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It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. … If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now.

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.

AAPL's been acting like a safe haven from every AI and AI adjacent stock, and commands a 40 p/e which is insane for its level of growth. … There's obvious margin pressure going on due to NAND and DRAM prices going vertical, and their price increases have obv decreased demand too.

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.

There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. … Victoria Secret has done much better, as well, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.

But Berkshire's most epic win came from buying AAPL - which was Munger. … And it's worth pointing out, since Munger's death, Buffet sold billions in AAPL at ~$190 (currently trading for $350), and also bought billions in GOOG for ~$350 (currently trading for $280).

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

Yes, I am retired and have everything in NASDAQ (+ Mag7 individual stocks like AAPL, MSFT, GOOG, etc), it's always outperformed S&P since I've been in it (2005), although it is slightly more volatile (which is normal, you can't get higher high's without lower lows). … In addition to several $M in QQQ (NASDAQ) I moved a $1M to QQQi which pays monthly dividends (around 14% per year) which is what I can live on, although QQQi is also NASDAQ it grows slower in exchange for monthly dividends and a slightly (2%) lower downside when the market turn bear because it's using covered calls on…

Totally agree. How the LITE board even agreed to go into talks is a mystery to me. … And no i dont think that it will go through, but i do appreciate the attention it brings to the optical sectors, especially after a huge correction in the sector.

Time to rotate out of the storage/memory/energy stocks into the mag7. They can't seem to please no matter how much they beat. FFS, Micron forward PE is 5 and SNDK PEG is 0.15? Meanwhile AAPL has a Forward PE of 40 and a PEG of 3.5. What kind of fking ignorant shit is that?

It's less exciting but more secure. … It has worked for me very well so far. Best of luck, OP!

Let's pump LULU and sell GOOGL. Wonderful market lmao.

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.

Just buy and hold. This is the long game, not a sprint. Find a few companies you love like RDDT, NTDOY, LLY, and UNP!

I'm watching over 80 names, but I have some starter positions in AMAT, BE, CRDO, KLAC, LRCX, MXL, and SKHY. Stop loss at their recent lows.