$Logitech International (LOGI.US)$Can you believe the share price recovery since October 2022 has nothing to do with revenue growth? It’s all about COGS and operating expense going down.
S&P500 and Nasdaq closed red on Wed as Fed paused its interest rate-cutting campaign. The Fed said that inflation remains "somewhat elevated." This has put some pressure on the stock market. Meanwhile, Meta’s earnings were great and its stock rose. Microsoft’s earnings weren’t too bad but we are seeing a bit of sell off here. Tesla’s earnings were bad, and yet the stock is popping. The market could swing between positive and negative today with big movements from these...
Tuesday, the market rebounded after a tech route came from a typical source: someone not from the market big shots club might have developed a new fad technology in a much cheaper way. The Nasdaq climbed nearly back to its Friday closing price, where it was sitting near all-time highs before Monday's reaction to DeepSeek news sent AI and Semiconductor competitors falling.$NVIDIA (NVDA.US)$climbed 8% Tuesda...
Jaguar8
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Market reactions to new technologies, like the DeepSeek news, often create short-term buzz and volatility, but this tends to stabilize as the initial excitement fades. Established companies like NVIDIA have a proven track record, resources, and infrastructure that are hard to replicate overnight, even with cheaper alternatives. While new innovations can spark interest, lasting success in the tech industry depends on the ability to scale, adapt, and maintain consistent performance. Investors usually return to companies with a strong foundation and long-term growth potential once the novelty wears off.
Jaguar8
Kevin Travers
OP
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It’s too early to say the buzz around DeepSeek is over, as new players disrupting established industries often create waves beyond their initial announcement. If DeepSeek has truly developed a game-changing technology, we can expect follow-up news, partnerships, or demonstrations of its capabilities that could trigger further market reactions. That said, the sustainability of such disruptions depends on their ability to execute and prove scalability, which is where many innovations stumble. For now, it’s wise to watch for additional developments while keeping in mind that established leaders like NVIDIA have the resources and expertise to respond to potential competition effectively.
Market Re-Cap: What Happened Last Week (For 20th Jan week) US Market US markets ended last week on a positive note, with the$E-mini S&P 500 Futures(JUN5) (ESmain.US)$and$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$posting their first weekly gains since Donald Trump's inauguration on Monday, rising by 0.81% and 0.93%, respectively. The S&P 500 even closed at a record high after Trump advocated for lower interest rates and reduced oil prices. Howe...
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
Logitech International Stock Forum
Since Trump took office, the market has been super volatile and reactive - mainly reacting to Trump’s tariff policies. This makes it very tough for traders to trade. So traders, do have tight stop losses in place.
Meanwhile, market is not reacting too aggressively to Nvdia earnings. Let’s see if the market will be more stable on Thurs when it opens.
$Johnson & Johnson (JNJ.US)$ $CBOE Volatility S&P 500 Index (.VIX.US)$ $Logitech International (LOGI.US)$ $GlobalFoundries (GFS.US)$ $Marriott International (MAR.US)$ $Macy's (M.US)$ $Moderna (MRNA.US)$ $Vanguard Growth ETF (VUG.US)$ $Applovin (APP.US)$ $Luminar Technologies (LAZR.US)$ $Opendoor Technologies (OPEN.US)$ $ARK Innovation ETF (ARKK.US)$ $SPDR Portfolio S&P 500 ETF (SPLG.US)$ $LVMH Moet Hennessy Louis Vuitton (LVMUY.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$ $Tradr 2X Short TSLA Daily ETF (TSLQ.US)$ $GlobalFoundries (GFS.US)$ $Marriott International (MAR.US)$ $Hilton Worldwide (HLT.US)$
This is probably one of the most resilient markets we’ve seen.
This is also a reminder for us to ignore the short term noise. Focus more on companies’ fundamentals.
$Hershey (HSY.US)$ $Yum! Brands (YUM.US)$ $Palo Alto Networks (PANW.US)$ $Johnson & Johnson (JNJ.US)$ $Snowflake (SNOW.US)$ $Peloton Interactive (PTON.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$ $iShares Bitcoin Trust (IBIT.US)$ $Logitech International (LOGI.US)$ $Micron Technology (MU.US)$ $GlobalFoundries (GFS.US)$ ...
Long term: company earnings still look pretty strong and Trump could create a pro business environment. Things still look bullish in the long term at the moment.
$KraneShares CSI China Internet ETF (KWEB.US)$ $ARK Innovation ETF (ARKK.US)$ $AppHarvest (APPH.US)$ $UiPath (PATH.US)$ $Block (XYZ.US)$ $SPDR Portfolio S&P 500 ETF (SPLG.US)$ $Logitech International (LOGI.US)$ $Hilton Worldwide (HLT.US)$ $Clover Health (CLOV.US)$ $ARK Next Generation Internet ETF (ARKW.US)$ $Vanguard Information Technology ETF (VGT.US)$ $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$ $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ $ARK Next Generation Internet ETF (ARKW.US)$ $Vanguard Growth ETF (VUG.US)$ $Jumbo (42R.SG)$ $Marriott International (MAR.US)$ $Macy's (M.US)$ $AT&T (T.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$ $Merck & Co (MRK.US)$ $CSOP USD Money Market Fund (SGXZ96797238.MF)$ $Fullerton SGD Cash Fund (SG9999005961.MF)$
Meanwhile, Meta’s earnings were great and its stock rose. Microsoft’s earnings weren’t too bad but we are seeing a bit of sell off here. Tesla’s earnings were bad, and yet the stock is popping.
The market could swing between positive and negative today with big movements from these...
US Market
US markets ended last week on a positive note, with the $E-mini S&P 500 Futures(JUN5) (ESmain.US)$ and $E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$ posting their first weekly gains since Donald Trump's inauguration on Monday, rising by 0.81% and 0.93%, respectively. The S&P 500 even closed at a record high after Trump advocated for lower interest rates and reduced oil prices. Howe...
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