Posts
Future of Meta
Hey guys, Look at what has been happening to Meta stock! It seems like it can't even fight gravity. To be honest, I've lost confidence in this CEO. He burned $80 billion on his own delusionary Metaverse project using investors' money and even renamed the famous Facebook to Meta. That …
Fed policy analysis by citi group
I watch Bloomberg religiously and today there was a guest from citi group that was asked on what would warsh do in the upcoming meeting? He talked about how oil prices fell and the inflation was only short term so this would give warsh something to hold onto and move …
Pretty hawkish FOMC this afternoon. Doesn't seem great for the markets, given the unexpected degree of hawkishness.
To recap today's FOMC report, half of the voting Fed members are calling for rate hikes by end of the year. Year end rate hike odds increased from 60% to 90%, with 2 hikes now being the base case. September hike odds rose from 30% to nearly 70%. I'll personally …
Portfolio Review please
19M - £9k portfolio, need honest advice on what to do, i invest 1.5k gbp a month into these allocations Current holdings: 50% IONQ: £7,200 (around 80% of portfolio) Average buy price: £34.93 30% IREN: £950 Average buy price: £44 20% BBAI: £800 Now im debating on my positionings on …
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 …
Shorting ETSY - Long Chewy - Major Evergreen Differences
Etsy is a company continues to face slowing growth in its core marketplace as consumers pull back on discretionary spending and competition from platforms like Amazon, Temu, and Shopify merchants intensifies. Gross merchandise sales have struggled to return to pandemic-era levels, while active buyer growth has largely stalled/ if not …
Taking profit on Semi Stocks?
I’m heavily invested in Semi stocks and torn on what to do. I generally plan to hold long term (3-5+ years) but it’s hard not to sell at these inflated prices. For instance, I’m holding MRVL, ALAB, ASML and have unrealized gains between 200-500%. I’m a believer in the future …
EINRIDE: The next freight giant (or not)
Alright regards, let me talk to you about a company that I think has great potential: EINRIDE. This won't be a super long DD, you can investigate the stock on your own if I manage to get you interested. Also I'm a full regard so don't take my word for …
How to Win NBIS stock
One thing about NBIS nobody wants to admit is they’re exceptionally speculative. besides this one off quarter their PE is about 700. currently their Price to Revenue is 75X which BtW to those sensitized from reality due to Mania is exceptional high so why is the stock going up? simply …