi Talk Is Driving Tesla Stock, What About These Portfolio Holdings?
Here are key hurdles to watch as Tesla aims to cross the EV-robotaxi 'chasm.'
pro.thestreet.com
December 24, 2025 at 6:05 PM
It always pays to keep your eyes in yours open, looking for signals and all sorts of places. This time around, it’s a great article from ad week about rising AI adoption by consumers. Let’s discuss. #investing #ai #consumer #shopping #Amazon #rufus
December 23, 2025 at 4:59 PM
Some quick thoughts on #Google buying Intersect for $4.75 billion
December 22, 2025 at 8:26 PM
Reposted by Chris Versace
Discussing what surprised in 2025 and what to focus on in 2025, we have @Chartfest1 @Sarge986 @RevShark @louisllanes @jasonmesh on this week's @TheStreetPro Stocks & Markets podcast

youtu.be/UXDNP1_lu6c?...
The Market Setup and Pro Picks for 2026
YouTube video by TheStreetPro
youtu.be
December 21, 2025 at 3:44 PM
Reposted by Chris Versace
Preparing for a Visit From Santa Claus

In today's video, we're outlining how we will react if a Santa Claus rally emerges and highlighting two price target changes.

#stocks #investment #santa

pro.thestreet.com/portfolio/vi...
VIDEO: Preparing for a Visit From Santa Claus
In today's video, we're outlining how we will react if a Santa Claus rally emerges and highlighting two price target changes.
pro.thestreet.com
December 22, 2025 at 2:40 PM
Preparing for a Visit From Santa Claus

In today's video, we're outlining how we will react if a Santa Claus rally emerges and highlighting two price target changes.

#stocks #investment #santa

pro.thestreet.com/portfolio/vi...
VIDEO: Preparing for a Visit From Santa Claus
In today's video, we're outlining how we will react if a Santa Claus rally emerges and highlighting two price target changes.
pro.thestreet.com
December 22, 2025 at 2:40 PM
Discussing what surprised in 2025 and what to focus on in 2025, we have @Chartfest1 @Sarge986 @RevShark @louisllanes @jasonmesh on this week's @TheStreetPro Stocks & Markets podcast

youtu.be/UXDNP1_lu6c?...
The Market Setup and Pro Picks for 2026
YouTube video by TheStreetPro
youtu.be
December 21, 2025 at 3:44 PM
🍲 Sunday Soup: YouTube and DoorDash Disrupt, Saving Music, Your Brain on Ozempic

These are the articles, streams, and books that caught our attention this week.

#DoorDash
#aging
#ozempic
#music
#Youtube
#TechEquity

pro.thestreet.com/portfolio/su...
Sunday Soup: YouTube and DoorDash Disrupt, Saving Music, Your Brain on Ozempic
These are the articles, streams, and books that caught our attention this week.
pro.thestreet.com
December 21, 2025 at 3:07 PM
Stocks & Markets Podcast: The Market Setup and Pro Picks for 2026

We chat with five of TheStreet Pro's best analysts to hear what's in store for 2026.

pro.thestreet.com/trade-ideas/...
Stocks & Markets Podcast: The Market Setup and Pro Picks for 2026
We chat with five of TheStreet Pro's best analysts to hear what's in store for 2026.
pro.thestreet.com
December 18, 2025 at 11:27 PM
Weekly Roundup: Friday’s Selloff Pulls the Rug Out From the Market

We booked another big winner this week, and have plans to put those gains to work near-term.

#Fed #Oracle #Broadcom #OpenAI

pro.thestreet.com/portfolio/we...
Weekly Roundup: Friday’s Selloff Pulls the Rug Out From the Market
We booked another big winner this week, and have plans to put those gains to work near-term.
pro.thestreet.com
December 13, 2025 at 12:21 PM