Geffry Opuhara Salmon
Geffry Opuhara Salmon @geffrysalmon

Performance
All

5.99%2026
2026
23.37%2025
2025
4.02%2024
2024
28.23%2023
2023
-13.38%2022
2022
6.07%2021
2021
28.2%0%-28.2%
Discussions
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
1y
๐Ÿ’ฐThe Fed cut rates by 25 bps to 4.00โ€“4.25%, its first reduction since December. Powell framed the move as a response to softer labor market conditions and rising downside risks to growth, while acknowledging inflation remains above target. The Fed is signaling risk management rather than a pivot: projections... Show More
Soft landing in progress
100.00%
Rรฉcession risk rising
100.00%
Weโ€™re cooked
100.00%
28 Votes
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
1y
$GOOGL (Alphabet Inc Class A) at $150 implies a ~$1.7T valuation. Its cloud infrastructure business is running at a ~$50B rate -- slap a 20x multiple on that & you're looking at a $1T segment, or ~$85 of the current stock price. Give it time: Googleโ€™s infrastructure engine is hardening beneath... Show More
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GOOGL
Alphabet Inc Class A
349.00
-1.50 (-0.43%)
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
1y
Our biggest position just crushed their earnings report : $GOOGL (Alphabet Inc Class A) | Alphabet Q1'25 Earnings Highlights: ๐Ÿ”น EPS: $2.81 (Est. $2.01) ๐ŸŸข; UP +49% YoY ๐Ÿ”น Total Revenue: $90.23B (Est. $89.1B) ๐ŸŸข; UP +12% YoY ๐Ÿ”ธ Announced a new $70B share repurchase authorization ๐Ÿ”น Rev ex-TAC:... Show More
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GOOGL
Alphabet Inc Class A
349.00
-1.50 (-0.43%)
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
2y
Thoughts on $CNXC (Concentrix Corporation) recent drop after earnings : Between merger costs and AI spending the company has been impacted by over $200M in additional spend this year. The company's new product (ix Hello) looks promising but management has been open that it will hurt revenue up... Show More
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CNXC
Concentrix Corporation
26.16
1.32 (5.31%)
Geffry Opuhara Salmon
Italy
2y
Edited
To those unaware of changes. Must read.
Roberto Anzellotti
Roberto Anzellotti
Italy
2y
Edited
THE NEW ETORO COMMISSIONS SIMPLY EXPLAINED Dear friends, Since yesterday eToro users have been in a panic due to the commissions that are about to be introduced. To clarify, these commissions don't affect everyone. They only concern users from certain countries. If you have not received the notification... Show More Translate
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
2y
Weekly Stock Market Overview The stock market showed signs of recovery after a slow start to the month, buoyed by positive earnings reports from key companies and stable Treasury prices. Here's a detailed breakdown of the week's activities: The Dow Jones Industrial Average (DJIA) increased... Show More
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
3y
**THIS WEEKS WATCHLIST** **Bullish Setups** $AAPL - Right at $180 support. Need to be careful if entering this, if market rolls over this will go lower. $UNH - Bounced up from $480 support and if it holds above that level, it can recovery to $510 level. **Bearish Setups** $SMCI - Closed my large... Show More
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
3y
BOUGHT - $AAPL Current Price: $170.75 Profit Target 1: $173.50 Profit Target 2: $175+ Stop Loss: $167.50 Thesis: Getting back in as it continues to hold above $170 support zone. Half my full position size. No hard stops for me.
Not investment advice. The author may have financial interests in the mentioned instruments.
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
3y
BOUGHT - $BCE Current Price: $33.60 Profit Target 1: $35 Profit Target 2: $36.50 Stop Loss: $31.50 Thesis: Canadian telecom giant. Between them and Rogerโ€™s, itโ€™s a a 2-horse monopoly on telecom industry in Canada. Stock is beaten down and has an 8% annualized dividend yield. Those of you that are Canadian... Show More
Geffry Opuhara Salmon
@geffrysalmon
French Polynesia
3y
Today's Economic Indicators Results Empire Manufacturing: -20.9 vs -7.0 est.๐Ÿ”ด Import Prices: 0.3% vs 0.3% est.๐Ÿ”ต Export Prices: 0.8% vs 0.4% est.๐ŸŸข Industrial Production: 0.1% vs 0.0% est.๐ŸŸข Capacity Utilization: 78.3% vs 78.5% est.๐Ÿ”ด Michigan Sentiment: 76.5 vs 77.1 est.๐Ÿ”ด 1 Year Inflation Expectation:... Show More

About Geffry Opuhara Salmon
French Polynesia
Strategy: Value

M.D in Finance Made in Tahiti
Show Full Bio
2 Copiers
359 Followers

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