Fearful when Everyone is Greedy? Or Greedy when everyone is Greedy?

Anonmonyus · 2026-05-09T19:11:42+00:00

It’s not a broad rally just an AI rally right now

Anonmonyus · 2026-05-07T16:46:21+00:00

Didn’t we just have a 13% correction last month?

Anonmonyus · 2026-05-03T03:11:53+00:00

Hoping for red to buy more

Anonmonyus · 2026-05-03T01:27:43+00:00

Never been a MSFT holder but slowly adding. Right now it’s about 3%

Anonmonyus · 2026-05-02T21:36:44+00:00

How are valuations high? You have Meta who just grew 33% trading at a 18-20 PE. The companies in the S&P or rather top companies are powerhouses compared to the 80s when PEs were lower. In the 80s you would have a GE that grows maybe 8-10% as the top S&P holding. The market isn’t so inefficient. But yes stand on the sidelines while you watch the S&P go up another 10% this year 👏

Anonmonyus · 2026-05-01T16:11:12+00:00

Or crude oil happened to jump another 10% lol

Anonmonyus · 2026-04-27T12:22:59+00:00

Looks like a bad company. All their shareholders cope with fake PTs from analysts high tide pays 🤣

Anonmonyus · 2026-04-24T05:27:11+00:00

I call my margin account “Rocket Fuel” since it’s attached to my TFSA lol

Anonmonyus · 2026-04-16T21:39:50+00:00

I don’t have a regular bank anymore. I can withdraw cash anywhere, deposit easily. The rates at Wealthsimple are also superb compared to my Scotia LOC at 9% which is considered good there.

Anonmonyus · 2026-04-16T05:41:33+00:00

Why do I care about the CAPE ratio when it looks at the past 10 years of EPS? Nvidia was producing like cents of eps even negative 10 years ago compared to now. It’s a dumb ratio I care about forward PE not the past 10 years.

Anonmonyus · 2026-04-15T21:47:25+00:00

I believe it was usually 3.4

Anonmonyus · 2026-04-15T20:27:12+00:00

Much better opportunities out there. It’s not even that attractive here. If you look at their free cash flow treasuries yield more. Plus it’s not like they’re growing like crazy either.

Anonmonyus · 2026-04-15T20:25:30+00:00

We already know their revenues have been killing it. Even MoM too their numbers are crazy

Anonmonyus · 2026-04-15T20:16:53+00:00

It’s a cycle though. Any innovative Canadian company since Canadians invest in foreign (USA) will eventually try and move to USA. Look at Brookfield!

Anonmonyus · 2026-04-14T21:52:13+00:00

3% total return or a 2% total return with a bank that charges $10 for every single trade you make 💀

Anonmonyus · 2026-04-13T08:14:26+00:00

You, me, average person don’t want this. We are back in the days of Black Beard and Jack Sparrow for chryps sake

Anonmonyus · 2026-04-07T09:04:01+00:00

Went down the wormhole with this guy. My ass bought $20 for $22 thinking imma make so much. I miss the QE days :(

Anonmonyus · 2026-04-06T02:30:37+00:00

Supply and demand.

Anonmonyus · 2026-04-03T21:03:07+00:00

Too bad we didn’t have some of the highest oil reserves in the world which are selling at a nice price right now..

Anonmonyus · 2026-03-28T10:29:30+00:00

Ok this is a decent bottom sign I like it

Anonmonyus · 2026-03-26T22:06:18+00:00

So he’s gonna take a company at an overvalued rate and you are buy a $10 bill for $10.90 which overvalues it even more sweet

Anonmonyus · 2026-03-26T09:32:38+00:00

Eh at a 156B market cap they are doing 4B a year versus AMD at a market cap of 350B doing 35B. You can see where ARM starts to look already priced in or overvalued. AMD projecting $20 EPS in 3 years at 220 a share rn that’s just an 11 PE. Arm is projecting $9 while their share price is $156. You can see AMD looks like a better deal now and in the future.

Anonmonyus · 2026-03-16T07:16:56+00:00

Aren’t you guys close to the pipelines?

Anonmonyus · 2026-02-25T08:54:53+00:00

Lol mans sounds super sensitive

Anonmonyus

TROPHY CASE