RT Anton Seim 🔑 (@antonseim)Bought this 10 years ago and never sold it. Would be legitimately rich if I’d bought Bitcoin instead. But did ok. You want your buy and hold chart to look like this. https://t.co/Aza60RDXu5 ...

Save. Buy. Hold. ...

Discover some of the benefits that come from buying and holding stocks for longer periods of time, such as tax savings and risk minimization. https://t.co/yuwQ7biKEo ...

Market Sentiment - The industry advises against succumbing to bearish market predictions [1] - Holding assets consistently outperforms short-term trading strategies influenced by bearish sentiments [1] - Bearish predictions have historically proven inaccurate, with targets consistently missed [1] Investment Strategy - A buy-and-hold strategy is presented as a superior approach for generating profits [1] - The industry prioritizes profit generation over seeking attention, contrasting with the motivations of those making bearish predictions [1]

Market Overview - The market is experiencing a juxtaposition between resilience, with major benchmarks threatening new all-time highs, and economic uncertainty, as many economic indicators are not particularly strong [4][5][24] - The S&P 500 is threatening to retest 6150, indicating strength off the April low, while technology sector (XLK) has outperformed the S&P by approximately 10% year-to-date [11][12] Sector Performance - Technology and communication services are the only sectors outperforming the S&P over the last month, while most other sectors have underperformed [13][14] - The technology sector's strength is largely driven by a few large companies, raising concerns about the sustainability of this performance if broader participation does not improve [40] Technical Analysis - Current market conditions show a divergence between index performance and breadth, indicating potential underlying weakness [15][18] - Seasonality trends suggest that the market may be approaching a peak, with historical patterns indicating a stronger performance from November to April compared to May to October [16][19] Macroeconomic Factors - The macroeconomic environment is complex, with factors such as Fed policy, inflation, and geopolitical risks playing significant roles in market dynamics [20][24] - Economic data often lags behind market movements, making the stock market a leading indicator of economic conditions [26][27] Tariffs and Consumer Sentiment - Recent tariff decisions are expected to have delayed impacts on companies' earnings, particularly affecting those reliant on international supply chains [29][30] - Consumer sentiment remains a concern, as it is a critical indicator of economic health and can influence market performance [28][24] Technology Sector Insights - The technology sector is currently dominated by large-cap companies, with smaller players beginning to show signs of improvement [36][40] - Valuation concerns are prevalent, as many technology stocks have reached extreme levels, which could signal a potential market correction [42] Bitcoin and Cryptocurrencies - Bitcoin has shown strong technical performance, with a potential upside target of around $140,000 based on current patterns [82] - The practical applications of Bitcoin are evolving, with increasing acceptance for transactions, which could enhance its value proposition [88][91] Energy Sector Dynamics - The energy sector is not homogeneous, with certain areas like energy infrastructure performing well despite weakness in crude oil prices [70][72] - Recent geopolitical events have not significantly impacted oil prices as expected, indicating a shift in market dynamics and energy independence in the U.S. [68][69]

Core Viewpoint - Cisco Systems, Inc. (NASDAQ: CSCO) is characterized as a stock that investors should approach with caution, indicating a "buy and hold at your own risk" sentiment [1]. Group 1 - The article emphasizes the importance of understanding market narratives and suggests that investors need to listen to what the market is telling them [1]. - The author has extensive experience in investment advising and fund management, which adds credibility to the analysis presented [1]. Group 2 - There is a beneficial long position in Cisco shares, indicating a personal investment interest from the author [2]. - The article is presented as an opinion piece, with no compensation received for the content aside from Seeking Alpha [2].

Core Viewpoint - The current market volatility presents a buying opportunity for certain stocks, particularly Costco Wholesale and SoFi Technologies, which are experiencing significant price adjustments despite their strong business fundamentals [2]. Costco Wholesale - Costco has shown reliable sales and income growth, with a 9% year-over-year increase in sales for the fiscal 2025 second quarter, driven by a 6.8% rise in comparable-store sales [4]. - E-commerce sales have surged by 21% in the same quarter, indicating a strong digital presence and growth in big and bulky item sales [4]. - Quarterly earnings per share rose from $3.92 to $4.02, supported by a loyal customer base and a recurring revenue stream from membership fees, which increased paid member households by 6.8% year over year [5]. - Despite a high P/E ratio exceeding 60, Costco's stock is currently trading at 55 times trailing-12-month earnings, reflecting market confidence in its long-term growth potential [6]. SoFi Technologies - SoFi, a tech-focused financial services company, reported a 27% year-over-year revenue increase in the 2024 fourth quarter, transitioning to a net income of $499 million from a loss of $301 million the previous year [7]. - The company is attracting millions of new customers, particularly young professionals, through its user-friendly digital platform that simplifies financial management [8]. - SoFi has diversified its offerings beyond lending, including bank accounts and investment tools, and has introduced unique services like a fund for investing in SpaceX [9]. - The financial services segment has seen an 84% year-over-year sales increase, with non-lending segments growing to represent 49% of total sales, alleviating pressure on the lending segment [10]. - SoFi's stock is currently 57% off its all-time high, trading at a forward P/E ratio of 23, suggesting potential for long-term investment despite inherent risks [11].