Surfing The Markets
2024-12-28

SP500, just as the DOWJ and most other indicies, have macro topped or are about to top with money rotation in full play currently. I have posted on the DOWJ and SP500 will follow in the steps of the DOWJ, as the DOWJ is ahead in its PA as topped first, at this stage, best case scenario is a "flash crash -correction" that concludes end of MAY-JUNE 2025 and a further higher right side top print in MAY 2026. A monthly open and close below monthly 100ema and macro top is in and no higher right side top in 2026, and macro bottom to conclude in 2032 with roughly a 6-8 year macro negative trend and slow bleed to the macro lol, have an exit strategy, research and look for the assets in sectors that do well in a macro correction-crash, ensure risk management and stop losses are set and be willing to take profits at certain stages. I'm currently short on BTC and the DOWJ in some serious profit already and SL set in profit if reversal takes place. I have closed all large cap stocks and moved into the sectors I see will do well over the next 18 months to 2 years, being energy, defence-security, biotechnology-pharmaceutical, and AI stocks that have just bottomed or are about to bottom happy new year to all and a prosperous 2025

Alphabet Misses: Can Amazon Meet Cloud and AI Growth Estimates?
Alphabet’s Q4 earnings missed expectations, with a 7% drop in stock price. Revenue slightly below estimates, but core search-ad business outperformed. Cloud revenue growth also missed. Capital spending forecasted at $75B for 2025, much higher than expected, raising concerns amid rising competition, especially from Chinese startup DeepSeek. Amazon's upcoming earnings will focus on AWS performance. After GOOG's miss, how do you view Amazon's cloud buisness? Is it a chance to buy after the 7% drop?
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Comments

  • jessica_twt
    2024-12-31
    jessica_twt
    Thank you so much for sharing! 😊 I’ll also be keeping an eye on stocks in these sectors. 📈💡
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