At these valuations, my highest conviction companies by far are $GOOG and $NET

There have been entire months that didn't see the kind of movement we've had in the last 2 hours.

Which stocks are you planning on purchasing today?

If you had bought the dip after Black Monday (October 19, 1987), you would have made: By the end of 1987: +9.8% By the end of 1988: +23.4% By the end of 1989: +57%

My entire feed is calling for a Black Monday. If that happens, I will put every single cent I have left into the markets and eat rice the rest of the month.

Every time it feels like the world is going to end... just remember to zoom out on the chart.

A one-time price increase isn't the Fed's problem, even if prices don't come back down. The Fed targets 2% inflation, not low prices. Tariffs may cause a price shock, but not lasting inflation. It can even fall afterward as companies shift production and supply chains adjust.

Google is trading at a 17 P/E, lower than during the COVID crash. It's crazy the market keeps ignoring the company with the best AI model for enterprises.

Why people believe companies are going to move operations to the U.S. by HIRING workers? If they cannot use cheap labour, they will go all-in in robotics and automation. Paying people to do manual work only makes sense when it's cheaper than using machines.

🔴📉 Magnificent 7 pre-markets after 'Liberation Day' $AAPL -7.1% $AMZN -5.7% $TSLA -4.5% $NVDA -4.3% $META -3.7% $GOOG -2.5% $MSFT -2.3%

Awful first quarter for Magnificent 7 companies 📉🩸 $TSLA -37% $NVDA -21% $GOOG -18% $AMZN -14% $AAPL -12% $MSFT -12% $META -2.5%