META knocked it out of the park with its earnings announcement. I wonder if that will be a go to stock for those looking to limit risk in the chip stocks with the new DeepSeek app.
Im not complaining
Im not complaining
*Investors Blog*
- Thread starter Warstud
- Start date
Buddy says buy software stocks...............hmmmmmmmmmmmmMETA knocked it out of the park with its earnings announcement. I wonder if that will be a go to stock for those looking to limit risk in the chip stocks with the new DeepSeek app.
Im not complaining
yeah is right... I wonder if this MIGHT benefit some even like Meta... will it drastically cut costs for its own AI models?
I dont know, except I feel this is going to be big.
I take the DeepSeek price with a HUGE grain of salt. And that's as nice as I can put it.
Tech were very good to me today. Tomorrow? Who the heck knows!
Tech were very good to me today. Tomorrow? Who the heck knows!
Aren't google, meta and Microsoft software stocks? JK.
I am sitting on about 15% cash, not because I want to be in cash but because I sold some stuff 2 weeks ago and can't figure out what is worth owning.
Companies that are smashing earnings?
Tough call, bought META at 490 to 500 a share in August 2024 now 690 and smashed earnings again this week.
It may settle down until the next quarter but don’t know any app selling advertising to its 3.6 billion users
WMT is a safe bet but as all stocks had its run up, I haven’t lost anything on it for almost 6 years, I’m up 300%
Paid 95ish a share and it’s back to that price after a 3 for 1 split. Even went up during covid
Amazon? Cloud computing is its profit and doing well but who knows? Recently bought that with some scraps of cash left over from the two above. Paid 220 not to long ago and losing my patience.
I’m not married to any of these companies, they make up my spec Roth account. Fully invested and I can toss them anytime I get unhappy with them. WMT though has proven a staple for me and is my only long term hold for the last six years
Some stocks I sold too early but like everything now seem too pricey are TMUS, GM, WFC.
I’m up over 87% last two years in UNREALIZED earnings. That can be gone tomorrow if it’s not turned to cash. Who knows how much is left in this market
Last edited:
Smashing earnings because the earnings estimates are too low and the multiple too high. Of course that is always the case - like 80% of companies "beat" earnings and it been that way forever. Analysts and Wall street is a cozy little group. Of course META is far from the worst - I think TSLA is P/E 100+?Companies that are smashing earnings?
Tough call, bought META at 490 to 500 a share in August 2024 now 690 and smashed earnings again this week.
It may settle down until the next quarter but don’t know any app selling advertising to its 3.6 billion users
WMT is a safe bet but as all stocks had its run up, I haven’t lost anything on it for almost 6 years, I’m up 300%
Paid 95ish a share and it’s back to that price after a 3 for 1 split. Even went up during covid
Amazon? Cloud computing is its profit and doing well but who knows? Recently bought that with some scraps of cash left over from the two above. Paid 220 not to long ago and losing my patience.
I’m not married to any of these companies, they make up my spec Roth account. Fully invested and I can toss them anytime I get unhappy with them. WMT though has proven a staple for me and is my only long term hold for the last six years
Some stocks I sold too early but like everything now seem too pricey are TMUS, GM, WFC.
I’m up over 87% last two years in UNREALIZED earnings. That can be gone tomorrow if it’s not turned to cash. Who knows how much is left in this market
Anyway I have enough of those 8 companies in my broad market ETF - so I generally don't buy them separate.
Was just about to a price I would be happy to buy the refiners - but someone said they were going to tariff Iran and somehow the idiots on wall street figured that was bullish for refiners. I guess they didn't know Iran has been under tariffs for 20 years and China has been ignoring them for at least that long, and how any of that affects US refiners is beyond me.
Oh well. Maybe Meme coins
This market is insane, it isnt going to last forever but I have been all in. I would love to sell META today, however I have no clue what I would want to buy. META's P/E of 28 is low by today's standards *LOL* (there was a shortfall in one of their numbers that did disappoint of course it was hard to find because profits and revenue. I believe it was adding users, forgot)Smashing earnings because the earnings estimates are too low and the multiple too high. Of course that is always the case - like 80% of companies "beat" earnings and it been that way forever. Analysts and Wall street is a cozy little group. Of course META is far from the worst - I think TSLA is P/E 100+?
Anyway I have enough of those 8 companies in my broad market ETF - so I generally don't buy them separate.
Was just about to a price I would be happy to buy the refiners - but someone said they were going to tariff Iran and somehow the idiots on wall street figured that was bullish for refiners. I guess they didn't know Iran has been under tariffs for 20 years and China has been ignoring them for at least that long, and how any of that affects US refiners is beyond me.
Oh well. Maybe Meme coins
YES! ... and I look at Tesla P/E 100% and sales/profits in the trash
NVDA which if you remember I held for a short period of time, dumped it, didnt like the way it was acting is still hurting and selling P/E 49 ... IT maybe be a great company, I DO NOT know technicals on these companies other than the face value stuff.
Im going nuts, Ive been pretty lucky the last few years as many have, We are only weeks into the new year and my Roth is up another 12%
META which I bought back in June and added more in Sept 2024 is up 39% in unrealized gain. My Roth 100% gain in the last 24 months is fully invested so we can call that unrealized too I guess.
I hope I dont regret holding META... you know sometimes after good earnings, stocks settle down and you get another chance to pick them up lower before the next earnings 3 months later. Im thinking this might happen with META. Yet I have taken profits many times in the last two years and those darn stocks keep climbing too. It's not me who is doing anything great, it's the market.
PS if yo remember, I also got out of bitcoin many years ago, that was another one, took a 40% profit when the coin was $11,000 a coin, here we are at $100,000 a coin now. I still ahve some fragments left, if it makes it to one million that would be nice... hope I am still alive .. ha ah ...
Yeah, the whole market now is a casino, seeing who can grab the other ones money. Computer trading, we are the little guys hoping to be on the right side of the winning computer trades.
Same with the oil you mention, here we have a new administration that is going to open up all the fossil fuel USA energy discovery, drilling and transport which you think will drive down price and profits... and well.... go figure.
On autopilot due to dog duty
I don't try to look too far forward - maybe 3 to 6 months at most. All the analysts I listen to all say there is still lots of liquidity in the system. Liquidity drives stocks.
I personally believe the results of these Chinese AI models will have a lot more to do with the market than all the blah blah about tariffs and oil.
For investments, I'm more of a 20 to 30 year, or more guy. 50 is good too. So far, so good.
Tariffs will drive prices around the world as everyone implements them. Everyone will pay. Ouch!
OMG, yes, I read the same exact thing and I didn’t think to put two and two together, that it got leaked
Yep, basic Econ 101 that will not change it's behavior now.
Pretty much everyone does have tariffs. Not sure where you guys get your information. USA has some, but we don't have all the barriers many/most all countries have. Exporting to Japan and China is just nuts? Germany/UK? Don't bother.
History shows tariffs escalate as retaliation.
And everybody loses, because of the global supply chain.
That’s just not true and prime example you like the pop press are ignoring current nasty tariffs other countries have in place for many years. USA being the patsy should end.
As for barriers to Chinese poison we have been stupid for too long. No food cooking or eating/serving wares or even pet products from China period
Time will tell, my bet is the economy, stock market, etc are going to be impacted negatively. Certainly isn't going to pull the economy out of the mess it's gone through lately and make everyone "rich" by skyrocketing like some may believe.
Market never likes change of any sort. Things will change and it will take time. I think we can negotiate with Canada
