I am bullish on technology and

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MHh
2025-07-09

I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand.

I think Uber will be limited by the many competitors and its lack of entry to certain markets.

I don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX.

RCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel.

So, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. @SR050321 @LuckyPiggie @DiAngel @Wayneqq @Success88 @Universe宇宙 @Kaixiang @SPOT_ON @HelenJanet @Fenger1188

# SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

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JimmyHua
·2025-07-10
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You’re spot on about tech and AI riding the rate-cut wave, but competition and economic fears will definitely keep some sectors in check.
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- MHh:
  Yes and within each sector, some will shine while some will do badly
  2025-07-10
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kooko
·2025-07-10
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I appreciate your insights on Oracle
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- MHh:
  Thank you[Smile]
  2025-07-24
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Is the market in danger with September effect approaching?\n2. What's your strategy to cope with risks?","image":"https://community-static.tradeup.com/news/ee35d02b8cacdda7a7168f1b0dd417c1"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand. \n \n \n \nI think Uber will be limited by the many competitors and its lack of entry to certain markets. \n \n \n \nI don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX. \n \n \n \nRCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel. \n \n \n \nSo, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. <a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a></body></html>","htmlText":"<html><head></head><body>I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand. \n \n \n \nI think Uber will be limited by the many competitors and its lack of entry to certain markets. \n \n \n \nI don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX. \n \n \n \nRCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel. \n \n \n \nSo, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. <a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a></body></html>","text":"I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand. I think Uber will be limited by the many competitors and its lack of entry to certain markets. I don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX. RCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel. So, I think only oracle has the room to rise sharply for the rest of this year and will add this to my watchlist. @SR050321 @LuckyPiggie @DiAngel @Wayneqq @Success88 @Universe宇宙 @Kaixiang @SPOT_ON @HelenJanet @Fenger1188","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/454867837850272","repostId":0,"isVote":1,"tweetType":1,"viewCount":1204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":810,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":455152382247008,"commentId":"455152382247008","gmtCreate":1752140230968,"gmtModify":1752140546011,"authorId":10000000000011856,"author":{"id":10000000000011856,"idStr":"10000000000011856","authorId":10000000000011856,"name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":454867837850272,"objectIdStr":"454867837850272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"You’re spot on about tech and AI riding the rate-cut wave, but competition and economic fears will definitely keep some sectors in check.","text":"You’re spot on about tech and AI riding the rate-cut wave, but competition and economic fears will definitely keep some sectors in check.","html":"You’re spot on about tech and AI riding the rate-cut wave, but competition and economic fears will definitely keep some sectors in check.","likeSize":1,"commentSize":1,"subComments":[{"id":455116119015888,"commentId":"455116119015888","gmtCreate":1752144467320,"gmtModify":1752144472517,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 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within each sector, some will shine while some will do badly","text":"Yes and within each sector, some will shine while some will do badly","html":"Yes and within each sector, some will shine while some will do badly","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":455186230886400,"commentId":"455186230886400","gmtCreate":1752140711585,"gmtModify":1753165746882,"authorId":3479274797184441,"author":{"id":3479274797184441,"idStr":"3479274797184441","authorId":3479274797184441,"name":"kooko","avatar":"https://static.tigerbbs.com/36c3861f0d8b44d8c96ebd5c9e19c861","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":454867837850272,"objectIdStr":"454867837850272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I appreciate your insights on Oracle","text":"I appreciate your insights on Oracle","html":"I appreciate your insights on Oracle","likeSize":1,"commentSize":1,"subComments":[{"id":460176494182400,"commentId":"460176494182400","gmtCreate":1753358103490,"gmtModify":1753358423624,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 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you[Smile]","text":"Thank you[Smile]","html":"Thank you[Smile]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}