I feel that the cockroach warning is a little overrated. Although this could be a warning sign of other businesses in the same situation that is yet to be announced, I feel that there is no need to jump ahead of clarity. I prefer to watch for more earnings reports of the other banks and to evaluate the situation.
This could be mirror the SVB situation and I think the bitcoin and big name growth stocks will rise again. There is expected rate cuts, wars ceasing, trump’s threats of tariffs and then TACO—these are potential positives that would lift stock prices. I prefer to continue in my ETFs, AI and tech exposure as well as China exposure.
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- peppywoo·2025-10-19TOPI appreciate your thoughtful analysis! Patience can often be rewarding in volatile times like these.1Report
