Market continues to crash

netzach

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knn....Pinterest up-lorried sia really lol. damn...selling off at $84+ during the COVID era is one of my best ever sells lol. :ROFLMAO:
 

dev_stg_prd

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which one most value?

AI generated

Company (Ticker)Key Investment ThesisCurrent Challenges / Market SentimentCatalysts to Watch
Microsoft (MSFT)AI Software Leader: Deep integration of AI across products (Azure, Office, GitHub). Strong analyst consensus with ~42% price upside potential .Azure growth slightly below expectations; massive AI CapEx ($37.5B in Q2) raising ROI concerns. Stock recently entered a bear market .Growth rate of Azure; evidence of AI monetization in productivity software.
NVIDIA (NVDA)AI Infrastructure King: The primary beneficiary of the AI chip boom. Analysts see ~45% upside with a low PEG ratio, suggesting it's undervalued relative to growth .High valuation (P/E 45.9); its stock performance is tied to the sustainability of its largest customers' AI spending .Feb 25 Earnings Report: Will be a major test for the entire AI trade .
Alphabet (GOOGL)Relative Safe Haven: Vertically integrated tech stack may offset spending worries. Less exposure to the recent tech rout, down only ~9% from highs .Needs to prove Google Cloud can gain market share on Azure and AWS; must defend its core search business from AI competitors.Growth in Google Cloud; AI integration into Search and advertising.
Amazon (AMZN)E-Commerce & Cloud Giant: Dominant in two massive markets (retail, AWS). Strong revenue and EPS growth forecasts .Facing a tech selloff with stock down over 20% from highs. Heavy AI spending ($200B planned for 2026) could consume nearly all cash flow, testing investor patience .AWS growth rate; signs of margin improvement in e-commerce.
Meta (META)AI-Driven Engagement: Strong AI integration in ad targeting and Reels. Stock rallied post-earnings despite a massive CapEx increase .Stock is near bear market territory (within ~2.3%). Investor confidence rests on its ability to grow revenue to justify massive AI spending .Q1 revenue guidance; user engagement metrics; AI-driven ad revenue growth.
Apple (AAPL)Consumer Resiliency: Record quarterly EPS and revenue, with strong growth in emerging markets like India .Less direct exposure to the "AI spend" narrative; analysts are less bullish on its growth potential compared to others . Valuation is a consideration (P/E 35.3) .iPhone sales in China; growth in Services revenue; next product cycle.
 

mooseolly

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which one most value?

AI generated

Company (Ticker)Key Investment ThesisCurrent Challenges / Market SentimentCatalysts to Watch
Microsoft (MSFT)AI Software Leader: Deep integration of AI across products (Azure, Office, GitHub). Strong analyst consensus with ~42% price upside potential .Azure growth slightly below expectations; massive AI CapEx ($37.5B in Q2) raising ROI concerns. Stock recently entered a bear market .Growth rate of Azure; evidence of AI monetization in productivity software.
NVIDIA (NVDA)AI Infrastructure King: The primary beneficiary of the AI chip boom. Analysts see ~45% upside with a low PEG ratio, suggesting it's undervalued relative to growth .High valuation (P/E 45.9); its stock performance is tied to the sustainability of its largest customers' AI spending .Feb 25 Earnings Report: Will be a major test for the entire AI trade .
Alphabet (GOOGL)Relative Safe Haven: Vertically integrated tech stack may offset spending worries. Less exposure to the recent tech rout, down only ~9% from highs .Needs to prove Google Cloud can gain market share on Azure and AWS; must defend its core search business from AI competitors.Growth in Google Cloud; AI integration into Search and advertising.
Amazon (AMZN)E-Commerce & Cloud Giant: Dominant in two massive markets (retail, AWS). Strong revenue and EPS growth forecasts .Facing a tech selloff with stock down over 20% from highs. Heavy AI spending ($200B planned for 2026) could consume nearly all cash flow, testing investor patience .AWS growth rate; signs of margin improvement in e-commerce.
Meta (META)AI-Driven Engagement: Strong AI integration in ad targeting and Reels. Stock rallied post-earnings despite a massive CapEx increase .Stock is near bear market territory (within ~2.3%). Investor confidence rests on its ability to grow revenue to justify massive AI spending .Q1 revenue guidance; user engagement metrics; AI-driven ad revenue growth.
Apple (AAPL)Consumer Resiliency: Record quarterly EPS and revenue, with strong growth in emerging markets like India .Less direct exposure to the "AI spend" narrative; analysts are less bullish on its growth potential compared to others . Valuation is a consideration (P/E 35.3) .iPhone sales in China; growth in Services revenue; next product cycle.
Amazon is in the bear market right now. Some people may wait for it to rebound before buying, for me I will set a lower buying price because I already have alot of it.
 

soulblader_89

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iG3OzBH.png
 

Mr.Canberra

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Thanks Master Leong for the jinx.

Super green now! Hope Circuit breaker activates upwards because stocks go up too much.

MasterLeong is reverse indicator! 🤭

You can imagine the type of words coming out from his mouth until his neighbour buay lun and hoot him in the face! 😆
 

N4E.SI

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Amazon is in the bear market right now. Some people may wait for it to rebound before buying, for me I will set a lower buying price because I already have alot of it.

I've been waiting for a long time for AMZN to return to the $200 level. For the past 6 mths it's been damm strong keep hovering ard the $240 level

But now I read than AMZN has slipped into bear market and will like range bound for a long period
 

LPPLKPKB

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I've been waiting for a long time for AMZN to return to the $200 level. For the past 6 mths it's been damm strong keep hovering ard the $240 level

But now I read than AMZN has slipped into bear market and will like range bound for a long period

$170 would be interesting
 

mooseolly

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I've been waiting for a long time for AMZN to return to the $200 level. For the past 6 mths it's been damm strong keep hovering ard the $240 level

But now I read than AMZN has slipped into bear market and will like range bound for a long period
Yea, although it went into bear market, it is still above my avg price as I got transfer some stocks in 2022 to buy Amazon. So I am patiently waiting.
 

ckt1978

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gg. all looking at MAG7. this year looks diff. IWM breaking out instead of SPY n QQQ.
 

AuraKUPO

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gg. all looking at MAG7. this year looks diff. IWM breaking out instead of SPY n QQQ.
Market is attempting to go down. It's a down trend now. Because of the resistance, the drop will be very painful when it happened.
 
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