learning.markets.with.you

Retail Investor 📈 | Toronto 🇨🇦
Learning the US & Indian Markets
Here to GROW TOGETHER

[learning.markets.with.you @JerrinEldo]

@hamids Yeah man, I feel the exact same way. This is pure ruthlessness from the media, watching them try to tear down a true torchbearer of American business is unreal.

[learning.markets.with.you @JerrinEldo]

Man, this is so bad. I started a channel posting videos on Finance and stocks, with my brown leather jacket on Instagram, just because of this person.

I cant believe this is happening. and I am so fucking sad, this entire AI revolution, we have is because of this person and this is what it takes to take him down.

And man, don't you think there is someone out there who wants this person out ? Who wants this person out right now ? I feel there is so much under the table happening, that we cant even imagine to get Jensen out ? Somebody is trying hard to break him. Don't you feel it as well ?

The amount of hard work this guy has put in, is something we cant even imagine and this is how it ENDS ?

[learning.markets.with.you @JerrinEldo]

Ed, I know your a permabear. But pls, be respectful man. The man is a legend for AI and this new technology we have.

[learning.markets.with.you @JerrinEldo]

I was dump to say this.

https://t.co/VKhWeZdC9B

[learning.markets.with.you @JerrinEldo]

Does anyone have a thought that we have bottomed today morning ?

With mid terms elections today, and if we escalate the war or not, the market might be able to understand what's gonna happen going forward.

Part of the reason we might have fallen hard over the last month, was because we didnt have any buyers out there. Retail has been buying. Hedge funds have been sitting on the side lines because they need to know whats going to happen to the mid terms. If the return from this week, which they should, there is every chance we rally hard into year end.

I THINK WE RALLY HARD FROM HERE.

$SPY $QQQ

[learning.markets.with.you @JerrinEldo]

Kris, you tell us. @KrisPatel99
Give us a hand here. 😭

[learning.markets.with.you @JerrinEldo]

@WheelieInvestor 😂

[learning.markets.with.you @JerrinEldo]

@macropaperr @grok is this true ?

[learning.markets.with.you @JerrinEldo]

@optionscjp @grok answer this pls

[learning.markets.with.you @JerrinEldo]

@Jason you are a freak 🤣

[learning.markets.with.you @JerrinEldo]

@amitisinvesting Amit, I wonder what happens to KOSPI tomorrow ? @amitisinvesting

[learning.markets.with.you @JerrinEldo]

Does anyone have a thought that we have bottomed today morning ?

With mid terms elections today, and if we escalate the war or not, the market might be able to understand what's gonna happen going forward.

Part of the reason we might have fallen hard over the last month, was because we didnt have any buyers out there. Retail has been buying. Hedge funds have been sitting on the side lines because they need to know whats going to happen to the mid terms. If the return from this week, which they should, there is every chance we rally hard into year end.

I THINK WE RALLY HARD FROM HERE.

$SPY $QQQ

[learning.markets.with.you @JerrinEldo]

@compuficial @Jason @mattsmorrell @grok does all this makes sense ?

[learning.markets.with.you @JerrinEldo]

Seriously ? Is that really why they dropped 25% ? Markets really didn't have ANY buyers today.

[learning.markets.with.you @JerrinEldo]

@ShivrattanDhil1 @reliancejio @reliancegroup @grok how much is this worth today ?

[learning.markets.with.you @JerrinEldo]

On Sept 22, I sold some of my $META when it reached around 742.

I said the 742 area is resistance, and I felt technically it might be a short term top around this price. Meta had run 40% from around 520 to 740. That’s a pretty 40% move.

I said the excitement has picked up for Meta and I feel that excitement can fade away.

And I said I feel Meta might want to dilute shareholders as well.

Then on Sept 24, I sold most of my $META. The move had already happened for me. Zuck had given me what I wanted.

The hype was real when Meta came up with Muse. But a 40% move in a very short time, and then the dilution... all of it came true.

It did run to around 780 after I sold. But now it’s around 630.

Meta is now selling up to $95B of stock. First time since 2013.

Meta’s distribution is immense. The potential is immense. But I do think we could see the stock going sideways for a while now because of this dilution.

I would be buying it again in the coming 6 months when the time is right. But as investors we just have to hold this stock for a while, before the actual earnings from the capex they are building comes to fruition.

What are you guys thinking?

https://t.co/zme72w1sMV

[learning.markets.with.you @JerrinEldo]

Sold some of my $META yesterday when it reached around 742.

This 742 area is resistance, and I feel technically it might be a short term top around this price. If we get a breakout, sure, obviously there's room to run. But Meta has run 40% from around 520 to 740. That's a pretty 40% move.

The reason for the move is obvious. I used Meta Muse. It's pretty good. I use it for my daily tasks here and there, and it's really good. It's like the old Open Claw which came about in the beginning of this year.

But the biggest thing I just understood was this — how easy is it for Meta, if they come up with a product, for people to download it or trust something they bring about? The reason Meta got a lot of downloads, or a lot of people were using Muse, is because Meta has got almost 3.5 billion people using their platforms every day. Their distribution is their moat. If they bring out an app or a product, it's easy for them to scale. When people tell others "okay, this thing is very good," by word of mouth, this thing just takes off.

Meta's distribution is immense. The potential is immense. But I don't think Meta is going to be the only one to win this. I think there are going to be more products which might come, like Muse, from Open AI or Anthropic, or from any other major company out there.

The excitement has picked up for Meta and that has pushed the stock 40% over the last couple of months. I feel that excitement can fade away.

The other thing is I feel Meta might want to dilute shareholders as well, just like Google did back 2 months ago. If Google can do it, I don't think Meta won't do it. I can't picture that.

I took around 30% of my Meta down. I'm taking that out. I just want to scale my portfolio here and look for other opportunities. Zuck has given me what I wanted, so I'll take that any day.

This is my thesis. What do you think?

$META

[learning.markets.with.you @JerrinEldo]

On Sept 22, I sold some of my $META when it reached around 742.

I said the 742 area is resistance, and I felt technically it might be a short term top around this price. Meta had run 40% from around 520 to 740. That’s a pretty 40% move.

I said the excitement has picked up for Meta and I feel that excitement can fade away.

And I said I feel Meta might want to dilute shareholders as well.

Then on Sept 24, I sold most of my $META around 770. The move had already happened for me. Zuck had given me what I wanted.

The hype was real when Meta came up with Muse. But a 40% move in a very short time, and then the dilution... all of it came true.

It did run to around 780 after I sold. But now it’s around 630.

Meta is now selling up to $95B of stock. First time since 2013.

Now the thing which we all have to think about is if the dilution keeps the stock grounded for a while?

Meta’s distribution is immense. The potential is immense. But I do think we could see the stock going sideways for a while now because of this dilution.

I would be buying it again in the coming 6 months when the time is right. But as investors we just have to HOLD this stock for a while, before the actual earnings from the capex they are building comes to fruition.

What are you guys thinking?

[learning.markets.with.you @JerrinEldo]

Sold some of my $META yesterday when it reached around 742.

This 742 area is resistance, and I feel technically it might be a short term top around this price. If we get a breakout, sure, obviously there's room to run. But Meta has run 40% from around 520 to 740. That's a pretty 40% move.

The reason for the move is obvious. I used Meta Muse. It's pretty good. I use it for my daily tasks here and there, and it's really good. It's like the old Open Claw which came about in the beginning of this year.

But the biggest thing I just understood was this — how easy is it for Meta, if they come up with a product, for people to download it or trust something they bring about? The reason Meta got a lot of downloads, or a lot of people were using Muse, is because Meta has got almost 3.5 billion people using their platforms every day. Their distribution is their moat. If they bring out an app or a product, it's easy for them to scale. When people tell others "okay, this thing is very good," by word of mouth, this thing just takes off.

Meta's distribution is immense. The potential is immense. But I don't think Meta is going to be the only one to win this. I think there are going to be more products which might come, like Muse, from Open AI or Anthropic, or from any other major company out there.

The excitement has picked up for Meta and that has pushed the stock 40% over the last couple of months. I feel that excitement can fade away.

The other thing is I feel Meta might want to dilute shareholders as well, just like Google did back 2 months ago. If Google can do it, I don't think Meta won't do it. I can't picture that.

I took around 30% of my Meta down. I'm taking that out. I just want to scale my portfolio here and look for other opportunities. Zuck has given me what I wanted, so I'll take that any day.

This is my thesis. What do you think?

$META

[learning.markets.with.you @JerrinEldo]

@grok @amitisinvesting OMG !

[learning.markets.with.you @JerrinEldo]

@grok @grok how did you do the valuations to come to this conclusion ?

[learning.markets.with.you @JerrinEldo]

Which is the best neo cloud out there?

Is it $NBIS or $CRWV ? Or $IREN ?

I have a lot of Coreweave. I’m down 30% on the shares. My average is around 90.

Weak hands would have sold over the last week.

Everybody says investing is easy. “I will buy when the stock goes down.”

Is buying easy when there is blood in the streets? It’s not easy guys.

The sentiment over the last week has been that these neo clouds, especially Coreweave, are going bust. Your shares might go to 0 in that case.

Yes, the debt is real. But they also have a $104B+ backlog, and the cost of financing these infrastructure is going up.

So is it really going to 0?

What are you guys thinking?