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Let us know what stocks you want to see Isaac analyse LIVE on Trader’s Talk: Trader's Talk - 16 July
We’re now offically in the second half of 2024, and the markets are already throwing up some surprises. After a strong first half, the Nasdaq ended sharply lower in Thursday trading as investors rotated out of Big Tech after softer-than-expected inflation data raised expectations of a September rate cut.
What does a rate cut means for markets? How should...
We’re now offically in the second half of 2024, and the markets are already throwing up some surprises. After a strong first half, the Nasdaq ended sharply lower in Thursday trading as investors rotated out of Big Tech after softer-than-expected inflation data raised expectations of a September rate cut.
What does a rate cut means for markets? How should...
[Trader’s Talk ] What’s next for Big Tech?
Jul 16 11:00
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The U.S. stock market has hit new highs again! Congrats!👏 If you started investing in the US market at the beginning of the year and haven't made any major mistakes, you've probably seen some gains! 🎉
As we hit the mid-year mark, let's take a look back at our Premium Learning journey. Driven by AI and major tech stocks, the $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ have repeatedly reached new highs over...
As we hit the mid-year mark, let's take a look back at our Premium Learning journey. Driven by AI and major tech stocks, the $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ have repeatedly reached new highs over...
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$Procter & Gamble (PG.US)$
Regarding PG, apart from heavy holdings in retirement accounts post financial reports, last week I saw PG retest around 155 and added more positions near 156 in the stock account on Thursday. However, these additional positions were mainly for portfolio protection. I have seen some effects in the past few days, but I do not plan to hold these additional positions long term. My plan:
Let's first look at viagra. $NVIDIA (NVDA.US)$ How's the financial report going? Today Viagra plummeted by 5%, so I immediately switched some speculative small cap technology stocks (also down by 5%) and transferred them to Nvidia. Since this portion of the position is not large, and I didn't have any previous Viagra position, I'll consider it as the base position for Viagra. After all, if even Viagra can't hold up, those junk things will only fall even more miserably. $UnitedHealth (UNH.US)$ In the future, if AI-related stocks continue to decline, I will cut the protective position at the appropriate time, reduce holdings, and go bargain-hunting for truly profitable AI concept stocks. Instead of going all in on one, I will diversify into all truly profitable AI stocks.
Sora's sudden emergence has refreshed my worldview. AI is no longer the nonsense of a kid. As AI continues to develop, many traditional industries will be completely disrupted.
Question AI, understand AI, accept AI, invest in AI.
I currently hold a 20% position. $Taiwan Semiconductor (TSM.US)$ Want to strike it rich, whether it's buying tools from Huang Big Brother or from Su Sister...
Regarding PG, apart from heavy holdings in retirement accounts post financial reports, last week I saw PG retest around 155 and added more positions near 156 in the stock account on Thursday. However, these additional positions were mainly for portfolio protection. I have seen some effects in the past few days, but I do not plan to hold these additional positions long term. My plan:
Let's first look at viagra. $NVIDIA (NVDA.US)$ How's the financial report going? Today Viagra plummeted by 5%, so I immediately switched some speculative small cap technology stocks (also down by 5%) and transferred them to Nvidia. Since this portion of the position is not large, and I didn't have any previous Viagra position, I'll consider it as the base position for Viagra. After all, if even Viagra can't hold up, those junk things will only fall even more miserably. $UnitedHealth (UNH.US)$ In the future, if AI-related stocks continue to decline, I will cut the protective position at the appropriate time, reduce holdings, and go bargain-hunting for truly profitable AI concept stocks. Instead of going all in on one, I will diversify into all truly profitable AI stocks.
Sora's sudden emergence has refreshed my worldview. AI is no longer the nonsense of a kid. As AI continues to develop, many traditional industries will be completely disrupted.
Question AI, understand AI, accept AI, invest in AI.
I currently hold a 20% position. $Taiwan Semiconductor (TSM.US)$ Want to strike it rich, whether it's buying tools from Huang Big Brother or from Su Sister...
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Don't chase up, don't go short (except for protective shorting), buy a bounce back near the stop-loss point, and stop losing if it falls below. Companies that don't use leverage don't buy it, and companies that haven't learned how to make a profit don't buy it.
Compared to the stock market, I am more optimistic about bonds; my pension is already full of bonds. I set up a flag a month ago. At the time, TLT was 100 yuan and spy was 400 yuan. Let's see if they'll be punched in the face in a year. But bonds are really boring, so I'm still playing with stocks
I feel like the recent market is more fun than individual stocks. Are you considering whether to sell individual stocks on high prices and switch to using indices? However, there are a few stocks I will hold steadily. $UnitedHealth (UNH.US)$ $Bank of America (BAC.US)$ $Microsoft (MSFT.US)$ $Pfizer (PFE.US)$ $Moderna (MRNA.US)$ $3M (MMM.US)$ $Qualcomm (QCOM.US)$
Wait for SPY and QQQ to pull back, and buy on dips.
$Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$
$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Compared to the stock market, I am more optimistic about bonds; my pension is already full of bonds. I set up a flag a month ago. At the time, TLT was 100 yuan and spy was 400 yuan. Let's see if they'll be punched in the face in a year. But bonds are really boring, so I'm still playing with stocks
I feel like the recent market is more fun than individual stocks. Are you considering whether to sell individual stocks on high prices and switch to using indices? However, there are a few stocks I will hold steadily. $UnitedHealth (UNH.US)$ $Bank of America (BAC.US)$ $Microsoft (MSFT.US)$ $Pfizer (PFE.US)$ $Moderna (MRNA.US)$ $3M (MMM.US)$ $Qualcomm (QCOM.US)$
Wait for SPY and QQQ to pull back, and buy on dips.
$Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$
$iShares 20+ Year Treasury Bond ETF (TLT.US)$
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$C3.ai (AI.US)$ going to sell car and house?