For US Tech stocks, ito sell i

For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.

The whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to keep the USD as a reserve, US needs to run at deficit and that's a must.

US can't have its cake and eat it and also sell it. Short US market, long China. Multi year bear market is here in US

Mag 7 Jumps Over 10%! Take Profits or Keep Holding?

In yesterday's major rebound, MAG 7 surged over 10%. Despite the rebound, valuations are still at historically low levels. However, some believe that the market outlook remains unclear in the long term. Would you take profits at the right time or hold on for the long haul?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

skythelimit
04-11
skythelimit
Interesting.

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Take Profits or Keep Holding?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bcad769f35624f138f4cf9aca35cf54c}&rnconfig={\"headerBarHidden\": true}","description":"In yesterday's major rebound, MAG 7 surged over 10%. Despite the rebound, valuations are still at historically low levels. However, some believe that the market outlook remains unclear in the long term. Would you take profits at the right time or hold on for the long haul?\n\n\n","image":"https://community-static.tradeup.com/news/ad9040f5bcb1eff2bb7c134af6d853a0"}],"images":[],"coverImages":[],"html":"<html><head></head><body>For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.&nbsp;\nThe whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to keep the USD as a reserve, US needs to run at deficit and that's a must.\nUS can't have its cake and eat it and also sell it. Short US market, long China. Multi year bear market is here in US</body></html>","htmlText":"<html><head></head><body>For US Tech stocks, ito sell into any rally or Green Day. earning will be fuzzy and likely guided down if there is any guidance at all. CAPEX will be halted or reduced given the uncertainty of the US tariff threat and chaos. China will not blink so expect zero trade with US and all the US semiconductor supply chain vendors will all be impacted by import tariffs of 145% and many might bleed immediately and if prolonged will fold.&nbsp;\nThe whole re-industrialization of US is not planned well and therefore will only damage US economically hence lower GDP for sure. You can't have income from tariff and at the same time wants to re-industrialize US by forcing manufacturing back to US and at the same time still keep the USD reserve status. US needs to choose 1 and be very good at it. Also to keep the USD as a reserve, US needs to run at deficit and that's a must.\nUS can't have its cake and eat it and also sell it. Short US market, long China. 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