Trading the stockmarket (NO Referrals)

I thought appple said they were going to invest something like 600b over trumps term.

From feb
www.apple.com

Apple will spend more than $500 billion in the U.S. over the next four years

Apple today announced plans to spend and invest more than $500 billion in the U.S. over the next four years.
www.apple.com

So is it even new money.

Trumps got the epstein list, all these massive companies are on it, only reason they start throwing hundreds of billions at america, Apple aren't the only ones doing it.
 
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arknor said:
I thought appple said they were going to invest something like 600b over trumps term.

From feb
www.apple.com

Apple will spend more than $500 billion in the U.S. over the next four years

Apple today announced plans to spend and invest more than $500 billion in the U.S. over the next four years.
www.apple.com

So is it even new money.

Trumps got the epstein list, all these massive companies are on it, only reason they start throwing hundreds of billions at america, Apple aren't the only ones doing it.
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They just playing the game and blowing smoke up his ass to protect their supply chains....bow down, kiss the ring, get on with business until the adults are in charge again. Most of this investment was announced during Biden's term.

You need to lay off the conspiracy crack pipe if you think Epstein has anything to do with it.
 
Trump wont be there in four years anyhow, the tide always changes however it looks now.

Bigger then Trump actually is the FED chief is changing before next spring, I didnt realize that was on the calendar. We need another Volcker we wont get it, but it will matter more imo then politics.

There are a lot of companies riding on it. And many will fall away I suspect.
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I cant help but compare it to the 90's boom and was that a dud, certainly every big surge has a ton of dross caught up in it and it wont last. I dont believe its near to an end just yet. I try not to presume but I do think Nvidia is cheap still

Theres so much wasted potential and power left unused in computing, if AI is allowing more accessibility to just the features already possible then its big. Then the question is does it expand or create new uses on top of that is a bonus.
 
Nasher said:
Good if you had some stock already. Don't buy now though, wait for the incoming profit taking.
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True.. If my maths is correct I already have about £1800 in Apple via my all world ETF its the top stock by weight in VWRP...I hold a european ETF too, but my largest single stock across both is apple.

So todays gain for apple has barely pushed the needle for me, but up is better than down!
 
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mattyfez said:
True.. If my maths is correct I already have about £1800 in Apple via my all world ETF its the top stock by weight in VWRP...I hold a european ETF too, but my largest single stock across both is apple.

So todays gain for apple has barely pushed the needle for me, but up is better than down!
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NVDA and MSFT are both larger than apple in VWRP.
 
mattyfez said:
That's weird... On vanguards site that is correct! But in T212 it displays like this??

WTF?

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T212 is wrong. Apple hasnt been the worlds largest company for a while now.

The figures on the vanguard site are out of date since 30th June as they only seem to update every quarter but its pretty accurate to what you'd expect based on current company market caps. See here for market caps https://companiesmarketcap.com/
 
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200sols said:
T212 is wrong. Apple hasnt been the worlds largest company for a while now.

The figures on the vanguard site are out of date since 30th June as they only seem to update every quarter but its pretty accurate to what you'd expect based on current company market caps. See here for market caps https://companiesmarketcap.com/
Click to expand...

That kinds sucks... I get that the fund itself changes slightly every so often to rebalance/replicate the market or whatever but kinda makes it pointless t212 displaying anything at all if its not accurate to the actual fund...
 
200sols said:
T212 is wrong. Apple hasnt been the worlds largest company for a while now.

The figures on the vanguard site are out of date since 30th June as they only seem to update every quarter but its pretty accurate to what you'd expect based on current company market caps. See here for market caps https://companiesmarketcap.com/
Click to expand...


Indeed, the trackers match market cap but they differ slightly in how they update the weightings and the timelines
 
A few wins and losses this week.
I continue to hold smci but results plus tariffs made it take a 20 percent dive.

On flip side duo lingo, shopify, harbour energy, fxpo, vanquis and close brothers have all grown 10-20pc this week.

Held duo for a while and topped up on the recent slump. Mainly hold it as so many people talk about it.
 
I only made a smacker (~5%) per share on Intel this week.

Though I will be going back into RHM again.
 
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The fund will update daily I think like an ETF but data can be really old, try Trustnet perhaps


FRES is the FTSE gaining 26% from low to high in the last week. Dont watch this if easily triggered, crypto and stocks compared as if linked :)
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I dont agree especially but I will say silver, gold, copper, commodities it does all lead to one common denominator which is the dollar and currency strength or lack of world wide; this is the bigger clue why 'stocks are too high'

FXPO I've owned lots of times prior, up 20% today which I would more glad about if I had been buying more. It moves on news when only the end of the war and similar stability really is long term bullish. Also its murky on corruption, even if I was clear on that myself it scares off many bigger potential holders and the operation is good by itself
 
So I know ftse stocks aren't popular but I'll mention this one again.

Bgeo (lion finance group). Listed on ftse but it's a Bank giant operates in Georgia and surrounding area. Fast growing, low PE compared to its western peers.
Few acquisitions recently and another one in the works in Malta.

Been a great success I bought most of my holding in 2023 for 2300ish. Now sat at 7800ish.

No one seems to talk about it. But it's been performing well if anyone is interested

Screenshot-20250807-115802-Trading-212.jpg
 
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