FullPort @FullPort1
Capital Allocator: 76% YTD Owner of StrikerInvesting https://t.co/faa81JbF0Q ONLY account. Joined January 2020-
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@Henryf1w I don't ever seem to get any reach, someone help lmao.
Wednesday is a big day, Fed is priced around 93% to hold at 3.75 to 4%, so I don’t think the rate call moves much at all. What matters is $MSFT and $GOOG reporting the same afternoon, with $AMZN on Thursday, because their capex guides are basically next year’s revenue line for the chip sector. $MSFT told us last quarter Q1 capex lands above $50B and that demand still exceeds supply. If two of the three raise spend this week, I think chips outperform the Nasdaq 100 into 6 Nov, even if the hyperscalers themselves get the Meta treatment for spending it. SOX has shed around $2T since this selloff started on rate fears and AI cost worries. Is that a capex top being priced in, or the best setup in chips all year? Also, Trump seems to be dropping bombs on Iran Monday so brace yourself. Good luck.
@babyfolio I'm with you, just added some leaps on close. Disgustingly cheap.
@benoitz Why tf would you own such a business? So many retards with access to capital it's concerning.
Name an AI related ticker and a non AI related ticker you find undervalued. I'll go first. $NBIS & $UBER
@slava_invests You will have to wait and see, broad adoption if muse is still a work in progress, don't expect anything just yet. $META will continue with these levels of spending for at least another 2 years.
@FinanceJack44 Wouldn't say by far, but yes, cheap.
@legen_eth As long as you know when to cut this position, you should do well.
@babyfolio I love it, same game every-time. Stress retail out, buying shares cheaper. MFS never learn.
@Pablo01618 I'm with you, CRWD avg $86, lotsss of upisde.
@itslukechen @CKCapitalxx And when it goes up you collect the same return lol.
@chrisjunleex @CKCapitalxx Aye what you doing here lil bru🤣.
Or crash it....
If they're going to pump markets into November, next week is the week. We have $SKHY, $GOOG, $MSFT, $INTC, $AMZN, $SNDK and oil companies all reporting. That's a stacked week.
Sorry to anyone who went hard on the idea of the "debasement trade". Looks like there is NO safe haven lmao.
Silver has plunged 54% since its January all-time high and is now at its lowest price since November 📉 📉
@Barchart Doesn't mean anything, understand the vision.
chrisjunlee @chrisjunleex
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