Posts
Dan Ives: I think software rips higher from here because of how oversold it is
Dan Ives said that today on Bloomberg Surveillance. It seems like when I watch Bloomberg, most of the interviews that ask about the AI and software stocks keep saying that it is far too oversold and far too overexaggerated. Mandeep Singh from Bloomberg Intelligence also reiterated the exact same thing …
When does the pain stop?
So I guess it is not a secret that this is a huge dip. But what is debated are the reasons behind it. I assume all of you know that so many companies that we considered amazing until recently are now 30%-50% in the red. Just look at the top10 …
108K Layoffs + Strong PMI = Productivity Growth, Not Recession
Here's the economic paradox investors need to understand: January saw 108,435 layoffs (highest since 2009), yet PMI data shows economic re-acceleration driving volume into cyclical sectors. How is this possible? The Warsh Efficiency Theory: Companies aren't cutting because demand is dead. PMI proves demand is strong. They're cutting bloat to …
Google Fall and What’s Next
Given the blood red in the market, and the stock’s fall after earnings, what are we expecting out of this year? Do we expect it to fall in price or gain steadily? The company showed a tremendous earnings, but I’m just wondering what to expect out of the year. Is …
Auto repossession are the highest they've been since 2008. Home foreclosure are up. Signals?
I know the market is not the economy, but these are huge signals that people simply don't have money to spend or invest. How may this impact the overall stock market? What specific changes in allocation have you made?
PSA: VOO and chill is NOT the same as FXAIX and chill
I've seen many people favor FXAIX over VOO because of its slightly lower expense ratio (and they don't care about intraday trades or options). What they don't realize is that any savings from the lower fee will be more than offset by the capital gains taxes incurred by holding a …
Here’s what’s actually going on in the markets.
Everyone is running around like a chicken with their heads cut off trying to find out why the market is selling off. This started when Trump nominated Warsh because Warsh wants to end QE. This pulls liquidity out of the markets and demand for dollars goes up. When this happens …
A lot of names in deep red premarket. What’s going on?
I woke up, turned on my phone, opened my yahoo finance app, and saw nearly all names in my portfolio are in red premarket, with some down 5%+. Even the giant, Google, is down more than 4% now. My portfolio is big in AI and tech trades. What’s going on? …
People selling Nvidia & Flat
Nvidia has been largely flat since July 2025. I know it went up a considerate amount before then, but I was wondering what is the reason people seem to be shorting Nvidia. Why has the price stayed flat, even through some rounds of earnings? What do you guys expect will …
I'm concerned about Tesla
Ever since the start of 2026 Tesla has been going down. The stock looks like it could forum a double too on the chart where afterwards they have a steep decline. Already news is coming out that France is coming after elons company X saying it's connected to major criminal …