$120 wouldn’t be a bad time to jump in. I got in a long time ago but am looking to buy more when it drops to $108-$110, which I suspect it might, soon.
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Stock Market
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NVDA, PLTR and SOFI on my never sell list.
BKSY, ACHR and a few others for future growth.
ARM, VRT, and VST because someone has to design, build and power this AI revolution.
ISRG because they are using AI to “learn” from 2M surgeries per year to make better robots.
UMAC because warfare is going all in on small drones, and UMAC makes the parts for small drones.
BRK/B because I could be wrong about all of the above.
BKSY, ACHR and a few others for future growth.
ARM, VRT, and VST because someone has to design, build and power this AI revolution.
ISRG because they are using AI to “learn” from 2M surgeries per year to make better robots.
UMAC because warfare is going all in on small drones, and UMAC makes the parts for small drones.
BRK/B because I could be wrong about all of the above.
Kinda all this.NVDA, PLTR and SOFI on my never sell list.
BKSY, ACHR and a few others for future growth.
ARM, VRT, and VST because someone has to design, build and power this AI revolution.
ISRG because they are using AI to “learn” from 2M surgeries per year to make better robots.
UMAC because warfare is going all in on small drones, and UMAC makes the parts for small drones.
BRK/B because I could be wrong about all of the above.
I would add SMCI to that but as of late they have been disorganized to say the least.
Anyways….
No matter the state or direction of the economy the future still belongs to AI and that which supports it.
This story has not changed.
He is saying he thinks it is going to drop and then rebound. The earnings report didn't help it any, and its a clue. It's as good a bet as any. Nasdaq is now below all moving averages as well.
It’s a shit show.
However, the last time I cut NVDA I missed a 200%+ rebound.
Déjà vu all over again?
However, the last time I cut NVDA I missed a 200%+ rebound.
Déjà vu all over again?
If you’re invested you’re not losing 200% while it might drop? I’m anticipating $500 easy. I’m hoping $1400 in 8 yrs. That’ll yields me over 1.5 mil
It’s a 10 trillion company in 10 yrs easy. AI is the future and no company will overtake that role
I think NVDA hitting $80 is a longshot. I’m buying more at $100-$110. Where are you getting you are gonna make 1.5mil?
I agree. However it will hit $80. Even 70. But we need an entire market crash for that and it’s not here yet. Maybe next yr? I’m hoping soon? But we don’t have a major catalyst to do so.
The catalyst will be a combination of the CTAs and retail investors buggering. A stronger recession will get it done, but the fact that retails investors are already the most heavily invested in the stock market in like damn near ever and have exceptionally high amount of stock purchased on margin are the building blocks to that event. NYSE margin debt obligations are presently 3x higher than in 2000 at the dot com bust, which cut the S&P by 51%. Total value for margin debt on the NYSE alone is currently almost $1 trillion. That's a LOT of all-in, and it's a shit ton of margin calls if it goes south. This doesn't account for the other personal debt obligations retail investors have, which are at historical highs as well.
So yes, once it turns, its going to turn with a lot of pain. Some believe the markets have topped and are now beginning to show upward trend exhaustion.
So yes, once it turns, its going to turn with a lot of pain. Some believe the markets have topped and are now beginning to show upward trend exhaustion.
I honestly don’t think we’ve hit the high yet. I agree with what you say but I think it’s going to hit a new high then crash. I’m hoping for another 50% crash. But not yet. I haven’t liquidated yet lol. I liquidated on the downturn of COVID’s and tripled my investment in 6mo. That was conservative. This time I’m hoping for a 5x
Unsure. I’m spent at the moment. Only thing I could do is sell and hope it dumps another 15% to buy back in. lol but I’m not
DCA is the way. Ignore all the noise, stack cheddar, repeat. Oh, and don't forget to laugh at the low IQ gheybears when you win life.
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Overvalued? If Nvidia is overvalued? So is EVERY OTHER STOCK. So in 5 yrs when the S&P500 is 7500 and Nvidia is 1000 a share, would it be overvalued? Was Apple overvalued back in 2012? 2014? 2017? 2023? Today?
Yes.
How so?
NVidia will be 1000/share in 5 years?
Sounds like you bought in high and trying to convince yourself?
Defense stocks was my question...
The Dow, S&P and Nasdaq are all below their 200 day moving average currently. That's a big downward resistance line, and its all three, which is significant. We'll see how it all shakes out at close.
The head and shoulders I referenced last week with NVIDIA looks to have been real. Time will tell.
The Magnificent 7 could be in for a ride, especially considering that they most likely have a material amount of the margin debt that has been used to buy stocks by retail and other investors.
The head and shoulders I referenced last week with NVIDIA looks to have been real. Time will tell.
The Magnificent 7 could be in for a ride, especially considering that they most likely have a material amount of the margin debt that has been used to buy stocks by retail and other investors.
Bought high? Avg is 108. But in at 572 pre split as well.
And ummmm everything is falling? That’s a clue as whymarkey is overvalued if Nvidia is overvalued. It’s not. So if in say 3-4 yrs it surpasses 700 a share, you’d say it’s overvalued? Is apple overvalued? Amazon? Autozone? No they’re not
What do you think is getting ready to happen with defense contractors and doge.
Now add trump to the mix.
Was he a warmonger in his last term? Is he looking to expand or end wars?
How does that look to you?
As predicted… they are going to try and crash the economy under Trump
Pencil-Neck Schiff gave the signal yesterday. Just like Schumer did in 2008.
That said, I think his cabinet and advisors saw this coming and are going to do a whole lot better than the left thinks.
Sirhr
Pencil-Neck Schiff gave the signal yesterday. Just like Schumer did in 2008.
That said, I think his cabinet and advisors saw this coming and are going to do a whole lot better than the left thinks.
Sirhr
Defense Contractor stocks in the Space, optics and electronics sectors will do well......Warfighter and small arms steady....old school like Tanks, artillery and some fighter aircraft fading.....some shipbuilding maybe, wut long lead times not conducive......."Iron Dome" will be largely laser or directed energy......
For what it’s worth, there has to be some ship building to take place in the future simply to keep up/possibly deal with Chinas ever increasing potential. That’s all I’m gonna say.
Every msm financial article seems to be about Trump. Probably in for some pain short term....
IMO, Trump is more about peace through strength and countries payin their share it seems.
I think it is going to be a tough year for the equity markets. However, there will be opportunities.
Warren Buffet's most famous advice
- We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful
- Price is what you pay. Value is what you get.
WTF is "they"? The out of power party has the power to crash the economy? What bills have been passed? The only one doing anything wrt our economy is Donny. Please do explain this.
What happens next week if the Fed doesn’t cut rates? How can they cut them with inflation still hanging on? How can they not cut rates when the “r word” is being tossed around? Should make for some interesting times. I’m going to keep DCA my way so I can catch the ride back up when it happens.
I swear to God, Trump could take a shit on your dinner plate and some of you would say he’s the best chef ever. NASDAQ dropped 4% today, the worst drop in 3 years and this is somehow not his fault? Now he says he won’t rule out a recession?
Investors from European and Asian regions appear to be pulling $ from the US Markets, much like Buffet has been doing since summer of 24....an adjustment has been overdue for some time......some speculate trying to fend off tariffs, some speculate western Europeans registering unhappiness with US policy changes vis a vie Ukraine.....make no mistake, Trump and the FED are not on the same page. too many moving parts to pin this adjustment on any one player....65% of US households are in equities.....its pucker time.
“They” are the financial and hedge fund managers who loaded the democrats coffers… paid Hillary $600k a speech… “they” run the leftist pension funds… “they” run the money markets…. And giant financial slush funds and scan happily tank markets that they bet would tank.. so Ma and Pa lose their 401k but they add billions to their worth.
And “they” buy the politicians they can control… who create laws they can exploit… and fail at even the simplest oversight… in return for power. And they aren’t red or blue, donkey or elephant… they are financial predators who don’t like the idea of someone outside their club messing up their nice corruption schemes, illegals importing and trips to islands to diddle kids.
You aren’t so naïf as to think it’s the WH….?? This has been planned for ages. Predicted here on SH for years!!
Passing bills… what bills have The Congress under the new admin passed? Nothing! Just actions by cabinet to stop unelected bureaucrats and thieving politicians to stop stealing taxpayers and their grandchildren… and getting rid of terrorist supporters, illegals and trannies in sports. And starting to expose and eliminate a giant scam that was using federal spending for everything BUT the welfare of taxpayers and citizens.
Yeah… it’s Trumps fault. Ok. How many vaxxes have you had? Just wondering.
Sirhr
Yeah probably a good time to buy brk/b he has the cash hoard ready to put to work
Sometimes, you have to raze the land in order to make way for the new and better and build back up right or clean house, or whatever you want to call it. Perhaps this is what you are seeing. People can get in a hissy about the tariff war all they want, but the truth of the matter is nobody wants a tariff war with the US. It may hurt for the US but it will hurt these other countries much worse. Canada for example hit back with a 25% tariff of their own. Problem is, their exports are like 1/3 their entire GDP whereas US exports are like 2.7% of our GDP. In other words, hitting the US with tariffs ain’t gonna do a whole lot. I think Trump knows this and is using it to bring people to the negotiation table. Tear down to build back better I suppose. Gonna be a wild ride.
You are in a fantasy land. In a mere 6 weeks Donny has managed to trash the economy, one he promised to be the greatest economy ever seen. Unemployment is edging up, inflation is up, and will be way up if he leaves his insane tariffs in place. Why was the market up right after Donny won? Where were all these financial magicians then? Why would they "let" the market respond in such a way to make Donny look like the greatest CIC ever? The market anticipated Donny keeping his promises. It did not take long for many to realize he is a liar and a fool. He is waging an economic war with the rest of the world. And EVERYONE will lose. And now, instead of a booming economy as promised, he can't even rule out a recession. In less than 2 months. Bravo.
Not sure where you get your stats, but you are WAY off.
The people that are getting screwed by tariffs are the farmers, ranchers, miners, etc.
I am still wondering why POTUS views this as a negative. I believe it has something to do with the allocations per company. It may also have something to do with the investment agreements that TSMC has already discussed.
I would think that Micron and Intel are proponents.
I would think that Micron and Intel are proponents.
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