Of these, I am not familiar only with credo. I won’t be adding any of these stocks if my plan is for long term investment but they make good options for swing trading to tap onto the market’s euphoria. Trump signing deals with China and soon India will likely spark another round of euphoria, making it a good time for swing trading.


For long term investments, I would avoid Netflix as I am not convinced that it will continue to deliver as consumers get more picky with their entertainment.
Robinhood feels like a hype to me, riding the AI wave and so I would avoid it.
I think palantir will remain relevant, especially with its large contracts with the US government. With the increasing global uncertainty, palantir would do well to tap onto the US government. However, I wouldn’t buy at this current valuation.
Microsoft and Broadcom are relevant with the increased digitalisation and global need for chips.
Although MSFT, AVGO and PLTR are good, they are too expensive for me to buy now.
# SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet