NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 GOOG
Alphabet-C
-- 156.060 PLTR
Palantir
-- 85.850 
Lululemon continues to inject water.
Lululemon has always been challenging my mental fortitude.
I buy and it drops, then buy again and it drops.
I went out for a walk on the weekend and had a flashback,
1. Now on the eve of interest rate cuts, I personally believe that once the interest rate is cut, people's consumption capacity will be released, and consumer stocks can make a comeback as kings.
2. Lululemon's international expansion still has a lot of potential, with a long way to go before reaching fullness.
3. Lululemon's pricing/quality should be almost bulletproof. If you think it's expensive, it's your problem. Others always talk about cheaper alternatives and say that Lululemon is going down.
In business, there will always be someone cheaper than you, and there will always be other competitors.
4. The recent decline is due to other investment banks lowering Lululemon's target price, which has nothing to do with its fundamentals.
5. The current PE ratio is at its lowest point in nearly a decade, which is unbelievable. Is it going down?
I just want to use this post to remind myself to focus on long-term goals, ignore other noises, and just wait for the return of the east wind!
#lululemon
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Caleb Jren : ive been buying lulu as it goes down if you observe the broad markets been selling off and the consumer sector has been selling off too even ulta beauty has been free falling no need to panic just think long tern gains and lulu is at its cheapest price in a long time. wealth is made when nobody dares to buy
MiddasHBK : This stock was way overvalued and it's time reality hits. How low it hits, I'm putting my cards in the 220 range
大马吉米 OP Caleb Jren : Agree
我也暗示 : I've been following Lulu because I'm a user in his family. I bought it in Australia, and the main base is still North America. However, the North American market is shrinking, and the Asia-Pacific economy is weak. In particular, the expansion of the Greater China region is actually not good. I suggest you don't overestimate this ticket; he seems to have gone through the company's growth and maturity period.
Caleb Jren 我也暗示 : No for sure there are uncertainties in this consumer market currently even with LVMUY and ULTA but I am looking over a 5 year horizon and the rotation and cycle just goes against consumer stocks currently which is why they’re cheap. With time I believe they’ll pick up again
大马吉米 OP MiddasHBK : Ya and when this stock hits 500, everyone say its undervalued![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
大马吉米 OP Caleb Jren : When the share price performance is bad, everyone will say how bad is the outlook etc, with various reasons and pessimism. High interest rate environments indeed tampered the overall consumer spending while we are at tier end of interest rate cycle, the change of economic cycle or investment theme might be a stimulus to the segment.
Again, not to forget if the recession comes, lulu for sure will be hit again. Embrace the impacts and invest at our comfortable zone and wait for the time to pick up