JC888
JC888
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avatarJC888
27 minutes ago
Replying to @JudyFrederick:Hi, thanks for reading my post and sharing your views.   For all Magnificent 7 stocks, it will be difficult for them to have excess FCF as they are heavily involved in their respective AI buildout. Read somewhere that GOOG has an edge over peers as they leveraged on bond sales ($25 billion) and equity offerings ($85 billion) to cover its AI buildout, instead of using cash upfront.//@JudyFrederick:GOOG is a buy only if liquidity stops tightening. I care more about capex sensitivity than Druckenmiller’s name here
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
avatarJC888
17:56
Replying to @CarterSilas:Hi, thanks for reading my update and sharing your insights on US market.  Agreed with your commentary, any further comments from the president via his propaganda platform will see US market unravel faster than its futures indexes.//@CarterSilas:Three straight red days plus a green premarket is a classic squeeze setup. Without any cooling signal, these bounces usually fade within a session or two
@JC888:With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again.  What do you think ?
avatarJC888
17:00
Replying to @daz999999999:Hi, thanks for reading my post and supplementing it with latest development between NVDA and Softbank. Recently NVDA's investments have come under scrutiny and been casted in bad light as 'circular funding'.  There's some truth in the argument put forth but some fake news too. Think it really depends on NVDA's actual motive.  Is it really trying to help or fortifying its moat.  What do you think ? For Wed, NVDA is in the green, just like US's composite futures indexes.  Stay that way !!//@daz999999999:$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion
@JC888:NVDA hits $236 breakout before Q2 results ?
avatarJC888
16:47
With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again.  What do you think ?
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
16:37
Replying to @Ah_Meng:Hi, thanks for reading my post and sharing your views.  I could not have expressed it any better - very succinct and to the point. I have a new pick post out for Wednesday on Stanley Druckenmiller latest 13F filing.  Watch out for it ok.  And if you like it too, help Repost so more people will get to read about it.  Tks, tks.//@Ah_Meng:stagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingl
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
16:35
Replying to @sjlangford:Hi, thanks for reading my post. Glad you liked it. FYI, I have a new Pick post out today.  Its on guru investor - Stanley Druckenmiller latest 13F filing. This is the link to the post - https://ttm.financial/post/598419134391360.  Can cut & paste to savour the latest. Help Repost if you like it too also - ok.  Thanks.//@sjlangford:Great article, would you like to share it?
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
16:03
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
avatarJC888
15:38

Druckenmiller's 13F $120m GOOG pivot. Buy ?

Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la
Druckenmiller's 13F $120m GOOG pivot. Buy ?
avatarJC888
00:26
3 hours into Tuesday trading, all 3 composite indexes were in the red.  Faring the worse is Nasdaq falling by -1.12%, followed by S&P 500 at -0.53% and then Dow Jones at -0.13%. META's trial on lawsuit over teen addiction to its 2 flagship apps - Facebook & Instagram, saw the Mag 7's giant fell by -4%, pulling Nasdaq along (due to its weightage). Is it too early to say that it is not a good week ?  What do you think ?
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
00:17
Replying to @1PC:Hi, thanks for reading my post and your unwavering support as always. Thanks//@1PC:Nice Sharing 😁 @DiAngel @Aqa @Shyon @koolgal @Barcode @Shernice軒嬣 2000
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 20:13
Replying to @VivianChua:Hi, tks for reading my post. Glad you liked it. Thank you for helping to Repost so more people will get to read about it. Thanks//@VivianChua:Nice 💚💚💚
@JC888:NVDA hits $236 breakout before Q2 results ?
avatarJC888
08-18 20:10
With about 1.5 hours to go before US market opens for Tuesday trading, things are not looking up.  The composite futures indexes are all in the RED for a 2nd day. This as fears of Middle East tension flares are heading for a resurgence.  It does not help that Trump's unfiltered mouth continue to fan the flames, enlarging to include Oman. NVDA's pre-market price is affected as well.  Is there a 2nd coming for 'dip buying' ?
@JC888:NVDA hits $236 breakout before Q2 results ?
avatarJC888
08-18 19:51
With about 1.5 hours to go before US market opens for Tuesday trading. The 3 Composite Futures indexes are NOT looking good. (see attached) -   DJIA (-0.04%), S&P 500 (-0.45%) and Nasdaq (-1.17%). If it persists, the "dip buy" opportunity might come true afterall - do u agree ?
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 15:58
On Mon, 17  Aug 2026 US mkt fell across the board.  (see attached) According to Wall St, this is due to  (a) Expiry of 60-days US-Iran MOU,  (b) Rising oil prices due to Trump's verbal abuse that has enlarged to include Oman now  (c) post fall-out from US Retail sales report out last Fri, 14 Aug. The "dip buying" opportunity has just emerge, now is to watch for the right moment to grab something "cheap" ? Get ready your buy-list ?
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 15:50
Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views.  I find it increasingly difficult to read the US market nowadays, especially since end Feb with the start of the Middle East conflict.  6 months into it, there is still no sign of peace. Assuming this conflict drags into November 2026 - where will US market be ?  This seems increasingly possible.  Agree ?//@Investing Leon:The recent performance of major U.S. stock indices has fallen short of expectations, and the broader market may face increasing pressure in the coming period.
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 15:44
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 12:23
Thank you for reading my post. I hope you find it useful. Please Repost and share so more people can see. Likes are equally welcome. Thanks.
@JC888:Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 11:19

Cooling inflations, Time to buy the Dip ?

For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele
Cooling inflations, Time to buy the Dip ?
avatarJC888
08-18 11:18
On Monday US market fell across the board, dragging NVDA along. (see attached) Will it cont'd into Tuesday?
@JC888:NVDA hits $236 breakout before Q2 results ?
avatarJC888
08-18 07:46
Replying to @LEESIMON:Hi, tks for reading my post. Happy to know that you liked it. Tks for helping to Repost so more people will get to read about it. Thanks//@LEESIMON:🩷Good
@JC888:NVDA hits $236 breakout before Q2 results ?

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