Chris Versace
@chrisversace.bsky.social
Portfolio Manager at TheStreet, thematics, models, indices, podcasting & dogs
Pinned
Chris Versace
@chrisversace.bsky.social
· Sep 23
VIDEO: Flash PMI Supports Fed’s Dovish Outlook
Margins will be in the spotlight this earnings season as passing on rising prices gets tougher.
pro.thestreet.com
Flash PMI Supports Fed’s Dovish Outlook
Margins will be in the spotlight this earnings season as passing on rising prices gets tougher.
#Fed #economy #jobs #inflation #PMI #ratecuts #margins
pro.thestreet.com/portfolio/vi...
Margins will be in the spotlight this earnings season as passing on rising prices gets tougher.
#Fed #economy #jobs #inflation #PMI #ratecuts #margins
pro.thestreet.com/portfolio/vi...
All Eyes Back on AI Trade as #shutdown Showdown Ends ... For Now
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
pro.thestreet.com
November 11, 2025 at 1:38 PM
All Eyes Back on AI Trade as #shutdown Showdown Ends ... For Now
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
We're Buying into 7 Positions With an End to the Government Shutdown in Sight
We’re adding to these key holdings, but there are three more that are also at tasty levels.
$NVDA $PLTR
pro.thestreet.com/portfolio/we...
We’re adding to these key holdings, but there are three more that are also at tasty levels.
$NVDA $PLTR
pro.thestreet.com/portfolio/we...
We're Buying into 7 Positions With an End to the Government Shutdown in Sight
We’re adding to these key holdings, but there are three more that are also at tasty levels.
pro.thestreet.com
November 10, 2025 at 2:28 PM
We're Buying into 7 Positions With an End to the Government Shutdown in Sight
We’re adding to these key holdings, but there are three more that are also at tasty levels.
$NVDA $PLTR
pro.thestreet.com/portfolio/we...
We’re adding to these key holdings, but there are three more that are also at tasty levels.
$NVDA $PLTR
pro.thestreet.com/portfolio/we...
Listen to why @jaywoods3.bsky.social sees Big Tech powering the #Stockmarket higher and why there is a rotation underway in Big Tech
youtu.be/xgxT3E1v68Y?...
youtu.be/xgxT3E1v68Y?...
Why big tech will continue to lead the market | Jay Woods
YouTube video by TheStreet
youtu.be
November 5, 2025 at 10:46 PM
Listen to why @jaywoods3.bsky.social sees Big Tech powering the #Stockmarket higher and why there is a rotation underway in Big Tech
youtu.be/xgxT3E1v68Y?...
youtu.be/xgxT3E1v68Y?...
#PalantirTech $PLTR Beat But Is Trading Down. Here's Why We're Not Worried
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com/portfolio/pa...
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com/portfolio/pa...
Palantir Beat But Is Trading Down. Here's Why We're Not Worried
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com
November 4, 2025 at 3:58 PM
#PalantirTech $PLTR Beat But Is Trading Down. Here's Why We're Not Worried
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com/portfolio/pa...
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com/portfolio/pa...
Multiple @Microsoft, @Amazon Deals for @nvidia Chips Confirm These Price Target Hikes
We see very positive developments ahead of these two holdings reporting tomorrow.
$MSFT $AMZN #OpenAI $NVDA
pro.thestreet.com/portfolio/mu...
We see very positive developments ahead of these two holdings reporting tomorrow.
$MSFT $AMZN #OpenAI $NVDA
pro.thestreet.com/portfolio/mu...
Multiple Microsoft, Amazon Deals for Nvidia Chips Confirm These Price Target Hikes
We see very positive developments ahead of these two holdings reporting tomorrow.
pro.thestreet.com
November 3, 2025 at 7:01 PM
Multiple @Microsoft, @Amazon Deals for @nvidia Chips Confirm These Price Target Hikes
We see very positive developments ahead of these two holdings reporting tomorrow.
$MSFT $AMZN #OpenAI $NVDA
pro.thestreet.com/portfolio/mu...
We see very positive developments ahead of these two holdings reporting tomorrow.
$MSFT $AMZN #OpenAI $NVDA
pro.thestreet.com/portfolio/mu...
October Monthly Roundup: Another Month of Outperformance for the @TheStreet Pro Portfolio
We continued to benefit from prior moves, while we added to multiple holdings, started a new position, and closed an extremely profitable one.
@TheStreetPro
pro.thestreet.com/portfolio/oc...
We continued to benefit from prior moves, while we added to multiple holdings, started a new position, and closed an extremely profitable one.
@TheStreetPro
pro.thestreet.com/portfolio/oc...
pro.thestreet.com
November 2, 2025 at 2:41 PM
October Monthly Roundup: Another Month of Outperformance for the @TheStreet Pro Portfolio
We continued to benefit from prior moves, while we added to multiple holdings, started a new position, and closed an extremely profitable one.
@TheStreetPro
pro.thestreet.com/portfolio/oc...
We continued to benefit from prior moves, while we added to multiple holdings, started a new position, and closed an extremely profitable one.
@TheStreetPro
pro.thestreet.com/portfolio/oc...
New @Apple Price Target on iPhone 17 Success and $109 Billion 'Steady Hand'
The company is hitting on multiple key cylinders, which should bring wonderful operating leverage.
$AAPL #iPhone
pro.thestreet.com/portfolio/ne...
The company is hitting on multiple key cylinders, which should bring wonderful operating leverage.
$AAPL #iPhone
pro.thestreet.com/portfolio/ne...
pro.thestreet.com
October 31, 2025 at 1:09 PM
New @Apple Price Target on iPhone 17 Success and $109 Billion 'Steady Hand'
The company is hitting on multiple key cylinders, which should bring wonderful operating leverage.
$AAPL #iPhone
pro.thestreet.com/portfolio/ne...
The company is hitting on multiple key cylinders, which should bring wonderful operating leverage.
$AAPL #iPhone
pro.thestreet.com/portfolio/ne...
We're Buying Shares of #Meta and 3 Other Street Pro Holdings
We're being opportunistic but also improving the Portfolio’s dividend income stream.
pro.thestreet.com/portfolio/we...
We're being opportunistic but also improving the Portfolio’s dividend income stream.
pro.thestreet.com/portfolio/we...
October 30, 2025 at 5:00 PM
We're Buying Shares of #Meta and 3 Other Street Pro Holdings
We're being opportunistic but also improving the Portfolio’s dividend income stream.
pro.thestreet.com/portfolio/we...
We're being opportunistic but also improving the Portfolio’s dividend income stream.
pro.thestreet.com/portfolio/we...
Here's Our #NVIDIA Game Plan as Trade Tensions Ease and FOMO Returns
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
$NVDA $MRVL $PLTR $LOW $GOOGL $META $MSFT $AMZN $ORCL $QCOM $ANET
pro.thestreet.com/portfolio/nv...
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
$NVDA $MRVL $PLTR $LOW $GOOGL $META $MSFT $AMZN $ORCL $QCOM $ANET
pro.thestreet.com/portfolio/nv...
Here's Our Nvidia Game Plan as Trade Tensions Ease and FOMO Returns
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
pro.thestreet.com
October 29, 2025 at 1:57 PM
Here's Our #NVIDIA Game Plan as Trade Tensions Ease and FOMO Returns
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
$NVDA $MRVL $PLTR $LOW $GOOGL $META $MSFT $AMZN $ORCL $QCOM $ANET
pro.thestreet.com/portfolio/nv...
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
$NVDA $MRVL $PLTR $LOW $GOOGL $META $MSFT $AMZN $ORCL $QCOM $ANET
pro.thestreet.com/portfolio/nv...
Great initial discussion of $WM earnings during Portfolio Office Hours for @TSProPortfolio
pro.thestreet.com/portfolio/fo...
pro.thestreet.com/portfolio/fo...
pro.thestreet.com
October 27, 2025 at 9:02 PM
Great initial discussion of $WM earnings during Portfolio Office Hours for @TSProPortfolio
pro.thestreet.com/portfolio/fo...
pro.thestreet.com/portfolio/fo...
Apple Passport Ambitions, Possible Maps Monetization and Upcoming Earnings
We like Apple’s efforts to stickify its ecosystem, but here's what upcoming earnings are all about.
#Apple #ApplePay #applewallet #iPhone #advertising
pro.thestreet.com/portfolio/ap...
We like Apple’s efforts to stickify its ecosystem, but here's what upcoming earnings are all about.
#Apple #ApplePay #applewallet #iPhone #advertising
pro.thestreet.com/portfolio/ap...
pro.thestreet.com
October 27, 2025 at 8:17 PM
Apple Passport Ambitions, Possible Maps Monetization and Upcoming Earnings
We like Apple’s efforts to stickify its ecosystem, but here's what upcoming earnings are all about.
#Apple #ApplePay #applewallet #iPhone #advertising
pro.thestreet.com/portfolio/ap...
We like Apple’s efforts to stickify its ecosystem, but here's what upcoming earnings are all about.
#Apple #ApplePay #applewallet #iPhone #advertising
pro.thestreet.com/portfolio/ap...
New @PalantirTech Price Target After Polish Defense Partnership
Multiple data points led to this decision, but there could be more ahead depending on these upcoming figures.
$PLTR #Palantir
pro.thestreet.com/portfolio/ne...
Multiple data points led to this decision, but there could be more ahead depending on these upcoming figures.
$PLTR #Palantir
pro.thestreet.com/portfolio/ne...
pro.thestreet.com
October 27, 2025 at 7:05 PM
New @PalantirTech Price Target After Polish Defense Partnership
Multiple data points led to this decision, but there could be more ahead depending on these upcoming figures.
$PLTR #Palantir
pro.thestreet.com/portfolio/ne...
Multiple data points led to this decision, but there could be more ahead depending on these upcoming figures.
$PLTR #Palantir
pro.thestreet.com/portfolio/ne...
OpenAI Is One Step Closer to Becoming a Public Company
We are well-positioned for this potential event given these two Pro Portfolio holdings.
$MSFT $NVDA $SSSS $GS $JPM $MS #OpenAI
pro.thestreet.com/portfolio/op...
We are well-positioned for this potential event given these two Pro Portfolio holdings.
$MSFT $NVDA $SSSS $GS $JPM $MS #OpenAI
pro.thestreet.com/portfolio/op...
pro.thestreet.com
October 27, 2025 at 5:39 PM
OpenAI Is One Step Closer to Becoming a Public Company
We are well-positioned for this potential event given these two Pro Portfolio holdings.
$MSFT $NVDA $SSSS $GS $JPM $MS #OpenAI
pro.thestreet.com/portfolio/op...
We are well-positioned for this potential event given these two Pro Portfolio holdings.
$MSFT $NVDA $SSSS $GS $JPM $MS #OpenAI
pro.thestreet.com/portfolio/op...
Why we took some very profitable #Qualcomm chips off the table today.
pro.thestreet.com/portfolio/we...
pro.thestreet.com/portfolio/we...
We're Ringing the Register on Qualcomm After AI Chip News Drives Surge
Lifting our Qualcomm price target as the diversification strategy plays out, but downgrading our rating for now.
pro.thestreet.com
October 27, 2025 at 4:36 PM
Why we took some very profitable #Qualcomm chips off the table today.
pro.thestreet.com/portfolio/we...
pro.thestreet.com/portfolio/we...
Google Set to Move Higher After Multi-Billion Dollar AI Update
There's more evidence of rising AI demand lifting multiple chip boats.
#Google
@anthropicai.bsky.social
#Nvidia
#Amazon
#Broadcom
#IBM
#Meta
#Microsoft
pro.thestreet.com/portfolio/go...
There's more evidence of rising AI demand lifting multiple chip boats.
@anthropicai.bsky.social
#Nvidia
#Amazon
#Broadcom
#IBM
#Meta
#Microsoft
pro.thestreet.com/portfolio/go...
pro.thestreet.com
October 24, 2025 at 2:20 PM
Google Set to Move Higher After Multi-Billion Dollar AI Update
There's more evidence of rising AI demand lifting multiple chip boats.
#Google
@anthropicai.bsky.social
#Nvidia
#Amazon
#Broadcom
#IBM
#Meta
#Microsoft
pro.thestreet.com/portfolio/go...
There's more evidence of rising AI demand lifting multiple chip boats.
@anthropicai.bsky.social
#Nvidia
#Amazon
#Broadcom
#IBM
#Meta
#Microsoft
pro.thestreet.com/portfolio/go...
SAP, IBM Earnings Offer Insight into This AI Holding
We see this confirming another leg up in data center capex while internal use drives productivity and margins.
$SAP $IBM $MSFT $NOW $NVDA $MRVL $AVGO $ANET $META $GOOGL $AMZN
pro.thestreet.com/portfolio/sa...
We see this confirming another leg up in data center capex while internal use drives productivity and margins.
$SAP $IBM $MSFT $NOW $NVDA $MRVL $AVGO $ANET $META $GOOGL $AMZN
pro.thestreet.com/portfolio/sa...
pro.thestreet.com
October 23, 2025 at 4:59 PM
SAP, IBM Earnings Offer Insight into This AI Holding
We see this confirming another leg up in data center capex while internal use drives productivity and margins.
$SAP $IBM $MSFT $NOW $NVDA $MRVL $AVGO $ANET $META $GOOGL $AMZN
pro.thestreet.com/portfolio/sa...
We see this confirming another leg up in data center capex while internal use drives productivity and margins.
$SAP $IBM $MSFT $NOW $NVDA $MRVL $AVGO $ANET $META $GOOGL $AMZN
pro.thestreet.com/portfolio/sa...
Apple Could Get Price Target Revisit After AT&T's iPhone Endorsement
iPhone 17 production tweaks signal solid guidance from Apple as well as this chip holding.
$T $AAPL $VZ $TMUS $QCOM $OLED
pro.thestreet.com/portfolio/ap...
iPhone 17 production tweaks signal solid guidance from Apple as well as this chip holding.
$T $AAPL $VZ $TMUS $QCOM $OLED
pro.thestreet.com/portfolio/ap...
pro.thestreet.com
October 22, 2025 at 7:02 PM
Apple Could Get Price Target Revisit After AT&T's iPhone Endorsement
iPhone 17 production tweaks signal solid guidance from Apple as well as this chip holding.
$T $AAPL $VZ $TMUS $QCOM $OLED
pro.thestreet.com/portfolio/ap...
iPhone 17 production tweaks signal solid guidance from Apple as well as this chip holding.
$T $AAPL $VZ $TMUS $QCOM $OLED
pro.thestreet.com/portfolio/ap...
Apptopia, BofA, Inter Parfums Provide Positive Data Points for Several Holdings
These items, directly and indirectly and indirectly connected to Portfolio positions, are catching our attention.
$BROS $BAC $NVDA $MRVL $QCOM $AMD $AVGO $IPAR $COTY $EL
pro.thestreet.com/portfolio/ap...
These items, directly and indirectly and indirectly connected to Portfolio positions, are catching our attention.
$BROS $BAC $NVDA $MRVL $QCOM $AMD $AVGO $IPAR $COTY $EL
pro.thestreet.com/portfolio/ap...
pro.thestreet.com
October 21, 2025 at 2:07 PM
Apptopia, BofA, Inter Parfums Provide Positive Data Points for Several Holdings
These items, directly and indirectly and indirectly connected to Portfolio positions, are catching our attention.
$BROS $BAC $NVDA $MRVL $QCOM $AMD $AVGO $IPAR $COTY $EL
pro.thestreet.com/portfolio/ap...
These items, directly and indirectly and indirectly connected to Portfolio positions, are catching our attention.
$BROS $BAC $NVDA $MRVL $QCOM $AMD $AVGO $IPAR $COTY $EL
pro.thestreet.com/portfolio/ap...
Earnings Reports Have a High Bar to Clear to Impress
This Market Laying out our earnings road map as we connect more dots for our holdings.
$MMM $KO $DHR $GE $LMT $NOC $PCAR $DGX $GM $PHM $NFLX $OMC $ISRG $TXN
pro.thestreet.com/portfolio/ea...
This Market Laying out our earnings road map as we connect more dots for our holdings.
$MMM $KO $DHR $GE $LMT $NOC $PCAR $DGX $GM $PHM $NFLX $OMC $ISRG $TXN
pro.thestreet.com/portfolio/ea...
pro.thestreet.com
October 21, 2025 at 1:05 PM
Earnings Reports Have a High Bar to Clear to Impress
This Market Laying out our earnings road map as we connect more dots for our holdings.
$MMM $KO $DHR $GE $LMT $NOC $PCAR $DGX $GM $PHM $NFLX $OMC $ISRG $TXN
pro.thestreet.com/portfolio/ea...
This Market Laying out our earnings road map as we connect more dots for our holdings.
$MMM $KO $DHR $GE $LMT $NOC $PCAR $DGX $GM $PHM $NFLX $OMC $ISRG $TXN
pro.thestreet.com/portfolio/ea...
New #Apple Price Target Gets Support From #iPhone17
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
$AAPL $QCOM $OLED
pro.thestreet.com/portfolio/ne...
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
$AAPL $QCOM $OLED
pro.thestreet.com/portfolio/ne...
New Apple Price Target Gets Support From iPhone 17
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
pro.thestreet.com
October 20, 2025 at 2:48 PM
New #Apple Price Target Gets Support From #iPhone17
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
$AAPL $QCOM $OLED
pro.thestreet.com/portfolio/ne...
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
$AAPL $QCOM $OLED
pro.thestreet.com/portfolio/ne...
Buying More of a Holding Mistakenly Caught in Crosshairs of Bessent Comment
We're taking advantage of a misconstrued fall in one of our positions.
$LMT $NOC $ITA $AXON $MSI
pro.thestreet.com/portfolio/bu...
We're taking advantage of a misconstrued fall in one of our positions.
$LMT $NOC $ITA $AXON $MSI
pro.thestreet.com/portfolio/bu...
pro.thestreet.com
October 16, 2025 at 5:11 PM
Buying More of a Holding Mistakenly Caught in Crosshairs of Bessent Comment
We're taking advantage of a misconstrued fall in one of our positions.
$LMT $NOC $ITA $AXON $MSI
pro.thestreet.com/portfolio/bu...
We're taking advantage of a misconstrued fall in one of our positions.
$LMT $NOC $ITA $AXON $MSI
pro.thestreet.com/portfolio/bu...
Taking #Trump's Stance on #China in Stride
Plus, we're sharing an updated table of consensus EPS figures, panic and pick-up points.
#SP500 #stocks
pro.thestreet.com/portfolio/ta...
Plus, we're sharing an updated table of consensus EPS figures, panic and pick-up points.
#SP500 #stocks
pro.thestreet.com/portfolio/ta...
Taking Trump's Stance on China in Stride
Plus, we're sharing an updated table of consensus EPS figures, panic and pick-up points.
pro.thestreet.com
October 13, 2025 at 1:03 PM
Taking #Trump's Stance on #China in Stride
Plus, we're sharing an updated table of consensus EPS figures, panic and pick-up points.
#SP500 #stocks
pro.thestreet.com/portfolio/ta...
Plus, we're sharing an updated table of consensus EPS figures, panic and pick-up points.
#SP500 #stocks
pro.thestreet.com/portfolio/ta...
We're Scooping Up More Shares of This Beat-Up Holding
We remain critical of management’s communication, but see a favorable risk-to-reward in the shares.
$SBUX $BROS $BRCB
pro.thestreet.com/portfolio/we...
We remain critical of management’s communication, but see a favorable risk-to-reward in the shares.
$SBUX $BROS $BRCB
pro.thestreet.com/portfolio/we...
pro.thestreet.com
October 10, 2025 at 1:45 PM
We're Scooping Up More Shares of This Beat-Up Holding
We remain critical of management’s communication, but see a favorable risk-to-reward in the shares.
$SBUX $BROS $BRCB
pro.thestreet.com/portfolio/we...
We remain critical of management’s communication, but see a favorable risk-to-reward in the shares.
$SBUX $BROS $BRCB
pro.thestreet.com/portfolio/we...
Absent the September Jobs Report, the Market Will Lean on These Numbers
New reports Friday could shape Fed rate-cut expectations as the ongoing government shutdown limits new data.
pro.thestreet.com/portfolio/ab...
New reports Friday could shape Fed rate-cut expectations as the ongoing government shutdown limits new data.
pro.thestreet.com/portfolio/ab...
Absent the September Jobs Report, the Market Will Lean on These Numbers
New reports Friday could shape Fed rate-cut expectations as the ongoing government shutdown limits new data.
pro.thestreet.com
October 3, 2025 at 1:20 PM
Absent the September Jobs Report, the Market Will Lean on These Numbers
New reports Friday could shape Fed rate-cut expectations as the ongoing government shutdown limits new data.
pro.thestreet.com/portfolio/ab...
New reports Friday could shape Fed rate-cut expectations as the ongoing government shutdown limits new data.
pro.thestreet.com/portfolio/ab...