Sunday, March 23, 2025

US stock market has discounted April 2nd trade levies.....

 US stock market has discounted April 2nd trade levies.....

Sometimes market can predict any & all changes which may take place..

Term " flexibility " is being thrown around...which may mean "partial reversal come April 2nd...

Too much mystery is being played out with this " trade " terminology which IS mostly made for TV...a self serving tool...for " look @ me "

No matter what...

US stock market can & will discount any " agenda "

Market has been " derailed " with all the " deliberate confusion "

It will take time to get its " momentum back "

Many good earnings report are being sold off....SO do not believe in " reaction " BE patient for few days and you will see that we are back to levels where we should have been....

SO show CONVICTION & PATIENCE..... a good trait in any market....

On a personal note, Googles compliance wing has been making many false accusation against this BLOG which exposes incompetence of that part of google, ironically I am a share holder of GOOG as my highest exposure...but those employees have NO accountability, previously they said the same things about my You tube channel which has ZERO video...that I am in violation of "community standards "....when I asked them which video they have seen on my channel.....then without apology or compensation for their filth, they restored access to my " blank youtube channel....

I am almost tempted to shut down this BLOG....because I have ZERO financial interest for last 17 years....only Google has benefitted financially from this BLOG...BUT their accusations is the last thing I need in my life when I am trying to " reduce stress due to my weak heart.....

Here is my last week :

Last week UP 1.73%

YTD Down .39%

Here is weighting of my portfolio :

GOOG       16.43%

SHOP        16.11%

AAPL         9.51%

TSLA         9.48%

SMCI         9.15%

UBER        8.57%

NVDA        8.15%

AVGO       7.90%

MSFT       6.80%

MU           3.88%

HOOD     2.20%

SLVU      1.82%

BLOG does NOT give buy or sell.

Saleem



11 comments:

stocktrader_1996 said...

Hi Saleem,

Sold SOUN @ 10.25 to look for different opportunities

The massive volume this stock experienced late last year makes me think it will continue to be heavy as it builds its base better over time. The earnings were fine, but guidance gave little upside to current numbers and likely means the stock is fairly valued here.

On a separate note, I am shocked by the issue you express with Google in running your blog. I can't fathom what might be happening and I hope it can be resolved without further stress. Your efforts for the community over nearly two decades, and through significant financial events, should never be overlooked in such a disrespectful manner.

Stocktrader

Stock Rookie said...

Hi Salem,
We are blessed to have this BLOG for our community for decades. Praying for no stress to your current health situation. Hopefully Google will resolve and make it easy for us🙏🙏

Simon

Stocks100 said...

Hi Stocktrader & Simon,

Thanks for your messages regarding googles false accusations, it’s hard to deal with incompetence with zero credibility, do not need this hassle in my life.

Good luck with proceed from SOUN.

Saleem

Michael said...

Hi Saleem,

I couldn't imagine that Google put the stress on you for helping fellow traders like me without any benefits. You had spent countless times on researching and keeping this blog alive for almost two decades. I really appreciate your effort on writing this blog and it has been enjoyable and beneficial to read your recap blogs every Sunday. However, I understand that your health needs times and stressless environment to heal and recover. Hopefully, there is a solution without putting stress on you. Thank you.

Michael

Stocks100 said...

Hi Michael,

Thanks for your message regarding Goggle's system, It IS @ best highly manipulated to eliminate any / or most compensation to publisher of BLOG.

In their latest attempt, they are accusing me of clicking on BLOG ads...which I DO NOT DO...have better things to do in my life...

Also accusing me of " potentially invalid traffic being used to generate AD Revenue ".....how anyone can do that is BEYOND ME....

When I do get 4000 visitors every so often....they do not give any compensation......for such a high traffic....

For last 17 years, they have ONLY given me $50 for each year of hard work given only every 2 years @ $100 compensation....end of story...so that IS $4.17 per month after their MANIPULATION.....that IS $2.61 cents per hour... for all my hard work.....WHICH I CALL ZERO compensation.....

NEED I SAY MORE about their RIGGED system....

PS..They will NOT provide any proof of any accusations.....

Saleem

Stocks100 said...

Hi Michael,

My hourly rate comes to only .0261 cents per hour.....DO NOT KNOW what to do with that LOOT.....
OR a total loot of $850 in last 17 years.....

Saleem

stocktrader_1996 said...

Hi Saleem,

Last week: -2.89% (YTD: -29.46%)
Portfolio Leaders: DAVE
Portfolio Laggards: SERV ODD SOUN ATOM

In a small bounce week for the markets, the portfolio underperformed after outperforming the week prior. This is how bottoms are made - fluctuations up and down but gradually forming bases or moving net higher over time. I wrote about it various times in the past week, but I do feel like the bulk of the macroeconomic news is built in, and we are probably only at risk for some individual names to drop. Personal incomes remain strong, and I think it provides a backdrop for spending to resume after the 1st quarter "scare" we've had. High flying names from late last year that cratered this year have a lot of technical damage to repair and lots of trapped individual investors, so it may take some time, especially as many of these "story stocks" have a lot to still prove. I am down significantly on the year, but I can't lose focus and try always to be positioned best for the next moves higher.

Portfolio: DAVE PSNL ODD GENI CVCO CWAN ATOM, cash 13%

I almost purchased TNA today as a placeholder until I find a new pick, and may still do that tomorrow. ATOM announced a VP of sales departure after the bell and the stock is getting hurt. I had looked to sell ATOM multiple times in the past weeks as I was less than wholly comfortable with the stock, but stuck with it because it was above the 200 DMA still - I should have trusted my gut more...

Stocktrader

Stock Rookie said...

Hi Stocktrader,
Thank you for sharing your knowledge of the market. Hopefully your portfolio move upward starting tomorrow and beyond and be on a positive side :-)

Simon

stocktrader_1996 said...

Hi Saleem,

Sold ATOM @ 4.83 on departure of sales VP and break of 200 DMA

Bought ADT @ 8.13

A strong recurring revenue model in an ever-growing niche, the overhang of the looming private equity divestiture is over now. At 10 P/E, there's room for multiple expansion and well as earnings growth, providing a double upside potential.

Stocktrader

stocktrader_1996 said...

Hi Saleem,

Bought TNA @ 33.23

I feel strongly that the market has discounted the majority of the issues broadly and with investor sentiment still very cautious and price action bottoming (heavy selling appears over), I think upside exists from here on multiple vectors, including a more dovish Fed than we were expecting.

Stocktrader

Stocks100 said...

Hi Stocktrader,

Good luck with ADT & TNA....

Saleem