Market Plunge Across the Board: Buying Opportunity or Red Flag?

The Nasdaq fell more than 1.2%, erasing all gains for the year. The S&P 500 dropped 0.5%, marking its third consecutive day of declines. This week, the market is focused on Nvidia's earnings report and the PCE inflation data. Microsoft has cut two data centers in Wisconsin Kenosha and Georgia Atlanta, raising concerns on Wall Street about AI capital expenditures. With US stocks falling across the board, will you remain bullish? Is it a good time to add to positions, or should you wait for a clearer direction?

Why I DON'T Buy or Own Microsoft Now & When To Buy?

$Microsoft(MSFT)$ While the S&P 500 is down only about 3% from its all-time high, many growth stocks have taken significant hits, dropping 20%, 30%, 40%, or even 50%. Even major companies like Alphabet are trading at roughly 18 times earnings, while stocks like Amazon and others have also seen substantial declines. Personally, I've been taking advantage of many of these opportunities. However, there's one stock I've been watching for over a year—one I've always wanted to own. I'm a big fan of the company, love its business model, and recognize its strong competitive advantage. But despite all that, I just can’t bring myself to buy it. That stock is Microsoft. Microsoft has been stagnant for over a year and has even underperformed most of the "
Why I DON'T Buy or Own Microsoft Now & When To Buy?

DELL Q4: AI Servers Drive Growth, PC Market Recovery Slow

$Dell Technologies Inc.(DELL)$ this quarter showed a "fire and ice" pattern: AI server demand explosion and traditional business decline coexist, PC market dawn but the consumer side is still mired in the quagmire.Short-term catalysts: AI server deliveries driven by improved GPU supply; long-term risks: storage business shrinking faster than expected, APEX transformation not as good as peers (e.g., $Hewlett Packard Enterprise(HPE)$ 's GreenLake).Key indicators to watch: AI server deliveries, commercial PC order growth, APEX subscription revenue share.Performance and market feedbackCore FinancialsRevenue: $22.3B (11% yoy, slightly beat estimates of $22.1B, +0.6%)Adjusted EPS: $1.74 (beat estimate of $1.72,
DELL Q4: AI Servers Drive Growth, PC Market Recovery Slow
avatarAN88
02-27
Buying opportunity and keep long term 
buy nvda
avatarAqa
02-27
Still optimistic about $NVIDIA(NVDA)$’s post-earnings rebound. It has started to rebound for 5% even before results announcement. The final rise was capped at 2% due to the general panic sentiment in the US stock market, and negative news from DeepSeek and Mucrosoft. $NVIDIA(NVDA)$ shows likelihood of a post-earnings rebound to the tune of +10%. Thanks @Tiger_comments @Tiger_Earnings @icycrystal @TigerStars @TigerGPT

Irrational Investor Creating Buying Opportunity Of Google?

$Alphabet(GOOG)$ Welcome back! After a strong year and reaching new all-time highs, Alphabet's stock has recently dipped for several reasons. Despite exceeding expectations, the stock fell on earnings release day, primarily due to concerns over capital expenditures (CapEx). Alphabet Investment The company has been investing heavily, and with projects like DeepMind and other AI initiatives, the market is questioning whether these investments will pay off. Additionally, Alphabet’s cloud revenue grew by only 30%, falling short of market expectations and raising concerns about its growth potential. That said, increased investment is often a positive sign, especially for a company with Alphabet’s track record. Their substantial CapEx is directed toward
Irrational Investor Creating Buying Opportunity Of Google?
is it time to buy [Glance] [Smug] [Thinking] [Victory] [Doubt] [Helpless] @rL @LMSunshine @koolgal @Shyon @Aqa @GoodLife99 @Universe宇宙 @HelenJanet @SPACE ROCKET @TigerGPT Some say only buying MAG 7 is a sign of poor investment ability, whi

Will the market continue to be a bloodbath or things are turning a corner?

Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. The market showed a slight upward movement on the opening, but seem to lose steam as it moved towards market close. A lot of people are speculating whether this is the end of the bear market, including me. So I like to provide my view on this.  Policy Uncertainty: The unpredictable nature of Trump’s decisions—oscillating between canceling and enforcing tariffs—creates a volatile environment. This uncertainty not only affects investor sentiment but also makes it hard to predict market direction. Impact on International Relations: Continuous tariff threats can strain diplomatic and trade relations with partner countries. The mention of China's DeepSeek algorith
Will the market continue to be a bloodbath or things are turning a corner?
$NVIDIA(NVDA)$  Market overreacting to tariffs’ emotional impacts This isn’t Trump first term when it comes to imposing tariffs, and it is clear to the observers that the process and results are determined by his team not himself. From Trump’s previous tariffs threats, we have seen that his teams are aware of the market risks and is deliberate when it comes to handling that with delays and taking more time to look into it. Right now the consumers, for whom are irrational, reacts to Trump -> causing a decline in consumer confidence -> triggers the market’s perspective-> hence creating irrational fears. The market was wise for a moment when it chooses not to overreact to Trump’s tariffs threats. However, that
avatar2024贏
02-26
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avatar1PC
02-26
[Gosh] It's a tough choice [Thinking] Limited bullets ..(only 1 shot 🥃 ) so many too choose.. TSLA  NVDA META GOOGLE Apple 🍎 [OMG]..... I will aim for one of them when the set up gives me a "Go Ahead" 😉 it will be either TSLA NVDA or Google 🙏🙏🙏😊
Buy all la
Yes Yes I would like to but goggle
avatarMHh
02-26
I won’t buy MAG7 as even with the recent pullback, it is still expensive. Buying MAG7 is not a poor investment abilit; it is an easy way for thematic investment. In the longer term, I still believe that there is more upside but prefer to wait for a greater pullback before buying. Along with tech, AI has been the big thing. My usual preference is not to buy an individual stock. I prefer ETFs as it doesn’t require me to do a lot of homework and is less volatile than an individual stock. Of course, the gain could potentially be lower but it is good for a busy person like me. I do like $VanEck Semiconductor ETF(SMH)$. @Kaixiang @SPOT_ON

Big Caps Down, WMT, COST Drive Consumer Defensive Sector to Lead Feb. Gains

Since last Thursday, the $S&P 500(.SPX)$ has corrected for 4 days, with 8 out of the top 10 largest market cap stocks falling, $Tesla Motors(TSLA)$ , $Broadcom(AVGO)$ down over 10% in the last 5 days, $NVIDIA(NVDA)$, $Microsoft(MSFT)$, $Amazon.com(AMZN)$, $Alphabet(GOOG)$, $Meta Platforms, Inc.(META)$ all falling, with only $Apple(AAPL)$, $Berkshire Hathaway(BRK.B)$ remaining up in the last 5
Big Caps Down, WMT, COST Drive Consumer Defensive Sector to Lead Feb. Gains
avatarELI_59
02-26
Thanks for sharing [Happy]
where's $Amazon.com(AMZN)$ ? I will consider $NVIDIA(NVDA)$ or AMZN if the price is right

MAG 7 Breaks Down: Which One Are You Preparing to Buy?

Yesterday, under the panic sentiment in the US stock market, all the big tech stocks pulled back. Which one do you think is worth buying?1. $Tesla Motors(TSLA)$ dropped 8% yesterday. Due to a sharp drop in European sales, issues with FSD testing in China, Musk being distracted by politics, and other factors, it broke down to around $300. However, this is a strong support level, meaning Tesla is likely to bounce back in the short term. Whether it continues to fall in the long term will depend on whether there are any positive news catalysts.Would you consider bottom-fishing or selling puts on Tesla? The next support level is around $270, and some traders have already opened positions selling puts during yesterday’s drop.2.
MAG 7 Breaks Down: Which One Are You Preparing to Buy?
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