Explore
Home
Shorts
5,799 views
303 likes
Show more
10 Commments
@@giantskings
👍
@@aarondavisreallife814
🔥🔥
@@austinehasz3907
People are missing the quiet tailwinds. A weaker dollar boosts EPS for multinationals and brings foreign money back into U.S. markets they were overpaying before, now they get a currency edge. I’d be buying as much NVDA as I could
And layoffs? That’s margin expansion. MSFT cutting 10% isn’t bearish its efficiency. Labor is their biggest cost.
And Guidance? Look at this Q guidance EVERYONE was saying no one will give guidance, Steve from CNBC said how can you? This warning season will be the worst since 2022. Now things are more certain, and will be more certain by earning season.
I expect basically all companies to give even more guidance. I don’t see why not when most did last time.
As for “overvalued” tech,
growth has always traded at a premium. You were never buying Amazon, Google, or Nvidia on at a discount. Unless we were in a bear market, then you’re fighting the bearish narrative when u buy in a bear market.
You pay up for cash Printers . That’s just reality.
@@VRMSZTAX
4ward looking
@@mrhalley4523
Goin thru this with PLTR..Caught that run from$90 to 125…but this current $140 call got me like🫣
@@365eljack
🫡 👍🏾 gd chop 👏🏽!!!
@@SoleMember
Trap dropped a gem when I got in the game, "Historically the Market is up over 70% of time". Check your emotions and only select proven quality companies; and The Law of Average will be on my side. Easy work!