Sector Rotation? Will Fund Flow to ____ ?

As semiconductors pulled back, the financial and consumer sectors closed higher. Companies like PG, CL, and WMT hit new highs. Tesla and Apple also showed strong momentum recently. SaaS stocks Snowflake and Cloudfare present good upward trend. ----------------------- What other opportunities are worth paying attention to? Will fund flow to other sectors? Will growth stocks start to rise?

avatarSPACE ROCKET
2024-06-27
I'd be looking to buy into $Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$ $Iris Energy Ltd(IREN)$ ,$MicroStrategy(MSTR)$ and $SUPER MICRO COMPUTER INC(SMCI)$ . Will look for opportunities to enter NVIDIA and META too, as I believe crypto, AI and the metaverse will be the 'in-thing' of the future.
avataricycrystal
2024-06-27
I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart] [Smart] [Smart] @koolgal @LMSunshine @rL @SPACE ROCKET
avatar1PC
2024-06-27
AI related stocks will still be a darling for the future ❤️. Will wait for Pullback [Bless] [Bless] to buy some , as a Rebalancing action. In the meantime, I still Hold Health care stock as a Defense, Energy and Industrial counters [Happy]
avatarTheStrategist
2024-06-27
Let's make a guess? cryptos?? lol
avatarSuccess88
2024-06-27
avatarhighhand
2024-06-27
when tech down, buy healthcare or consumer related stocks... need to balance portfolio somehow
avatarMHh
2024-06-27
Still believe that tech and AI will do well in the longer term. Will wait for pullback before adding positions
avatarTiger_comments
2024-06-27

Have funds shifted to other sectors? What to look at?

Semiconductor stocks seems to cool off?Yesterday's market expectations for $NVIDIA Corp(NVDA)$ shareholder meeting and $Micron Technology(MU)$ financial report didn't bring good news. Some views believe that Nvidia will hit $110 in the short term.Have funds shifted to other sectors? $Amazon.com(AMZN)$ and $Tesla Motors(TSLA)$ both surged 4% yesterday.What to look at: big tech, weight loss drugs, or finance? $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ finally saw overdue gains. $Tesla Motors(TSLA)$ wi
Have funds shifted to other sectors? What to look at?
avatarTigerOptions
2024-06-26

Why Rivian Roars Back

$Rivian Automotive, Inc.(RIVN)$ is roaring back into the spotlight after a turbulent year. Volkswagen's recent announcement of a $1 billion (with the potential for an additional $4 billion) investment has sent their stock price soaring 30%. While this is great news for Rivian in the short term, as someone who follows the EV market closely, I remain cautiously optimistic about their long-term prospects. There's no denying that Volkswagen's investment is a significant vote of confidence in Rivian. This new partnership could provide much-needed capital to fuel their growth and potentially lead to technological collaborations that benefit both companies. The additional funds could also help them weather the current storm of slower-than-expected EV ado
Why Rivian Roars Back

"Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!

Chewy's 2024 Q1 Earnings Summary $Chewy, Inc.(CHWY)$ reported strong financial results for the first quarter of 2024, surpassing market expectations and announcing a significant stock buyback plan. Here are the key highlights:Sales and Revenue: Chewy recorded sales of $2.88 billion, a 3.1% increase from the previous year.Adjusted EBITDA: The adjusted EBITDA surged by 47% year-over-year to $162.9 million.Gross Margin: Improved slightly to 28.2% of sales, up from 28.1% in the same period last year.Net Income: Net income for the quarter was $66.9 million, a substantial increase from $22.9 million in the corresponding quarter of 2021.Adjusted EPS: The adjusted earnings per share (EPS) was $0.31, up from $0.20 in the previous year, significantly beating t
"Chewy's Q1 2024: 47% Surge in Adjusted EBITDA and Robust Free Cash Flow!

FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"

$FedEx(FDX)$ just released its Q4 FY2024 results, which exceeded market expectations and provided optimistic guidance, with "cost reduction and efficiency" as the key focus for this fiscal year, and increased guidance for FY2025 due to the recent rebound in the logistics business.FDX stock jumped more than 14 percent after hours, approaching a new high.FY2024 Q4 ResultsRevenue rose 0.9% year-over-year to $22.1 billion, beating market expectations of $22.06 billion.Earnings per share (EPS) of $5.41 beat estimates of $5.37, up 9.5% year-over-yearAdjusted operating profit was $1.87 billion, higher than the $1.82 billion expected and the $1.77 billion reported in the same period last year;The company has also raised its guidance for FY2025, theRevenue
FedEx Soars: Q4 Beat, Cost-Cutting Success, and Optimistic 2025 Outlook Drive 10%+"
avatarOptionsAura
2024-06-25

What to buy after $NVDA crashes? Look at $BAC, $OXY

$NVIDIA Corp(NVDA)$ , known as the "AI leader", fell sharply by 6.7% on Monday trading, the largest single-day decline in two months, and entered a technical correction stage. At present, NVIDIA has fallen for three consecutive days, falling more than 16% from last Thursday's high. The company's market value has fallen back to below US$3 trillion, ranking third in the US stock market.Affected by this, the $S&P 500(.SPX)$ fell to a new one-week low for three days in a row. However, looking at sectors, the energy, financial and public utilities sectors performed well, each rising by about 1%. A brief break for large U.S. technology stocks may bring hope to other sectors."Nvidia is like a rocket ship. Wh
What to buy after $NVDA crashes? Look at $BAC, $OXY
avatarjessica_twt
2024-06-25
May look at $DJIA(.DJI)$ components.What about other retailers? $Target(TGT)$ and $Costco(COST)$.

Sector rotation: Will you hold these robust retailers?

Yesterday, due to sector rotation, the consumer goods sector performed well, with $Wal-Mart(WMT)$, $Colgate-Palmolive(CL)$, $Procter & Gamble(PG)$, and $TJX Companies(TJX)$ hitting new highs. 1. $Microsoft(MSFT)$: Do you have this stable giant in your investment portfolio? $Microsoft(MSFT)$ has risen by 19% year-to-date, firmly maintaining its position as the most valuable company in the stock market. Over the past 10 years, it only experienced negative annual growth in 2022. With further developments in AI, Microsoft's investment in Open
Sector rotation: Will you hold these robust retailers?
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