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 USA Stock Discussion v8, Brexit: What happens now?

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danmooncake
post Feb 4 2025, 02:38 AM

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QUOTE(ozak @ Feb 3 2025, 05:00 PM)
Tariff. That causes uncertainty in the market.

Happen now. All red. Even Crypto. Going to be dip red.

The red might prolong for sometime. The market needs time to adjust back.

Short term pain maybe. Got to brace for the impact.
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I think it's going to a lot of pain.. not just tariff but thousands of US govt employees will be layoff because of Musk and Trump.
They want to destroy all the civilian workforce and hire contractors to replace them later. They will create a recession by causing a spike in unemployment. If the unemployment goes back up.. more ammunition for the Fed to lower interest rates because of recession.
Cause and effect... all in their planned playbook.

This post has been edited by danmooncake: Feb 4 2025, 02:39 AM
engineer
post Feb 4 2025, 09:08 AM

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Roller coastal ride. Tariffs on hold now market went back up.
ozak
post Feb 4 2025, 11:53 AM

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QUOTE(danmooncake @ Feb 4 2025, 02:38 AM)
I think it's going to a lot of pain.. not just tariff but thousands of US govt employees will be layoff because of Musk and Trump.
They want to destroy all the civilian workforce and hire contractors to replace them later.  They will create a recession by causing a spike in unemployment.  If the unemployment goes back up.. more ammunition for the Fed to lower interest rates because of recession.
Cause and effect... all in their planned playbook.
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2 businessmen manage the biggest economy country in the world.

That's quite interesting actually.
mois
post Feb 4 2025, 03:30 PM

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QUOTE(danmooncake @ Feb 4 2025, 02:38 AM)
I think it's going to a lot of pain.. not just tariff but thousands of US govt employees will be layoff because of Musk and Trump.
They want to destroy all the civilian workforce and hire contractors to replace them later.  They will create a recession by causing a spike in unemployment.  If the unemployment goes back up.. more ammunition for the Fed to lower interest rates because of recession.
Cause and effect... all in their planned playbook.
*
Alot of pains. My business mostly dealing with China. Ever since US vs China tariff war, china domestic economy has been tanking very hard. They are already in recession for few years and it seem like nobody want to put "recession" word with china. They havent recover from post covid period.

Many still underestimate the effect of tariff war. This is the trigger to cause recession. Im feeling it first hand through china. Canadian & mexican will feel it later. And it will have ripple effect throughout the globe if the tariff war doesnt stop.

This post has been edited by mois: Feb 4 2025, 03:33 PM
Barricade
post Feb 5 2025, 11:41 PM

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AMD and GOOGLE plunging......
TruboXL
post Yesterday, 08:14 AM

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Palantir rise make no sense
engineer
post Yesterday, 09:10 AM

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ARM and QCOM's turn. Good results but down....
ozak
post Yesterday, 09:50 AM

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QUOTE(TruboXL @ Feb 6 2025, 08:14 AM)
Palantir rise make no sense
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The price is too expensive. Foward PE 215.
danmooncake
post Yesterday, 12:16 PM

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QUOTE(mois @ Feb 4 2025, 03:30 PM)
Alot of pains. My business mostly dealing with China. Ever since US vs China tariff war, china domestic economy has been tanking very hard. They are already in recession for few years and it seem like nobody want to put "recession" word with china. They havent recover from post covid period.

Many still underestimate the effect of tariff war. This is the trigger to cause recession. Im feeling it first hand through china. Canadian & mexican will feel it later. And it will have ripple effect throughout the globe if the tariff war doesnt stop.
*
I feel you. Right now, Trump policy is to punish China severely so that they are willing to negotiate with him.

He just ordered US Post office to reject all low cost shipping from China.. so, no more loopholes for small businesses to ship directly to US consumers.
All their products will go up in prices or China-based manufacturers will relocate to another place to setup base (it will definitely take time)



ChAOoz
post Yesterday, 01:27 PM

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QUOTE(danmooncake @ Feb 6 2025, 12:16 PM)
I feel you. Right now, Trump policy is to punish China severely so that they are willing to negotiate with him.

He just ordered US Post office to reject all low cost shipping from China.. so, no more loopholes for small businesses to ship directly to US consumers.
All their products will go up in prices or China-based manufacturers will relocate to another place to setup base (it will definitely take time)
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Has reverse the usps directive. Now shipment is allowed to enter but will be tariffed.

Its the X trump newsfeed market for now.
jasontoh
post Yesterday, 02:36 PM

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QUOTE(mois @ Feb 4 2025, 03:30 PM)
Alot of pains. My business mostly dealing with China. Ever since US vs China tariff war, china domestic economy has been tanking very hard. They are already in recession for few years and it seem like nobody want to put "recession" word with china. They havent recover from post covid period.

Many still underestimate the effect of tariff war. This is the trigger to cause recession. Im feeling it first hand through china. Canadian & mexican will feel it later. And it will have ripple effect throughout the globe if the tariff war doesnt stop.
*
It's great to know some insights on how China are doing instead of from people not working or have business dealing with China parroting the economy is doing well, and it's the US propaganda saying the economy is bad. I know of someone with relative in China also close their businesses saying SME very challenging there.
mois
post Yesterday, 04:31 PM

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QUOTE(jasontoh @ Feb 6 2025, 02:36 PM)
It's great to know some insights on how China are doing instead of from people not working or have business dealing with China parroting the economy is doing well, and it's the US propaganda saying the economy is bad. I know of someone with relative in China also close their businesses saying SME very challenging there.
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They might be bottoming out. Their property price has crashed too. Deflation is happening there where goods price dropped. I do think China currently is in their worst condition tho. I dont know how worse can it get for them.

Maybe next few years should be the recovering period. First thing is they must escape the deflation cycle.

This post has been edited by mois: Yesterday, 04:32 PM
annoymous1234
post Yesterday, 07:46 PM

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QUOTE(TruboXL @ Feb 6 2025, 08:14 AM)
Palantir rise make no sense
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Avoid. Sofi seems like a better value.
ozak
post Today, 11:18 AM

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Almost all this AI taikor finish their Q4 earning.

Amazon plan to spend 100B for AI
Meta increase spending 75B
Microsoft plan to spend 65B
Alphabet plan to spend 75B in AI infrastructure

It looks like this Deepfake doesn't affect their AI capex spending for this year.

Is this US big tech found out that Deepfake is bullshit with their low AI spending?

NVDA buy buy buy up up up. tongue.gif
danmooncake
post Today, 11:44 AM

Market Up, Market Down...Wheee..
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QUOTE(ozak @ Feb 7 2025, 11:18 AM)
Almost all this AI taikor finish their Q4 earning.

Amazon plan to spend 100B for AI
Meta increase spending 75B
Microsoft plan to spend 65B
Alphabet plan to spend 75B in AI infrastructure

It looks like this Deepfake doesn't affect their AI capex spending for this year.

Is this US big tech found out that Deepfake is bullshit with their low AI spending?

NVDA buy buy buy up up up. tongue.gif
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Yeah.. let's get back to 140-150 level again so that I can sell! drool.gif
danmooncake
post Today, 11:47 AM

Market Up, Market Down...Wheee..
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QUOTE(Barricade @ Feb 3 2025, 01:48 PM)
Beautiful shorting Tesla. I can close my position now.
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So glad TSLA falls back down again. This company is burning cash again. No one wants to buy Tesla anymore.
I think majority of Americans are now selling their Tesla because of Musk. They hated him now because of what's he's doing.
ChAOoz
post Today, 06:29 PM

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QUOTE(Barricade @ Feb 3 2025, 01:48 PM)
Beautiful shorting Tesla. I can close my position now.
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Im not stopping my tp to get out is at 180 or hold for expiry.

Tesla is grossly overvalued
Barricade
post Today, 06:34 PM

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BABA is trading at 106 pre market now…..

 

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