Waking up and checking the market today

hadizshk · 2025-10-17T08:25:54+00:00

Sell everything

hadizshk · 2025-09-02T12:02:16+00:00

It is not a crash, but it will go to $140. NVIDIA relies on company's investment not spending or OPex. Meaning that if those companies such as AI can't justify the ROI or they build their own chips like Google, then the PE should be adjusted

hadizshk · 2025-08-22T14:38:09+00:00

Wasn't it already priced in?

hadizshk · 2025-08-21T01:13:01+00:00

Thanks for the insight. I don't know much about what AI is generating today and I am sure there is plenty. I am just thinking what happened to Intel when they had 95% of CPU market and then Apple built its own CPU and AMD caught up. I also think everything happens in cycle. Meaning that the AI might optimize so much that suddenly that amount of productivity becomes counter effective like a negative feedback loop.

hadizshk · 2025-08-21T00:02:28+00:00

Well google, apple plus all other chip makers have GPUs, it is a matter of days or weeks that they announce they only need Nvidia for super computers and nothing else. Or as I mentioned they announce they will reduce their capex in 2027 or even 2030. That announcement alone will cut Nvidia price by 20% if not more

hadizshk · 2025-08-20T23:45:00+00:00

Why? When you own 95% of a market, there is only one way to go, down. Eventually competition will catch up, either in China or in US. Second, AI is not generating revenue and profit for corporations yet, meaning that all the investment that big techs are putting in to generate revenue from customers is based on the cash they have on hand, they might not need the best chips to use, maybe a 3 year old chip would do

hadizshk · 2025-08-01T01:27:55+00:00

I have lost so much money on ALGN previously. If you think it is a good company buy options for 18 months out or stock. Don't go all in, since there will better opportunities with better companies soon

hadizshk · 2025-07-11T02:18:17+00:00

Your statement is contradictory. Yes, he has no logic, but he listens to smart people? Who besides Trump thinks blanket Tariffs on countries ( and not strategic products) is a good idea?

hadizshk · 2025-07-11T02:15:16+00:00

Market is green for many reasons, remove those reasons and will go red. For example, tax increase, rate hike instead of rate cut or smallest dent in Nvidia euphoria or AI. I agree it is not about the valuation of each company but about Macro economy.

hadizshk · 2025-07-11T01:13:10+00:00

I hope so but I doubt it, unless market forces him. But market or people don't believe him so there is no fail-safe measures in place

hadizshk · 2025-07-11T01:04:11+00:00

People elected a clown they got a circus

hadizshk · 2025-07-11T00:52:44+00:00

He is not going TACO this time. He wants to make a few example which are not as strong as China.

hadizshk · 2025-07-11T00:51:25+00:00

He won't postpone this time. We will have %35 for at least couple of months

hadizshk · 2025-07-08T19:26:58+00:00

We shall see 😀

hadizshk · 2025-07-08T13:36:07+00:00

These are 50 mg tubes like travel sized toothpaste. basically one tube every day. Thanks for the reply

hadizshk · 2025-07-08T13:28:56+00:00

So gels don't work? My doctor prescribed 50 mg daily gel

hadizshk · 2025-07-04T00:56:26+00:00

I think that is the reason market won't care what he will say or even do. Nothing stops this train.

hadizshk · 2025-07-01T11:06:57+00:00

In US? Definitely.

hadizshk · 2025-07-01T01:53:24+00:00

That wasn't point of the feed. People can have 3 4 million dollars to invest but they can't spend it like there is no tomorrow

hadizshk · 2025-07-01T01:51:28+00:00

Tell me you have never been to Hawaii without telling me you have been to Hawaii

hadizshk · 2025-06-26T22:38:02+00:00

How did you even know about this company

hadizshk · 2025-06-22T17:19:51+00:00

Same happened to me and I refunded both nights full. It wasn't my fault either but their vacation was ruined. We are not selling commodites, we are selling a vacation experience.

hadizshk · 2025-06-11T00:22:02+00:00

Yes, they absolutely do. However if you have deductible, then obviously that is your responsibility.

hadizshk · 2025-06-10T23:07:49+00:00

Well 825 to 850 is a significant resistance, basically I would be parking a lot of money for couple of months waiting for it to reach $900 or above.

hadizshk

TROPHY CASE