AST Invests
2.2K posts
AST Invests
@astinvests
$25k + portfolio | 19 documenting my investments | road to $100k Stocks | Crypto No financial Advice.
road to retirement Katılım Eylül 2020
310 Takip Edilen279 Takipçiler
Zwei Positionen haben gestern zusammen fast $4,000 verloren — an einem Tag.
$CRWV -13.92%. $NBIS -17.01%. Beide waren bis letzte Woche noch die stärksten Performer im Portfolio.
Gleichzeitig haben $NOW, $PLTR und $CRM — die drei grössten Problemkinder der letzten sechs Wochen — alle zwischen 4-7% zugelegt.
Das nennt sich Sektorrotation. Das Geld fliesst nicht aus dem Markt — es wechselt nur die Adresse. Wer das versteht, schläft besser. 📊
#Investieren #Börse #DACH #Rotation
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@TheParaInvestor yes there many different Seasonality Indicators that show that, also nice to know: its also one of the strong and green months during crypto bear markets.
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Seeing a lot of people saying July is historically one of the best months for stock market returns.
Is there any evidence to back this up?📈
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Anybody else feel like this when they are waiting for the markets to open?
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NEW: 🇯🇵 Metaplanet buys 2,823 Bitcoin worth $170 million after a 3-month buying pause.
They now hold 43,000 $BTC worth $2.58 billion.
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@cryptorover we will see a correction yeah the questions is when will we see it ?
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THE S&P 500 HAS CRASHED EVERY SINGLE TIME THIS PATTERN APPEARED.
1998: -22%
2002: -22%
2010: -17%
2015: -15%
2018: -20%
2022: -19%
Now the same setup is forming again in July 2026.
Markets are at all time highs.
Retail is euphoric.
And nobody believes a crash is possible anymore.
That’s exactly how every major correction starts.
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$MU just dropped below $1,000
NoLimit@NoLimitGains
I built my own AI assistant that scans any stock and tells you if it is a good buy or not. Much more than that too. I ran a test on $MU and compared it against Grok and my own AI. Here are the results. Grok: Yes, MU (Micron Technology) looks like a strong buy for many growth-oriented investors right now, primarily due to explosive AI-driven demand for its memory chips, record-breaking recent results, and very attractive forward valuation — though it comes with high volatility typical of the semiconductor/memory sector. Bottom Line: Is It a Good Buy? For long-term AI believers: Yes — especially on dips. The combination of structural AI demand, tight supply, strong execution, and cheap forward valuation makes a compelling case. Many see this as part of a multi-year supercycle. My AI: The case for Micron (MU) is much trickier right now. It is expensive and looking stretched after a historic run. Micron operates in the boom-and-bust semiconductor memory cycle (DRAM/NAND). Right now, the AI supercycle is aggressively pulling demand forward, which has sent the stock parabolic. While the underlying story is strong, MU currently looks like a momentum play that requires caution. Valuation: Rich and Stretched MU trades at a lofty 25.6x trailing PE and 7.6x forward PE. While that forward multiple looks cheap on its face, remember that memory is highly cyclical; when memory earnings are at their peak, the PE ratio typically looks its lowest. EV/EBITDA is currently sitting at 18.4x, and it trades at a massive 17.6x Price-to-Book (P/B). Buying a cyclical hardware stock at nearly 18x book value usually indicates the cycle is peaking, not beginning. You're buying into a notoriously cyclical company at peak margins, near all-time highs, with insiders steadily selling. If you don't already own it, you are buying late in the cycle and need a strong stomach for a potential "reversion to the mean" drawdown. If you do own it, it might be a good time to consider locking in some gains. Grok says buy. My AI says stay on the sidelines. Two AIs. Same stock. Different conclusions. The AI I built is exclusively available to members of The Assembly via The Vault. Access is currently closed, but join the waitlist to be first in line when we reopen: intheassembly.com
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What’s the biggest financial mistake people make in their 20s?
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BREAKING: OpenAI has reportedly proposed giving a 5% equity stake to the U.S. government, according to the Financial Times.
At OpenAI's current $852 billion valuation, a 5% stake would be worth $42.6 billion.
CEO Sam Altman has reportedly pitched the idea directly to President Trump, Commerce Secretary Howard Lutnick and Treasury Secretary Scott Bessent as a way to align the public with AI's economic upside and reduce political resistance.
The proposal would encourage other leading U.S. AI companies - including Anthropic, Google and Meta to contribute similar stakes to a sovereign wealth-style fund modeled after the Alaska Permanent Fund, which pays dividends from state investment returns.
The discussions are preliminary and any arrangement would likely require approval from Congress.
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JUST IN: President Trump declines to renew US-Mexico-Canada trade agreement
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JUST IN: 🇺🇸 President Trump declines to renew US-Mexico-Canada trade agreement.
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Great point here
Invest for the long term and make use of the short term dislocations
Dips on $AAOI $NBIS $DRAM seem attractive to me here
SandemanStocks@Sandeman52
Short term there is no logic in the market. Short term shes a schizophrenic psychopath. Long term she’s measured, composed, logical, beauty.
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@cmsinvests ofc brother
hold some cash and start dca down we will get some very good sport positions soon
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I’m 18 years old.
Im officialy a 0.05 $BTC holder.
Half way to my 0.1 Bitcoin goal.
Is this good for an 18 year old?
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@WhaleReceipts he just forgot that he already sold cuz he is too old 🤣
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Trump called $MU a great company today.
He also sold most of his shares in May.
Makes you wonder.
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$MU is down 10% since Jim Cramer posted this tweet… YESTERDAY.
Undefeated.
Jim Cramer@jimcramer
Micron is such a strong story; so is Nvidia but MU tells its story better. Time for Nvidia to become a percentage of the volume buyer of its stock.
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JUST IN: 🇬🇧 Robinhood to launch crypto trading in UK.
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Trump just disclosed selling $250k–$500k of $MU back in May.
Ouch.
The Assembly@InTheAssembly
You can’t make this up. - Trump calls Micron $MU a “great company” - Stock does not go up. In fact, it drops further. What happened to the “Trump effect”?
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