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$Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ U.S. stocks: The FOMC meeting signals are Bullish, the economy remains strong, is this a trap or a solid bottom? 【2025-03-19】🎈More analysis🎈Welcome to follow the YouTube channel: JM U.S. Stock Technical Analysis
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Recently, the latest fund manager survey (FMS) from Bank of America (BofA) shows a decline in allocation to USA stocks.The largest drop in history.This has caused many investors to start worrying about the future of the market. As global economic growth slows, the Federal Reserve (Fed) maintains a high-interest-rate policy, and geopolitical risks intensify, institutional capital is withdrawing from the USA market and shifting towards Europe and other safe-haven assets. What does this wave of capital trend changes mean for investors focused on USA stocks? How should investment strategies be adjusted? This article will analyze from the perspectives ofmarket data, trend changesto help investors seize opportunities.
The allocation of US Stocks has reached a record decline; why are institutions withdrawing their funds?
According to BofA's data,Fund managers have reduced their allocation to US Stocks by the largest margin in the history of the survey.This happened in just one month,with institutional investors' allocation to US Stocks dropping sharply from a net 4% to negative 22%.This means that confidence in the US economy is weakening, and investors are shifting their funds to other markets and asset classes.
The key reasons behind this wave of withdrawal include:
1. Economic slowdown in the USA.The latest data shows that global economic growth expectations have significantly declined, with 44% of Fund managers anticipating further deterioration in the economy.
2. The Federal Reserve's continuous high interest rates.As the pace of inflation cooling is slower than expected, the market's expectations for interest rate cuts are continually postponed, resulting in a lack of strong catalysts for US Stocks.
3. Technology Stocks are overvalued.Fund Managers believe...
The allocation of US Stocks has reached a record decline; why are institutions withdrawing their funds?
According to BofA's data,Fund managers have reduced their allocation to US Stocks by the largest margin in the history of the survey.This happened in just one month,with institutional investors' allocation to US Stocks dropping sharply from a net 4% to negative 22%.This means that confidence in the US economy is weakening, and investors are shifting their funds to other markets and asset classes.
The key reasons behind this wave of withdrawal include:
1. Economic slowdown in the USA.The latest data shows that global economic growth expectations have significantly declined, with 44% of Fund managers anticipating further deterioration in the economy.
2. The Federal Reserve's continuous high interest rates.As the pace of inflation cooling is slower than expected, the market's expectations for interest rate cuts are continually postponed, resulting in a lack of strong catalysts for US Stocks.
3. Technology Stocks are overvalued.Fund Managers believe...
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NVIDIA's GTC 2025: Jensen's 40x AI Leap Shakes Up The Stock Market
There was Jensen Huang, rocking his leather jacket again at the SAP Center in San Jose. This wasn't just another tech talk - it was NVIDIA's GTC 2025, what they're calling the "Super Bowl of AI." And boy, did it send stocks all over the place!
$NVIDIA (NVDA.US)$
Jensen show big news, make many company stocks go up down! NVIDIA say they have Blackwell platform now ready with 40 times better than ol...
There was Jensen Huang, rocking his leather jacket again at the SAP Center in San Jose. This wasn't just another tech talk - it was NVIDIA's GTC 2025, what they're calling the "Super Bowl of AI." And boy, did it send stocks all over the place!
$NVIDIA (NVDA.US)$
Jensen show big news, make many company stocks go up down! NVIDIA say they have Blackwell platform now ready with 40 times better than ol...



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$Cardano (ADA.CC)$ Quantum computing stock will soon takeover AI and u need quantum hardware in cloud. see long term investors can hold if can can. just like Ada. D wave quantum up 46% last two days.

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Recently, the US stock market has experienced severe volatility, among which $Palantir (PLTR.US)$ (PLTR) has become the focus of the market. This company, which focuses on Big Data and AI, saw its stock price drop significantly in a short period of time 31%, while the CEO Alexander Karp Selling off 3.75 million shares, raising concerns in the market. At the same time, Palantir also announced a partnership with Databricks for AI, trying to enhance its competitiveness in the enterprise-level AI sector.
Does PLTR still have long-term investment value? This article will analyze Palantir's latest dynamics through financial data, market trends, and competitive analysis, helping investors assess its future potential.Want to grasp more strategies for investing in US stocks? Remember to follow "US Stocks 101" to enhance your investment perspective!
Insiders sold 3.75 million shares, is market confidence undermined?
Insider selling is often seen as an important signal from the market regarding the future prospects of a company. This time, Palantir CEO Kaplan sold 3.75 million shares, the market reacted violently, leading to a rapid decline in stock price. However, it is worth noting whether this transaction belongs to a pre-arranged 10b5-1 plan, or if the CEO carried it out due to concerns about the company's future.
Does PLTR still have long-term investment value? This article will analyze Palantir's latest dynamics through financial data, market trends, and competitive analysis, helping investors assess its future potential.Want to grasp more strategies for investing in US stocks? Remember to follow "US Stocks 101" to enhance your investment perspective!
Insiders sold 3.75 million shares, is market confidence undermined?
Insider selling is often seen as an important signal from the market regarding the future prospects of a company. This time, Palantir CEO Kaplan sold 3.75 million shares, the market reacted violently, leading to a rapid decline in stock price. However, it is worth noting whether this transaction belongs to a pre-arranged 10b5-1 plan, or if the CEO carried it out due to concerns about the company's future.
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Always have full understand and invest in company has higher intrinsic value compared to it price.
Think twice!
Think twice!

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I saw a large part of the $Cybin (CYBN.US)$ hype being to replace Spravato (S-ketamine). Here are a few things to consider in good ol' Peter Lynch style
1) Spravato (S-ketamine) is only a schedule III drug. Despite this, the REMS program that a provider must comply with is a giant pain in the ass.
2) Insurance companies are even a bigger pain in the ass about Spravato. It took over a year of arguing to get my coverage (a few months si...
1) Spravato (S-ketamine) is only a schedule III drug. Despite this, the REMS program that a provider must comply with is a giant pain in the ass.
2) Insurance companies are even a bigger pain in the ass about Spravato. It took over a year of arguing to get my coverage (a few months si...
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