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Off-Topic Stock Market & Crypto Discussion

mr.h said:
It’s a shame the Powell will associate higher job numbers with inflation, when inflation has been dropping and job numbers rising since peak inflation. He’ll talk the talk and we’ll have to wait for the CPI numbers.
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He’s not entirely wrong.
 
AI stocks rallying. I’m sure Google will be the easiest for consumers to access. MSFT to follow.
 
There are tons of value stocks out there. Price to earnings ratios well under 10!
 
Powell…get inflation down to 2%, but keep maximum employment. Markets seem happy, for now….
but not anymore..
 
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TheEye said:
Any stock with a good low P/E and a div outperforming the 1 year treasury is very appealing.
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I have a vanguard fund that follows the S&P, VOO
They also have a vanguard fund that follows only value stocks in the S&P, VTV..it also has a 2.52% divy..
VOO almost always gives a higher return than VTV…
 

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Cmuri said:
Microsoft is the play

www.cnbc.com

Microsoft CEO Nadella calls A.I.-powered search biggest thing for company since cloud 15 years ago

Satya Nadella said A.I.-powered search is the biggest thing to happen to the company in the nine years he's been CEO.
www.cnbc.com www.cnbc.com
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I tested a number of AI cloud solutions. MSFT, AWS, Google, and all were comparable as a developer. If you are going to buy based on one implementation, I'd go with Tesla. If you are going based on developer base: Amazon and MSFT.
 
While AI could truly increase GDP, I think we are still a few years away from seeing the real world implementations to do so. Tesla's driverless vehicles are still years away as just one example.
 
90scane said:
I tested a number of AI cloud solutions. MSFT, AWS, Google, and all were comparable as a developer. If you are going to buy based on one implementation, I'd go with Tesla. If you are going based on developer base: Amazon and MSFT.
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Yep. I’m long on each of those. 1)tesla 2) Msft 3)Apple 4)NVDA 7) google 17) amazon

For curiosity -5) BA 6) NTDOF 8) DIS 9) ABBV
10)ATVI 11) ISRG 12) WMT 13) ABNB 14) NFLX
15)SBUX 16) TGT 17) DE
I’m tech heavy, but have positions in other large cap value stocks as well outside my top holdings.

I’ve been slowly accumulating amazon.
 
Cmuri said:
Yep. I’m long on each of those. 1)tesla 2) Msft 3)Apple 4)NVDA 7) google 17) amazon

For curiosity -5) BA 6) NTDOF 8) DIS 9) ABBV
10)ATVI 11) ISRG 12) WMT 13) ABNB 14) NFLX
15)SBUX 16) TGT 17) DE
I’m tech heavy, but have positions in other large cap value stocks as well outside my top holdings.

I’ve been slowly accumulating amazon.
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I want to thank all those Tesla bears for selling me their stock over the past several months.
 
mr.h said:
They are punishing Google…ouch
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Microsoft threatening their space is a big deal. Im
still accumulating so I’m ok with the drop, but the threat is real. They are getting attacked from all angles.
 
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I’ve read that the treasury moving $400b into banks and the economy to prevent the debt ceiling/default is the cause for the latest round of equity price increases. Now that this round is mostly done…last 1-5 days… most investments should be dropping. The FED going with .25 vs Super hawkish .5 likely helped too. Overall, I’m still thinking we see unemployment increase as the housing market cools. Maybe we see a unicorn of warm housing, inflation drop, Fed pause then QE all in 2023.
 
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