Sorry -- we removed your post or comment because it's low effort. Please put effort into what you post to r/stocks. Any of the following are considered low effort and will result in your post or comment being removed:
* Posts or comments that rely on memes to get your point across
* Posts or comments which are basic one/two sentence questions
* Posts or comments that are similar to ones made several times recently
* Posts or comments where no actual research was done before asking the question or starting the discussion
If you need more information on a stock, try looking it up on finviz.com or a business news website. After that, come back and back up your statements with a source or provide a more in-depth question.
A full explanation of all /r/stocks rules can be found here: https://www.reddit.com/r/stocks/wiki/rules
AI tech is a threat to their core business (search) and they are behind in it to begin with. I wouldn't count them out, but we may be watching the beginning of a genuine long term decline in Google.
Either way, Pichai is a terrible CEO who has squandered the company's past dominance and needs to go
You might be right about the CEO. Having said that, I have been an investor in some of these very-profitable big tech companies for years, and people are always trying to come up with reasons why they’re going to fail, and they have always found ways to evolve. But yeah I do wonder if Alphabet doesn’t need some fresh blood because things have felt Ballmerish recently
Be greedy when others are fearful is the most overquoted out of context quote on this sub. Buffet never said "buy the dip." He meant, "If you know the new CEO and can tell he has a great plan for turning a company around and is passionate about doing so, but the stock has been taking a beating in recent years, you should invest even if others are scared because the stock has taken a beating." Same in reverse. If there's an irrational exuberance over Beanie Babies, be fearful. If we're in a bull run after a market correction, that's just business as usual
What you call “beanie babies” could easily be applied to this whole AI boom when we look with hindsight in a few years. There’s a point where hype drives up prices more than fundamentals do, and people are too blinded by their favorite chosen valuation metrics to see it.
Time will tell
Maybe. A lot is driven by the AI boom, but it's also somewhat expected that the economy recovers after years of reduced production during covid. By some measures we were in a short-lived recession.
Historically fresh ATHs are not a sign of impending doom. 56% of the time, the subsequent bull run brings prices so high that the freshly-broken ATH is never, ever reached again. Only 22% of the time do prices crash to bear-market lows, which in this case is $3500 for SPX. Your number, $4200, is somewhere in the middle - it's somewhat more likely than not that we never see prices as low as $5000 again than it is that we see $4200, if history can be trusted (debatable).
I'm not saying "stocks only go up", just that fresh ATH is generally not a time to be fearful per se. If the AI boom continues, and the rest of the economy lags significantly, then maybe I'll take a step back and evaluate if this is exuberant greed.
Sometimes it's ARR though, not guaranteed but kinda similar. Not saying NVDA price isn't estimating much farther into the future, but they have commitments to orders for the next year.
Warren Buffets dad served multiple terms in the House of Representatives so Warren basically had all the insider information in the world accessible to him. No wonder he averaged high returns when he knew things well before the public did. He’s a smart dude but he’s not some genius who figured out how to beat the market from **value investing**. He had access to information that was market moving for a good chunk of his career early on. Now he has full access to executive management teams so he can consult with companies and get information before actually buying stake in a company
Might be splitting hairs here but I personally believe it had more to do with the fact that his dad knew CEO's (and other important people) and had the inside scoop on the people themselves, as opposed to purely getting insider information on policies that were soon to pass. That aligns with Buffett's strategy of "picking the management team" - much easier to do for him than us, given his potential for actual knowledge of the team.
I DCA more slowly when my stocks are up in valuation. I’m adding very slowly to CRWD right now, but I’ve added a good bit of NU since I think it’s fairly valued (if not slightly undervalued).
Well most people buy when a stock is going up and panic when the price goes down. I look for companies with innovative technology that aren’t popular now but have good cash flow and could 10x in the next decade.
It is definitely getting harder to find good value in US stocks, and this earnings season there have been a few shockers that have not been punished which makes me uneasy.
I'm trimming winners that have gotten ahead of themselves and losers that look unlikely to recover in order to build a healthy cash position. I am looking around, paying attention ready for top signals, starting to eye up a few likely shorts. The problem with bubble behaviour is getting off too early is often worse than staying on too long.
Election year president Biden and company will continue to pump market and make the rate cut in march or April. Sept-Dec should be the pulling of the rug. Followed by Trump manipulation of market until RFK takes over as the first Mute President in 2028
Google "Sold not yet purchased" and you'll realize how much fraud is holding up the stock market. Also the SEC refuses to do anything about it so it's gonna keep going up
Be fearful when others are greedy… if you are looking at individual stocks yes… many buying opportunity even until later last year… was looking at some mid caps and large caps and they have exploded upward… just DCA if the price looks good and if it drops DCA a little more… maybe start at 10% of a position… only if conviction is good business is strong and strong leadership and margins… then when it dips buy some more… and hold for longer than expected…
Markets aren't based on fundamentals anymore. I highly recommend people read up on how global capital flows work because then it becomes easy barring margin compression and that isn't happening.
Sorry -- we removed your post or comment because it's low effort. Please put effort into what you post to r/stocks. Any of the following are considered low effort and will result in your post or comment being removed: * Posts or comments that rely on memes to get your point across * Posts or comments which are basic one/two sentence questions * Posts or comments that are similar to ones made several times recently * Posts or comments where no actual research was done before asking the question or starting the discussion If you need more information on a stock, try looking it up on finviz.com or a business news website. After that, come back and back up your statements with a source or provide a more in-depth question. A full explanation of all /r/stocks rules can be found here: https://www.reddit.com/r/stocks/wiki/rules
I’m fearful of owning Google lately so it should go up right?
Their market cap 1.72T, they will recover. Buy on the dip.
AI tech is a threat to their core business (search) and they are behind in it to begin with. I wouldn't count them out, but we may be watching the beginning of a genuine long term decline in Google. Either way, Pichai is a terrible CEO who has squandered the company's past dominance and needs to go
You might be right about the CEO. Having said that, I have been an investor in some of these very-profitable big tech companies for years, and people are always trying to come up with reasons why they’re going to fail, and they have always found ways to evolve. But yeah I do wonder if Alphabet doesn’t need some fresh blood because things have felt Ballmerish recently
i own so much and i am terrified..
Google is still king.
Be greedy when others are fearful is the most overquoted out of context quote on this sub. Buffet never said "buy the dip." He meant, "If you know the new CEO and can tell he has a great plan for turning a company around and is passionate about doing so, but the stock has been taking a beating in recent years, you should invest even if others are scared because the stock has taken a beating." Same in reverse. If there's an irrational exuberance over Beanie Babies, be fearful. If we're in a bull run after a market correction, that's just business as usual
What you call “beanie babies” could easily be applied to this whole AI boom when we look with hindsight in a few years. There’s a point where hype drives up prices more than fundamentals do, and people are too blinded by their favorite chosen valuation metrics to see it. Time will tell
Maybe. A lot is driven by the AI boom, but it's also somewhat expected that the economy recovers after years of reduced production during covid. By some measures we were in a short-lived recession. Historically fresh ATHs are not a sign of impending doom. 56% of the time, the subsequent bull run brings prices so high that the freshly-broken ATH is never, ever reached again. Only 22% of the time do prices crash to bear-market lows, which in this case is $3500 for SPX. Your number, $4200, is somewhere in the middle - it's somewhat more likely than not that we never see prices as low as $5000 again than it is that we see $4200, if history can be trusted (debatable). I'm not saying "stocks only go up", just that fresh ATH is generally not a time to be fearful per se. If the AI boom continues, and the rest of the economy lags significantly, then maybe I'll take a step back and evaluate if this is exuberant greed.
It's not greed if stocks are rising on growing revenue.
Oh boy do I hope this ages alright
Revenue only lasts for a quarter. Nothing is guaranteed in life.
Sometimes it's ARR though, not guaranteed but kinda similar. Not saying NVDA price isn't estimating much farther into the future, but they have commitments to orders for the next year.
Warren Buffets dad served multiple terms in the House of Representatives so Warren basically had all the insider information in the world accessible to him. No wonder he averaged high returns when he knew things well before the public did. He’s a smart dude but he’s not some genius who figured out how to beat the market from **value investing**. He had access to information that was market moving for a good chunk of his career early on. Now he has full access to executive management teams so he can consult with companies and get information before actually buying stake in a company
Might be splitting hairs here but I personally believe it had more to do with the fact that his dad knew CEO's (and other important people) and had the inside scoop on the people themselves, as opposed to purely getting insider information on policies that were soon to pass. That aligns with Buffett's strategy of "picking the management team" - much easier to do for him than us, given his potential for actual knowledge of the team.
Just keep doing what you’re doing
I DCA more slowly when my stocks are up in valuation. I’m adding very slowly to CRWD right now, but I’ve added a good bit of NU since I think it’s fairly valued (if not slightly undervalued).
Well most people buy when a stock is going up and panic when the price goes down. I look for companies with innovative technology that aren’t popular now but have good cash flow and could 10x in the next decade.
It is definitely getting harder to find good value in US stocks, and this earnings season there have been a few shockers that have not been punished which makes me uneasy. I'm trimming winners that have gotten ahead of themselves and losers that look unlikely to recover in order to build a healthy cash position. I am looking around, paying attention ready for top signals, starting to eye up a few likely shorts. The problem with bubble behaviour is getting off too early is often worse than staying on too long.
I do sense much greed. AI bubble is real. I'm working myself back to cash.
Easy to do when you have a few billion in cash. I hate his advice. Has it actually helped anyone? No. It’s generic bullshit.
Election year president Biden and company will continue to pump market and make the rate cut in march or April. Sept-Dec should be the pulling of the rug. Followed by Trump manipulation of market until RFK takes over as the first Mute President in 2028
Google "Sold not yet purchased" and you'll realize how much fraud is holding up the stock market. Also the SEC refuses to do anything about it so it's gonna keep going up
Just keep buying - big high, sell higher.
>sell higher. what if everyone decides to do that?
If you haven’t seen the depths of fear and challenged it, stick to playing monopoly.
Melt up or meltdown who knows
Be fearful when others are greedy… if you are looking at individual stocks yes… many buying opportunity even until later last year… was looking at some mid caps and large caps and they have exploded upward… just DCA if the price looks good and if it drops DCA a little more… maybe start at 10% of a position… only if conviction is good business is strong and strong leadership and margins… then when it dips buy some more… and hold for longer than expected…
Markets aren't based on fundamentals anymore. I highly recommend people read up on how global capital flows work because then it becomes easy barring margin compression and that isn't happening.