sounds like AI slop with basis editing. Can't agree with your analysis for $Microsoft(MSFT)$ , it is highly speculative without deep understanding to why it dipped post earnings. for $Berkshire Hathaway(BRK.A)$ , the only thing defensive about it is the assumption that they are finally going to use that cash. However, do note that they didn't do anything during the liberation day dip and silicon valley bank dip last year.
@koolgal:Macro Risks Meet Geopolitical Tension: Can Tech Bulls Hold the Line? Consider Microsoft & Berkshire as a Barbell Strategy 🌟🌟🌟 The market is currently facing a dual threat environment testing the resolve of even the most optimistic investors. Warren Buffett has recently issued a sober warning regarding macro risk, preferring a massive cash reserve over overvalued equities. With $Berkshire Hathaway(BRK.B)$ cash pile reaching a record USD 397 billion as of May 2026, the message is clear: the safety net for high growth tech maybe thinner than it appears. Adding to the complexity is a sharp escalation in geopolitical risk. Recent reports of an Iranian attack on UAE ports have rattled glo
What trap? Even if you bought $VanEck Semiconductor ETF(SMH)$ in July 2025 before the dip, you have already doubled by now. Any dips just get bought up doubly fast. Based on the big tech earnings, they have largely been able to justify that the AI capex spend are generating decent returns on investment. In that case, it is giving the semicons confidence to raise their fees further. If you want to be the next multi-millionaire, find the next bottleneck in AI infrastructure and put your fortune in it. Yes I'm vested in $APPLIED DIGITAL CORP(APLD)$ $Infleqtion(INFQ)$
$BBAI 20251219 8.0 CALL$ $BigBear.ai Holdings(BBAI)$ reinvested my previous gains from outs into calls. exited yesterday. BBAI is still burning cash and went up because of a recent contract,though a small one. it will need bigger contracts to break into $10 zone
buying opportunity $loanDepot, Inc.(LDI)$ $Opendoor Technologies Inc(OPEN)$ //@Dan1192:Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
@Options777:Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
Major Stock Sale: Director Offloads Over a Million loanDepot Shares!
This is one of the most exciting event of the year, similar to the recent US open where Carlos edged over Jannik and clinched World number 1 title. Here's my humble views for the coins! 1. Rate cut is largely priced in and should be expected. The crux is whether there will be further cuts and how much. 2. The latter is going to swing the market. To be conversativre, I have set some stop losses in place. A cautious investor may want to lock in their profit now. 3. As the US economy is still strong, especially with holiday spending season coming up, I take the view that there should be at least one more cut, totalling 50 basis point cut for 2025. Bonus value, I think that the average American will grab the chance to refinance their mortgages so I think this sector is going to pop. I bought
I bought leaps instead, taking the view that NVO way cheaper compared to Ely in terms of PE. Branding wise, we see both brands equally well known so the brand premium doesnt justify the gap in PE. NVO should eventually catch up//@dgsean0813:Is it better to buy straddle