Offshore
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The Long Investor
RT @TheLongInvest: $AAPL why is $AAPL the only stock green?
Our members know why, it is the only Mega Cap that has completed its Wave A correction and is in Wave B now.
All other Mega Caps appear to be only starting their Correction.
$AAPL lead the market to decline in July 2023 and will likely be the first to recover from its correction.
$AAPL will always be the market leader.
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RT @TheLongInvest: $AAPL why is $AAPL the only stock green?
Our members know why, it is the only Mega Cap that has completed its Wave A correction and is in Wave B now.
All other Mega Caps appear to be only starting their Correction.
$AAPL lead the market to decline in July 2023 and will likely be the first to recover from its correction.
$AAPL will always be the market leader.
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Offshore
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Antonio Linares
I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).
They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat
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I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).
They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat
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Offshore
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The Long Investor
People need context here
Wave 4 took between August and October to pull back. At least 3 months.
Wave B did not complete over 2 days on Monday and Tuesday this week lol.
$SPY
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People need context here
Wave 4 took between August and October to pull back. At least 3 months.
Wave B did not complete over 2 days on Monday and Tuesday this week lol.
$SPY
$SPY the market rallied from October ‘22 to March ‘24 in Waves 1 to 5.
The first rate cut was expected in March ‘24, inflation came in hot so the Fed delayed this
But the market had already decided this was time for the pull back as Wave 5 extended parabolically at the end of Q1
Q2 began and immediately the decline started, very aggressively, just in time for earnings season.
This was clear and obvious: commodities, the US10 Yr, the Vix, HSI, crypto, all showed signs that this time was different than just a standard pull back.
The market was on a knife edge and the conflict in the Middle East tipped the scales, too much uncertainty and volatility for the market to remain bullish.
This correction is not a crash for me and I don’t believe a recession will be hard, I also believe this correction can be complete before the US elections in Nov as it has started very aggressively.
So sit on your hands, stay in cash and look forward to buying strong companies at a heavily discounted price soon
$SPY $QQQ tweet
Offshore
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Daniel
I’ve studied Howard Marks’s Memos in the years of Market Crashes.
(2000, 2008, 2020, 2022)
Here are the Key Learnings summarized in 1 to 2 tweets each👇🏼 https://t.co/X1nAEEpMQF
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I’ve studied Howard Marks’s Memos in the years of Market Crashes.
(2000, 2008, 2020, 2022)
Here are the Key Learnings summarized in 1 to 2 tweets each👇🏼 https://t.co/X1nAEEpMQF
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Offshore
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Antonio Linares
2 units left
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2 units left
I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).
They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat tweet
Offshore
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Q-Cap
Jensen seeing every hyper scaler announcing increased AI spending https://t.co/BrrST9Mx42
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Jensen seeing every hyper scaler announcing increased AI spending https://t.co/BrrST9Mx42
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Offshore
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Antonio Linares
Just 1 left
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Just 1 left
I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).
They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat tweet
The Long Investor
$MSFT I expect a comfortable beat with no surprises later
Any rally would likely only bring this to the 50 Day MA before rejecting
$GOOG I expect a good earnings but there if there is a single blemish, I still expect this to drop hard.
$GOOG is behaving like a rogue solider in the market right now, it’s admirable but it’s got a target on its back now.
Safer in packs
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$MSFT I expect a comfortable beat with no surprises later
Any rally would likely only bring this to the 50 Day MA before rejecting
$GOOG I expect a good earnings but there if there is a single blemish, I still expect this to drop hard.
$GOOG is behaving like a rogue solider in the market right now, it’s admirable but it’s got a target on its back now.
Safer in packs
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Offshore
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The Long Investor
$QQQ chart is available for all to see
Its also a 5 year projection and made in November
You are being presented with a life changing opportunity shortly when $QQQ completes Wave C
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$QQQ chart is available for all to see
Its also a 5 year projection and made in November
You are being presented with a life changing opportunity shortly when $QQQ completes Wave C
$QQQ 5 year projection.
Be ready for the Fed pivot next year for Wave 2.
Otherwise, I am bullish on Tech for the next 5 years. https://t.co/cpnw7xjPDT tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @altcap: As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀 https://t.co/w13JEg8EeK
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RT @altcap: As investors, we are thrilled $META is pressing their AI advantage, widening their moat & building the AI infra for sustained high growth. This is what great leaders do. Drive efficiency AND long term growth by doubling down on the AI that is already transforming the biz. 🚀🚀 https://t.co/w13JEg8EeK
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AkhenOsiris
$ZS Introduces ZDX Copilot
Zscaler, Inc. today announced groundbreaking innovations - ZDX Copilot, Hosted Monitoring, and Data Explorer - to its Zscaler Digital Experience™ (ZDX™) service. The new ZDX Copilot, an AI assistant, instantly analyzes and harnesses knowledge from over 500 trillion data points daily across users, devices, networks, and applications, to provide IT operations, service desk, and security teams insights they need related to digital experience and performance. Teams can ask sequences of questions to effectively converse with Copilot, which uses Generative AI, to review high-level trends and progressively narrow results down to specific actionable insights.
ZDX Copilot delivers numerous benefits across IT and security:
- Service desk teams can isolate root cause of user complaints to efficiently triage tickets, and collaborate with other teams; they can also easily look up technical information
- Networking teams can conversationally perform deep analysis across networks, applications and regions to identify trends or find opportunities for optimization
Security teams can ensure that their services are performant at all times, and instantly expose root cause of issues and affected parties when performance lags
- IT leaders can conveniently extract and present digital experience trends and performance insights to show progress, or to identify new opportunities
ZDX Copilot also automates common configuration tasks like setting alerts, when asked. Its versatility can help your IT teams significantly improve efficiency, and collaboration across IT operations, service desk, and security. Every customer is equipped with their own Copilot keeping their company’s data private and secure.
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$ZS Introduces ZDX Copilot
Zscaler, Inc. today announced groundbreaking innovations - ZDX Copilot, Hosted Monitoring, and Data Explorer - to its Zscaler Digital Experience™ (ZDX™) service. The new ZDX Copilot, an AI assistant, instantly analyzes and harnesses knowledge from over 500 trillion data points daily across users, devices, networks, and applications, to provide IT operations, service desk, and security teams insights they need related to digital experience and performance. Teams can ask sequences of questions to effectively converse with Copilot, which uses Generative AI, to review high-level trends and progressively narrow results down to specific actionable insights.
ZDX Copilot delivers numerous benefits across IT and security:
- Service desk teams can isolate root cause of user complaints to efficiently triage tickets, and collaborate with other teams; they can also easily look up technical information
- Networking teams can conversationally perform deep analysis across networks, applications and regions to identify trends or find opportunities for optimization
Security teams can ensure that their services are performant at all times, and instantly expose root cause of issues and affected parties when performance lags
- IT leaders can conveniently extract and present digital experience trends and performance insights to show progress, or to identify new opportunities
ZDX Copilot also automates common configuration tasks like setting alerts, when asked. Its versatility can help your IT teams significantly improve efficiency, and collaboration across IT operations, service desk, and security. Every customer is equipped with their own Copilot keeping their company’s data private and secure.
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AkhenOsiris
RT @qcapital2020: $META
My 2 cent on the post earning move (other than it was already up 450% from the October 2022 bottom without any meaningful pullback).
Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI.
In essence , he was investing for the future but with little to no short or medium term ROI and the long term was also very questionable. The vision wasn’t clear. This caused a serious and justifiable short term repricing of the stock in 2022. Markets being markets they overshot to the downside given at one point a 8x Operating Income multiple.
Fast forward to todays earnings. Numbers for the quarter were fine. The issue comes mainly imho from shareholders listening to Zuck talk about another « investment cycle » with no short term ROI in sight. But I think where the market might’ve gotten it wrong today was that this AI infrastructure spent will have a much shorter timeframe and much more quantifiable return for the business. Meta AI has already been integrated and as Zuck mentioned AI is being used to target ads almost to the tune of 50% of feeds. Let’s not forget ads are 95%+ of revenues and any meaningful upgrade through AI for ads can have a significant impact to the bottom line.
My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company. This does not feel like the Metaverse 2.0.
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RT @qcapital2020: $META
My 2 cent on the post earning move (other than it was already up 450% from the October 2022 bottom without any meaningful pullback).
Shareholders have PTSD from Zuck overspending on the Metaverse ambitions in 2021-2022 and running a huge loss with Reality Labs with no achievable timeframe for ROI.
In essence , he was investing for the future but with little to no short or medium term ROI and the long term was also very questionable. The vision wasn’t clear. This caused a serious and justifiable short term repricing of the stock in 2022. Markets being markets they overshot to the downside given at one point a 8x Operating Income multiple.
Fast forward to todays earnings. Numbers for the quarter were fine. The issue comes mainly imho from shareholders listening to Zuck talk about another « investment cycle » with no short term ROI in sight. But I think where the market might’ve gotten it wrong today was that this AI infrastructure spent will have a much shorter timeframe and much more quantifiable return for the business. Meta AI has already been integrated and as Zuck mentioned AI is being used to target ads almost to the tune of 50% of feeds. Let’s not forget ads are 95%+ of revenues and any meaningful upgrade through AI for ads can have a significant impact to the bottom line.
My guess is this investment cycle will be somewhat long perhaps 3-5yrs but the ROI will be a lot more quantifiable , justifiable and crucial to the next leg of the life cycle for the company. This does not feel like the Metaverse 2.0.
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