@rioga04 copying and leaving twice - is it possible the volatility looked scary short-term? My whole thesis is holding through that. Happy to explain the logic. Are you looking for long-term growth or shorter plays? Just want to make sure the strategy fits what you're after.... Vis Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
Markets got a reality check Friday with inflation data spooking everyone.
But here's the thing - tech actually handles this environment better than most sectors.
Big profitable companies with cash reserves? They're fine. The ones that suffer are the unprofitable hype stocks.
Speaking of hype... Vis Oversæt
7 weeks. That's how long the S&P 500 has been on a winning streak. And it survived a Friday selloff that could have broken it.
Here's what I'm watching: the market is getting comfortable with uncertainty. We've had rate jitters, oil moves, geopolitical noise - and still, the trend... Vis Oversæt
📸 Someone copied my portfolio two weeks ago. They're already up 10%+.
Thank you @sophiaetmca - genuinely. Then I opened their account and had to screenshot it.
Inside their portfolio, my position is beating CPHequities - one of the most-copied Popular Investors out of Denmark. 15.6k copy him.... Vis Oversæt
So apparently Trump and Xi are meeting soon. Oil markets are just sitting there waiting. And honestly this meeting could be THE catalyst for tech stocks.
Trade wars have been crushing semiconductor stocks ($SMH) and growth ETFs ($TQQQ $VOOG (Vanguard S&P 500 Growth ETF)).
If these two actually work... Vis Oversæt
RingCentral just dropped strong Q1 numbers and the stock is set up for more growth.
Why should you care? RingCentral is basically the canary in the coal mine for enterprise tech spending.
When companies like $RNG (RingCentral Inc) do well, it means businesses are still investing in software, AI tools,... Vis Oversæt
Three earnings calls dropped overnight that tell us where tech is headed.
Quantum Computing ($QUBT) reported - quantum is still early but it's a pulse check on tech R&D spending.
RingCentral ($RNG) validated its distribution moat, which means enterprise cloud spending is still strong.
And... Vis Oversæt
Did you see that industrials ETF $PAVE (Global X U.S. Infrastructure Development ETF) just got downgraded because it's now trading like an AI stock?
Here's why that matters for us: When boring old industrial companies start getting AI valuations, it means AI adoption is real and spreading fast.... Vis Oversæt
S&P 500 knocking on 7,400's door and AI is somehow even making mortgage rates interesting. What a time.
The index keeps pushing higher, which means $VOO (Vanguard S&P 500 ETF)$SCHX (Schwab US Large-Cap ETF) and the rest of the broad market ETFs are doing exactly what we want.
And when the... Vis Oversæt
Chips took a hit, but software is waking up
Taiwan just reported a rare miss in exports. That's the canary in the coal mine for chip demand.
But here's the flip side - Nvidia is being called the "industrial planner of the AI age" and software stocks are starting to wake up.
Two... Vis Oversæt
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