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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (71321)	10/13/2022 10:45:43 PM
From: Ccube	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to of 78702

I have been in too much cash for last few years. Since I missed the 2020 low ( was waiting for double bottom which never happened)……I want to put most of my money into play even if I’m a bit too early. META is a big question mark. So I’m using shot gun approach and buying anything that’s down decent % with some fundamentals and/or good story. In one hand I think semis are a bit early but they got whacked so hard I bought INTC NVDA ASMLF ….have few other bids on. They are cyclical after all. Mega caps got hit with META, GOOGL…..have bids on AMZN, MSFT,APPL,NFLX Although it’s pretty clear we should slow down 6months from now…..but where and when do you invest? No clue so just going to buy the beaten up stock/sector and cross my fingers. Lower the stock market goes higher the conviction that you are closer to the bottom. This is second time we gapped down and reversed this hard this year….I remember when Russia invaded we gapped down hard and reversed on the same day. I think.

To: Paul Senior who wrote (71321)	10/16/2022 4:58:25 PM
From: petal	Read Replies (1) \| Respond to of 78702

I've too begun thinking that maybe Zuckerberg has gone truly mad. (Or just 'lost it', like "lost his magic touch"; gotten so out of touch with everyday people that he doesn't understand what works and what doesn't anymore.) That said, he made the right call on both Instagram and WhatsApp (both really ballsy/pricey acquisitions at the time). In addition to creating the original cash cow (Facebook). That should probably count for quite a lot, still. One would hope that some of that R&D will be useful in some commercial way. It seems that most people who have tried Oculus think it's quite cool. Perhaps it's just one of those cases where someone needs to make the new technology affordable (kinda like Google did with Google Maps; everyone saw the technology's usefulness, but no-one wanted to buy them initially). VR – some kind of 3D experience, seems a quite reasonable development of computers. When we're spending close to 10 hours in front of them, shouldn't we try to enhance the user experience by at least an order of magnitude? The computational power keeps Moore's Law:ing on us, but the basic UX really hasn't kept up (except for better video and audio, which is probably also a Moore's Law effect). A more spatial computational experience should become a reality. The questions are: (1) Will it? (probably sometime) and 2) Will it be done profitably? If so, will it be done by one single company? And if so, will Meta be the one doing it?