Today's Market February 2023

Yo-yo

Tesla bros?

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Cloudfare earning looks good.

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PayPal not growing much.

Slope of hope calling the top for Tesla. And as Tesla goes so goes the market according to him.

Me 7 days ago. Just saw Puru has flipped bearish.

:rofl:

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What? Thought is phobia before Tuesday Jan 2023 CPI release.

According to EM…

Essentially no impact to any stock market.

PLTR surprised on the upside. Stock up 20% AH.

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ATH $45. AH spike to $8.86, still 80% below ATH. Nothing to celebrate.

Market recovers quickly from the disappointed higher than expected CPI. Bullish.

Semi stocks very strong. Unfortunately only have 500 NVDA :slight_smile: good enough, I guess.

Extremely good earnings from Airbnb!!

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I know :slight_smile:

:sob:

Screenshot 2023-02-14 at 9.42.15 PM

Avg purchase price $170s. Very red.

:sob: :sob:

BTFD

If all of these software companies trim down to the ~50% of their work force that is actually productive, could earnings skyrocket?

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That’s the expectation, so btd :wink: my guess is reduced by 30% :face_with_hand_over_mouth: 50% is a bit drastic.

The thing is, in companies doing mass layoffs, the most capable employees will also walk because they are the ones with the most opportunities outside. Companies cutting 50% are not healthy organizations, it’s wise to leave a sinking ship early.

Doesn’t look good. Bond market is flashing warning signs but stock market just ignores them.

This looks like Q1 2022.

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Will it be a long wait?

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VIX ripping.