AI momentum
The momentum of the current AI rally has proven to be strong for the last 2 weeks. But as earnings season come to an end, it’s time to look at the macro environment again.
We have another inflation test coming up this week - January’s PCE price index. This is the so called Fed's preferred measure of inflation as they try to bring inflation back to 2%.
The report will be out on Thurs, 29 Feb
We have another inflation test coming up this week - January’s PCE price index. This is the so called Fed's preferred measure of inflation as they try to bring inflation back to 2%.
The report will be out on Thurs, 29 Feb
$Advanced Micro Devices(AMD.US$ $Taiwan Semiconductor(TSM.US$ $Super Micro Computer(SMCI.US$ $SentinelOne(S.US$ $Zoom Video Communications(ZM.US$ $UnitedHealth(UNH.US$ $Roku Inc(ROKU.US$ $McDonald's(MCD.US$ $Starbucks(SBUX.US$ $Snowflake(SNOW.US$ $Block(SQ.US$ $Upstart(UPST.US$ $UiPath(PATH.US$ $ARK Innovation ETF(ARKK.US$ $AMC Entertainment(AMC.US$
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OceansWave : GDP out this week too… waiting for an opportunity to short the market
102461859 OceansWave: opportunities to load more before gtc
OceansWave : Same here.. 780 is a strong support… hoping it can pull back to 700 level, 5 - 10% range before I enter… buying some and wait for it to high above 800zz NVDA has a history of stock split… about 4 times… expected it to split about 4:1… back to 200+ to make it more affordable…
NVDA is not like AVGO that goes around acquire other companies… and therefore it would benefit more of splitting up its stock cap, allowing more investors to buy in…
102461859 : not adding anymore nvda lol it alrdy my biggest position, unless got lobang to down my cost
, looking to add more meta, its still looking v cheap now
Pepperoncino OceansWave: Is there a stock in particular which you would short?
OceansWave : It really depends on the technicals.. will see the technicals and see which is most ideal to.. but now can’t tell until bearish patterns are form
151776182 : After I sold all of NVDA, it had nothing to do with me when it went up to the sky