Trading the stockmarket (NO Referrals)

Thought rate cuts would juice the market was surprising it dipped first yesterday on news, now up though.

Quantum stocks wish had gone in on. Thought it was based on hype and was too many years away to be viable now. In a way I still think that way.

That’s the thing with pre revenue big buzz companies, hard to value.

Think Powell had to cut due to being more worried on jobs data than inflation, both are high. Also his comments were very downbeat, I think if AI spending dries up and the top 10% cut spending a little US economy is going to be in trouble.

Tbh I hate what Trump has turned USA into, it’s almost sickening listening to the cabinet meetings where ALL say thank you and how great he is.
 
mattyfez said:
Not a lot I wouldn't have thought.. Part of the budget is to help uk business growth as well as people.. It's a balancing act.

And you are diversified and not all in on UK right? RIGHT??
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Mainly in USA. But I do have some safe plays in the UK. Aviva is my big slow burner.
Got 1700 shares in that. @ 6.60 a share.
But it's done me well as a steady ship.

Another big one on the UK list is my BGEO (lion finance group) but it operates in Georgia as a bank. Been great too.

As someone else said. I bought some Greggs.. It's been poor! Can't win em all.
 
SmokeKingGun said:
Thought rate cuts would juice the market was surprising it dipped first yesterday on news, now up though.

Quantum stocks wish had gone in on. Thought it was based on hype and was too many years away to be viable now. In a way I still think that way.

That’s the thing with pre revenue big buzz companies, hard to value.

Think Powell had to cut due to being more worried on jobs data than inflation, both are high. Also his comments were very downbeat, I think if AI spending dries up and the top 10% cut spending a little US economy is going to be in trouble.

Tbh I hate what Trump has turned USA into, it’s almost sickening listening to the cabinet meetings where ALL say thank you and how great he is.
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Very very hard to value. It's easy to say now "you should have bought then" but as you say, it still seemed early.

Would I buy in now? Pfft, I dunno. The companies are valued to succeed.

I'm still of the mindset these valuations must either plummet (they fail) or balloon (they succeed).

I can't see how these companies can sit at single digit billions long term.

But they are generating revenue remember and it does seem to be growing over time.

Ionq is making acquisitions again and again.
 
RxR said:
Nvidia didn't go up much though. I sold them yesterday for the same %.
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I think nvidia has hit the ceiling, it has been around there for ages now and it feels like it's going to plummet at some point. That's why I also sold mine.
 
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I can't see how greggs is a good bet.. They've already saturated the market so where can they grow unless they buy out smaller independent pie shops? As in just buying assets rather than growing the business
 
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