Trading the stockmarket (NO Referrals)

It just executed. So like when your dad starts joining the dance party at your high school, the party will now be over.
please leave the party so the rest of us young'ens can continue to enjoy it :P

ive 3 other in a similar boat worth a punt at some point wheni have free capital assuming other information and opportunities don't arrive or costs bit me..
Marula MiningMARUMining£20M+High volatilityPopular among ALRT holders
Helium OneHE1Energy£30M+SpeculativeOften paired with ALRT
ImmupharmaIMMBiotech£15M+Mixed sentimentBiotech crossover investor
based on AI review but i need to do a bit more looking in to.
i've seen H.O. mentioned in posting already.
 
Well AstraZeneca went crazy today +11%, LSE paused trading in the late afternoon. I could have gotten out £100 richer, but bottled it.
 
Feels a bit too easy at the moment, some point this momentum will falter.

Every time I skim some money off my ISA for a treat it rebounds within days. Missus is getting a better bday present than usual :)

INTC, ARKG and TWST all pumping today.
 
Personally I tend to avoid biotech investments because they are basically pure speculation. The chances of getting blockbuster drugs to market are extremely low.
Me too, look at Pfizer, 3 years of endless decline until a little blip the last few days.
 
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Anyone else seen this money loop…
Nvidia investing in ChatGPT; https://openai.com/index/openai-nvidia-systems-partnership/
ChatGPT paying Oracle; https://www.wsj.com/business/openai...puting-deal-among-biggest-in-history-ff27c8fe
Oracle buying GPUs from Nvidia… https://www.reuters.com/business/or...openais-us-data-center-ft-reports-2025-05-23/

And let the circle never be broken, else the bubble may burst.
Long read, worth it.

 
My gut feeling is that AI is in a very big bubble and it will burst at some point in the next few years. I don't see where the revenue generation is going to come from to justify the valuation levels. I don't think I will be making any AI investments at this stage of the cycle, it's too heady for me.
 
Maybe contradicting myself a little here but ...

Broadcom (AVGO) 5y performance very solid and is a play on AI datacentre rollout because it makes a lot of components that go into them, like Ethernet switches.

Worth further investigation.
 
Arista Networks (ANET), is another AI datacentre play, has partnership with Oracle and makes switches for its datacentres, Oracle expected to do a lot of infrastructure spending over next 3 years.

Looks quite interesting.
 
Whilst I said I think there will be an AI bust at some point (next few years), I don't think it's coming that soon, because what's happening is Powell is dropping rates / doing QE more soon, and this will pump stocks, so in the short term AI will get pumped further in my view.
 
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Feels a bit too easy at the moment, some point this momentum will falter.

Every time I skim some money off my ISA for a treat it rebounds within days. Missus is getting a better bday present than usual :)

Feels like cheating doesn't it, paid my holiday off with tax free returns only for my balance to rebound a few days later:D

Rate cuts on the horizon, $7t still on the sidelines buying up even a 2% dip, good Q3 earnings and neutral fear and greed hopefully we have some time to milk the cow yet
 
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