$NVIDIA (NVDA.US)$$Advanced Micro Devices (AMD.US)$$Arm Hold...

103918829 : ARM will rocket today

10baggerbamm : the real issue is there's so much damage done and there's so much of a mentality shift that the rallies are being sold so if you look at ON semiconductor it's already lost 50% of its games and that's cuz people are selling individually and as a basket so we have to have support and I thought support was last week and obviously I was wrong and millions of other people are wrong . I don't believe that the rally on the open is going to hold I think people are going to sell it I mean I think AMD is going to hold most of its games with just judging from what's happened since the 11th of July every rally has been met with enormous cells because people have this mindset that small caps are the only place to be and now you have this broadening out that some people will say oh not just small caps but small to mid caps. of course keep in mind all their experiencing is a multiple expansion because there's no earnings acceleration because interest rates have not even been cut once yet and the only way these companies benefit from rate cuts is by refinancing their debt and borrowing cheaper money of course the other side of the coin is rate cuts are coming cuz the economy is slowing and small cap companies are very dependent upon a strong economy so the logic is flawed of course I do understand small caps can move a significant ways higher with just a little money going into that broad-based sector so you have a 10% sell off in the magnificent seven that goes in the Russell at all with translate in about a 25% increase and I think that's what Tom Lee was looking at when he called for a 40% rally in the Russell iwm by the end of the year nothing to do with real earnings nothing to do with an overvaluation period of multiple expansion just strictly the move of funds into companies that have less stock less float lower liquidity and very high short positions

Money Thrill : i sold a week ago my small caps .... i do not see that the rate shall go down in VS but probably in Europe. My portfolio Core Bond Long Term goes up past 14 days. Buyed at begin this year and Already 6 % gains.  Stability and security for me. My portfolio  Asset management is at same level as weeks ago. But there are Swiss funds in that only professionals or brokers/banks can buy