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You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.

If 1 or both of those companies follow the trend of META, INTC, GOOGL, AMZN, etc, then we could be in for a lot more pain and suffering. … Different subsectors of the market also stand to benefit from different outcomes in the midterm election cycle next week (sentiment wise, at least).

I think the price action of AMZN, GOOG, INTC, NOW, ORCL are good tickers to review for this past week as their price action has been on the extreme side. … There are several indicators that can be added to a chart to better understand this type of action, and how to predict what will happen.

It makes no fucking sense other than this, some very rich and powerfull people want to keep Elon rich and powerfull. … I dk man I guess they feel him being the worlds richest man is important for their elite, sex trafficking island, dysotpian surveillannce state, brave new world future they are planning for us all.

GOOG faceplanted, INTC faceplanted, AMZN faceplanted, META is not looking good either. … That alone is more than enough to carry everything into the fuckin dumpster, theres a lot of panic and draggin into the mud, no ticker looks safe tonight.

They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. … They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side.

question is whats your reasoning that they re going to miss. if your sole rationale is CUZ OF AMZN AND GOOG MISSES!!!11 then good luck, regard, it isnt the same case.

$GOOG looks tempting but I am not buying because if I do, it will drop further. … They just have been thoughtful in how they start monetizing it differently with AI without losing any market share!

META, AMZN are burning through cash like crazy to support AI trade too. It's not just GOOGL. How sustainable are the neoclouds as well?

Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. … But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups.

I don't get the risk reward profile of investing in Coreweave and other neo clouds when you can invest in proper hyperscalers like Meta, GOOG, AMZN at reasonable multiples. … AMZN is trading below 20 times and is the clear leader in cloud.

GOOGL has never recovered from its dilution and AMZN has been trading at a sharp discount against its P/E in large part because they also went negative FCF. … MSFT on the other hand has been the stock of choice amongst the hyperscalers for the past few months as they are the singular one still positive FCF.

MSFT is simply an AMZN with more risk in enterprise software and europe exposure. … META is great for the future, and I already have a large position.

I believe it already has for most of them. META, GOOG, AMZN and ORCL off course are all FCF negative.