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Arogya Fund
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Arogya Fund
@hello_all
"Unlock Vitality and Fortune: For the Chosen Few, Pioneering Crypto and Tech for Lasting Prosperity."
New York, NY 加入时间 Mayıs 2009
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@amitisinvesting simple reason tech and ai market were in bubble even unknown small cap ai are now 5 times more than in start of year.
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I’m still trying to understand why we got that -4% day on the Nasdaq $QQQ last Friday.
The last time we had that bad of a day was April of 2025.
I think the question on everyone’s mind is if that downside move was the start of something bigger or if it was a one off event.
The core reasons I can see for why we had a selloff:
- Jobs report was TOO good, meaning the chances of a rate cut are virtually gone if we have so many jobs because it will lead to more inflation. Good news is bad news.
- SpaceX $SPCX will require tons of liquidity so people are selling assets that have done really well to free up money.
- Markets were going vertical for a month, we were bound to get some pain if we had a bad earnings and $AVGO wasn’t bad but a lack of guidance raise was enough to be used as the excuse.
- Meta $META having the dilution rumor leak during the worst part of the day only made people more concerned the capex funding is entering an entirely new stage which has implications for Amazon and Microsoft as well after we saw the Google $85B dilution news.
- Crypto liquidations never help and last week led to a momentum based drawdown across all of crypto which also hurt risk on parts of the equity market like tech.
All of these seem to be reasonable arguments, I just wonder if they all are *enough* to begin a much broader sell off. Is the earnings growth going to continue in Q2? If it does, will the street once again give stocks the benefit of the doubt to go higher if earnings are, or if earnings slip, do stocks slip? Does Kevin Warsh actually raise rates because of a healthy labor market or does he wait it out? Does this Iran situation get resolved soon or will it continue to be the cloud lingering over the market?
This week will be really important but there are many more questions than answers for if last week’s selloff could turn into a more broad based drawdown over the coming months.
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@JSpitTrades don't listen to ceo , firstly they lie a lot of secondly they just need one chance for people to exit their product - which they will never let happen.
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I don't love how Jensen keeps talking about stock prices
Jukan@jukan05
JENSEN HUANG: “AI-RELATED STOCKS ARE VERY CHEAP RIGHT NOW.”
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@Vivek4real_ as if he can live for 100 yrs and be solvent in 2026
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@BillRupp8 @danielisdizzy last 3 yrs , how wrong he was in 2020 , 2022 ? almost 60% wiped out in bull market on bmnr.
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@danielisdizzy Nobody has been more right about markets in the last three years than Tom. Sometimes he gets in front and out over his skis, but his analysis is solid. If you trade, you need to be patient. The market ignores fundamentals often, driven by momentum and emotions. Stay the course!
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@danielisdizzy scammer - his team said 1500-1600 , he only wants 5% eth , so he can get 25mln RSU cashout.
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@TheLongInvest they have been front running it from nov 25 , we are in bear market in crypto .
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