USA Stocks discussion - Part 3

[d9lives]

bro, why you like grab more than uber? I saw Uber profit margin quite good and also revenue vs market cap better than Grab,

keen to know too
What the potential? Is it the super app?
So far I only blindly follow cat guru bro

I don't even know what I am doing.

 

[d5dude]

https://www.reuters.com/business/he...17-pharma-ceos-cut-us-drug-prices-2025-07-31/

This, along with the tariffs are illegal, I reckon they will all end up in lawsuits in court and Trump will lose again.

 

[d5dude]

I also have.
I was referring to those who are vehemently against stock picking.
They're limited by their own close mindedness and cowardice.

My fun accounts which are 100% funded by casino money, worth more than my etf.

Take more risks when you're young or you'll just be a mid.

Why post this kind of thing? Different people got different tolerance for risk, some prefer diversified portfolios while others like to punt their entire networth on 0DTE options all day everyday. There is no right or wrong when it comes to risk taking.

What people need to know is that there is no free lunch whichever route they choose, higher returns come with higher risks, and higher risks can often result in much larger losses. Everyone deserves what they get from the stock market in the end.

 

[Jirachi]

I am really hoping for a prolonged bear market when only companies with strong valuation survives and grow in terms of share price. Retail investors especially on Twitter right now think like they are a genius at every stock pick. We really need a 5-year prolonged bear market like 2022.

 

[d9lives]

Why post this kind of thing? Different people got different tolerance for risk, some prefer diversified portfolios while others like to punt their entire networth on 0DTE options all day everyday. There is no right or wrong when it comes to risk taking.

What people need to know is that there is no free lunch whichever route they choose, higher returns come with higher risks, and higher risks can often result in much larger losses. Everyone deserves what they get from the stock market in the end.

It's called rubbing salt into the wound. Let me enjoy my moment.
They will get their moment too.

It's what keep this forum interesting.

 

[d9lives]

I am really hoping for a prolonged bear market when only companies with strong valuation survives and grow in terms of share price. Retail investors especially on Twitter right now think like they are a genius at every stock pick. We really need a 5-year prolonged bear market like 2022.

Yes please. I really don't know what to buy now. Too much dosh.
My this week shopping spree ended with just NVO and GRAB. Both are not so hot now.

 

[Euqorab]

I am really hoping for a prolonged bear market when only companies with strong valuation survives and grow in terms of share price. Retail investors especially on Twitter right now think like they are a genius at every stock pick. We really need a 5-year prolonged bear market like 2022.

I think these kind of prices are all manipulated by the heavy investors chasing higher prices to justify their fees and earn more % fees at the same time

now really everyone thinks they are genius… but well, gone are the days of basics in valuation a business

by the way the bear market in 2022 lasted for five years?

 

[Jirachi]

Yes please. I really don't know what to buy now. Too much dosh.

This too. Everything is smoked by this euphoric bull market. I am absolutely irritated with people coming to tell me I am dumb for not buying those stock pumps of 200% or more.

now really everyone thinks they are genius… but well, gone are the days of basics in valuation a business

Valuation of business will work in a prolong bear market. Basically you don't see this insane pump here and there. Liquidity will rotate to companies which are fundamentally strong.

by the way the bear market in 2022 lasted for five years?

No. 2022 had negative returns right? Yes, I want a period of 5 years of that. Only those strong companies will pull ahead.

---

I am not against we, retail investors, make money together. But the snobbishness and utter ******** has gone really overboard.

 

[Euqorab]

This too. Everything is smoked by this euphoric bull market. I am absolutely irritated with people coming to tell me I am dumb for not buying those stock pumps of 200% or more.

Valuation of business will work in a prolong bear market. Basically you don't see this insane pump here and there. Liquidity will rotate to companies which are fundamentally strong.

No. 2022 had negative returns right? Yes, I want a period of 5 years of that. Only those strong companies will pull ahead.

---

I am not against we, retail investors, make money together. But the snobbishness and utter ******** has gone really overboard.

They say when taxi uncles start talking about shares u know it time to get out

my colleagues in the hygiene department also kept talking

 

[Jirachi]

They say when taxi uncles start talking about shares u know it time to get out

Or when my friend who does not even play stocks tells me Nvidia hits 4 trillion

 

[Euqorab]

Or when my friend who does not even play stocks tells me Nvidia hits 4 trillion

Ur fren is hygiene specialist like me?

 

[Jirachi]

Ur fren is hygiene specialist like me?

No. Unemployed

 

[elvintay07]

This kind of get in/ get out thing will miss the boat. I don’t care which ah gong or ah ma buy. Today if they buy Palantir at $155, even if it drops 80% to $31, it is not affecting me because my price is $10. Likewise for all the magnificent 7 stocks and other stocks.

Just focus on what we supposed to do. Those factors cannot control one, we can’t do much

 

[stanlawj]

I think last two down days, sets up a pullback for the short-term (i.e. mean reversion)

No crash in sight yet, as US Govt continues to record deficit spend.



Cyclical analysis:

 

[stanlawj]

NFP missed: +73k vs 106k forecast.
Last month revised down by huge amount.

Not a big miss, but disinflationary forces from cooling labour market will keep inflation in check.

 

[stanlawj]

Back to rate cut in Sept?



6-month UST yield crash from 4.3% to 4.1%

Bond market has spoken loud and clear.

 

[yslvlys]

Hahaha all boats are coming back!

 

[d9lives]

1st in the cart, 5k sofi.

 

[af7680]

Bought Sofi and grab at the high recently. Now it went down cry

 

[d9lives]

Reentered rklb, bull, achr, baba, mrvl.
Added unh.
Added nu.
Weeeeee.....