Guavaxf3006
No personal profile
38Follow
323Followers
3Topic
0Badge
Ebit rise above 500% in itself will be super impressive. But it is what is being expected. Which means even if this is met, the share price may not see any more upside. If anything, as has been seen recently, even if met, share prices correct down around 3-5%. And with the bew financing worries, I will say markets have gone ultra cautious.
Earning Preview: Intel Q3 revenue expected to rise 25.22%, institutions tilt bullish on margin recovery
Whole Market. I have closed all holdings and am only in Short derivatives for AI stocks. I feel the market has turned too nervy and is proned to bearish actions. I see this when even after meeting targets and projecting growth, most AI companies took a dive the day after announcements. This is not a good sign as it suggest holders have priced stocks not just at perfection, but beyond it even now. Be careful. Do your own diligence and studies.
$SK hynix(SKHY)$ Be careful. KOSPI reaction to the US bloodbath may be an even greater massacre. And Samsung AND SK Hynix may the trigger for this today. I suspect every mother's sons and daughters will be rushing for the door when the bell rings today. We saw this not very long ago.
A I Bloodbath Ouch. What a collapse. I was hoping for the tik-tok movement. One day up, one day down. But today was an even steeper crash than the erliers ones we saw this week. Getting completely out and staying on my mid-term strategy now. Meaning, keep cash and wait for after the November 3 elections.
Tech and AI Daily. Tik too tik tok. One day up next day down. Like clockwork. If this pattern continues, today may be a day to buy. Look for laggards and spread your eggs. Avoid those with obvious bad news. Like CRWV. But then again, if those with bad news recently do not fall further, it may mean the bottom has been reached. High risk. But also high rewards.
CRWV was a fear factor, SPCX, after results, may be the antidote. Sterling results printed is what actually the AI trade needs right now. And it could not have come at a better time.
SpaceX Q3: AI Business Booms, Profit Crushes Estimates, Capex Nears $20 Billion
Putting money where their mouth is is always a good sign. B ut also pay attention to how many shares they are buying. $50k worth is quite small and may just be a red herring.
Nebius Group Director Arne Grimme Reports Acquisition of $50,317.04 in Common Shares
Matt, why are you selling? Didn't you say MRVL is roaring 20's and going to the moon?
Marvell Technology Chairman and CEO Matthew J. Murphy Reports Disposal of $4.5 Million in Common Shares
That's a powerful statement. Not all Neo-Clouds are the same?
Nebius Group Director Arne Grimme Reports Acquisition of $50,317.04 in Common Shares
Nasdaq AI Plays It's very scary right now. Wednesday market collapses. Thursday, all good again and some recovery. Friday, it's going even lower. If you study history, this kind of pattern usually mean the burst is happening. Time not to be adventurous. Be super careful.
Indonesia Market Collapse. Indonesia trigger circuit breaker after falling more than 10%. Now reopened at a further lower 3% crash. How will this impact the rest of Asia? Whereas it is true Indonisia is not a big market in the global sense. But then again, back in 1997, Thailand was also a small market. Yet, the Asian Currency Crisis started with this small market. Hope this does not happen again.
The news are just stacking up. One AI after another stressing fund burns and having to raise fresh capital. What this is showing is beside energy, AI Data Centres are soaking up cash. And we are not even thinking about the IPO's of Anthropic and OpenAI. There is a very realy fear that the funding is drying up.
The cash burn is the big worry now. For CRWV to have to tap into getting funds from Insurance businesess, this suggest that other avenues for cash may have become more punitive. Insurance funds are very expensive to tap into.
The circular financing model only works of the company being funded survives. Sorry, just stating the obvious. But people seem to have forgotten this part......
CoreWeave Plummets as Nvidia Faces a Dilemma: Forced Rescue or Standing By?
AI and Tech Route. Is this the beginning? Will we be seeing another black October? I don't know. But certainly last night (and now post-market hour) is scary. As Elon Musk posted about CRWV's bond yield, YIKES.
Yikes. The AI bubble is getting poppy....
Top 20 U.S. Stocks: CoreWeave Plunges Over 15%, Even Musk Calls It "Scary"
It's been boiling last few weeks and may now have reached the overflow point. later today we will likely continue to see a market sell-off but how is ends Friday will be nore indicative of whether this is the beginning of the AI bubble pop. Or not. Take care. Great care....
Tech Chip Stocks We saw selling across the board and the news suggest that it is because of possible competition from China which is rolling out their own chips. But this is not new news as since DeepSeek event, and before, everyone already know China has made big progress. My feeling is this is just an excuse for traders to recalibrate and take profit off the table. And if true, after a few days of selling, these same people will start buying again. That's how the big boys eat the small minion retail traders. Always buy according to your own convinction and knowledge. Don't be swayed by sentiments unless you are a short term trader, traing with borrowed capital.
MRVL movement Range bound today with very dramatic fluctuation. Big fall saw an impressive recovery suggest we do have backers holding prices up. Hiw long they do this is the million $ question. But for now, they are there and it is likely we will see prices recover and end flat.
All Stocks. I have cleared all AI stocks. Going on super-defensive/asset light mode for now. Plqying safe.
Go to Tiger App to see more news