Bought CIEN @ $458.00 after open..
BLOG does NOT give buy or sell.
Saleem
US stock market is facing new challenge of " broken peace talks "
US & Iran talking was a " hopeful sign that cooler heads are prevailing "
Agreement may take several more attempts....
I remain optimistic that WAR is NOT the answer....
Many many countries have suffered unnecessarily in this FIASCO...
Software stocks are the-biggest casualty in this AI led era by Anthropic which keeps coming out with new software killers on a regular basis....
Most AI stocks are out of ICU.....which IS an hopeful sign for market in general & AI in particular....
Storage & Optical stocks are on fire...new 52 week to all time highs on a daily basis.....
Here is how my last week ended :
Last week UP 10.21%
YTD Down 6.50%
Here is my weighting on 128% exposure :
GGLL 31.37%
AAPL 14.98%
SLVR 13.50%
GLDU 11.15%
MU 7.54%
TSLL 6.33%
BTCC 5.27%
ARMG 5.23%
HOOD 4.63%
BLOG does NOT give buy or sell.
Saleem
US stock market slump continues as war drags on...
No one talking victory anymore BUT counting how long war goes ON...
All the bravado is gone, reality setting IN
This war could drag on lot longer....
Hyper inflation could be sticky this time...
Technology / AI falling like stone....
Energy is the only " standout "
Gold may have found support after relentless selling from Middle East to shore up capital
This is how my last week ended :
Last week Down 4.73%
YTD Down 27.73%
Here is my weighting on 82% exposure :
GGLL 36.88%
AAPL 22.33%
GLDU 15.77%
TSLL 10.72%
BTCC 7.40%
TSLL 6.90%
BLOG does NOT give buy or sell.
Saleem
US stock market has tanked below 200 DMA which is a major support line...
The question IS.....
Will we move above 200 DMA???
Based on all " rhetoric ".....looks very slim....
Might is Right has not worked despite " bombastic claims "
Everyday " new threat of OBLITERATION " does not hold water.....
War & adventure does not go hand in hand....
$2000 drones are doing more damage than $200 million F36.....welcome to AI warfare.....
Looks like more days of warfare continues....
Stay put with your best ideas in a well diversified format.....
Here is how my last week ended :
Last week Down 6.73%
YTD Down 23.00%
Here is my portfolio weighting with 86.59% exposure :
GGLL 38.00%
AAPL 21.20%
GLDU 15.02%
TSLL 10.58%
BTCC 7.50%
HOOD 7.06%
BLOG does NOT give buy or sell.
Saleem