USA Stocks discussion - Part 3

[mooseolly]

Which sector is precious metal?

Under materials.

 

[DevilPlate]

Jordi Vissler and Poop is also that I always listen to.

Jordi every Sun got new YT vid.
Every time say AI and BTC is the future

 

[DevilPlate]

I'm looking at the orange bars.

Hmm….so now i goto pray for economy slow down and unemployment to rise lolol

 

[redname]

Hmm….so now i goto pray for economy slow down and unemployment to rise lolol

U heavy on healthcare?

 

[stanlawj]

Which sector is precious metal?

Materials.

 

[elvintay07]

I'm looking at the orange bars.

So time to showhand consumer staples and healthcare

 

[wongdawson]

You got add BMNR recently?
Me now daym FOMO…..only added abit more

I waiting for it to drop to 35 but it rebounce after hit 40 lol

 

[Krabs.]

i think the chart can be interpreted as dividend stock benefit from rate cut

communications now is not the same as the past ..... too heavily weighted to the top 3 growth names and 2 grew to this size because AI related

data too far back , not representative to current mix

 

[DevilPlate]

U heavy on healthcare?

Not alot about same amt as QQQ
So hopefully XLV is a better hedge than TLT

 

[redname]

Any expert view on AIRE?

Seems similar to OPEN

 

[wongdawson]

 

[DevilPlate]

Tom Lee could be the next Warren Buffet.

I like his calm composure and explanation (even tho some is BSing imo)

 

[Jirachi]

Anyone looking at these?

Only in $MELI from the list

 

[wongdawson]

Tom Lee could be the next Warren Buffet.

I like his calm composure and explanation (even tho some is BSing imo)

Warren Buffet is too old school he miss all AI bull run.

I own all the stock tat Tom Lee mention Nvda, Tesla, Pltr, Mstr and BMNR so I love him very much lol

 

[stanlawj]

Warren Buffet is too old school he miss all AI bull run.

I own all the stock tat Tom Lee mention Nvda, Tesla, Pltr, Mstr and BMNR so I love him very much lol

Basically 3 parts of the market: speculative, secular growth, value (dividend) and cyclicals.
Buffett's plays are only in the 3rd one and he skips the first two.
He is just the biggest boy playing there.

 

[DevilPlate]

Basically 3 parts of the market: speculative, secular growth, value (dividend) and cyclicals.
Buffett's plays are only in the 3rd one and he skips the first two.
He is just the biggest boy playing there.

Different ERA produces Different GOAT

 

[Jirachi]

For investing, financial news are not so useful since news are short term and investing is long term. For trading, then yes.

 

[DevilPlate]

For investing, financial news are not so useful since news are short term and investing is long term. For trading, then yes.

News is to tell u why u make or lose money

 

[stanlawj]

I was listening to Stephanie Pomboy explain that if the drastic reduction in jobs report didn't cause the US stock index to drop when it supposedly rallied on (fake) strong jobs numbers, then US stock index is now discounting a future where the jobs will improve.

IMO, the gains in US stock index so far is driven by AI stock gains, which is impervious to jobs as Mag7 keep upping their capital investments in AI throughout this period. So that explains why the stocks continue to go up and didn't self-correct yet.

 

[wongdawson]

WOOwoo Telsa up 4% premarket