"Sell" Stops, But What Assets Are the Most Favored On April 2 Deadline?
In the past few weeks, the U.S. stock market suffered a wave of large-scale adjustment, as if the storm hit investors' nerves.However, Bank of America is signaling that the "sell" has lifted. $NASDAQ(.IXIC)$$NASDAQ 100(NDX)$$S&P 500(.SPX)$ was not immune.Nasdaq index has not been spared, fell 14%, once the scenery is infinite technology stocks "Magnificent Seven" is plunged 20%, the global stock index average decline of 5%, a bleak scene is alarming.Bank of America chief strategist Michael Hartnett's latest point of view has been but unexpected: This round of decline is only an adjustment, not a bear market, and "sell" signal has ended, no longer recommende
$Tesla Motors(TSLA)$ If you've been following me, you know that I am bullish on TSLA. Currently there is very negative sentiment on the stock due to Elon's political involvement and it has been battered down and oversold. If you go on REDDIT or X, you can see multiple posts with 1000s of likes putting TSLA down. This to me, represents an contrarian opportunity to buy cheap as TSLA (to me) is still a fundamentally strong company with great growth prospects in energy, robotics and FSD. I will be long Tesla as long as these growth prospects remain intact.
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How To Trade Towards Possible Tariffs Respite By 02 April?
The term "tariffs respite" refers to a temporary period of relief from tariffs. In essence, it signifies a pause or reduction in the application of taxes imposed on imported goods. Here's a breakdown of what that entails: Temporary Relief: A "respite" implies that the change is not permanent. It's a break from existing tariffs, suggesting that they could be reinstated or altered in the future. Tariff Reduction or Pause: This can involve either a complete suspension of tariffs or a decrease in their rates. Context: Tariff respites often occur in situations of: Trade negotiations: As a gesture of goodwill or to facilitate progress. Economic fluctuations: To alleviate burdens on industries or consumers during challenging times. Political strategy: To address specific concerns or achieve polit
$Tesla Motors(TSLA)$A political endorsement for Tesla could boost sentiment and drive short-term gains, but it’s a double-edged sword. While government support may open doors for subsidies and contracts, increased political scrutiny and regulatory risk could follow. Tesla’s fundamentals — delivery growth and margins — remain more critical for long-term performance. For now, cautiously bullish unless political headwinds intensify.
$NVIDIA(NVDA)$With Nvidia trading near $120 (post-split), GTC 2025 could be a key catalyst for the next leg higher. If AI demand stays strong and management delivers bullish guidance, a breakout could follow. However, stretched valuations and rising competition may cap upside. Holding core positions while trimming into strength seems prudent. For traders, buying dips near support levels and using tight stops could offer a balanced risk-reward setup.
$XIAOMI-W(01810)$Xiaomi's recent stock spike following the Samsung-Qualcomm visit reflects market optimism about potential strategic partnerships or technological collaborations. If the visit signals deeper cooperation, such as joint development of premium chips or 5G innovations, the positive momentum could be sustainable. However, without concrete agreements or new product launches, the rally may be short-lived as market sentiment cools. Additionally, competition from other Android manufacturers and geopolitical risks could weigh on long-term growth. Investors should monitor follow-up announcements and financial performance to assess the true impact.
$Tesla Motors(TSLA)$A political endorsement for Tesla could boost investor confidence and improve regulatory support, driving short-term stock gains. However, increased political ties might expose Tesla to greater scrutiny and policy shifts, creating long-term volatility. If the endorsement leads to favorable incentives or contracts, it could strengthen Tesla’s competitive edge. On the other hand, backlash from opposing political groups or international tensions could hurt brand perception and sales. Investors should weigh the immediate benefits against potential political risks.
$ST Engineering(S63.SI)$S63’s pullback after hitting a new high could present a buying opportunity if the retracement reflects profit-taking rather than weakening fundamentals. Strong earnings growth, positive forward guidance, and sector strength would support a continuation of the rally. However, if the retrace signals fading momentum or macroeconomic headwinds, further downside could follow. Technical support levels and trading volume should be watched closely for confirmation. Catching the dip could pay off if the broader trend remains intact.