Valuemind, I will never buy something with Accounting stuff, Hence why I would still avoid SMCI like the plague. Don't know the other two, but I'm a value investor, who personally has never liked growth investing or the idea we pay a premium PE on the hopes things pan out in the future. Truth be told I should of been more aggressive into the market after my july exodus. Lets be honest it didn't really work the exodus period. At this point we have an outragous rally in alot of stocks, most things are overbrought and frothy (There are some exceptions, and a market that is so due to pullback as well. Plus Higher rates on long-term I seen this story before this will be an issue with stocks eventually if this goes up much more. Secondly, Tariffs are a coming which is gonna cause all kinds of problems most likely when that talk happens in 2025. I think personally this will mean higher inflation, hence higher interest rates than I originally thought, and broader market valuations are super expensive at this point. Don't get me wrong there are exceptions, so that doesn't mean I dislike every stock out there right now, But even stocks I like probably can pullback one this insane rally cools down a bit, which at some point I think it will have to do. And I'm worried 2025 is not gonna be pretty if we rally much more in the borader markets. Time will tell. All is just my opinion, and I could always be wrong though.
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