USA Stocks discussion - Part 3

[Jirachi]

All his talks about tariffs tok big to threaten nia…..i predict will be kinda targeted tariff that will not cause higher inflation….

Those greeny policies with unrealistic timeline are partly to be blamed for high inflation

Someone I read on Twitter mentioned that his tariff won’t cause re-inflation, because it does not increase money supply. I got a bit confused there.

 

[Jirachi]

What are your takes on SMCI? Able to bounce back?

Could be de-listed.

 

[Jirachi]

What is short put and how to do?

Bet on bullish side. Take cash from shorting the option. You want the option to go worthless by expiry.

 

[Jirachi]

Powell speaking later, now is quite dull maybe will see a move later.

Blue tie = puts
Purple tie = calls

 

[Evil_Boss]

You lucky you haven’t got wrecked. I would say you can switch some of the positions into underlying stocks and close off the options.

was a 300% gain, once it hit the strike i immediately got out.

 

[stanlawj]

This is the new US Secretary of Health just confirmed by Trump for 2025.
XLV (Healthcare) crash continues (since Trump's win).

 

[kurt_629]

This is the new US Secretary of Health just confirmed by Trump for 2025.
XLV (Healthcare) crash continues (since Trump's win).

I'm actually adding XLV in my RSP.
probably a good time to catch the low and its for long

 

[stanlawj]

I'm actually adding XLV in my RSP.
probably a good time to catch the low and its for long

We're at the final push up of an epic bull market since Oct 2022. And big pharma's profits are about to get eviscerated.

 

[kurt_629]

man.. WL..

correction, it should be the following ETF:

1. XLF (Financial Select Sector SPDR Fund): This ETF provides exposure to the financial sector of the S&P 500 Index, including banks, insurance companies, and other financial institutions. It's a good choice if you want to invest in the financial sector and benefit from its growth potential.
2. XLK (Technology Select Sector SPDR Fund): This ETF focuses on the technology sector of the S&P 500 Index, including companies like Apple, Microsoft, and Alphabet (Google). It's suitable for investors looking to capitalize on the growth of the technology sector.
3. VHT (Vanguard Health Care ETF): This ETF tracks the MSCI US Investable Market Health Care 25/50 Index, providing exposure to healthcare companies like Johnson & Johnson, Pfizer, and UnitedHealth Group. It's a good option for those interested in the healthcare sector's stability and growth.
4. XLE (Energy Select Sector SPDR Fund): This ETF tracks the energy sector of the S&P 500 Index, including companies like ExxonMobil, Chevron, and ConocoPhillips. It's ideal for investors looking to invest in the energy sector and benefit from its potential growth.
5. BND (Vanguard Total Bond Market ETF): This ETF tracks the Barclays Capital Aggregate Float Adjusted Index, covering the US investment-grade bond market. It's a good choice for investors seeking income and diversification through bonds.

 

[d9_lives]

We're at the final push up of an epic bull market since Oct 2022. And big pharma's profits are about to get eviscerated.

Elon with his DOGE and now this.

Why do I get the impression than Trump is actually the good guy who is on the mission to destroy all the inefficiencies, corruptions and wokeness?
He seems like the real president that everyone needs.

 

[yslvlys]

We're at the final push up of an epic bull market since Oct 2022. And big pharma's profits are about to get eviscerated.

Just bought HIMS and MEDP yesterday when they dipped...

 

[demoforce1]

Elon with his DOGE and now this.

Why do I get the impression than Trump is actually the good guy who is on the mission to destroy all the inefficiencies, corruptions and wokeness?
He seems like the real president that everyone needs.

agree, he is much better than the current one, pro business, pro economy and make world peace

 

[DevilPlate]

agree, he is much better than the current one, pro business, pro economy and make world peace

Hearsay even China Chinese love Trump. They hated their XJP

 

[stanlawj]

Elon with his DOGE and now this.

Why do I get the impression than Trump is actually the good guy who is on the mission to destroy all the inefficiencies, corruptions and wokeness?
He seems like the real president that everyone needs.

Brace for impact. The DOGE just launched today. Pharma and govt contractors have been hit with sell down.

 

[Tiny Shrimp]

Brace for impact. The DOGE just launched today. Pharma and govt contractors have been hit with sell down.

wah liddis quite efficient
market tell us which sectors have tremendous bloat
or rather, depend on govt inefficiency for business

 

[Jirachi]

Hearsay even China Chinese love Trump. They hated their XJP

This is correct.

 

[peterchan75]

Hearsay even China Chinese love Trump. They hated their XJP

If you see them on Youtube, most likely they are FLG member. Not that I am against FLG, but there on the extreme side.

 

[stanlawj]

Adam Khoo: Secular US bull market due to AI revolution (a very very big cycle).
I fully agree. AI advancements will be deflationary and help to counter demographic decline, and high labour cost, thus improving corporate profit margins. Just like cloud, online shopping and social media powered the US stocks megabull and disinflation post-2008 GFC.



However, Adam Khoo does not know macroeconomics well, so he cannot predict how deep drawdowns will occur. So he is actively advertising to get more students that will subscribe to his courses and contribute to a steady recession-proof cashflow.

 

[mooseolly]

Adam Khoo: Secular US bull market due to AI revolution (a very very big cycle).
I fully agree. AI advancements will be deflationary and help to counter demographic decline, and high labour cost, thus improving corporate profit margins. Just like cloud, online shopping and social media powered the US stocks megabull and disinflation post-2008 GFC.



However, Adam Khoo does not know macroeconomics well, so he cannot predict how deep drawdowns will occur. So he is actively advertising to get more students that will subscribe to his courses and contribute to a steady recession-proof cashflow.

Wow who can predict the market? Someone who claim so should be a fraudster siah.

 

[d9_lives]

This has got to be my worst week ever.

Accidentally bought 100 instead of 1000 grab calls.

Baba and Nu calls got haircut.

Sold 84 csp on hims @25 and 20 csp on zeta @25 just 3 days before the amazon and fraud news.
I am an unwilling long term investor now.

Sold 50 pltr cc. 2 days before their nasdaq announcement.

And fak AMD!

Someone please share your even worse week to make me feel better.