I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading bet...
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The market seems very expensive especially with oil at these prices and with the macro economic picture. I rather be safe and wait for better prices.
AI earnings should provide enough impetus for a sustained rally into this week for certain AI names with bullish setups. However these are ending waves and I remain defensive. Stay safe!
I am thinking"sell in May" will be here this year, the war is going nowhere, responses to earning reports are getting more indifferent, dread is increasing
The non farm payroll is expected to be good and continue to signal the expected rate cut from the new fed chairman Warsh. Banks will continue to do well and expect healthy net interest rate margin!
The memory chip space is facing a huge supply crunch, in addition to the helium shortage. It will continue to sky rocket and get ready your trip to the moon!
Trump tariff with EU is like background noise, my take is to ignore it. The general trend is the AI is still strong. The Iran War is also forgotten already. Keep exposure to the AI related stocks.
There is no point speculating on the US NFP print, staying long in the market and having a disciplined approach to setting entry/exit/accumulate levels with clear rationale will provide an anchor for ...
Trump pastes!