Sunday, February 1, 2026

US stock market, only the-best earnings are moving UP!!!

 US stock market has gone through a major transformation, only a huge beat & great guidance making the-desired list, rest promptly fail to impress anyone...

Normal beat does not cut it anymore.....

Why this change in market sentiment, because every stock was bid up before based on hope & actual result....NOW they want MORE....MUCH MORE to justify lofty PE....

SO its going to be tough going blind in this TAPE...

Stock market never remains the same more so after 3 year of relentless upside

Storage & Memory stocks are in their own bubble......look @ Silver one day slump of 30% should be a wakeup call to anyone in any sector....

Some of the key earnings report this week are :

Monday PLTR

Tuesday AMD

Wednesday GOOG

Thursday AMZN

Here is how my week ended :

Last week UP 1.37%

YTD           UP 2.45%

Here is my weighting on 63.92% exposure :

GGLL       36.34%

AAPL       30.60%

TSLL        20.23%

HOOD      10.11%

BTCC        2.72%

BLOG does NOT give buy or sell.

Saleem

1 comment:

Stock Rookie said...

Hi Saleem,

Thank you much for the Sunday's blogs. Congrats on the positive side even with this crazy market.

Simon