Posts
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 …
WeRide and Uber Plan to Launch Commercial Robotaxi Service in Zurich, Expanding European Partnership
WRD and UBER are planning to launch robotaxis in Zurich, Switzerland after announcing their move in Madrid. At this point, Europe is moving faster and becoming a major market for AVs. Switzerland is an ideal country because it has high labor costs, making these rides highly profitable. Having approval from …
Lululemon vs American Eagle Outfitters
My limit buy for Lululemon recently triggered at about $110. I knew they would have an earning miss and so the day before when their stock was $118, I set a limit by for $115. After they announced earnings, the very next day was gap down to $110 which is …