USA Stocks discussion - Part 3

[elvintay07]

Why so fast wanna buy NVO? Thought u want to hoot only at 30-40 range?

When downgrade no drop, likely the big clients all buying. Maybe wait see earnings will crash. Sometimes good businesses only come once in life time. Haha. Miss already then game over.

Also cannot go all cash. Today all my stock account is like 10-15% cash only. Except hsbc and SC

 

[elvintay07]

Now have to make decision to buy at which level, otherwise when it drop to that level sure have alot of bad news and chicken out wan.

As investor I only want to buy the lowest possible in tranches because I don’t know where the bottom is.

Thanks bro. Actually Netflix is one stock I doesn’t own. I always feel they are not like magnificent 7. lol! But I foresee main stream tv losing more market share and Netflix probably gaining more market share. The growth potential could potentially hit $800mil to $1b market cap

so tonight if price is right, I probably buy 1/3 of what I want to own first. Haha

 

[stanlawj]

Long-term investor in gold/silver, Steve Penny:

I’m shifting from “sell into strength” to a Buy the Dip Strategy. My base case is we’ve printed an interim peak and are entering a healthy consolidation. Here’s the concise game plan:

1. Roadmap: Expect a bounce, then a lower low before the next advance; consolidation could last months to quarters—strategy > predictions.
2. Re-deploy Zones: Silver $35–$40 (add more near $35); Gold ~ $3,500; Uranium: watch URNM 53.50 as key support and SPUT on a 200-DMA tag—may trim URNM into strength toward the mid-60s.
3. Energy Accumulation: Begin starter positions in ExxonMobil (XOM) and XLE on 50/200-DMA tests; oil remains deeply undervalued versus gold.

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IMO, natural gas producers may be a better play than oil producers for the immediate term.

 

[DevilPlate]

Long-term investor in gold/silver, Steve Penny:

I’m shifting from “sell into strength” to a Buy the Dip Strategy. My base case is we’ve printed an interim peak and are entering a healthy consolidation. Here’s the concise game plan:

1. Roadmap: Expect a bounce, then a lower low before the next advance; consolidation could last months to quarters—strategy > predictions.
2. Re-deploy Zones: Silver $35–$40 (add more near $35); Gold ~ $3,500; Uranium: watch URNM 53.50 as key support and SPUT on a 200-DMA tag—may trim URNM into strength toward the mid-60s.
3. Energy Accumulation: Begin starter positions in ExxonMobil (XOM) and XLE on 50/200-DMA tests; oil remains deeply undervalued versus gold.

-----
IMO, natural gas producers may be a better play than oil producers for the immediate term.

Imo some hot money may flow into crypto also from gold.
BTC/Ether already bouncing off from recent lows

 

[stanlawj]

Michael Howell is sounding the warning that rate of growth of liquidity in developed economies (excludes China) is peaking.



"65-month cycle".

 

[yslvlys]

Could be good time to sell off half of my GOOGL today.

 

[elvintay07]

Bought NVO and Netflix. Haha! Wonder whether next few days will be jialat earnings. Haha!

 

[mooseolly]

Qualcomm up 18%.

 

[jinsatkilife]

If Trump decides to do regime change or the very least, land strikes on druggies, how to position for it and which stocks will benefit? Will market tank?

@stanlawj

 

[stanlawj]

Bought NVO and Netflix. Haha! Wonder whether next few days will be jialat earnings. Haha!

I wish you best of luck.

 

[stanlawj]

If Trump decides to do regime change or the very least, land strikes on druggies, how to position for it and which stocks will benefit? Will market tank?

@stanlawj

I think only medical insurance related stocks like UNH is the safest plays now.
Not in terms of upside, but in terms of downside is already mostly priced-in.

 

[stanlawj]

MSTR looks very sickly.
Could mean that crypto sector is still not in a bull run cycle after the topping out on 6 Oct 2025.

Note: If I'm wrong, means I'll be missing out on this crypto run-up.

 

[yslvlys]

Huat ah everybody~! But social media pundits have been saying since few weeks ago that this will be the last leg up before the final big crash

 

[elvintay07]

I wish you best of luck.

Thanks boss. I hope what you say really come true. I pray Netflix drop to $500 and NVO to $20. Then I will hoot all the way. But if it rally back, then I can only own 30% of what I initially planned for.

Next few days earnings, I quite sure Mag7 will publish lousy results. Then likely many ppl trapped by the “perceived bullrun”.

Haha! But my investment banking cousin said she thinks bull run all the way until end 2025. Haha! If I am wrong, then I have to buy her Christmas dinner. My FY25 ends in end Nov. Dec to CNY is a time my wife and I zuobolan and chill. Unless the market really crash, probably won’t see us buying.

 

[elvintay07]

Huat ah everybody~! But social media pundits have been saying since few weeks ago that this will be the last leg up before the final big crash

Haha! Serious bo? I see many ppl naked no stocks all rushing in to buy.

 

[jinsatkilife]

I think only medical insurance related stocks like UNH is the safest plays now.
Not in terms of upside, but in terms of downside is already mostly priced-in.

Huh, not long oil or chevron?

 

[stanlawj]

Huh, not long oil or chevron?

You willing to wait for more than 6 months? Oil producers still have downside risk to due rising unemployment and more demand destruction due to massive ongoing EV shift.
For UNH, don't need to wait so long, it's already crawling up.

 

[Euqorab]

finding hard to in out nowadays...

finally sold msft and meta for some small profits though...

 

[stanlawj]

finding hard to in out nowadays...

finally sold msft and meta for some small profits though...

Requires discipline to wait for good buy timing. The problem is you either buy too late in the rally, or buy too early after the correction started. Try counting the number of bars. Don't buy the 1st or 2nd red bar. Don't buy the 2nd or more green bar.

 

[Euqorab]

Requires discipline to wait for good buy timing. The problem is you either buy too late in the rally, or buy too early after the correction started. Try counting the number of bars. Don't buy the 1st or 2nd red bar. Don't buy the 2nd or more green bar.

thanks guru!!!
i am observing the charts after you shared the video to me on this thread the other day
my problem is not enough bullets because i zua finish already haha
so i hope with my recent sales proceeds i can move up the next level