Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum https://t.co/LBzQBrYclD ...

Trade the momentum @Mantle_Official! ...

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1 - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1] - The article highlights the author's specialization in risk mitigation strategies during significant market downturns [1] - The current focus is on leveraging momentum as a key strategy for investment decisions [1]

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] Market Understanding - The market is viewed as a meeting point of demand and supply, with a focus on predicting human behavior rather than solely relying on financial ratios like P/E [1] - There is an emphasis on understanding what the market perceives in a stock beyond numerical data, which includes analyzing sectors, industries, and long-term growth trends [1] Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]

Momentum gathers in silence. ...

Core Insights - The article highlights Luke's background as an undergraduate business student and active investor focusing on long-term equities, momentum, and value [1] - Luke has experience co-hosting the Wall Street Insights Podcast, where he engaged with financial professionals to discuss industry entry strategies for students [1] - The analysis covers equities in technology, financial, and industrial sectors, emphasizing company fundamentals and macroeconomic conditions [1] Group 1 - Luke aims to deepen his understanding of the financial industry and share his investment strategies through writing on Seeking Alpha [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries. [2][3]

Core Insights - The article emphasizes the importance of value investing in companies with solid long-term potential, highlighting a strategic approach for individual investors [1]. Group 1 - The individual investor has over five years of experience in personal investing and holds a PhD in Economics, indicating a strong educational background [1]. - The investment strategy focuses on identifying value companies, which suggests a preference for stocks that are undervalued relative to their intrinsic worth [1]. - The investor shares knowledge and analysis to support the community of individual investors, reflecting a commitment to educating others in the investment space [1].

RT Alex Scott (@afscott)our momentum in the UAE is undeniable. this is proof of a vibrant community ...

Hole is obviously looming large. So Rob, good to you. First.Good to see you again. Good to see you, Scott. I love on Fridays to talk to the committee about what our takeaway from this week of information and trade trading.You know information the market price action. What do we take away do you think, from this week in which we set some new records. Again, I.>> Mean, it's clear that. >> The momentum continues to be to the to the upside. It seems that this market is almost, almost unstoppable.It's funny Scot ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a ...