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I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.
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Admiral Waterworld
39K posts
Admiral Waterworld
@WaterworldCapi1
Commander of the Strait of Hormuz
Strait of Hormuz Katılım Ocak 2023
666 Takip Edilen5.4K Takipçiler
Redemptions exaccerbating the momentum factor is what I see here.
Qualtrim@qualtrim
Super Investor Terry Smith just updated his portfolio. - Intuit: Sold 100% - Nike: Sold 100% - Google: Sold 15% - MSCI: Sold 61% Looks like Fundsmith is moving towards cash. $INTU $NKE $GOOGL $MSCI
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@WaterworldCapi1 And Chris Hohn's on the other side going momo in the Mag 7.
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Ackman just investing in a dogs of the Mag7 strategy. I kind of like it tbh. The Admiral and The General...
GIF
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CHINA, US AGREE TO KEEP EQUITY MARKETS AT A PERMANENTLY HIGH PLATEAU: SOURCES
*Walter Bloomberg@DeItaone
CHINA, US AGREE TO SET UP TRADE, INVESTMENT COUNCILS: XINHUA
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Quality stocks won’t rebound until you guys stop pumping them. Sorry, I don’t make the rules
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@WaterworldCapi1 @breadcrumbsre Lower beta, high cash conversion DD+ EPS growers?
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@pekwat @breadcrumbsre Yeah people deem boomer overvalued compounder bro stocks "quality" whatever that means.
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@rev_cap @WaterworldCapi1 Soybean deal came in lower than expectations
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Was there some weird expectations on this China meeting that something good was going to happen? I am a little confused on the market action.
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@LongVollllll Ah actually a helpful response thanks.
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The General now adding MSFT.
Bucket Shop Capital@bucketshopcap
Sorry, but The General going all in on Big Tech isn’t the bullish signal some people on here think.
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@WaterworldCapi1 Isn’t market action mostly rates driven this AM??
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@Mr_Neutral_Man @zippytop71 Haven't done anything so far.
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@WaterworldCapi1 @zippytop71 How are you positioning for this?
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Seems like if there is no deal on Iran over the weekend we should really worry, no? Market has been remarkably patient waiting for some kind of deal.
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@zippytop71 Seems problematic that 20% of oil being unavailable to the world isn't on investor's radar.
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@WaterworldCapi1 You are the only person my feed who posts about Iran. Forgot it was going on.
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@WaterworldCapi1 @DynamicMoats That’s because they’re only at 25% capacity. Give it two quarters and there’s only one way gross margins can go. It’s super bullish. And even if there’s a bubble, you have to rush in and buy, to add fuel to the fire.
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@WaterworldCapi1 The democrats are the ones keeping the strait closed
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