Mickey082024
Mickey082024
Value investor and Long Terms
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Why Palantir Stock is Falling During the Tariff Sell-Off (Even Though It’s Not Directly Affected)

$Palantir Technologies Inc.(PLTR)$ So today I want to talk about what’s going on with Palantir stock and why it’s been falling hard during this recent market pullback — even though Palantir isn’t directly impacted by the new tariffs being discussed and imposed. On the surface, it might seem confusing. Palantir isn’t a company that imports physical products or components from overseas. It’s a software and data analytics firm. Tariffs shouldn’t affect it — at least not in a direct, operational sense. And yet, the stock is down over 9% today alone and has declined significantly from its highs. So what gives? Well, there’s actually a clear reason why Palantir is being hit hard in this market — and I’ll break it down in two parts: Why the stock is fall
Why Palantir Stock is Falling During the Tariff Sell-Off (Even Though It’s Not Directly Affected)

T. Rowe Price (TROW): A Dividend Giant Facing a Demographic Dilemma

$T. Rowe Price(TROW)$ T. Rowe Price (TROW) has long been considered one of the safest dividend-paying stocks in the market. The company is well-known for its asset management business and a history of reliable earnings and dividend growth. During the COVID-19 pandemic, TROW experienced a strong bull run, reaching all-time highs alongside the broader market. However, since then, the stock has tumbled—giving back most of its gains and still trading significantly below its peak. That might lead many to assume it’s an opportunity. After all, the underlying fundamentals appear to have recovered: revenue has normalized, and earnings per share (EPS) are back to healthy levels. At the current price around $94, with earnings around $9 per share, the stock
T. Rowe Price (TROW): A Dividend Giant Facing a Demographic Dilemma

Tariff Fears! Asbury Automotive Group (ABG) – A Deep Dive into a Low-Risk, High-Reward Setup

$Asbury(ABG)$ ABG is a stock I’ve owned before, and after stepping away for a bit post-earnings, I’ve decided to get back in. The stock price tells the story of its recent volatility: after a strong Q4 report, shares surged up to $300, but they’ve since come down to the ~$220 level. This has created, in my view, a highly attractive entry point for a fundamentally strong, long-term growth story. The Business: A National Automotive Retail Giant Asbury Automotive Group is one of the largest automotive retailers in the U.S., operating a broad network of dealerships and service centers. They sell new and used vehicles, offer repair and maintenance services, and provide financing and insurance products. While the headline revenue may be driven by vehicle
Tariff Fears! Asbury Automotive Group (ABG) – A Deep Dive into a Low-Risk, High-Reward Setup

Beijing Blocks All Investments Into U.S. Companies What Next For US Stock?

$S&P 500(.SPX)$ $China A50 Index - main 2504(CNmain)$ Containing China Is Easy? The Limits of Traditional Trade Tactics Waging a trade war with China is anything but straightforward, and it’s something the Trump administration must come to terms with. When dealing with most nations, the threat of tariffs or financial sanctions is often enough to get compliance. But that playbook doesn’t work with China. It might inflict economic pain, but not enough to destabilize the entire system. The Real Impact of Tariffs Take tariffs, for example. Trump imposed a 20% levy on Chinese exports, followed by another 34%. But how much does that really impact China? In 2023, consumer electronics—China’s top export t
Beijing Blocks All Investments Into U.S. Companies What Next For US Stock?

Trade War Escalates: Xi Responds as Trump Triggers Global Rerouting

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Trump’s Massive Escalation: The 104% Tariff and a Trade War With No Exit Alright Tigers— this is an emergency update. Things have officially gone off the rails. The U.S.-China trade war has entered a dangerous new phase. What we’re seeing now is an unstoppable force meeting an immovable object. Last week, Trump slapped a 34% retaliatory tariff on Beijing. China immediately responded with a matching 34% tariff of their own. But Trump’s not blinking. We are rapidly heading toward an endgame. As we've said before: you have to prepare for the worst, because at this point, neither side can back down without losing face. Trump is going all in. He’s accusing China of long-sta
Trade War Escalates: Xi Responds as Trump Triggers Global Rerouting

Affirm Stock: Is the Selloff an Opportunity or a Warning Sign?

$Affirm Holdings, Inc.(AFRM)$ Affirm is one of the stocks that’s recently been caught in the crossfire of a broader market selloff. This volatility follows President Donald Trump’s announcement of a new round of tariffs targeting America’s key trading partners. With the economic outlook now more uncertain, investors are naturally wondering: is Affirm stock a buying opportunity at current levels, or should it be avoided due to the escalating macroeconomic risks? In this breakdown, I’ll walk you through a comprehensive analysis of Affirm’s business and how it could be affected by the new trade policy developments. I’ll also share my proprietary valuation model and intrinsic value calculation, and assess Affirm’s valuation using the forward price-to-
Affirm Stock: Is the Selloff an Opportunity or a Warning Sign?

Apple Stock Plunges on Tariff News: Is This a Rare Buying Opportunity or Just the Beginning of a Bigger Decline?

$Apple(AAPL)$ The markets were shaken following a major announcement out of Washington: the United States is ramping up tariffs on key global trading partners, including China, India, and Taiwan. On the very next day, Apple’s stock price took a nearly 10% hit—a reaction that has investors asking a critical question: Is this pullback a rare buying opportunity in a high-quality business, or a sign that more pain is ahead for Apple and its shareholders? In this article, we’ll take a deep look at Apple’s fundamentals, walk through the potential impact of these new tariffs on the company’s financials, and determine whether the current price presents a reasonable entry point—or a value trap. “Made in the USA” iPhones? It’s Highly Unlikely—Here’s Why W
Apple Stock Plunges on Tariff News: Is This a Rare Buying Opportunity or Just the Beginning of a Bigger Decline?

Boeing Wins Figher Jet Contract! Should You Buy Boeing Stock Instead of Lockheed Martin?

$Boeing(BA)$ $Lockheed Martin(LMT)$ Boeing recently scored a major win over Lockheed Martin, landing a highly lucrative government contract to design and manufacture the next-generation fighter jets for the U.S. military. This development made headlines—and understandably so. These kinds of defense contracts can be worth billions of dollars over many years, not just in direct payments, but also in maintenance, upgrades, and follow-on sales. Naturally, many investors might be wondering: Does this contract make Boeing the better stock to buy compared to Lockheed Martin? On the surface, winning a contract like this is a major positive for Boeing. But when it comes to investing, we need to look beyond
Boeing Wins Figher Jet Contract! Should You Buy Boeing Stock Instead of Lockheed Martin?

FedEx vs. UPS: Which Shipping Giant Is the Better Long-Term Buy?

$United Parcel Service Inc(UPS)$ $FedEx(FDX)$ If you're anything like me, you're probably viewing the current stock market volatility not as a reason to panic, but as an opportunity. It's during uncertain times like these when patient investors can find high-quality businesses trading at attractive valuations—essentially, buying dollar bills for fifty or sixty cents. In today’s article, I’m going to walk you through a head-to-head comparison between two of the biggest names in the shipping and logistics space: FedEx and UPS. We'll break it down across several critical financial and operational metrics, including revenue growth, cash flow from operations, return on invested capital, and fixed asset turnover.
FedEx vs. UPS: Which Shipping Giant Is the Better Long-Term Buy?

Stock Market UP FOMO Trap? Is Recession Ahead?

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$Global Markets: What We Need to Talk About Right NowIn this articles, we need to cover a lot. What’s going on in global markets? What’s the current situation based on the available soft and hard data? What can we reasonably forecast, and what remains unknown? Most importantly, what does all of this mean for us as investors—and how should we position ourselves moving forward?Let’s take it step by step. We’ll begin with what’s happening with tariffs—one of the major macro catalysts driving volatility today—and then move through the bigger picture, connecting the dots across markets, commodities, policy responses, and long-term investing.I. Tariffs: A New Global RealityTar
Stock Market UP FOMO Trap? Is Recession Ahead?

Volatility is Back!!! What To Do Next

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Straits Times Index(STI.SI)$ I just shared that I’m trimming some of my Singapore blue-chip winners and reallocating into REITs and fixed income — sectors I think will fare better in uncertain times. But since I posted the article, the market has become extremely volatile, and quickly at that. The US stock market lost over $6 trillion in just two days — one of the steepest drops we've seen in recent times. I thought I’d jump in with a article to share the 5 things I’m doing (and not doing), and how I'm preparing for the possibility that things may get worse before they get better. 1. No Drastic Moves Just Yet First off, I’m
Volatility is Back!!! What To Do Next
avatarMickey082024
04-08 10:54

Intel Stock: Why Two Huge Developments Could Be a Game-Changer for Shareholders

$Intel(INTC)$ Intel stockholders have a lot to digest this week. Two major developments just dropped, and both could have significant implications—not just over the next few months, but for years to come. The first is the U.S. government's announcement of new tariffs on foreign trading partners, which directly impacts global tech supply chains. The second is a reported breakthrough agreement between Intel and Taiwan Semiconductor Manufacturing Company, or TSMC. Together, these events could reshape Intel’s role in the semiconductor industry, impact its competitive positioning, and meaningfully alter its long-term investment profile. In this video, we’re going to unpack both of these stories, break down what they mean for Intel stockholders, and ult
Intel Stock: Why Two Huge Developments Could Be a Game-Changer for Shareholders
avatarMickey082024
04-08 03:23

Adobe’s Stock Struggles Market Cap Decline: A Buying Opportunity?

$Adobe(ADBE)$ Adobe’s market capitalization has dropped significantly, from around $300 billion to $171 billion. This decline has prompted investors to ask whether this is a buying opportunity. In this analysis, I'll examine Adobe's financial performance over recent years, focusing on revenue growth, operating profit margins, and returns on invested capital. I'll also discuss its AI strategy, which has been a major factor behind Adobe’s stock underperformance. With AI tools offering cheaper and more accessible alternatives, investors have growing concerns—concerns I’ll address in this review. Earlier this month, Adobe CFO Dan Durn purchased approximately $500,000 worth of Adobe shares at around $390 per share. He's not the only insider buying—Dave
Adobe’s Stock Struggles Market Cap Decline: A Buying Opportunity?
avatarMickey082024
04-08 02:06

Estée Lauder Stock Is Down Bad — Value Opportunity or Just Too Risky?

$Estee Lauder(EL)$ Many stocks have been battered this year by persistent economic headwinds, cautious consumer spending, and a murky macro outlook. While that’s created pain for portfolios, it’s also opened the door to potential opportunities — especially for value-focused or contrarian investors willing to stomach some near-term volatility. But with that opportunity comes risk, and in some cases, a falling stock isn’t a hidden gem — it’s a red flag. Estée Lauder Companies (NYSE: EL) is one of those names that’s been making the rounds in value investing circles. The beauty giant has had a rough stretch, and the market’s been punishing it harshly. Its stock is down significantly from its highs, making some investors wonder: is this a long-term oppor
Estée Lauder Stock Is Down Bad — Value Opportunity or Just Too Risky?
avatarMickey082024
04-08 02:05

Trump Tariffs Cause Stocks Crash What Next?

$S&P 500(.SPX)$ $Apple(AAPL)$ Good day, Tiger investors. We seem to be stepping into a very different world—one marked by increasing uncertainty, economic upheaval, and shifting global dynamics. This past week has been especially turbulent, touching nearly every aspect of our interconnected systems—economics, finance, global trade. The shockwaves are real, and they demand thoughtful discussion. As investors, we are compelled to look beyond the noise. Yes, the headlines are intense. But we must keep our focus: evaluate risk vs. reward, analyze the long-term implications, and understand where opportunities lie amid chaos. That’s our job, and that’s how we prosper when others panic. A Changing Global Lan
Trump Tariffs Cause Stocks Crash What Next?
avatarMickey082024
04-08 01:32

Microsoft’s Stock Just Got Cheaper — But Is It a Buy Amid Rising Tariff Risks?

$Microsoft(MSFT)$ Following the latest market pullback, Microsoft is now trading at one of the cheapest valuations we’ve seen in over a year. Based on its forward price-to-earnings (P/E) ratio—currently around 24.85—investors have rarely had the opportunity to buy this tech titan at such a discounted multiple. Historically, Microsoft has commanded a premium for good reason: it's one of the most profitable and strategically positioned companies in the world. But the selloff wasn't random. It came after a wave of tariff announcements that are likely to reverberate through global supply chains—and Microsoft is right in the middle of that storm. So before deciding whether this is a buy-the-dip opportunity or a value trap, we need to examine how the ta
Microsoft’s Stock Just Got Cheaper — But Is It a Buy Amid Rising Tariff Risks?
avatarMickey082024
04-07 14:28

MGP Ingredients -77% Where Is The Bottom, Are You Buying Dip or Hold?

$MGP Ingredients(MGPI)$ MGP Ingredients, Inc. (MGPI) has recently experienced a significant downturn, with its stock price reaching a 52-week low of $28.58, reflecting a 64.51% decline over the past year. As of April 1, 2025, the stock is trading at $28.89, down $0.49 (1.67%) from the previous close. In the fourth quarter of 2024, MGPI reported a 16% year-over-year decline in consolidated sales to $180.8 million, with adjusted EBITDA down 9% to $53.1 million and adjusted EPS at $1.56, surpassing the forecast of $1.50. Technical analyses indicate a bearish sentiment, with the stock expected to fall approximately 20.38% over the next three months, potentially trading between $22.75 and $25.59 during this period. The Fear & Greed Index stands at
MGP Ingredients -77% Where Is The Bottom, Are You Buying Dip or Hold?
avatarMickey082024
04-07 13:27

COREWEAVE (CRWV STOCK): AI STOCK IPO, A Buy Now?

$CoreWeave, Inc.(CRWV)$ Sam Altman, co-founder of OpenAI, made headlines this past week calling out how demand for AI is surging so fast that their Nvidia GPUs are literally melting. Just yesterday, he tweeted that when ChatGPT first launched, it took five days to hit 1 million users. Now? They’re adding 1 million users in a single hour. That’s not just exponential growth — it’s exponential usage. So who's stepping in to help OpenAI keep up with this explosive demand? Enter CoreWeave — ticker symbol CRWV — a company purpose-built for AI infrastructure. Just last month, OpenAI signed a massive $12 billion deal with CoreWeave to keep their AI models running smoothly. CoreWeave just went public this week. The IPO opened a bit soft, dipping below $40
COREWEAVE (CRWV STOCK): AI STOCK IPO, A Buy Now?
avatarMickey082024
04-07 13:25

The Collapses Of Tesla -50%: What's the Stock Actually Worth?

$Tesla Motors(TSLA)$ Tesla’s Wild Ride: Extreme Volatility Despite Recent Gains Despite climbing around 20% in recent weeks, Tesla’s stock is still down roughly 45% from its peak in December last year. In just a few months, investors have nearly halved the company’s value, which now sits around an $850 billion market cap. At the center of this shift is Elon Musk. His increasing political involvement—ranging from his proximity to the U.S. President, support for Germany’s right-wing AfD party, and a string of controversial public gestures (some interpreted as Nazi salutes)—has soured public sentiment. Whether fair or not, the backlash has been severe. The fallout has extended beyond the markets. We've seen disturbing reports: Tesla Superchargers set
The Collapses Of Tesla -50%: What's the Stock Actually Worth?
avatarMickey082024
04-07 12:09

Bear Knocking The Door, Buying More or Sell?

$S&P 500(.SPX)$ $iShares Russell 2000 ETF(IWM)$ $NASDAQ(.IXIC)$ The Russell 2000 and Nasdaq Just Entered a Bear Market — Is the S&P 500 Next? Well, here we are. After months of mixed signals, chop, and denial, the Russell 2000 officially entered bear market territory on Thursday. By Friday, the Nasdaq 100 followed suit. And now, all eyes are on the S&P 500, which is looking increasingly fragile. If it closes below 4873, it will have fallen 20% from its peak—putting it squarely in bear market territory as well. This isn’t the outcome I expected. In fact, I’ve gone on record saying that a third bear market in five years was unlikely. But the markets don
Bear Knocking The Door, Buying More or Sell?

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