again... here's the ranking from top choice to bottom META - lowest PE, smallest capex, so easier to be profitable AMZN - very strong moat because many businesses into 1 and reasonable PE GOOGL - AI tech getting ahead but not undervalued anymore. MSFT - undervalued but threatened. might be vulnerable. TSLA - hopuim but don't bet against Elon. horrible financials APPL - huh. what you doing? just chilling.
disastrous but I'm calm. not really a trader so not too affected. trades got stop loss, nevermind. main goal is investing so hold the stocks and let them grow
Storage stocks got growth, gold is like chasing something that people ,"fry up". If you play hot potato and you are the last one holding gold .. then you lose
$Alphabet(GOOGL)$ This is a strong stock at the moment. Dark clouds have gone to $Microsoft(MSFT)$ Strong earnings, and because capex 2026 will double, after hours drop 2%. At this level, Google is a hold. There's still a little upside but hard to buy at these valuation when you have shares already.
$Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ is not a comparison. Right now AMD is a buy at this levels. Can buy some and wait to see if it drops again. Earnings was an A+. This is a long term hold for 3 to 5 years. SMCI on the other hand, is not a long term stock. You can trade it of there's momentum and uptrend.
it's always an over reaction. how can the whole sector suddenly be killed by AI. then who's winning. now all tech stocks down. it's just manipulation for us to sell our shares. hold tight and watch netflix
did you see the beautiful cup and handle formation on AMD on the weekly? the handle just formed right before earnings. whether or not this is a delicious cup of tea depends on tonight. but $Advanced Micro Devices(AMD)$ is certainly my Cup of Tea.
$Palantir Technologies Inc.(PLTR)$ did you see pltr's A* earnings. This is not top 10 or top 3... This is the top top. This is what perfection looks like. The cream of the crop. The tip of the top. Even the Nasdaq and SPX got scared by it's earnings, and now futures start trending up. The 100 day moving average did it's work as support. Now market is above 20 day moving average. Good times are coming
$Palantir Technologies Inc.(PLTR)$ it's going to be difficult because even forward PE is so high. And now market is trending down. Looks like it's going to go down first, before going back up. 120 and 100n are nice levels to buy in.