Shyon
03-19
Market volatility will likely continue with uncertainty around Trump's tariffs and the FOMC decision. With inflation still high and no clear economic weakness, a rate cut seems unlikely. Powell’s speech and the dot plot will shape expectations, but I don’t expect any major bullish surprises.

MAG 7 valuations remain elevated, with the S&P 500’s NTM P/E at the 81st percentile. While some big tech stocks have pulled back, weak earnings growth expectations make current prices hard to justify. I’d prefer to wait for better entry points rather than chasing the dip too early.

Given the uncertainty, I’m staying cautious and watching for a deeper correction. If valuations compress further, stronger buying opportunities could emerge. For now, I’m focusing on macroeconomic trends and the Fed’s outlook before making any moves. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$

@Tiger_comments @TigerStars @TigerGPT

Mag 7 Valuation Drops: Time to Buy the Dip or Wait For Better Prices?
U.S. stocks are once again caught in a sell-off. The valuations of the "Big Seven" tech stocks have returned to levels seen when ChatGPT was first launched. Meta dropped 3.7% yesterday, and all MAG 7 stocks have turned negative year-to-date. The market consensus expects U.S. stocks to continue falling, as valuations remain high. Are they too expensive now or entering a fair valuation zone? Which MAG 7 stock do you favor? Or are you looking to buy the dip in MAGS?
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Comments

  • KevinKelly
    03-20
    KevinKelly
    Stay cautious
    • Shyon
      Sure, thanks for your gentle advice
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