$Logitech International (LOGI.US)$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
:
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
:
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$E-mini S&P 500 Futures(MAR5) (ESmain.US)$and$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$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...
Morning Movers Gapping up $Deere (DE.US)$'s stock rose by 1.6% following their announcement of fourth-quarter earnings that surpassed analyst forecasts, despite substantial market hurdles. Cryptocurrency-related stocks experienced a widespread surge.$Strategy (MSTR.US)$saw a significant increase, jumping over 13%, while$MARA Holdings (MARA.US)$climbed more than 11%. $Snowflake (SNOW.US)$'s shares surged 23.3% as ...
SKYWalkers
:
there should be a few phases: 1. FOMO phase before inauguration 2. sell off phase before inauguration 3. consolidation phase after inauguration 4. asset accumulation phase within 12 months after inauguration 5. 2nd year is a bit unclear, depends on 1st year's economic results
Logitech International Stock Forum
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 $E-mini S&P 500 Futures(MAR5) (ESmain.US)$ and $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ 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...
Gapping up
$Deere (DE.US)$ 's stock rose by 1.6% following their announcement of fourth-quarter earnings that surpassed analyst forecasts, despite substantial market hurdles.
Cryptocurrency-related stocks experienced a widespread surge. $Strategy (MSTR.US)$ saw a significant increase, jumping over 13%, while $MARA Holdings (MARA.US)$ climbed more than 11%.
$Snowflake (SNOW.US)$ 's shares surged 23.3% as ...
Investors have been crazily pouring money into areas and sectors where they think could benefit from Trump administration.
Marker is forward looking, but has it gone way too ahead of itself?
Market is definitely very extended now. Don’t get caught off guard if we get a super red day, one of these days.
$KraneShares CSI China Internet ETF (KWEB.US)$ $GameStop (GME.US)$ $Advanced Micro Devices (AMD.US)$ $Broadcom (AVGO.US)$ $iShares Russell 2000 ETF (IWM.US)$ $Financial Select Sector SPDR Fund (XLF.US)$ $SPDR Gold ETF (GLD.US)$ $Upstart (UPST.US)$ $ProShares Bitcoin ETF (BITO.US)$ $Morgan Stanley (MS.US)$ $Workday (WDAY.US)$ $GlobalFoundries (GFS.US)$ $Logitech International (LOGI.US)$
No comment yet