Lanceljx
02-03 11:44
Gold and silver
Possibly a buying opportunity, but not an aggressive one. The selloff was driven more by forced liquidations than weakening fundamentals. Gold’s structural support remains intact, though near-term volatility is likely. Gradual accumulation is preferable. Silver remains higher risk due to speculation.

Big Tech in February
Selective trimming makes sense. Underperformance points to leadership fatigue, not a broken AI story. Reducing crowded, fully valued names helps manage concentration risk while keeping core exposure.

January Barometer for 2026
Supportive, but not decisive. Policy uncertainty and cross-asset volatility suggest a choppy Q1. A pullback would not rule out a constructive 2026.

January earnings
Solid but uneven. Guidance mattered more than beats. Markets rewarded clarity and punished fragility, reinforcing a stock-picker’s market.

Jan Review: Is February for Buying or Bailing?
January trading has come to a close! While the three major U.S. indices finished in the green, the "Precious Metals Massacre" and the major leadership change at the Fed made this a highly unusual start to the year. Do you think this deep dive in Gold/Silver is a "Golden Pit" buying opportunity? With tech underperforming, are you trimming your exposure to Big Tech in February? Will 2026 follow the "January Barometer" to a bullish finish, or are we in for a repeat of last year's Q1 pullback? How do you review earnings performance in Jan.?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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