Hey all!
Well, will you look at that. Fiat markets are finally getting interesting again.
This is just a quick video describing why I think there's a 70% chance we will bottom in the next few days.
Some names I wouldn't mind buying here that have sold off but don't have too much rate / organic growth issues esposure:
HIMX
APPS
ESTC
ARKK (for the brave) -- while this includes lots of rates exposure the high mult names that are down 50% + might see some of the biggest bounces
NVDA
ADBE
CRM
MDT
Also, if you're unfamiliar with Gamma & why it matters, here's a primer so you can understand more about what I'm talking about:
Well, will you look at that. Fiat markets are finally getting interesting again.
This is just a quick video describing why I think there's a 70% chance we will bottom in the next few days.
Some names I wouldn't mind buying here that have sold off but don't have too much rate / organic growth issues esposure:
HIMX
APPS
ESTC
ARKK (for the brave) -- while this includes lots of rates exposure the high mult names that are down 50% + might see some of the biggest bounces
NVDA
ADBE
CRM
MDT
Also, if you're unfamiliar with Gamma & why it matters, here's a primer so you can understand more about what I'm talking about:
Nota
Just for clarification, I don't hold any of the stocks I've mentioned in the comments or in the video! Just meant to be educational & provide me a record of this if I'm right ;)
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Penerbitan berkaitan
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.