Stock Discussions 2024

[krishnaaa]

30 minutes ago, Konebhar6 said:

Those are good ones with amazing growth and heavy investments in AI space available at a discount. Better to go big Tech. ADBE has very good products and their growth rate is very good. Same with other big tech

Problem with big tech is that they are overexposed in every ETF and were already priced to perfection.

In addition to that, they didn't drop much during this downturn.

Instead of 5 big tech, I would suggest 7-8 good small/mid caps as they have been left behind for quite sometime.

They also dropped 50-70%.

Risk goes down on proper research...only alternative would be to buy ETFs

Buying big tech is far more risky as it would lead to overexposure toone specific industry.

 

AI is applicable everywhere. During Oil boom, it first helped Oil companies, but later on it helped all other industries like plastics, automobiles, infrastructure, travel, etc.

[megadheera]

3 minutes ago, krishnaaa said:

Problem with big tech is that they are overexposed in every ETF and were already priced to perfection.

In addition to that, they didn't drop much during this downturn.

Instead of 5 big tech, I would suggest 7-8 good small/mid caps as they have been left behind for quite sometime.

They also dropped 50-70%.

Risk goes down on proper research...only alternative would be to buy ETFs

Buying big tech is far more risky as it would lead to overexposure toone specific industry.

 

AI is applicable everywhere. During Oil boom, it first helped Oil companies, but later on it helped all other industries like plastics, automobiles, infrastructure, travel, etc.

Koncham list veyi Anna.. RDW, SOFI, CELH, HIMS, ELF kakunda inka emaina unnaya?

[csrcsr]

@krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here 

so what do you feel about bank earnings and black rock  tommorow (not numbers) they might give some insights loans etla unayi, etc etc

endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well

If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?)

I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation  see one day one week is fine from one to two months trading is just haplening on news tweets 

I think tommorow blackrock and banks might give actual scenario this is going 

Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market?

Just ranting ......

 

 

[LadiesTailor]

24 minutes ago, csrcsr said:

@krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here 

so what do you feel about bank earnings and black rock  tommorow (not numbers) they might give some insights loans etla unayi, etc etc

endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well

If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?)

I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation  see one day one week is fine from one to two months trading is just haplening on news tweets 

I think tommorow blackrock and banks might give actual scenario this is going 

Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market?

Just ranting ......

 

 

Fundamentals Levu thokka ledu anna… big time insider trading going on now… tatha and his friends are playing big game… we better stay quiet and enjoy the show 

[Sucker]

26 minutes ago, csrcsr said:

@krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here 

so what do you feel about bank earnings and black rock  tommorow (not numbers) they might give some insights loans etla unayi, etc etc

endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well

If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?)

I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation  see one day one week is fine from one to two months trading is just haplening on news tweets 

I think tommorow blackrock and banks might give actual scenario this is going 

Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market?

Just ranting ......

 

 

Asal paisal oettava chatgpt veakochava vunna $500 investment ki avasarama intha Manaki anna

[Sucker]

2 minutes ago, LadiesTailor said:

Fundamentals Levu thokka ledu anna… big time insider trading going on now… tatha and his friends are playing big game… we better stay quiet and enjoy the show 

Election starting nunde cheppa he is coming to power on purpose adhe pump and dunp. Next year ki GC and Shitizens will be jobless all visa holders will raplce them. Appudu inka sammaga vuntadhi

 @Hitman @JANASENA

Already cheap labor done vadhili 10ngadu mass deportations lev bochu lev same with all chit. He played with MAGA Jan 6th morons 

[LadiesTailor]

1 minute ago, Sucker said:

Election starting nunde cheppa he is coming to power on purpose adhe pump and dunp. Next year ki GC and Shitizens will be jobless all visa holders will raplce them. Appudu inka sammaga vuntadhi

 @Hitman @JANASENA

Already cheap labor done vadhili 10ngadu mass deportations lev bochu lev same with all chit. He played with MAGA Jan 6th morons 

Haha yeah baga adadu 

[csrcsr]

7 minutes ago, Sucker said:

Asal paisal oettava chatgpt veakochava vunna $500 investment ki avasarama intha Manaki anna

401k acvoint login ayyi chudu rofl offcourse we are not retirijg tommorow but juat check once 

[Sucker]

4 minutes ago, LadiesTailor said:

Haha yeah baga adadu 

Inka pettali gatti ga fed jobs lepithe visa holders clapping vaallavi kuda lepithe appudu vuntadhi naa saami ranga. Mana plate varaki ravali. Yemanna ante waste bueracracy DeI love day words baaga using mari manam chese dhandha lepithe appudu aarthanadhala kosam waiting 

[csrcsr]

18 minutes ago, LadiesTailor said:

Fundamentals Levu thokka ledu anna… big time insider trading going on now… tatha and his friends are playing big game… we better stay quiet and enjoy the show 

How is ur mstr doing?? At least adi not much impacted kada anna

[idibezwada]

4 hours ago, SaradaChinnodu said:

why not all Annayi given their reputation?

i am just referencing the worst case

[krishnaaa]

1 hour ago, csrcsr said:

@krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here 

so what do you feel about bank earnings and black rock  tommorow (not numbers) they might give some insights loans etla unayi, etc etc

endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well

If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?)

I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation  see one day one week is fine from one to two months trading is just haplening on news tweets 

I think tommorow blackrock and banks might give actual scenario this is going 

Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market?

Just ranting ......

 

 

Yesterday wasn't fake pump. It was realignment based on 90 day pause which assured some investors that Trump is reasonable and the worst case scenario of depression has lower chance. There was also some short covering involved.

 

What happened after that is those who needed cash for safety, pulled money out of the market.  There were many that got margin called and needed to shore up cash.

 

BULLISH :

1. There is lot of cash sitting on the sidelines
2. Interest rate are above average and can become accommodative
3. Trump Admin doesn't want a depression
4. There will be announcements soon of potential deals happening
5. China may reach out
6. Company buybacks putting a floor on the stock price
7. FED can print money again (QE) and buy back treasuries in worst case scenario.

 

Bearish:

1. China can drag it out and even dump US treasury bonds (Worst case)
2. Bilateral deals may drag out and the more it drags out, the greater and deeper is the recession
3. Trump admin appointed new SEC head that is in favor of delisting Chinese companies.

 

What do you do during this uncertainty?

Answer:  Just keep buying good companies in steps. There might be even lower lows. Don't get emotional. Emotional pigs get slaughtered during this period. Just keep buying.

 

How do you find the companies to buy?

Answer :

1. Look for companies that benefit from this situation but fell as part of broader market. RDW for example, should benefit from this uncertainty as US and Europe are increasing their defense and space spending. They also acquired Drone company. I have increased my holdings by 75% during this downturn.
2. Focus on US based stocks that have minimal China exposure
3. If you are buying those affected directly, make sure you have lot of safety margin. ELF for example gets 80% manufacturing done in China. They will have to expand the 20% quickly. They have lot of inventory and had mentioned in last earnings that tariffs shouldn't affect 2025. It might change due to recent developments but its valuation priced-in quite a lot of uncertainty. Their management is also top class and should take right steps. They have been buying back shares during this downturn already.
4. Stay away from Chinese stocks.

[human1234]

23 minutes ago, krishnaaa said:

Yesterday wasn't fake pump. It was realignment based on 90 day pause which assured some investors that Trump is reasonable and the worst case scenario of depression has lower chance. There was also some short covering involved.

 

What happened after that is those who needed cash for safety, pulled money out of the market.  There were many that got margin called and needed to shore up cash.

 

BULLISH :

1. There is lot of cash sitting on the sidelines
2. Interest rate are above average and can become accommodative
3. Trump Admin doesn't want a depression
4. There will be announcements soon of potential deals happening
5. China may reach out
6. Company buybacks putting a floor on the stock price
7. FED can print money again (QE) and buy back treasuries in worst case scenario.

 

Bearish:

1. China can drag it out and even dump US treasury bonds (Worst case)
2. Bilateral deals may drag out and the more it drags out, the greater and deeper is the recession
3. Trump admin appointed new SEC head that is in favor of delisting Chinese companies.

 

What do you do during this uncertainty?

Answer:  Just keep buying good companies in steps. There might be even lower lows. Don't get emotional. Emotional pigs get slaughtered during this period. Just keep buying.

 

How do you find the companies to buy?

Answer :

1. Look for companies that benefit from this situation but fell as part of broader market. RDW for example, should benefit from this uncertainty as US and Europe are increasing their defense and space spending. They also acquired Drone company. I have increased my holdings by 75% during this downturn.
2. Focus on US based stocks that have minimal China exposure
3. If you are buying those affected directly, make sure you have lot of safety margin. ELF for example gets 80% manufacturing done in China. They will have to expand the 20% quickly. They have lot of inventory and had mentioned in last earnings that tariffs shouldn't affect 2025. It might change due to recent developments but its valuation priced-in quite a lot of uncertainty. Their management is also top class and should take right steps. They have been buying back shares during this downturn already.
4. Stay away from Chinese stocks.

Basically all countries that holding US bonds (accumulated because of trade deficits over years) sold them in coordination causing bond yields to rise resulting in Trump pausing tariffs

[krishnaaa]

16 minutes ago, human1234 said:

Basically all countries that holding US bonds (accumulated because of trade deficits over years) sold them in coordination causing bond yields to rise resulting in Trump pausing tariffs

If you understood my post, Trump acted reasonably upon it. Market was pricing in Trump being Crazy and running economy to the ground.

[Pavanonline]

5 hours ago, csrcsr said:

@krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here 

so what do you feel about bank earnings and black rock  tommorow (not numbers) they might give some insights loans etla unayi, etc etc

endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well

If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?)

I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation  see one day one week is fine from one to two months trading is just haplening on news tweets 

I think tommorow blackrock and banks might give actual scenario this is going 

Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market?

Just ranting ......

 

 

It's going to be ugly anna, earnings might not matter much, stock market is always about future. Guidance is important and no CEO can give a clear picture. All indicators are suggesting a big downturn in coming quarters.