@amitisinvesting Yeah there’s no hope of a true “deal”. Iranians are a lot tougher than the Trump admin had anticipated. The back and forth and skirmishes will go on for a while and well into 2027 in my opinion
@amitisinvesting We have been hearing about a “deal” since the war began but nothing meaningful has panned out. My two cents is that the war will drag on indefinitely (like the Russia-Ukraine one) as both parties can’t agree on the basics even though there appears to be a “MOU” 😂
@amitisinvesting Nah. $META is still super cheap and basically flat over the last 12 months. The stock could easily hit $1000 by the end of next year, possibly sooner. Never bet against Zuck!
@fundstrat WTH is going on with Bitcoin and ETH?!? Do you still stand by your $200K target for BTC by end of December? While I respect your views on the markets, your call on small caps (predicted a 50% rally in 2025) was shocking and a total bust. What do you think now??
Tech will always drive innovation and productivity. Quantum computing & robotics will accelerate the next phase of growth. None of that is currently priced in. There will always be something revolutionary that justifies why markets go up & will keep going up. Bears beware!
And that’s despite shocks like COVID, Russia-Ukraine war, 9.1% inflation in 2021-2022 and the fastest Fed rate hike cycle in 40 years. We have the best and most innovative companies in the world. You can’t compare valuations between eras and there really is no historical analog
It’s fascinating how a lot of these so called experts always find a way to be bearish and scare investors. Now it’s AI bubble, it will be something else next year but they forget there was no AI driving the markets before 2023 yet QQQ has returned 20% CAGR over the last 10 years.
@amitisinvesting $AMZN has massively underperformed S&P 500 over the last 5 years. Diversification of its businesses has both been a boon and downfall at the same time. I doubt Amazon will outperform any of its MAG 7 peer (with the exception of AAPL) or the market in the coming years.
@jimcramer@jeffmarkscnbc Exiting Oracle position seems super shortsighted. Does “long term” investing only encompass 2-3 quarters?? Are you advising club members to exit too after pounding the table on ORCL for months??You stuck with F, EL, BHC all of which is dead money!!!
@jeffmarkscnbc You talked about trimming Apple in today's morning meeting. As a club member, I feel a bit rattled when @JimCramer and yourself make emotional decisions that go against your investing thesis. If a stock is "Own it, don't trade it", then why trim regardless?
@jimcramer@jeffmarkscnbc As a club member, I'm baffled by your decision to buy Foot Locker even if you say it was a placeholder. If you believed the quarter was going to be even half bad, why didn't you wait to initiate it after the report?
@ESPNFC Argentina defended too deep after scoring 2 goals and paid the price for it!! Another Spain with sideways passing from their players. Where is Correa Di Maria and Dybala?? Scaloni showing his inexperience.
@ESPNFC Are Molina/Montiel the WORST right backs in the world? All they do is pass backwards or sideways when they go forward. Do they now how to take people on or cross the ball? No chance Argentina wins the world cup with those right backs. And what's wrong with Lautaro M?
@craigburley@DanThomasESPN Messi had a shocker vs Poland. No chance this Argentina team can win the world cup with Molina/Montiel at right back?? Who is going to score the goals for Argentina in a critical moment besides Messi? Their strikers suck!!
@DanThomasESPN@ESPNFC, What's Xavi doing? His selection defies all logic. No intensity and lack of ideas on the pitch. Why does he have to play Dembele & Raphinha at the same time? How's Roberto still a Barca player? Xavi seems to be out of his depths. Time is up as a coach!
@ESPNFC Right! @ESPNFC Barcelona are lifeless! No intensity. lack of ideas. They were playing like they were up 2-0. Once again shocking selections by Xavi and appalling defending. What the heck is going on?
@jimcramer Thank you for all your hard work Jim. Where do you stand on oil stocks? Should we sell or hold? (DVN and XOM)? Will they go down if WTI continues to fall? Thank you!