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


To: E_K_S who wrote (76605)12/6/2024 3:28:31 PM
From: Ccube  Read Replies (3) | Respond to of 78476
 
Started to sell some of my winners to raise more cash.
UNFI sold most of it. PLTR, MAC, AMZN etc... winners have been trimmed.
I might take the tax loss on some positions and maybe retake the position 30-60 days later.

I wish i had more conviction so I can make a bigger bets. At least there is no commission with all these small trades.

Looking at oil but it's not come down enough for me. The stock prices.
Auto looks terrible with China (largest auto market)

Looks like market is going parabolic.... in some sense worst then 2021 but with actual earnings to back some of the stock moves. or decent story.... AI hardware, AI software, AI power needs etc...
I have to admit, I didn't think thru the AI story needing data centers, power needs etc...3rd degree plays which makes me a terrible investor. (or dumb investor)

Maybe I should utilize AI (chat gpt etc..) in asking the right questions... if this is outcome is true.... then what
instead of making assumptions, let AI decide with most data what the likely outcome will be.