All things STOCKS

[Thunder Good-Oil]

“Capitulation” seems to be mostly head fakes these days. Get more retail customers to pile in and then boom - another leg down.

Almost every IPO turns into a pump and dump. How many quickly lose half their value? The sweet spot seems to be to wait a few months, buy good businesses that have been hammered, and then ride the next pump as insider lockup periods begin to expire.

 

[Thunder Good-Oil]

CRWV seems to have taken over the volatility of NVDA. At about 1% of the market cap.

 

[Vol423]

https://finance.yahoo.com/news/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-cant-tell-banks-to-bail-out-crypto-195504406.html

Good grief! Who in the hell would think that the US government should bail out crypto investors.?

 

[Vol737]

Mmm…fugly start. Hoping for a rebound throughout the day.

 

[DinkinFlicka]

We thinking sector rotation or the early onset of the inevitable 2026 correction?

 

[Thunder Good-Oil]

We thinking sector rotation or the early onset of the inevitable 2026 correction?

Rotation. In 2025 the Mag 7 carried the markets. The 493 have been snoozing.

But it all comes down to earnings results and revenue growth.

 

[DinkinFlicka]

Rotation. In 2025 the Mag 7 carried the markets. The 493 have been snoozing.

But it all comes down to earnings results and revenue growth.

Do you think the rest of the mag 7 *****ing the bed could trigger it?

I say this because a lot of my stops triggered this week on my short term plays and I'm holding more cash than my portfolio's used to so I think I'm kind of wanting this show to get on the road.

 

[Go aeiou]

https://finance.yahoo.com/news/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-cant-tell-banks-to-bail-out-crypto-195504406.html

Good grief! Who in the hell would think that the US government should bail out crypto investors.?

Crypto Investors

Some people will believe anthing.

 

[Thunder Good-Oil]

https://finance.yahoo.com/news/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-cant-tell-banks-to-bail-out-crypto-195504406.html

Good grief! Who in the hell would think that the US government should bail out crypto investors.?

Provide assistance to the CC industry? Yes. Bail out any specific coin? No.

But the US government and Wall Street can’t sit it out. It’s transformative and not going away.

The question is what are the proper valuations after speculators slow their roll and which of the thousands of coins survive. Personally I’d like to see just a handful of survivors.

 

[mrorange211]

I'm buying BTC everyday and waiting to buy into some indexes.

 

[DinkinFlicka]

I'm buying BTC everyday and waiting to buy into some indexes.

You DCAing your ONDS?

That J Cap article couldn't have had worse timing.

 

[Thunder Good-Oil]

Do you think the rest of the mag 7 *****ing the bed could trigger it?

I say this because a lot of my stops triggered this week on my short term plays and I'm holding more cash than my portfolio's used to so I think I'm kind of wanting this show to get on the road.

The Mag 7 probably has a Dogs of the Dow type of internal rotation going on. Each periodically has a news drop that sends it down. GOOGL was going to lose its search dominance to AI. AAPL is a one product company. TSLA’s CEO is distracted.

Unlike 3 of the 4 horsemen of the internet, I really don’t see any dropping out. Actually it looks like they’ll slowly add to the group. Broadcom is knocking on the door. Lilly after that.

Investment capital isn’t unlimited. Eventually the AI build out slows down and cash is going to move into the best of the 493. Many of them will take advantage of AI. Right now the chip makers are the biggest beneficiaries and recently software is taking hits.

Housing should eventually return as a leading industry, but more like a generation away. Health care will be an investable sector before housing if it can navigate the political climate successfully. The demand will grow, but government reimbursements will be difficult to maintain with the national debt pushing $40 trillion.

 

[Thunder Good-Oil]

I'm buying BTC everyday and waiting to buy into some indexes.

I’m might add to MSTR. They’re safe from being insolvent unless Bitcoin falls below about $20k.

 

[05_never_again]

Equal-weighted S&P hit an all-time high yesterday, lmao

 

[05_never_again]

I don't know if I've seen sentiment around crypto this bearish, maybe ever. Including the other 80-90% declines it has had. Surely we're near some kind of near-term (at least) bottom.