I have a nice...nearly....large gain so far today. Riding a small wave today. AND....waiting for the markets to decide to reward actual business results.....no matter how long it takes.
You hanging in there LORI? Dealing with post traumatic depression over the World Cup? The five stages of GRIEF? You guys got so close.....it was a GREAT ride. Sometimes you have to simply be satisfied with being NUMBER THREE in the world.....and look to the future.
Oil is back up near $100 bbl and $FDX remains near an all time high. The market doesn't make sense to me. Rationality is gone. Value investing is significantly gone; to be fair, finding value was never easy in any market in my lifetime. PE has become irrelevant. It's getting difficult to be comfortable with so much exposure to the market that has become a black box.
Meanwhile, at AMD, sources I trust tell me everybody has signed on to buy Helios. Every major AI company is lined up to buy. I doubt this has as much to do with AMD's technical prowess as it has to do with desperate hardware shortages. AMD stock price remains relatively stable through this launch to now. The launch is a non-event. I watched a CNBC piece yesterday that mentioned nVidia released Rubin in 2025 and this is AMD trying to catch up to Vera Rubin (link below). Either CNBC didn't bother opening a web browser to look at nVidia's launch schedule or they are straight up lying. 90% chance, it's the later. Either way, this is another example of media misleading the market through incompetence, malice, or both. When I was a teenager, I desperately wished I could own companies based on inside information, like Warren Buffett. I was stuck in Tumbleweed, Canada, with 3 to 5 pages of financial content in the newspaper. It took a lifetime but I finally gained that information advantage. We all did, if we care to take advantage.
"It's getting difficult to be comfortable with so much exposure to the market that has become a black box." You sound like me....TomB16.....before I locked myself in my......MENTAL ZEN BOX. I hope it is able to contain me better than an AI sandbox.
A small loss for me today in my stocks.....TGIF. I also got beat by the SP500 today in my stocks by....0.29%. A late day FADE as all the traders and gamblers bailed out so they would not have to hold anything over the weekend.
As to my year to date for my entire portfolio. I am at +3% at the close today. Small enough that my gain could be wiped out in a single day or two. BUT.....I no longer care about the short term....or the future of the markets. NOT MY PROBLEM.......OM...OM....OM...OM.
It will be a big week for me next week. I will get earnings from.....MSFT on Tuesday. AND....AAPL and AMZN on Thursday.
And you dont even have to be WEALTHY. ANYONE can be an investor. YOU....can start with minimal amounts of money into a SP500 ETF....or other big Index ETF. OR....fractional shares in some select stocks. JUST DO IT.
I dont care....one bit....about sentiment. It is NOW simply a reflection of politics and the day to day media BS. BUT....this is interesting. Bullish Sentiment Starting to Swing https://www.bespokepremium.com/interactive/posts/think-big-blog/bullish-sentiment-starting-to-swing ....."The weekly sentiment survey from the American Association of Individual Investors, or AAII, fell sharply from one of the higher readings of the year to the lowest. As shown below, last week the percentage of survey respondents reporting they believed the S&P 500 would move higher in the next six months came in at 44.9%, tying the reading from three weeks prior for the most elevated level of bullishness since the week of April 23rd (46%). One week later, that dropped to 29.6%, which is the weakest investor sentiment reading since the second week of last September."..... ....."Pivoting back to the most recent week's data, the 15.3 percentage point drop was large. It was the biggest one-week decline in bulls since a 16.5 percentage point decline in September 2021, and that also ranks in the 2nd percentile of all weekly moves since the start of the survey."..... I attribute this to the relentless MEDIA......and.....the near TOTAL disruption of the connection between the short term markets and actual business fundamentals.......which the MEDIA is significantly responsible for....with their ridiculous SOAP OPERA and opinion BS...coverage of EVERYTHING.
Speaking of the MEDIA.....they have been massively FEAR-MONGERING the recent SPCX launch/test......number 13 of the STARSHIP. ONLY....13 test flights is nothing....when it comes to testing and inventing a new massive rocket. In my view......the test launch was a HUGE success. They.....the media.....are relentlessly SHAMELESS. SpaceX launches massive Starship rocket in first test flight since IPO https://www.cnbc.com/2026/07/24/spa...ip-rocket-in-first-test-flight-since-ipo.html
I just LOVE these launch videos......AMAZING https://www.spacex.com/launches/starship-flight-13 WONDERFUL that you are able to listen to the ground crew.....and SpaceX commentator..... and watch the entire flight. PUTS NASA to shame. WELCOME to......STAR-BASE TEXAS.
The shots of the cheering employees is AMAZING in the launch and flight video above. The video covers the launch, the booster separation and landing, and the final SOFT splash down at the end of the flight. Basically the whole flight. OUTRAGEOUS photography in the video....of space and the rocket in real time. ALL the employees are.....SO YOUNG....and so excited. INSPIRATIONAL to watch. Makes all the media BS fear-mongering look really....PETTY and SHALLOW.....which of course they are. Watching this entire video makes you immediately realize how FAR AHEAD of everyone else.....ELON is....when it comes to rockets. Thank God we have ELON. As I have said before....without him....we would have ZERO space program and still be relying on RUSSIA to launch our astronauts.
