I am not an expert but I agree with this article. With the inflation still above 8% is more than 4 times the target of 2%. In my heart the recent rallies seems too good to be true. Maybe a correction is coming.
The Market Is Acting Like Peak Inflation Is Over. Not So Fast
$Alphabet(GOOG)$ Fundementals of Alphabet has not changed, it is still a great company, and one of the best in world. Price to book at 6.1, Forward PE at 18.25, current price at $163, and 52 weeks low is $147. I think Alphabet is a good buy now at a nice discount. Ignore the news, things will get resolved and Alphabet will stand up strong again. I have bought some, if the price drop further I will DCA more. Personally see great potential in Alphabet, did you know they are also into Quantum Computing? 😁
$Tiger Brokers(TIGR)$ wow the current financial results is very good. In the current volatile market, more people will trade and invest in the stock markets. This will result in better revenues for the company in the coming quarters. With an undemanding Forward PE of 17 based on current price of $8.19, there is a potential for further growth for this company. Personally, I think this company is worth to invest. I just bought some Tiger shares. 😁
$NASDAQ(.IXIC)$ After the current 11% correction, there might be a wave up soon. However the next wave up could be a value trap, beware and monitor closely. With Trump starting trade wars every country on this planet, he might just push US into a recession which Powell is trying so hard to avoid. Can consider rebalancing your holdings or reduce your holdings in the next wave up to build up cash reserves if you are worry. My 2 cents worth...
$NASDAQ(.IXIC)$ Personal views: With US stocks overvalued, especially tech stocks, in recent weeks it seems like some funds and institutions are moving their money to China which many companies are still undervalued. Plus with all the uncertainties cause by Trump policies, these will cause many problems in US market. Bear market, maybe not. Major correction (10%), most probably. I might wrong, do your own due diligence.
$Palantir Technologies Inc.(PLTR)$ This is the new Star and has lots of potential, no doubt. However, at the current valuation it is over priced and run way ahead of its fundamentals. A pullback might happen soon. What goes up will come down eventually.
$Advanced Micro Devices(AMD)$ They were a laggard, but they now position themselves as a cheaper and energy efficient alternative to Nvidia. With China Deepseek able to prove that using cheaper and less advanced chips can produce the same results. This is in AMD's advantage.
Another reason for Fed to raise interest. Next important number is CPI. Regardless, the overall sentiments seems to justify another 75 basis points.Good luck all.
U.S. Job Growth Solid in September; Unemployment Rate Falls to 3.5%; U.S. Stock Futures Drop