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 USA Stock Discussion v8, Brexit: What happens now?

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ozak
post Dec 11 2025, 07:34 PM

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Market doesn’t like the rate cut?
noien
post Dec 11 2025, 07:44 PM

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QUOTE(ozak @ Dec 11 2025, 07:34 PM)
Market doesn’t like the rate cut?
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Seems like oracle issue
Barricade
post Dec 12 2025, 11:17 PM

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Hope sector rotation continues. All exit tech into value stock.
danmooncake
post Dec 13 2025, 12:06 AM

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First ORCL, now BRCM... the AI bubble looks like it is starting to deflate.

I think maybe time to book my profits for NVDA for the year. sweat.gif
Barricade
post Dec 13 2025, 12:31 AM

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My shorts and long looking good these few weeks. Hoping for a red Christmas 😝

Shorts:
PLTR
AVGO
AMD
NVDA

Long:
LULU
ELV
ozak
post Dec 13 2025, 12:14 PM

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QUOTE(danmooncake @ Dec 13 2025, 12:06 AM)
First ORCL, now BRCM... the AI bubble looks like it is starting to deflate.

I think maybe time to book my profits for NVDA for the year.  sweat.gif
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No Santa clause rally?
noien
post Dec 13 2025, 01:08 PM

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QUOTE(ozak @ Dec 13 2025, 12:14 PM)
No Santa clause rally?
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I just add on AVGO, NVDA, TSLA in hope for rally
ozak
post Dec 13 2025, 01:45 PM

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QUOTE(noien @ Dec 13 2025, 01:08 PM)
I just add on AVGO, NVDA, TSLA in hope for rally
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It been rotate out for now.

I would carry forward to 2026. NVDA would be crazy in Q4 or Q1 if include bonus from china.

BTW, looking at TSLA, might break and to 500 next week.

This post has been edited by ozak: Dec 13 2025, 03:29 PM
ChAOoz
post Dec 13 2025, 01:56 PM

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With ORCL earning concluded and Fed decision done.

Time to go holiday first, wait next earning season and we start again.

 

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