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Friday, August 08, 2025 10:07:31 AM
its going to be hilarious once valuations start to matter again
the market's heavy reliance on AAPL MSFT META NVDA TSLA AMZN is really starting to show
the next recession is going to be even worse since more and more people are invested in stocks
if you look around the entire stock market, its very lopsided and many signs of slowing growth
there is only so much money that can be processed by companies in 24 hours thus quarterly, we are very close max revenue per hour imo
once MSFT and a few others cut CAP EX, watch what happens to semi conductor stocks
the market might hit 6500, maybe 6700, get ready to SHORT EVERYTHING TECH
the market's heavy reliance on AAPL MSFT META NVDA TSLA AMZN is really starting to show
the next recession is going to be even worse since more and more people are invested in stocks
if you look around the entire stock market, its very lopsided and many signs of slowing growth
there is only so much money that can be processed by companies in 24 hours thus quarterly, we are very close max revenue per hour imo
once MSFT and a few others cut CAP EX, watch what happens to semi conductor stocks
the market might hit 6500, maybe 6700, get ready to SHORT EVERYTHING TECH
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