I wrote an article this week about five stocks I personally hold that dropped hard after earnings. I wanted to share it here because this is the uncomfortable part of investing most people dont talk about. In my case, some drops look like expectations resetting, while others force me to seriously question my thesis. Im not claiming this approach is right for everyone. Curious how others here decide whether to hold, add, or cut after earnings driven sell offs. Original article here: https://drwealth.com/5-stocks-that-crashed-this-week-after-reporting-earnings-and-i-hold-all-of-them-heres-whats-im-doing-loser-alert/ $Advanced Micro Devices(AMD)$ $Estee Lauder(EL)$
Is the growth stock sell off just a temporary correction?
I read a Finbite Insights article framing the recent sell off as a broader growth stock repricing, not just a software issue. The macro explanation around rates and valuations makes sense, but I am not sure it fully captures the risk of prolonged underperformance. When growth narratives unwind, multiples often stay compressed longer than expected even if earnings hold up. Original article here: https://finbiteinsights.substack.com/p/not-just-software-growth-stocks-whacked $Salesforce.com(CRM)$ $Uber(UBER)$ $Intuit(INTU)$ $ServiceNow(NOW)$ $Adobe(ADBE)$
I read an article by Dr Wealth attributing Indonesias sharp market drop mainly to MSCIs investability comments. I understand the index driven selling argument, but I am not fully convinced this should be seen as a clear opportunity. MSCI doesnt usually raise these concerns lightly, and issues like free float and market access tend to take time to resolve. Even if selling pressure eases, capital might not return quickly. Original article here: https://drwealth.com/indonesia-stocks-plunge-16-after-msci-questions-investability-whats-going-on-and-is-this-an-opportunity/
$Ryde Group(RYDE)$ honestly, in all honesty, I'm not super bullish on the company. But the way the price action adheres to TA is unbelievable. It's almost like the big bois and I using the same technical indicators.
$Grab Holdings(GRAB)$ I just want to say that I'm a grab bull. With small capital my job is to take calculated risks. My money is safe in stocks like Apple but It won't 5x in my lifetime. I like Grab.