Stock Market is the bottom in?

[hunts_with_stick]

Yeah I was listening to beck yesterday and he commented on how a former shoe company turned into an ai company and the stock skyrocketed. I took that as a sign too and dumped some ai type stocks/funds and took the gains I had made.

 

[Westwind]

I think tough times are close. Private debt issuers are quietly imploding. Trouble is that toxic crap is held by banks, insurance companies, and private equity, so there will be a financials crash when it’s no longer avoidable. Who it hits and how hard is yet to be seen. I’ve got my fingers crossed the regulators have kept an eye on insurance companies that have that junk on their books.

I’d be weary of any outfit holding markers on the poor. They’re behind on their payments and that situation is quietly getting worse. Hell, I see Fox News is now running commercials selling private debt investment opportunities. That’s how you know the end for that ruse is close.

Surprised it has taken this long. I still think irrational exuberance will push the indexes to new highs but it is going to get hairy after that. If only we knew when!

Disclaimer: You can’t time the market.

 

[Telemark]

Hanging on to amzn, I was buying all the way down to 200. Keeping it for the long term I think.

Same. Kicking myself for not getting more. It's 5% of my portfolio, and I was trying to get it to 20%. Oh well.

 

[Brian662]

Time to get on board.

 

[Telemark]

Time to get on board.

View attachment 91676

Sold. I'll buy some on Monday. Got a ticker symbol?

 

[Brian662]

I have that one too. Another somewhat similar is FSELX

On 4/2/24 I bought $55k in FSELX haven't traded it since, through reinvested dividends and market growth, its worth $121k in just over 2 years. That's 119% compared to the Nasdaq at 50.6% during the same period.

Great call, thank you!

 

[Brian662]

I bought 500 shares of Ichor Holdings back in August at $15.85 cause Debbie Wasserman Schultz bought it. Like a pansy I bailed on it a little over $17/ share cause I thought the market would go down as the Fed cut interest rates. Left a nice chunk of change on the table.... Idiot. Looks like that snake is having a good day on her ICHR shares.




View attachment 89015

ICHR up 255% since purchase on 8/8/25

How does Debbie WS continue to do it? She's a savant!

 

[bigboreblr]

Can't find FSELX. Bought a bit of ICHR to watch. This ICHR got steam left?

Feeling a bit confident on xiaomi. Chinese new cars are 75% electric. Might double in 2026 some expect. Still might work with ford. They're also getting their feet wet in canada.

Watching the surf for a low amazon.

Wonder what you guys are using to trade. I use robinhood.

Also what do you do with money your waiting to use? One guy mentioned prudential as a parking spot. Im thinking withdrawing from an ETF is not agood idea short term tax wise?

Was debating using Amazon as short term parking.

 

[Telemark]

SpaceX looks like it might be a meme stock. New margin rules coming into effect at just the right time.

 

[bigboreblr]

SpaceX looks like it might be a meme stock. New margin rules coming into effect at just the right time.

My turn on tesla is when I reason 1 in 5 cybertrucks were sold to spacex to make the stock look good.

Wa t yo be in on who builds practical robots first.

Space I feel will be too dangerous someday soon. 50 car pile up of space debris.

Thinking of my old boss. Got a tip to put his 401k in stable money before the 2008 crash.

Maybe the tip will be yourself.... good little read

Stock Market Crash Warning Signs: 8 Indicators That Preceded Every Major Decline

Every major stock market crash in history was preceded by identifiable warning signs. Learn the 8 indicators professional traders watch — yield curve inversions, credit spreads, margin debt, and more — and how to monitor them.

pro.stockalarm.io

I wonder how quick does 401k allocation changes occur. See a mess coming in a few days, so switch to stable money bonds.
If a crash occurs from a us treasury mess, that safe still?

 

[SD51555]

Looked like a good week for metals.

Sent from my iPhone using Tapatalk

 

[The Fishman]

Can't find FSELX.

FSELX is the Fidelity Select Semiconductors Portfolio mutual fund. It is up 19.46% year to date. I bought into it in early January and have been pleased with its performance. At the same time, I bought into Fidelity's FDCPX Select Tech Hardware Portfolio mutual fund. It is up 24.61% year to date. These are two funds I wish I would have invested more money in a year ago.

 

[Brian662]

Can't find FSELX.

It is Fidelity as mentioned but it's available on my Schwab accounts.

 

[Barndog56]

SMH is a semi-conductor ETF that's done well for me, up 25% ytd. It tracks the 25 largest US-listed semi-conductor companies.

 

[hunts_with_stick]

My turn on tesla is when I reason 1 in 5 cybertrucks were sold to spacex to make the stock look good.

Wa t yo be in on who builds practical robots first.

Space I feel will be too dangerous someday soon. 50 car pile up of space debris.

Thinking of my old boss. Got a tip to put his 401k in stable money before the 2008 crash.

Maybe the tip will be yourself.... good little read

Stock Market Crash Warning Signs: 8 Indicators That Preceded Every Major Decline

Every major stock market crash in history was preceded by identifiable warning signs. Learn the 8 indicators professional traders watch — yield curve inversions, credit spreads, margin debt, and more — and how to monitor them.

pro.stockalarm.io

I wonder how quick does 401k allocation changes occur. See a mess coming in a few days, so switch to stable money bonds.
If a crash occurs from a us treasury mess, that safe still?

Yeah, I am still investing, but I have pulled back on some more risky stuff, sticking with the bigger stuff for the most part.

 

[jsasker007]

ASTS took a big drop this morning due to Blue Origin dropping off their satellite in the wrong orbit! Loaded up on ASTS

 

[jsasker007]

Was it an accident to drop the competitions satellite in the wrong place? Bezos is gonna take some serious heat on this one.

 

[Telemark]

My portfolio is flying high. I'm up about 10% over the last 4 weeks alone. Amazon is knocking it out of the park.

The drone companies i bought during the dip are ripping.

I also bought more BBAI when it flirted with 3$. I'm hanging onto that. I bought an ITM call for June, so that's up big time.

I bought a little TSLA at 375 and sold it all above 390. I can't believe TSLA rebounded that much. I was expecting it to continue to drop, since their robots haven't dont anything impressive yet. If I drops again, I'll start buying again.

I still have a chunk of cash to deploy. I thought we would go lower before the bounce.

 

[Bowsnbucks]

UNH is on the climb. It feels like the big money is slowly moving back into it now that they got a funding bump from the government.

PRU is one of those waiting room stocks. I’ll sit there until a better idea comes along. You should really only be looking forward and ignore what’s already happened. As of today, unrealized loss or not, where is the best place to grow those dollars looking forward? In your opinion, if it’s still PRU, stay there. If it’s not, dump it and get those funds where their best chances for growth will be looking ahead.

I think tough times are close. Private debt issuers are quietly imploding. Trouble is that toxic crap is held by banks, insurance companies, and private equity, so there will be a financials crash when it’s no longer avoidable. Who it hits and how hard is yet to be seen. I’ve got my fingers crossed the regulators have kept an eye on insurance companies that have that junk on their books.

I’d be weary of any outfit holding markers on the poor. They’re behind on their payments and that situation is quietly getting worse. Hell, I see Fox News is now running commercials selling private debt investment opportunities. That’s how you know the end for that ruse is close.


Sent from my iPhone using Tapatalk

There are some heavy-hitters in the financial world worried about what private debt may do/is doing to banks and bond markets overall. They say it could cause another financial crash. Gutting the financial watchdog agencies and loosening credit requirements is just like before the financial mess of 2007/2008. Safeguards that were put in place so that sh** wouldn't happen again have been eliminated. De-regulating with a chainsaw is stupidity - and it affects all of us. Cheering/supporting de-regulation of financial watchdog agencies & laws is a fool's errand. It amounts to "who's minding our financial stores"?? All we have to lose is our life savings/retirement $$$$$$$. Erode trust & stability in financial markets ...... and it all goes down the crapper.

You are correct in saying payments are lagging, and it isn't just poor individuals. Banks are starting to sweat again.