USA Stocks discussion - Part 3

stanlawj

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Ok guys, start placing your bets.
Gen AI PC going to spark a boom in PC replacement cycle.
Eg. system builders (Lenovo 992.HK),
chip builders (QCOM, Samsung), memory makers (MU),
Software (MSFT), ...
AI accelerators (NVDA)...

AI PC Segment Expected To Grow Massively By 2027, Generative AI Acting As The Catalyst​

https://wccftech.com/ai-pc-segment-to-grow-massively-by-2027-generative-ai-acting-as-catalyst/
AI-laptop-Shipment_Chart1_1.png
 
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pcuser123

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No joice with Fed holding rates. Stocks will likely delay the attempt to recover quickly from the recent fall. The correction might last longer than expected.
 

aurvandil

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All things considered, not too bad an outcome for the FOMC. Rate hikes off the table and door left open for rate cut if inflation cools. Market spike up and then V shape down. There is still Apple earnings tomorrow and NFP on Fri. If we clear without too much trouble, then we should get a nice push back up to the 5150.
 

pcuser123

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Better wayang to ensure Fed will cut rate; otherwise, stock dun move.

The June ‘dot plot’ will likely show the majority of Fed officials favor two or fewer rate cuts this year​

In March, the Federal Reserve signaled in its “dot plot” that most officials thought that three rate cuts would be appropriate this year.

But with hot inflation readings since that meeting, economists knew there was going to have to be a reset.

While the Fed didn’t release a dot plot on Wednesday, it will at the next meeting in mid-June.

Economists said Powell strongly hinted at where the dot plot is headed in his press conference.

https://www.marketwatch.com/story/feds-powell-keeps-the-door-open-for-a-july-rate-cut-86a60a65
 

elvintay07

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No joice with Fed holding rates. Stocks will likely delay the attempt to recover quickly from the recent fall. The correction might last longer than expected.
Theoretically the bottom is already over. Previously inflation peak and the story is doom and gloom, best to add some. That time bears miss the first boat.

Then subsequently inflation is sticky, the story of inverted curve and market crash sends many panic and Nvidia probably lelong. During then the narration is about the end of US etc and bears missed the 2nd boat.

Then suddenly stocks soared because of 3 possible rate cuts, then market thinks it is 5 or some kuku think 7 and market cheong. Suddenly inflation become sticky and some say Fed may cut only 2-3 cuts. Some kuku suggests Fed may raised rates. Market panic and drop but bears missed the boat again (narration about recession + slow growth). 😂! Even if next time drop 20% because one balloon hit Merlion and Merlion pengz into river. Even if market drop 50%, they will still be waiting for 70% and in the end still miss the boat. Yawn……

Forever miss the boat one la.
 

ctan84

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Theoretically the bottom is already over. Previously inflation peak and the story is doom and gloom, best to add some. That time bears miss the first boat.

Then subsequently inflation is sticky, the story of inverted curve and market crash sends many panic and Nvidia probably lelong. During then the narration is about the end of US etc and bears missed the 2nd boat.

Then suddenly stocks soared because of 3 possible rate cuts, then market thinks it is 5 or some kuku think 7 and market cheong. Suddenly inflation become sticky and some say Fed may cut only 2-3 cuts. Some kuku suggests Fed may raised rates. Market panic and drop but bears missed the boat again (narration about recession + slow growth). 😂! Even if next time drop 20% because one balloon hit Merlion and Merlion pengz into river. Even if market drop 50%, they will still be waiting for 70% and in the end still miss the boat. Yawn……

Forever miss the boat one la.
You don't know this pcuser guy meh? He is king of theory but never dare to pull trigger to buy fella one. He's buy shouting for the mother of all crash since 2 years ago or was it late 2022...
 

elvintay07

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You don't know this pcuser guy meh? He is king of theory but never dare to pull trigger to buy fella one. He's buy shouting for the mother of all crash since 2 years ago or was it late 2022...
Probably Michael Burry’s AI. Haha
 
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