BillyR

There are no long term poor people in the world; there are only those lazy people!

    • BillyRBillyR
      ·01-05 19:10

      Market Forecast 2026

      Historically, the S&P 500 (a common proxy for "the market") has delivered positive annual total returns (including dividends) in approximately 73-75% of calendar years since 1928 (around 72 out of ~98 years, depending on exact data sources up to 2025). This long-term probability reflects periods of strong growth, recessions, wars, and bubbles, with negative years often clustered around economic downturns.For 2026 specifically, as of early January 2026, Wall Street consensus is overwhelmingly bullish. Major firms' year-end S&P 500 targets range from ~7,100 (Bank of America, implying ~4% gain) to 8,000+ (e.g., Deutsche Bank, JPMorgan upside case), with averages around 7,500-7,900 (implying 6-15% gains from late-2025 levels near ~6,900). Not a single major strategist surveyed by Bloom
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      Market Forecast 2026
    • BillyRBillyR
      ·2025-12-18

      Should we be concerned when this happens?

      Main Effects of a Bank of Japan (BOJ) Rate Hike on US MarketsThe Bank of Japan is widely expected to raise its policy rate from 0.5% to 0.75% at its December 18-19, 2025 meeting, marking the highest level in about 30 years. This continues its gradual normalization from ultra-low (and previously negative) rates. While Japan's rates remain low compared to the US (where the Federal Reserve's rate is around 4-5%), even small hikes can influence global markets through interconnected channels.1. Yen Carry Trade Unwinding (The Primary Channel)The most significant impact comes from the yen carry trade, a strategy where investors borrow in low-yielding yen and invest in higher-yielding assets elsewhere, often US stocks, bonds, or tech-heavy equities.How it works — Low Japanese rates make borrowing
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      Should we be concerned when this happens?
    • BillyRBillyR
      ·2025-11-22

      Is Pltr a bubble?

      Strategies for Palantir Technologies (PLTR) to Enhance Shareholder ValuePalantir Technologies, with its AI-driven platforms like Foundry, Gotham, and the Artificial Intelligence Platform (AIP), is already a leader in data orchestration and decision-making software, serving government and commercial clients. As of November 2025, the company boasts a market cap exceeding $400 billion, driven by explosive growth—Q3 revenue surged 63% YoY to over $1.18 billion, U.S. commercial revenue jumped 121% YoY, and total contract value (TCV) bookings rose 151%—while maintaining profitability (Rule of 40 score at 114%) and a debt-free balance sheet with nearly $5 billion in cash. However, its premium valuation (forward P/E ~190–200x, P/S >100x) demands sustained execution to justify expectations of a
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      Is Pltr a bubble?
    • BillyRBillyR
      ·2025-11-14
      $PLTR 20251212 175.0 PUT$ Back to square one. I'm buying more as the price dropped
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    • BillyRBillyR
      ·2025-11-11
      Started my week in military. It makes me so busy that I have no time to check stock and market.  It turns out to be a very good decision. My portfolio recovered 1/3 of the paper lost from last week's brutal dip.  Hope this bull run continues and everyone huat big big 😘 $Palantir Technologies Inc.(PLTR)$  $Meta Platforms, Inc.(META)$  $NVIDIA(NVDA)$  $Amazon.com(AMZN)$  $Broadcom(AVGO)$  
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    • BillyRBillyR
      ·2025-11-07
      $Meta Platforms, Inc.(META)$ Buy a bit first. Buy more when I get my pay. Yeah!
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    • BillyRBillyR
      ·2025-11-07
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    • BillyRBillyR
      ·2025-11-07
      I have lost paper lost of $155k since this week's ATH. What about you?  Not selling for me. What about you? Investing in for the long term. But for me, it is to my money target ($1mil USD). What about you? Let us discuss and let me hear what you think. $Palantir Technologies Inc.(PLTR)$  $Amazon.com(AMZN)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Meta Platforms, Inc.(META)$  
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    • BillyRBillyR
      ·2025-11-05

      Pltr will be the reason I can change my whole family's life! LFG!

      Overview of Palantir (PLTR) Stock's Recent DeclinePalantir Technologies (NYSE: PLTR) has experienced significant volatility in 2025, with its stock surging over 150% year-to-date through early November before a sharp drop of approximately 8-9% on November 4, 2025, following its Q3 earnings report. This "free fall" extends a pattern of corrections throughout the year, including an 18% decline in August-September and a 30% pullback in March, amid broader AI sector turbulence. Despite record Q3 results—$1.18 billion in revenue (up 63% YoY, beating estimates of $1.09 billion), EPS of $0.21 (vs. $0.17 expected), and raised full-year guidance to $4.4 billion in revenue (53% growth)—the stock fell due to a confluence of market dynamics rather than fundamental weaknesses.Below is a comprehensive l
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      Pltr will be the reason I can change my whole family's life! LFG!
    • BillyRBillyR
      ·2025-11-04
      Am I holding? Yes! Because trump loves the market!
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