Reading this it makes sense... geopolitical factors need to be factored. A business's valuation is linked to performance of future profit and loss expectations as a key fundamental which is driven largely by a contribution of the environment an entity operates in. The outlook for all companies is operating in a high cost environment meaning reduced margins... ie lower profits and larger losses
Can people please look at wolf speed. a very good example of short term gains and one should question the long term outlook of the value of these companies. Fundamentals should be driving these stocks but we just seeing hype.
Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This
It's just hard to think that these companies are doing well under such negative conditions yet they were sleeping all this time. Something doesn't add up. SEC resources were cut. So guess loose monitoring is contributing to these radical movements. I use radical because the war is continuing to move along even though we have a ceasefire but anyone knows we look at substance and that ceasefire has no actual substance to it because they are actively attacking each other unless I'm missing something. Ceasefire means pause shooting each other... but that's not what is going on. so what gains are markets actually pricing in. American consumers are battling under the crippling price increase on food alone. So who will have dispoasable income to buy all the technological upgrades? Any
$Beyond Meat, Inc.(BYND)$ in the short term I think we see more upside due to volumes to ensure dillution does not distrup shareholding too much... thoughts? Or is this a Wollspeed loading?
All the noise in the markets especially currencies moving in favor of USD don't make sense. America is making goods cost more for their own local customers. With reduced demand in US and foreign suppliers now looking for alternative customers in new markets this is good because everyone around the world can move away from the dependency of the US in terms of consumers and value. In all seriousness, Trump has just undone decades of polical foundational work laid by their predecessor leaders... and illustrate to other countries that US is no friend as they only care for a benefit to themselves. This in turn will get countries thinking more closely about their own fiscal policies and defensive strategies as the US is no longer dependable. A regular free trade deal take
Trump Says Things Are "Going Very Well" After Market Plunges, and That He's Open to Deals on Tariffs
$NVIDIA(NVDA)$ while fears in government spending may be looming for the US as Elon Musk continues with the DOGE tasks... it's clear on one thing, maintaining the competitive advantage in AI remains a stable investment strategy and Elon will definitely be aligning with AI to ensure government efficiencies. Bullish signals may be confirmed as support was shown at $120.
$NIO Inc.(NIO)$ I've been watching this stock for a while and while it seems like it's underperforming I think it's the best time to buy on the dip because EV is the future even though recent sales data is low it's understandable considering the Chinese market is usually slow around December in car sales... probably best to strike while the iron is hot... $4.10 is presenting a nice floor