To The Moon

$CSOP MAG7(03454)$ The Mag 7’s valuation drop could present a buying opportunity if earnings growth and market dominance remain intact. Strong balance sheets and continued innovation support long-term upside. However, rising rates and macro uncertainty could pressure valuations further, suggesting patience might pay off. Technical support levels and earnings guidance will be key indicators. Buying partial positions on weakness could balance exposure while leaving room for better entry points if volatility persists.

Buy the dip and keep long term 

The key points to look out for involving the Mag 7 stocks going forward into next week leading into April 2025 include: 1. Continued AI Investment and Monetization: - The Mag 7 companies are expected to continue investing heavily in AI, but the focus is shifting from building infrastructure to deploying and monetizing AI products. - Investors will be watching closely to see how these companies are leveraging AI to generate revenue and improve their bottom line 2. Potential Slowdown in Growth: - While the Mag 7 are expected to continue outperforming the broader market, their growth is expected to slow down compared to the last two years. - This is partly due to lapping a very strong year in 2024 and the broader market's potential for slower growth 3. Specific Company Developments: - Nvidia

Great analysis !

The “Magnificent 7” stocks—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla—have been the cornerstone of the market’s rally, driving significant gains over the past few years. However, with their valuations cooling off in recent weeks, investors now face a critical decision: Is this a golden opportunity to buy the dip, or should caution prevail with further downside risk looming? Understanding the Selloff: What’s Driving the Decline? The recent drop in the MAG 7 stocks can be attributed to several factors: Valuation Concerns – After an extended period of rapid growth, some investors are reassessing whether these tech giants are still worth their premium price tags. Even after the pullback, many of these stocks continue to trade above historical valuation averages, making some in

There is always a reason why valuation drop right? What do you see the market is going to be like in 3 months time? No amount of tariffs will help prosper any countries but more likely to cause a dip in the economy once tariffs are fully implemented! Short term euphoria may exist though.. 

$Tesla Motors(TSLA)$  nice

I have nothing earth shaking to share. I have a friend who almost always pick the right stock and walked away with some handsome profits. When i asked him how he did it, he told me, he don't know how to read the charts, he don't understand technical indicators, he don't know what those valuation means. All he knows or do is, he will look at a few companies that he knows or uses their services, and looks at the stock prices everyday. When done over and over again, he became very sensitive to the price movement. He somehow develop a sense of what he feels is undervalue or overvalue. Nothing fancy. Some of his picks include the bellweather of the mag 7 such as google, microsoft, amazon and meta. In his standards, he feels they are 'quite' cheap now but still has rooms to go down further for m

Time to buy or wait? 

Big-Tech’s PerformanceWeekly macro storyline: March FOMC: optimistic or pessimistic?The core of the March FOMC meeting was to ease market pressures through technical tapering adjustments, while keeping interest rates high to curb inflation.Despite the rising risk of economic stagflation, the Fed is still trying to find a balance between "premature easing" and "excessive tightening".The most over-expected move was a dramatic slowdown in tapering from April 1st.The Fed reduced the monthly redemption limit on Treasuries from $25 billion to $5 billion (an 80% reduction).The Fed stressed that the slowdown in tapering is not a shift in monetary policy, mainly in response to changes in the balance of the Treasury's cash account (TGA) and the debt ceiling, while optimizing the structure of the pos

Buy the dip and keep long term 

Needs to drop by another 15 percent at least

$NVIDIA(NVDA)$  NVDA is Bearish and It's not because of Performance   Nvidia has been wrought with market scares, disappointment and broad market down-turns as Retail Investors dont find good reasons to buy the stock at any higher valuations which I believe in the short-term is justified. Let me Explain why this is my first bearish post after having such a Bullish outlook on the stock and how this will likely change as I am Bullish Long-term. Recent Key Events: - NVDA Earnings Febuary - GTC Keynote by Jensen Huang - US Federal Rate Announcement & Powell Conference As the trend since the Deepseek sell-off and Trump administration Tariff War has shown, the Market is rife with Extreme Fear which seem

A hard rain's falling 

$Microsoft(MSFT)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ The Mag 7’s pullback reflects profit-taking and valuation concerns. Strong earnings and dominant market positions could support a rebound. However, rising rates and slower growth might pressure multiples further. If support holds, a tactical buy makes sense — otherwise, better prices may emerge. My view: selective buying on weakness.

The core of this meeting is to ease market pressures through technical tapering adjustments, while maintaining high interest rates to curb inflation.Despite the rising risk of economic stagflation, the Fed is still trying to find a balance between "premature relaxation" and "excessive tightening".Earlier, the market focused on:Whether the pace of tapering slows further: early termination of QT cannot be ruled out if economic data deteriorates;The reliability of the expected rate cuts: if inflation sticky than expected, the dot plot may quickly turn.(The success of the Fed's "tightrope" strategy will depend on the outcome of the game of inflation and growth in the coming months)After the release of the resolution, U.S. stocks and bonds rose, the dollar fell back, the market bet on dovish tu

I only choose to invest $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ cos AI still have story to tell and one making chips and the other one is making server GPU

$Roundhill Magnificent Seven ETF(MAGS)$  on Amazon stock price above $300 by years end 

Not doing anything as I m still enjoying my vacation at Kazakhstan and getting a lovely tan. 👩🏾

The Fear and greed Index is now at the Cide Red Extreme Fear level. The market looks to the FOMC for favorable decision, but it seems unlikely there will be any positive news. The Middle East tensions and jitters from Trump’s tariff policies weight heavily on the stock markets. Invest in the MAG 7 carefully because analysts suggests that they ould still face a 10% downside.. Do due diligence before each trade. Thanks @Tiger_comments @icycrystal @Shyon @1PC @TigerGPT

$CSOP MAG7(03454)$ The Mag 7’s valuation drop could present a buying opportunity if earnings growth and market dominance remain intact. Strong balance sheets and continued innovation support long-term upside. However, rising rates and macro uncertainty could pressure valuations further, suggesting patience might pay off. Technical support levels and earnings guidance will be key indicators. Buying partial positions on weakness could balance exposure while leaving room for better entry points if volatility persists.

The key points to look out for involving the Mag 7 stocks going forward into next week leading into April 2025 include: 1. Continued AI Investment and Monetization: - The Mag 7 companies are expected to continue investing heavily in AI, but the focus is shifting from building infrastructure to deploying and monetizing AI products. - Investors will be watching closely to see how these companies are leveraging AI to generate revenue and improve their bottom line 2. Potential Slowdown in Growth: - While the Mag 7 are expected to continue outperforming the broader market, their growth is expected to slow down compared to the last two years. - This is partly due to lapping a very strong year in 2024 and the broader market's potential for slower growth 3. Specific Company Developments: - Nvidia

The “Magnificent 7” stocks—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla—have been the cornerstone of the market’s rally, driving significant gains over the past few years. However, with their valuations cooling off in recent weeks, investors now face a critical decision: Is this a golden opportunity to buy the dip, or should caution prevail with further downside risk looming? Understanding the Selloff: What’s Driving the Decline? The recent drop in the MAG 7 stocks can be attributed to several factors: Valuation Concerns – After an extended period of rapid growth, some investors are reassessing whether these tech giants are still worth their premium price tags. Even after the pullback, many of these stocks continue to trade above historical valuation averages, making some in

Buy the dip and keep long term 

Big-Tech’s PerformanceWeekly macro storyline: March FOMC: optimistic or pessimistic?The core of the March FOMC meeting was to ease market pressures through technical tapering adjustments, while keeping interest rates high to curb inflation.Despite the rising risk of economic stagflation, the Fed is still trying to find a balance between "premature easing" and "excessive tightening".The most over-expected move was a dramatic slowdown in tapering from April 1st.The Fed reduced the monthly redemption limit on Treasuries from $25 billion to $5 billion (an 80% reduction).The Fed stressed that the slowdown in tapering is not a shift in monetary policy, mainly in response to changes in the balance of the Treasury's cash account (TGA) and the debt ceiling, while optimizing the structure of the pos

The core of this meeting is to ease market pressures through technical tapering adjustments, while maintaining high interest rates to curb inflation.Despite the rising risk of economic stagflation, the Fed is still trying to find a balance between "premature relaxation" and "excessive tightening".Earlier, the market focused on:Whether the pace of tapering slows further: early termination of QT cannot be ruled out if economic data deteriorates;The reliability of the expected rate cuts: if inflation sticky than expected, the dot plot may quickly turn.(The success of the Fed's "tightrope" strategy will depend on the outcome of the game of inflation and growth in the coming months)After the release of the resolution, U.S. stocks and bonds rose, the dollar fell back, the market bet on dovish tu

$NVIDIA(NVDA)$  NVDA is Bearish and It's not because of Performance   Nvidia has been wrought with market scares, disappointment and broad market down-turns as Retail Investors dont find good reasons to buy the stock at any higher valuations which I believe in the short-term is justified. Let me Explain why this is my first bearish post after having such a Bullish outlook on the stock and how this will likely change as I am Bullish Long-term. Recent Key Events: - NVDA Earnings Febuary - GTC Keynote by Jensen Huang - US Federal Rate Announcement & Powell Conference As the trend since the Deepseek sell-off and Trump administration Tariff War has shown, the Market is rife with Extreme Fear which seem

I have nothing earth shaking to share. I have a friend who almost always pick the right stock and walked away with some handsome profits. When i asked him how he did it, he told me, he don't know how to read the charts, he don't understand technical indicators, he don't know what those valuation means. All he knows or do is, he will look at a few companies that he knows or uses their services, and looks at the stock prices everyday. When done over and over again, he became very sensitive to the price movement. He somehow develop a sense of what he feels is undervalue or overvalue. Nothing fancy. Some of his picks include the bellweather of the mag 7 such as google, microsoft, amazon and meta. In his standards, he feels they are 'quite' cheap now but still has rooms to go down further for m

Great analysis !

There is always a reason why valuation drop right? What do you see the market is going to be like in 3 months time? No amount of tariffs will help prosper any countries but more likely to cause a dip in the economy once tariffs are fully implemented! Short term euphoria may exist though.. 

US stocks are once again caught in a sell-off.Rhys Williams, Chief Investment Officer of Wayve Capital, stated that the market will remain volatile until April 2nd. The April 2nd date he refers to marks the implementation of Trump's so-called "reciprocal tariffs," with tariffs on agricultural products also taking effect on the same day.The market is awaiting the FOMC decision, but it seems unlikely there will be any positive news.Probability of Rate Cut Only 1%?Tiger US Securties Analysts believe:Powell is likely to continue with data-driven statements.Currently, the trend of economic weakness is not yet obvious, and combined with the uncertainty of the tariff policies' impact on inflation, the Fed has no reason to cut rates at this point. Therefore, tomorrow's market focus will be on the

$Tesla Motors(TSLA)$  nice

Time to buy or wait? 

Market volatility will likely continue with uncertainty around Trump's tariffs and the FOMC decision. With inflation still high and no clear economic weakness, a rate cut seems unlikely. Powell’s speech and the dot plot will shape expectations, but I don’t expect any major bullish surprises. MAG 7 valuations remain elevated, with the S&P 500’s NTM P/E at the 81st percentile. While some big tech stocks have pulled back, weak earnings growth expectations make current prices hard to justify. I’d prefer to wait for better entry points rather than chasing the dip too early. Given the uncertainty, I’m staying cautious and watching for a deeper correction. If valuations compress further, stronger buying opportunities could emerge. For now, I’m focusing on macroeconomic trends and the Fed’s ou

$Microsoft(MSFT)$ $Apple(AAPL)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ The Mag 7’s pullback reflects profit-taking and valuation concerns. Strong earnings and dominant market positions could support a rebound. However, rising rates and slower growth might pressure multiples further. If support holds, a tactical buy makes sense — otherwise, better prices may emerge. My view: selective buying on weakness.

Nvidia's $NVIDIA Corp(NVDA)$  Quantum Day is stirring excitement in the industry, especially with the recent surge in quantum computing stocks. The anticipation is understandable—if Nvidia announces significant advancements, it could validate the sector's long-term potential and accelerate development. However, Jensen Huang's past skepticism about the timeline for practical quantum computing raises questions about what to expect. While some analysts speculate that Nvidia may unveil a new quantum computing roadmap, it's unclear whether this will translate into near-term breakthroughs or remain a long-term vision. The massive rally in quantum stocks like QBTS $D-Wave Quantum

Buy the dip and keep long term 

Needs to drop by another 15 percent at least

A hard rain's falling 

$Roundhill Magnificent Seven ETF(MAGS)$    @Shyon @Aqa @SPACE ROCKET @TigerGPT @LMSunshine @koolgal @HelenJanet @rL @Universe宇宙