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Genuinely what on earth is going on with software right now? This is completely unhinged.
What we are witnessing over the past two and a half weeks is some of the craziest, most irrational market behavior I’ve ever seen in my life. The IGV software index looked like it was starting a clean comeback in mid-June, bringing names up significantly. Which made sense because close …
NVDA - the fundamentals might be the strongest I've seen, the valuation is what I can't get past
Been staring at this one all week and I keep landing in different places. The fundamental case is legitimately hard to dismiss. 85.2% revenue growth, 65.6% operating margin, $46B in free cash flow. ROE at 114%. The CUDA moat and data center buildout argument - that this is a platform …
Warsh Spoke and Bitcoin Lost $1,600 in Real Time
Guys. I told you about $DOT. No one listened. Big things still to come.
Heres the rundown. All credit goes to https://x.com/altmasterroshi?s=21&t=sKMWngatJbmxwqAYexDy2A. One again. DOT @usedotai just surpassed 1,000 holders which is great resistance flipped into support in my book Now the road to 5k holders begins I’ve been here for 8 years and I know how this shit works Holders are a tall …
LFVN Bagholders After Hours 6/17
LFVN surged green today and got the monkey off their back, stopping several consecutive days in the shitter. Keeping the discussion posts alive for just a little longer! Drag us good!
Dow tumbles 500 points as possible rate hike under new Fed chief rattles Wall Street
SPCX puts
First time I've ever traded options. I bought $9500 in SPCX puts with a $200 strike, exp tomorrow 7/18. Sold with a profit of $1950. I'm not kidding myself that this is anything but beginners luck and a hunch that SPCX is on a slip and slide from here on …
Chewy Stock
I’m perplexed by this stock, which is down massively. I’ve done some research and opened a position, but the trend scares me. Pro’s: EPS Beat Zero Debt Even Roaring Kitty is in on this (Own’s 6%) $485 in pure cash Reasonable Market Cap of 7.6 Billion P/E Ratio: 31 Forward …
Jeffrey Gundlach says Fed’s Warsh is not going to be the ‘easy money’ chairman many hoped for
> DoubleLine Capital CEO Jeffrey Gundlach said new Federal Reserve Chairman Kevin Warsh struck a more hawkish tone than many investors expected, underscoring his commitment to restoring price stability and signaling less appetite for easy monetary policy. > “He is absolutely telling you that he plans on delivering on price …
Help needed in understanding today's market shift during FOMC
Hey guys, new into the stock market and was following semiconductors today with the Federal conference. This is the first conference I've ever listened to and didn't understand a lot of stuff, but I thought the gist of it was Warsh wants the rates to be lower and will be …