Replies to post #14383 on Viewer's Choice

[littlejohn]

Congress pushing thru more aid package

for Ukraine was unexpected, Johnson,

and adds to prospects of extending

that war longer...

Only excuse needed for the coders

to take down the market on Friday...

It happened going into op ex expiration

back in February also, Which is when

they started pushing up oil price after

one of weakest January fuel demand

periods in years...

Lots of money moving things...

You might want to look hard at that on

Monday as maybe a gift to cover cheap

on the call and then resell after rebound...

Dow stocks in tech areas showed little

weakness Friday because they weren't

coded to drop...tech still moves market,,,

one way or the other...

And it has become even more clear

that we have no idea what we are

doing...

So we watch...LJ

[littlejohn]

SMCI analyst came out with Saturday

article after the Friday PLUNGE...

https://finance.yahoo.com/news/where-super-micro-computers-soaring-200200927.html

Watching this one more because

it has much lower share count than

some other big names, so can be

moved easier down or up...

Ai is already so old news, but watching

it in anyway just to do it...

It seems like the chip has to find

something to go into to keep the

Ai chip demand up...

Chicken before the egg thingy?...

So we watch...LJ

[littlejohn]

Are Trump fans not eating out this Saturday

night?...

will restaurants even notice it?...

hhhmmm, makes me ponder, did

Trump fans decide not to buy any

stocks last week?,,,

Did we just not get a memo on this?...

I noticed this evening, so had to ask...

So we watch...LJ

[littlejohn]

OK, it appears that some rotation in tech

was done on overall move, and

irrelevant to each company prospect

within that area, chips, semis, phones,

blah,blah,blah...

Tsm, do you ever listen to their CC or

read the transcript?. post cliff notes if

you do on high and low points...

https://stocktwits.com/emeraldbayrider/message/570026767


On Thursday, the Yahoo video link

reviewed TSM around 1:34 with a

sector follower, lot of review of rates

and existing home market also in

that daily video...

https://finance.yahoo.com/video/p-500-looks-break-losing-113003473.html

At some point the overall etf like

rollout effect in tech, chip and semi

related activity, revert back to investors

choosing best of breed to saddle...

Will watch while you ride...

Head em up, move em out, Rawhide...

So we watch...LJ

[littlejohn]

Oil/gas swaps, bet ya didn't know this...

No physical delivery on swaps?...

Didn't know they were just a bet

on future price...

Learn something everyday...

Swaps are typically smaller amount

items in company hedging strategies...

Oil price this morning looking like

we may need to Buy swaps on

about Tuesday...perhaps...

So we watch...LJ