FANGMANT/ Manificient Seven + NFLX

What is your GTC price?

2018 ATL :sweat_smile: should retest :smiling_imp:

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It’s Still Not a Good Time to Buy Facebook Stock

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Jeff is a magician. Give away $1 take back $2.

Amazon employees say they will make less after the raise

That’s why he’s the richest man in the world. :+1:

In TSLA thread, manch was asking this question

Apply similar question to FB, and see whether FB will have better results (from current) in future with US Regulators and EU regulators compliance and reduction in active accounts. If you find a better future, feel free to confidently buy FB at this price.

Don’t listen to Manch, he doesn’t know what he’s talking about. To say that Tsla is all about cars is the same as saying Amzn only sells books and Apple only sells macs. It’s always about the vision and thinking long term.

32%20PM
Out of vogue? Or rotation.

41%20PM

Odd rotating to yield when rates increase.

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That’s from rate perspective. Many of those are US-only :slight_smile: so is kind of shielded from tariff war and benefit a lot from favorable corporate tax policy.

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It is after effects of rate hike, noticed similar changes last two or three rate hikes. Financials are down, Tech is down, but value & Dividend aristocrats are maintained or up. Definitely rotation as you see QQQ is 16% YTD while SPY is 9.3% YTD (two days before).

I was expecting this change last week, as usual market behaves weirdly moving one week later. This changes will end in 10-12 days (maximum) before the market turns back.

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Since Aug 28,

F10 … .+27.7% Down 7% from last week
AAPL…+38.91% :wink: Down 1% from last week
NVDA…+63.58% Down 7% from last week
AMZN…+99.75% Down 11% from last week
NFLX…+110.24% Down 13% from last week
DimSum…-7.89% :persevere: Down 5% from last week.

How are my FANG, ant, and bat doing today? :thinking:

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All to the slaughter house.

43%20AM

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Faang… Slaughterhouse 5 :sunglasses:

This is 3rd day of downfall. It is supposed to stop here, IMO, today end of the day to stabilize. If not, it is tough going forward. I am down almost 10% overall from peak as of now.

I’m only down 6% from peak. Your portfolio is riskier than mine.

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Or your peak just didn’t go all that high. :smile:

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Slow and steady wins the race.

Manch is right, my YTD gain was appx around 42%-45%, dropped to 35% yesterday and 33% today. I am not changing the mix, except added few stocks like AMZN, GOOGL, TSLA, MU.

In fact, the biggest drop is TSLA (7% down), but I am ok with it as I expect recovery once results are announced (Unless it goes to $180/190 as manch/elt1 often says !!!)

Expecting this show down, in fact predicting, I moved some stocks to cash position.

Planning to take further COST, MA…etc, but seeing lot of good stocks are coming like thanksgiving sale this week.

By year end, if I go back to my original 45%, it is great deal.