Sunday, November 30, 2025

US stock market " seasonality kicks IN "

 US stock market has shown its jitters lately about funding cost of AI enhancement.

Many stocks went down 20% in a hurry and even tested 50 DMA support....

AI has created new challenges to NVDA dominance from " Deep Seek " to GOOG, AVGO & AMD chips, NOT to mention many many iteration from HUAWEI, BIDU, BABA.......

AI landscape has changed for the better for consumer & corporation....

Gemini3 has taken the thunder of Open AI Chat GPT

Sam Altman facing few more challenges besides Elon Musk....

So much AI has changed lately that US administration has also sobered UP and no more bragging that " we have the-best chips or software of anything "

NVDA is trying " desperately to sell to Chinese " BUT they are saying NVDA WHO.....

How times are changing....

SO

We are in the strongest season for investing / trading...BUT the question IS you may NOT be in the right stocks as you are NOT changing with time or in NANO SECOND world of AI....

Get out of struggling stocks as they are costing you your present & future.....

Learn from past, biggest teacher of all time.....

Here is how my last week ended :

Last week UP 15.02%

YTD           UP 78.18%

Here is my portfolio weighting based on 41% exposure with house money :

TSLA         45.79%

GGLL       24.31%

UBER      23.19%

MU.NE     6.71%

Hope you all had great Thanksgiving holiday with friends & family !!!

BLOG does NOT give buy or sell.

Saleem


1 comment:

Stock Rookie said...

Hi Salem,

Thank you for the Sunday's blog. Hope everyone had a great & safe Thanksgiving! ACongrats on another stella week of profits.

Simon