Lord Meister

@asianinvestors NFP was misleading due to the hospitality anomoly. CPI will be the one to watch

Tomorrow will be a very interesting day in the market. These are just some of my thoughts. Rate hike hurts the market bad. Money becomes more expensive, future cash flows discounted more heavily. Valuations compress Jensen's comments were bullish for AI, but were they enough? Yes there's a shortage. Long term thesis strong. But lots of traders are leveraged right now. If opens red, then a lot will get margin called. Especially the Koreans. If we open green, will they profit take? Trim positions to reduce margins? Imo, very likely. Then more red. I've already been seeing creators on X saying they will trim their margin down. Small sample size but 🤷 Anyways shower thoughts. All short term noise anyways

@FinTradesX So around £15k total pot 👍

Documenting my investment journey 📈 22yo looking to learn more and grow my portfolio I had a rough start to the year but the last 3 months have made up for that 📉 Looking for like-minded investors/traders to connect with 🤝 Will follow back 🙏 #Investing #Trading #Stocks #UKinvesting #FinTwit #Dell

@saxena_puru Appreciate semi’s have had a strong run, Puru what are your thoughts regarding Google, Meta etc additional capex raises, it only reinforces the run? Similiarly NFP numbers a bit misleading due to hospitality/world cup anomoly

$SOX Semiconductor Index - key weekly reversal Still *very* over-extended relative to the 40-wk ma. We locked-in gains or hedged all our remaining exposure to semis before Friday's decline, next few weeks likely to be rough.

@saxena_puru @Ferbin08 But if the run is justified, it can keep going ?

@Ferbin08 They ran up too much

South Korea's $KOSPI is VERY over-extended Pullback to the 10-week ema = ~20% decline Pullback to the 40-week ema = ~42% decline Pullback in semis + memory stocks will be painful

@GuvsCryptoTips @2147mill Classic crypto guy

@2147mill Nope it’s not even begun yet

Do you believe we’re in a semiconductor / Ai super cycle?

Probably best to stay long guys: $NVDA CEO Jensen Huang: "Everything across the supply chain...is in shortage" Memory, wafers, advanced packaging, SiPho, and cable connectors. Diamond hands.

Nvidia CEO Jensen Huang: We might reveal some announcements tomorrow

TrendForce has revised up its 2Q26 server DRAM contract price forecast to +50–55% QoQ, from its previous forecast of +45–50%. $DRAM $MU

Strong hiring in leisure and hospitality helped fuel a surge in hiring in the US and Canada last month as the two nations geared up to host the FIFA World Cup starting next week. bloomberg.com/news/articles/…

The stock market empowers ordinary people to build extraordinary wealth

NFP numbers very misconstrued

@MoneyHacks16 What annual growth rate are you assuming here?

If my ISA never received another contribution Time would still do a huge amount of the work My current £195k would turn into: 5Y - £321k 10Y - £528k 20Y - £1.4M 30Y - £3.9M That’s the point where investing starts becoming truly powerful

@2147mill Do you mind explaining how you are earning this money? As a result of accumulating followers and posting?

I’d be here posting anyway because I enjoy it and chatting with other like minded people. If you’re on the fence, just start posting now

@Jordbrown11 @2147mill Finance facts on Bitcoin? 🤣🤣🤣 🐑🐑🐑🐑

@ButcherKuka @2147mill Correct, but when acting/delivering information on finance facts have to be used, not opinions.

Thinking about opening up Subscriptions For the price of a coffee a month (probably £4 etc), I’d create a tighter, close-knit space for proper discussions on markets, stock picks, UK investing, macro, things I am looking at, and everything in between. I get so many DMs from UK beginners asking for opinions and I’d genuinely love to give more detailed thoughts there. Would extra 1-on-1 style chat with me actually be valuable to you? I’m literally always on here anyway - this would just be a way to make the time more focused and sustainable. Interested? Could you drop a like or reply and let me know?

@pepemoonboy @anushkaa_tanwar What was your job?

@anushkaa_tanwar $180k (base + commission). Ended up making $360k at 25 because I closed a huge deal

For research purposes, could you please share your salaries at the age of 24 or 25? My parents seem to think every Gen-Z is making a lot of money every month.

@Jordbrown11 @2147mill Give it a rest @Jordbrown11. Everyone is entitled to their opinion on this platform, right or wrong.

@2147mill Bitcoin is not gold or silver. You’re comparing apples to oranges. The demand for bitcoin is a savings account, it’s a hedge against the debasement of a currency. You say you lose interest in it the more institutions get involved, yet you buy stocks which are centralised?

@saxena_puru @everchos3n Trump won’t allow it

@everchos3n ~10% on SPX, ~15% on NDX and 30-40% on growth stocks is our educated guess. Time will tell.

Over the past 10 days, we locked-in gains on all our over-extended stocks and raised ~45% cash in the portfolio. Whenever stocks run too far away from the 40-week moving average and the rise becomes parabolic, the music usually stops fairly soon. Buy low, sell high.

@saxena_puru Puru your thoughts on whether this is a crash or healthy correction?

Friday's sell-off in stocks was not due to the SpaceX IPO or "irrational" behaviour. For ~3 months, stocks ripped higher and many AI related names became parabolic. With rising inflation, the strong jobs number and FOMC on 16-17 June, profit taking (selling) was expected.

Corrections are healthy