USA Stocks discussion - Part 3

[elvintay07]

Look at the current AVGO price, so tempting....

Not yet cheap

 

[TerryPower]

ServiceNow is another Adam Khoo recommended stocks

Minus 10% in one day

 

[elvintay07]

ServiceNow is another Adam Khoo recommended stocks

Minus 10% in one day

He got recommend service now meh? Anyway, sector rotating to value investing stocks. I think the big guns and hedge funds gg to push the tech price down for next 3 months. Gg to be ultra bloody,

 

[mooseolly]

for entertainment purpose only.

can decide for yourself it is looks similar.

 

[Velton]

ServiceNow is another Adam Khoo recommended stocks

Minus 10% in one day

Is he another Jim Cramer?

 

[limster]

There are winners in AI, and there are losers.
Salesforce (CRM), crashing 3 weeks in a row, now reaching Jun 2024 lows.

Back in Jun 2024: "High-quality business"


Adam Khoo doesn't seem to talk about his losers today.
Salesforce is a loser due to existing software being disrupted by AI.
Similarly, Adobe also is being disrupted by cheaper AI offerings.

Just be aware of losers in AI space.

He got recommend service now meh? Anyway, sector rotating to value investing stocks. I think the big guns and hedge funds gg to push the tech price down for next 3 months. Gg to be ultra bloody,

Both Salesforce and Servicenow apparently...

 

[mooseolly]

Both Salesforce and Servicenow apparently...

It is absolutely normal to have losing picks as no one can guarantee how they will perform in the short term. That's why it is very important to have at least 8 to 10 stocks for a small account and 11 to 20 for a medium size account. I myself also got losing stocks but my top picks pulled up the entire portfolio and still beat the SP500.

Even Warren buffet also got many losing stocks like ConocoPhillips, IBM, PARA, US airlines but his Apple, Coke, America Express, Bank of America pull up his entire portfolio.

 

[limster]

It is absolutely normal to have losing picks as no one can guarantee how they will perform in the short term. That's why it is very important to have at least 8 to 10 stocks for a small account and 11 to 20 for a medium size account. I myself also got losing stocks but my top picks pulled up the entire portfolio and still beat the SP500.

Even Warren buffet also got many losing stocks like ConocoPhillips, IBM, PARA, US airlines but his Coke, America Express, Bank of America pull up his entire portfolio.

totally agree. I have no strong opinions about Adam Khoo. If he can outperform S&P500, good for him. As long as winners earn more than the losses from losers.

I don't follow him so I don't know if he shows only his winners but his losers as well. If you only show winners and hide the losers you may mislead your audience.

I am losing 5 figures on NVO but fortunately still outperforming the S&P500

 

[elvintay07]

totally agree. I have no strong opinions about Adam Khoo. If he can outperform S&P500, good for him. As long as winners earn more than the losses from losers.

I don't follow him so I don't know if he shows only his winners but his losers as well. If you only show winners and hide the losers you may mislead your audience.

I am losing 5 figures on NVO but fortunately still outperforming the S&P500

Don’t know what happened to NVO. Quite cui. Maybe many China pharmaceutical coming to disrupt

 

[DevilPlate]

ServiceNow is another Adam Khoo recommended stocks

Minus 10% in one day

He mentioned XLV still relatively "cheap" 5-6mths ago and turn out to be a decent buy

Last night one of the few greens among the sea of reds lol

 

[stanlawj]

Unemployment rate 4.6% vs 4.5% forecasted.
NFP +64k vs 51k forecasted.

Yay!!! Weak labour market continues!

 

[stanlawj]

Sold out of Gatekeeper Systems (GSI on TSX, GKPRF on US OTC) on the lucky pop to 50-day EMA after analyst upgrade today. Short-term MAs and price all have crossed below 50-day EMA which violates my technical constraints, and high chance that it will not recapture 50-day MA while AI and neocloud stocks are all getting sold down.

I bought Gatekeeper Systems Inc (trading as GSI on TSXV) following Money Mark Stocks recommendation.
Small position, even smaller than my TSLA last time (which I already exited).

Other stocks that Money Mark Stocks is keen on: CXDO, IZEA, CURI, and GEO on Toronto Stock Exchange.

 

[Krabs.]

amazon to invest at least 10 bil in openAI .... openAI use tranium chips

https://finance.yahoo.com/news/openai-talks-raise-least-10-023416764.html

 

[yslvlys]

amazon to invest at least 10 bil in openAI .... openAI use tranium chips

https://finance.yahoo.com/news/openai-talks-raise-least-10-023416764.html

And TSMC manufactures Trainium chips using ASML machines. Seems like TSMC and ASML are the safer AI plays. Whether the AI capex results in profits for the capex spenders or not, TSMC and ASML still huat. No wonder TSMC (other than Saudi Aramco) is the only non-US trillion-dollar company.

 

[homer123]

totally agree. I have no strong opinions about Adam Khoo. If he can outperform S&P500, good for him. As long as

I am losing 5 figures on NVO but fortunately still outperforming the S&P500

Fortunately, no more 5 digits loss for me right now... used to be quite jialat with a few 2-3 years ago

 

[elvintay07]

And TSMC manufactures Trainium chips using ASML machines. Seems like TSMC and ASML are the safer AI plays. Whether the AI capex results in profits for the capex spenders or not, TSMC and ASML still huat. No wonder TSMC (other than Saudi Aramco) is the only non-US trillion-dollar company.

The danger is Xi Jing Ping cannon may ramp them next year or year after. I got “feeling” maybe soon

 

[mooseolly]

And TSMC manufactures Trainium chips using ASML machines. Seems like TSMC and ASML are the safer AI plays. Whether the AI capex results in profits for the capex spenders or not, TSMC and ASML still huat. No wonder TSMC (other than Saudi Aramco) is the only non-US trillion-dollar company.

TSM and ASML moat is godlike.

 

[sumako]

Sold out of Gatekeeper Systems (GSI on TSX, GKPRF on US OTC) on the lucky pop to 50-day EMA after analyst upgrade today. Short-term MAs and price all have crossed below 50-day EMA which violates my technical constraints, and high chance that it will not recapture 50-day MA while AI and neocloud stocks are all getting sold down.

did you buy back tsla? i brought back on 2-dec and 8-dec with cheat code.

 

[stanlawj]

did you buy back tsla? i brought back on 2-dec and 8-dec with cheat code.

I didn't. I not sure what is going on with TSLA and the US stocks, but looking back, now I can see that I'm too easily shaken off and jumping around too much between different stocks. But I think now the market is starting to believe in TSLA's autonomous taxi scaling up faster than Waymo, which was my original thesis.

@stanlawj I bought gold miner AEM

K92 Mining outperforming AEM. Sadly, I already let go long time ago and never bought back due to the insane volatility.

 

[sumako]

I didn't.

K92 Mining outperforming AEM. Sadly, I already let go long time ago and never bought back due to the insane volatility.

i brought NEM recently. trimed a lot last friday. now left a bit only. if want to buy metal, but doesnt want so much volatility can stalk PPLT, PALL, PLTM. Mentioned by clement. commodity is buy during pull back, cannot chiong breakout.