Is the stock market crashing or is this the time to buy?? Tech wreaked and possible war.
Вставка
- Опубліковано 30 тра 2024
- Hi All,
In this video we start to close the circle on the video I did a month ago about momentum king #nvidia as it loses 300 billion dollars of value. Further I discuss might effect the #nasdaq100 and the market more broadly. I also other semi names like #smci #armholdings #amd and #qqq. We talk about where pockets of strength are, what sectors to target on dips, and where I think the market goes over the next few weeks. Also #unitedairlines and #netflix earnings are discussed.
Please like and subscribe!
Nvidia, AMD, SMCI the mega caps and momentum: 00:00 - 34:21
Market rotation and why Energy stocks and mining stocks are so strong: 34:22 - 44:10
Netflix, P&G, and United earnings Discussion and reaction: 44:11 - 52:03
Disclaimer: This video is not trading or investment advice, but for general informational purposes only. This video represents my personal opinions which I am sharing publicly as my personal blog. Futures, stocks, bonds trading of any kind involves a lot of risk. No guarantee of any profit whatsoever is made. In fact, you may lose everything you have. So be very careful. I guarantee no profit whatsoever, You assume the entire cost and risk of any trading or investing activities you choose to undertake. You are solely responsible for making your own investment decisions. Owners/authors of this video, its representatives, its principals, its moderators and its members, are NOT registered as securities broker-dealers either with the U.S. Securities and Exchange Commission, CFTC or with any other securities/regulatory authority. Consult with a registered investment advisor, broker-dealer, and/or financial advisor. Watching this video or reading any of my publications, you are agreeing to these terms.
Great breakdown, thanks!
Great video!
Thanks!
52min Sleepysol video😍
Watching it this afternoon with my cardio!
Sleepy, any plans on doing your portfolio breakdown/strategy in the future?
Ya it's on the to do list. Likely the end of this earnings season.
@@sleepysol awesome, looking forward to it!
@10:19 the main thing to look at is the capex with META, and MSFT. AI is still the play and they’re still buying chips hand over fist.
Ya remember though nvda is a margin story. If demand slows 10% their margins go down close to 30%
Didn't understand amzn.......buy, sell or hold? Rest was awesome
Amzn was in the momentum factor etf, which means it's going to get hit with nvda and the like. I still like it but it's going to be painful until that stuff bottoms.
Thx buddy
Would be interested in $BMI. You mentioned American Water and this is in the water industry.
I'll add it to the list. Water seems to be an emerging theme, so I'm going to do echo lab as well. If you have other names let me know.
Crashing. Rounding top.
Wait, you said SMCI was 500B market cap??? Nooooo
If I did I was mistaken. It was 50b close to the top.
@13:03 the buddy, @vazd00h was mentioning that someone may have liquidated and the semis all went down together. People got way too levered up during the bull run. 😂
As someone who bought arm right before close on Friday I hope masa son defends it's price for at least a week.