vuvence IX
vuvence IX
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This lack of gratitude from the market is a bit like someone getting offered a near full open box of chocolates but thier favourite one has gone, so they are dissapointed. The market is too well fed and not hungry.
@Shyon:Tomorrow after the close, all eyes are on $NVIDIA(NVDA)$ . Expectations are high — around $57B revenue with aggressive data center forecasts — but at ~24x forward P/E, the stock already reflects a lot of skepticism. For me, it’s less about the beat & more about whether guidance proves AI demand into 2026–2027 is still solid. Options are implying roughly a 6% move, so volatility is almost guaranteed. The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers. I’m picking
B, there is some entitlement sentiment in the market that is somewhat detattched from reality.
197 time to buy
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All 76 analysts rank higher than 220, it is now 198, time to buy and hold.
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Replying to @vuvence IX:the bottom will be when the AI hype bubble deflates, it does not have enough surface tension to burst. When NVidia drops below 155 we are there.//@vuvence IX:looking a buying deep itm call with 1000 days expiration when it bottoms out.
@HRHRHRHR:$Microsoft(MSFT)$  $416 now... back to Year 2024 prices.. Imagine holding this stock till Jan 2026 and getting nothing in return 😅 So tempted to add MFST but gut feeling says geopolitics will cause the stock to fall much lower. 
looking a buying deep itm call with 1000 days expiration when it bottoms out.
@HRHRHRHR:$Microsoft(MSFT)$  $416 now... back to Year 2024 prices.. Imagine holding this stock till Jan 2026 and getting nothing in return 😅 So tempted to add MFST but gut feeling says geopolitics will cause the stock to fall much lower. 
TACO, Oil is about to drop.
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How many stocks outside of AI? Now that would be really good info to write about 
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Trump might be doing XOM a favour.
@L.Lim:$Exxon Mobil(XOM)$  Trump decided to enter Venezuela for the oil, but Exxon's top dog made it sound like the situation would not as lucrative as what the us president paints it to be. With how old current infrastructure in Venezuela is, it would take significant capital to get things up to date and running, which would then take years to make a profit, considering the intention of the invasion was to keep oil prices low, and likely why Exxon does not seem quite eager.
After loosing there twice, to go in a third time without rock solid guarentees then the potential payoff would have to be worth the risk.
@daz999999999:$Exxon Mobil(XOM)$   U.S. President Donald Trump said on Sunday that he might block ExxonMobil from investing in Venezuela after the oil major's CEO sounded less than optimistic about the opportunity during a White House meeting last week. Every time Trump opens his mouth, a stock will either go up or down, well, this time it's Exxon Mobil (XOM) - bearish outlook for a long time then.
Will he take a 10% stake in CVX and XOM?
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yeah XOM may benefit downstream along with other US oils but up front it is CVN//@koolgal:🌟🌟🌟It is still too early to tell what will happen to Venezuela but I believe that $Chevron(CVX)$ is uniquely positioned to benefit from the current US military action and potential change in Venezuela government.  This is due to its long standing presence and existing joint ventures in Venezuela. Other US companies like $Exxon Mobil(XOM)$ have  already left Venezuela a long time ago after its nationalisation. Chevron is the only US company with active oil operations in the country. @Tiger_comments
@koolgal:🌟🌟🌟It is still too early to tell what will happen to Venezuela but I believe that $Chevron(CVX)$ is uniquely positioned to benefit from the current US military action and potential change in Venezuela government.  This is due to its long standing presence and existing joint ventures in Venezuela. Other US companies like $Exxon Mobil(XOM)$ have  already left Venezuela a long time ago after its nationalisation. Chevron is the only US company with active oil operations in the country. @Tiger_comments @TigerStars @TigerClub
avatarvuvence IX
2025-12-21
Does the increased cost of wages in China have an economic flow on into the wider community lifting Chinas GDP?
avatarvuvence IX
2025-12-18
Oil will shine. We know it is trending down, but the shock will lift oil as investors head for something that offers good dividends and 20% upside .
@xc__:Santa Rally on Thin Ice? BOJ's Shock Hike Sparks Pullback Panic! 😱📉
avatarvuvence IX
2025-12-13
At least the President did not call the fed chair a "stiff" and more importantly has left him to do his job, which is a huge confidence boost for the dollar.
@Shyon:The latest rate cut feels like a textbook "dovish move wrapped in a hawkish message." On one hand, the Fed delivered the sixth cut since last year and the third consecutive meeting-based reduction, which clearly signals they're still leaning toward supporting growth. But on the other hand, the Dot Plot is sending a very mixed signal for 2026, with officials scattered across a wide range of expectations. When seven officials see no further cuts in 2026 while others expect up to 150 bps of easing, it tells me the Fed is deeply uncertain about the trajectory of inflation, labor markets, and long-term equilibrium rates. To me, the most important part isn't the extremes—it's the median. The fact that the median 2026 projection still shows just one more 25-bp cut makes the Fed sound more hawkish
avatarvuvence IX
2025-12-11
The price of WTI will settle around $55 early next year. There is too much oil already above ground. This will cap XOM momentum.
@Trend_Radar:Exxon Breaks Resistance, Eyes $120–$130 Ceiling
avatarvuvence IX
2025-11-28
The 5 year return of 250% is due to covid.
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avatarvuvence IX
2025-11-28
done best on oil, buy on red day, sell on green day. OXY XOM CVN. Justca little nervous about PBB. Oversupply is coming so buying puts on green day.
avatarvuvence IX
2025-11-23
I am bottom up, I will only sell a put for a company that I would be happy to hold long term.
avatarvuvence IX
2025-11-22
Nvidia, will consider getting in at about 155 if it gets down there in the next few months.
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