10baggerbamm : the dollar needs to sell off in order for stocks to rally as long as the dollar keeps getting stronger stocks in the US market anyways are going to be on shaky ground so the minute you see the dollar weekend and start to roll over that's when you can buy broad baskets of stocks in the US and not before
silversurfer222 : lol ... do you work for joe Biden ( Obama) ? I will give you a tip.... our history will have nothing to do with the future that's coming . the Satanic top got caught
10baggerbamm silversurfer222: you obviously don't understand monetary policy and how the dollar affects the stock market so maybe you should study get an education before you ridicule and mock somebody who obviously has a vastly superior background and education than you
Little Boo : Nvidia take my money
Ishah : Good to know... Did you share?
Patricio Timm : I don't know how this works!!
70564100 : Option
AbdulK : FOMO
AbdulK : FUD
10baggerbamm : here's where I disagree with Tom and every other figure head that is nothing more than a parrot regurgitating somebody else's storyline because it got some traction and views. I started in 1988 I had a broker dealer I sat behind a trading desk as a market maker I have a little bit of experience. 1998 everyday there was another company going public there were companies going public with zero revenue back then and in the early days of 1980 they were called blind pools they were the most risky investments fast forward covid now they're called spacs. most are junk companies most would never be able to go public in the traditional method because a lack of revenue lack of product lack of direction lack of market share.. back in 1998 in addition to a constant stream of companies going public the valuation of these companies they were trading at 30 to 50 times 2 to 3 year forward projected revenues. Nvidia is trading at 32 PE. in 98-99 the vast majority of these companies did not have the denominator and e to even have an a price to earnings ratio they were forward projected revenues that the stocks were traded on. that's not happening today so we don't have the IPO stream we don't have the egregious valuation of forward revenues and with people on the TV saying this is the new normal which is what they were doing back in 98 and 99. in 9899 all the company had to do is say we're starting a website and the stock would go up by 30 to 50%. we did have slight exuberance call it with companies saying we're utilizing AI in our business and it would gain traction and momentum investors would come in that's about the only correlation that does exist. (pt 1 of 2)
WolfOfWallStreet : Butt you all banks own it too
10baggerbamm 10baggerbamm: pt 2. back in 9899 the bubble was being created because of the use of margin virtually every person that had an account with us and my friends companies were leveraged on margin buying everything they could every com that was going public every time it would uptick they're stretching their buying power down to 40 and 30% you see back then there were no designated securities they're required to hire maintenance or you couldn't borrow against like exist today. the use of margin is what created that bubble and compounded the sell-offs because every Friday we had Forced liquidations. that's not happening today either. Nvidia is a cash generating monster they're making billions of dollars in profits in 1998-99 there was not a single company making even working those numbers backwards anything close to what Nvidia is generating right now in true cash profits or revenue (inflation adjusted for 98-99. ) Amazon was still selling books they had not even pivoted to selling any other products it was speculated by Jeff bezos that they would begin selling other consumer goods at some point but that's how early in the infancy and they were reporting losses hand over fist back then by the way. if you have not fallen asleep by now then you'll understand these talking heads writing for these periodicals these journals that are on TV they're there for self promotion and self enrichment of their own mutual funds of their newsletters many did not live through the bubble of the coms they're just regurgitating what others are saying because they want the attention. this is not to say Nvidia can't come down to its moving average $500 it could but two years from today 4 years today 5 years today as long as Nvidia is the key leader an amb and this Canadian company don't have a chip that is five times faster at half the price than Nvidia is still going to be the 800 lb gorilla in the room.
Smackerboy : Obviously he owned TSMC's shares
70183993 : with make in USA push, TSM need to move their production to US which will sank their profit.
102283722 : Go
silversurfer222 : why did jp Morgan have Tesla taken out or the Titanic sank ,
james Isles : moving to the USA is the best thing. safety first
SFRE Keith : One of those might be the next stars
FrederickHqz : Intel is the next one riding the wave
Bill Phillips : So they defined the broad spectrum of where they might think the next big move will be. But what companies seem to be poised to take advantage of the market share and make a profit. Does anybody know Or have suggestions?
Nikhil Bhaskar : A good article
103669397 : ok
No comment yet
102362254 : There are some key points to watch for. First, the eagerly awaited earnings report, especially after Charlie Munger's passing, may hint at recovery from last year's losses. Second, Buffett's market insights that offer guidance on investments. Attention will also be on the business outlook, given Berkshire's global influence. This earnings event combines financial discussions with an engaging and fun atmosphere.
103057627 : what steps the company taking next. be cash rich?
mr_cashcow : A week flew by so fast, keeping a close eyes on how Berkshire rebalance their portfolio with them trimming apple and acquiring SiriusXM had me scratching my head
Thanks again for the weekly summary and congrats to all comments who got selected
MindOverMatter : $AMC Entertainment (AMC.US)$
bottoms in weekly RSI looks juicy feast your eyes on the weekly timeframe.Was expecting 3 white soldiers but I'm not mad at all with that candle that printed.
HuatLady : Berkshire Hathaway yearly earnings meeting is always an exciting event. Besides just looking at the earnings, I am curious about what Warren Buffet thinks about the economy at this moment, how he plans to invest his money and if there are any new stocks he's adding or getting rid of in
Berkshire Hathaway's portfolio.
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