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Trading/Investing Thread - Page 146

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BlackJack
Profile Blog Joined June 2003
United States10574 Posts
April 09 2025 21:25 GMT
#2901
On April 10 2025 04:43 SC-Shield wrote:
Portfolio in green now, this is exactly why you don't sell in panic :D
I guess people who sold at loss to "cut their losses" are furious now.


Or they are relieved that less of their money is now risked on the whims of a fool
KT_Elwood
Profile Joined July 2015
Germany1081 Posts
April 10 2025 13:40 GMT
#2902
So the fake-leak

[image loading]


was 100% true... or just tested the water


[image loading]



"First he eats our dogs, and then he taxes the penguins... Donald Trump truly is the Donald Trump of our generation. " -DPB
Timebon3s
Profile Joined May 2018
Norway748 Posts
Last Edited: 2025-04-10 13:47:51
April 10 2025 13:44 GMT
#2903
Meh.... A lot of people traded on that rumour. Wouldn't quite draw that conclution unless there's something I'm not seeing here.

Nvm, I read it completely wrong. Yeah, that looks fishy as fuck.
Timebon3s
Profile Joined May 2018
Norway748 Posts
April 10 2025 16:38 GMT
#2904
Nasdaq down 7%. I guess it was all for nothing.
iPlaY.NettleS
Profile Blog Joined June 2010
Australia4355 Posts
Last Edited: 2025-04-10 22:19:39
April 10 2025 22:19 GMT
#2905
On April 11 2025 01:38 Timebon3s wrote:
Nasdaq down 7%. I guess it was all for nothing.

Yes, not sure why Apple rose 7% yesterday when the tariffs on China actually rose.Plus people thought the tariff was 125%, actually turns out it is 145% now.

Anyway another new all time high for gold.The unpredicable nature of Trump is highly bullish for gold, gold miners really been doing well considering the turmoil of the past week or so.
https://www.youtube.com/watch?v=e7PvoI6gvQs
KT_Elwood
Profile Joined July 2015
Germany1081 Posts
April 11 2025 05:57 GMT
#2906
I think many people just assume that once the supply of solar powered dashboard hula dancer sees a 120% increase in prices, DJT will back down from Tariffs and claim it was all a missunderstanding.
"First he eats our dogs, and then he taxes the penguins... Donald Trump truly is the Donald Trump of our generation. " -DPB
Gorsameth
Profile Joined April 2010
Netherlands21948 Posts
April 11 2025 06:44 GMT
#2907
On April 11 2025 07:19 iPlaY.NettleS wrote:
Show nested quote +
On April 11 2025 01:38 Timebon3s wrote:
Nasdaq down 7%. I guess it was all for nothing.

Yes, not sure why Apple rose 7% yesterday when the tariffs on China actually rose.Plus people thought the tariff was 125%, actually turns out it is 145% now.

Anyway another new all time high for gold.The unpredicable nature of Trump is highly bullish for gold, gold miners really been doing well considering the turmoil of the past week or so.
Probably the talk of a run on new iphones in the us in anticipating of said tariffs.

Sure it doesn't make sense long term but the stock market is based on feelings not facts.
It ignores such insignificant forces as time, entropy, and death
Timebon3s
Profile Joined May 2018
Norway748 Posts
April 12 2025 15:02 GMT
#2908
This just in.

Trump backs down on tariffs on electronic.

https://www.cnn.com/2025/04/12/tech/trump-electronics-china-tariffs/index.html

Will we finally see a green Monday? I guess Apple will go hard on this.
KT_Elwood
Profile Joined July 2015
Germany1081 Posts
April 13 2025 09:35 GMT
#2909
People who gambled on shorting apple (and others) over the weekend will get their pants blown off tomorrow.
"First he eats our dogs, and then he taxes the penguins... Donald Trump truly is the Donald Trump of our generation. " -DPB
SC-Shield
Profile Joined December 2018
Bulgaria832 Posts
Last Edited: 2025-04-13 11:10:08
April 13 2025 11:04 GMT
#2910
I guess Apple will still be affected as they are losing market in China, their P/E is a bit of a premium right now and there is a lack of innovation, but shorting quality stocks isn't a great idea most of the time. :D

https://www.macrotrends.net/stocks/charts/AAPL/apple/pe-ratio
Billyboy
Profile Joined September 2024
1236 Posts
April 13 2025 15:38 GMT
#2911
Things are going to bounce up on Monday, but then after who knows. So much of the stock market is feelings rather than math these days. And we also don't know what 5 opposing decisions and statements Trump is going to make/do by Wednesday. Unless you MGT and can invest before he says it, I'd suggest waiting it out.
BlackJack
Profile Blog Joined June 2003
United States10574 Posts
April 13 2025 18:31 GMT
#2912
Nutlick forgot to buy calls so tariffs are back on
decafchicken
Profile Blog Joined January 2005
United States20074 Posts
April 14 2025 06:13 GMT
#2913
On April 14 2025 00:38 Billyboy wrote:
Things are going to bounce up on Monday, but then after who knows. So much of the stock market is feelings rather than math these days. And we also don't know what 5 opposing decisions and statements Trump is going to make/do by Wednesday. Unless you MGT and can invest before he says it, I'd suggest waiting it out.


This is why I've been trading on vibes not "data" or "analytics" for the past month 😎
how reasonable is it to eat off wood instead of your tummy?
Manit0u
Profile Blog Joined August 2004
Poland17421 Posts
April 14 2025 08:29 GMT
#2914
I guess that with Trump at the helm if you're not an inner circle insider US stock market is akin to playing slot machines.
Time is precious. Waste it wisely.
Billyboy
Profile Joined September 2024
1236 Posts
April 14 2025 16:10 GMT
#2915
On April 14 2025 15:13 decafchicken wrote:
Show nested quote +
On April 14 2025 00:38 Billyboy wrote:
Things are going to bounce up on Monday, but then after who knows. So much of the stock market is feelings rather than math these days. And we also don't know what 5 opposing decisions and statements Trump is going to make/do by Wednesday. Unless you MGT and can invest before he says it, I'd suggest waiting it out.


This is why I've been trading on vibes not "data" or "analytics" for the past month 😎

Probably the best way to go! I just bowed out, but if I was still "playing" I would go with using my sense of smell.
Hat Trick of Today
Profile Joined February 2025
142 Posts
Last Edited: 2025-04-15 08:08:17
April 15 2025 07:34 GMT
#2916
On April 14 2025 17:29 Manit0u wrote:
I guess that with Trump at the helm if you're not an inner circle insider US stock market is akin to playing slot machines.


The only way you can play this game is to either pull all of your cash out and just wait like Warren Buffet or just play the game off pure vibes because the tariffs in general are just plain pants on head stupid. There's no logic in anything beyond the government trying to rug pull every retail investor until there are no retail investors anymore.

Like you know the exemptions on electronics and shit that Trump announced? No one knows what the fuck is going on anymore but apparently those exceptions are only on the finished goods. This is legitimately the dumbest idea in the world and is only good for businesses that manufacture everything overseas like Apple.

This literally kills domestic manufacturing and design who use overseas materials and prototyping to move up the value chain. These tariff exemptions are so brain dead that they practically end up subsidizing overseas manufacturing while kicking guys who actually do higher value manufacturing and design in the United States down the totem pole.

There's no way to time anything when the administration responds so emotionally, is just this incompetent, and is so amazingly cowardly in many ways. Like you said, there's no way to win unless you're able to buy a dinner with the Trump Administration and convince them to carve out an exemptions with a large enough "gift offering". Jensen Huang and Tim Cook are showing us the blueprint, this administration is corrupt enough to accept "gifts". If you know about these dinners, then you're also the guy buying Apple stock a day before they get their exemptions.
pmh
Profile Joined March 2016
1366 Posts
Last Edited: 2025-04-15 22:01:07
April 15 2025 21:55 GMT
#2917
Its not looking like a great time for long term investing.
ETisME
Profile Blog Joined April 2011
12499 Posts
April 15 2025 23:32 GMT
#2918
On April 15 2025 16:34 Hat Trick of Today wrote:
Show nested quote +
On April 14 2025 17:29 Manit0u wrote:
I guess that with Trump at the helm if you're not an inner circle insider US stock market is akin to playing slot machines.


The only way you can play this game is to either pull all of your cash out and just wait like Warren Buffet or just play the game off pure vibes because the tariffs in general are just plain pants on head stupid. There's no logic in anything beyond the government trying to rug pull every retail investor until there are no retail investors anymore.

Like you know the exemptions on electronics and shit that Trump announced? No one knows what the fuck is going on anymore but apparently those exceptions are only on the finished goods. This is legitimately the dumbest idea in the world and is only good for businesses that manufacture everything overseas like Apple.

This literally kills domestic manufacturing and design who use overseas materials and prototyping to move up the value chain. These tariff exemptions are so brain dead that they practically end up subsidizing overseas manufacturing while kicking guys who actually do higher value manufacturing and design in the United States down the totem pole.

There's no way to time anything when the administration responds so emotionally, is just this incompetent, and is so amazingly cowardly in many ways. Like you said, there's no way to win unless you're able to buy a dinner with the Trump Administration and convince them to carve out an exemptions with a large enough "gift offering". Jensen Huang and Tim Cook are showing us the blueprint, this administration is corrupt enough to accept "gifts". If you know about these dinners, then you're also the guy buying Apple stock a day before they get their exemptions.

Or just ride the volatility and forget about the noise.
We aren't even near the level of GFC, that's really when anyone made the big bucks or missed out trying to time the market.
Forget all the big headers in the news, plenty of companies are shifting production or shifting heavy investment in the US.
The US needs to fix up its overreliance on the consumer market and not the manufacturing. And China having/had both manufacturing and smaller but large consumer is what US needs to become
其疾如风,其徐如林,侵掠如火,不动如山,难知如阴,动如雷震。
Billyboy
Profile Joined September 2024
1236 Posts
April 16 2025 11:44 GMT
#2919
On April 16 2025 08:32 ETisME wrote:
Show nested quote +
On April 15 2025 16:34 Hat Trick of Today wrote:
On April 14 2025 17:29 Manit0u wrote:
I guess that with Trump at the helm if you're not an inner circle insider US stock market is akin to playing slot machines.


The only way you can play this game is to either pull all of your cash out and just wait like Warren Buffet or just play the game off pure vibes because the tariffs in general are just plain pants on head stupid. There's no logic in anything beyond the government trying to rug pull every retail investor until there are no retail investors anymore.

Like you know the exemptions on electronics and shit that Trump announced? No one knows what the fuck is going on anymore but apparently those exceptions are only on the finished goods. This is legitimately the dumbest idea in the world and is only good for businesses that manufacture everything overseas like Apple.

This literally kills domestic manufacturing and design who use overseas materials and prototyping to move up the value chain. These tariff exemptions are so brain dead that they practically end up subsidizing overseas manufacturing while kicking guys who actually do higher value manufacturing and design in the United States down the totem pole.

There's no way to time anything when the administration responds so emotionally, is just this incompetent, and is so amazingly cowardly in many ways. Like you said, there's no way to win unless you're able to buy a dinner with the Trump Administration and convince them to carve out an exemptions with a large enough "gift offering". Jensen Huang and Tim Cook are showing us the blueprint, this administration is corrupt enough to accept "gifts". If you know about these dinners, then you're also the guy buying Apple stock a day before they get their exemptions.

Or just ride the volatility and forget about the noise.
We aren't even near the level of GFC, that's really when anyone made the big bucks or missed out trying to time the market.
Forget all the big headers in the news, plenty of companies are shifting production or shifting heavy investment in the US.
The US needs to fix up its overreliance on the consumer market and not the manufacturing. And China having/had both manufacturing and smaller but large consumer is what US needs to become

Can you source any of these companies shifting production or heavy investment in the US? Every thing I read, and everyone I know at different companies in Canada and in the US is holding off on any investments or changes. You can't forecast out this week let alone 6 months - 5 years. The closest thing I can think of is some people are carrying more inventory just so that they can price out future projects. But those are the kind of investments that "protect" you but don't have any future gains associated with them.
Hat Trick of Today
Profile Joined February 2025
142 Posts
Last Edited: 2025-04-16 12:46:38
April 16 2025 12:20 GMT
#2920
nVidia and Apple are the most notable businesses playing the old "$X billions to be invested over the next decade, in the meantime please give our products exemptions". Apple's played this song ever since their resurgence, Tim Cook has and will always be a supply chain guy.

The US isn't China, you can see the logic in China (as a nation) putting their investments in specific things that helps keep them maintain a stranglehold on supply chains and manufacturing as a whole.

Like the whole finished product exemptions. OK so you want to bring back manufacturing back the country, awesome. Then why are you punishing domestic manufacturers who use high end ALPS potentiometers or Japanese capacitors because that's the market expectation for quality? But also give foreign manufacturers exemptions to send a completely manufactured and assembled electronic product that undercuts said domestic manufacturer?

The answer is that most of these domestic manufacturers can't be Jensen Huang and gift Trump tribute money in the form of "dinners". The whole tariff policy is pure incompetence but the exemptions are the type of cowardly and corrupt behavior done by an administration that doesn't even believe their own mission. Some businesses might move (or in Apple's case, pretend to move) production back to the United States in a way to curry favour with the current administration but can you say that the current administration is really doing anything to fix current and self imposed failings in US supply chains?
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