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2025-07-02 10:01:13
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1jgg8xu
|
Critique my portfolios - will I be ok?
|
Hi everyone, I didn’t take retirement seriously but life has changed my perspective on a lot of things recently. I’m looking for some advice/ opinions, much appreciated in advance!
Years until full retirement: 37
I’ve started to contribute ~$250 a month into IRA and 6% of salary (~75k) with match into 401k. 401k has about 17k. So as of now Im putting in about 1k/month with the match and In not sure it’s enough.
My questions are:
1) In roughly 37 years and a conservative outlook, will I be able to live comfortably? I know there are a bunch of factors like location, future inflation, etc but just curious. Thinking of withdrawing 60-70k a year. Honestly I’m not even factoring SSI because I doubt it’ll be a thing by then.
2) Are these portfolios good for now? I know theres some overlap in the Roth, especially Apple but thats a personal preference.
401k:
Guaranteed Interest Fund – 5%
• Dodge & Cox Income I – 5%
• MFS Value R6 – 10%
• Vanguard 500 Index Admiral (VOO equivalent) – 30%
• JPMorgan Large Cap Growth R6 – 10%
• Vanguard Mid Cap Index Admiral – 10%
• JPMorgan Mid Cap Growth R5 – 5%
• Vanguard Small Cap Index Admiral – 10%
• MFS International Diversification R6 – 5%
• Vanguard Total International Stock Index Admiral (VXUS equivalent) – 10%
ROTH: VOO (S&P 500) – 20%
• SCHG (Growth ETF) – 10%
• AAPL (Apple stock) – 5%
• SCHD (Dividend ETF) – 15%
• BRK.B (Berkshire Hathaway) – 5%
• JPM (JPMorgan Chase) – 5%
• COST (Costco) – 5%
• VB (Small-Cap ETF) – 10%
• VBQ (REITs/Real Estate ETF) – 5%
• VXUS (International ETF) – 10%
• GLD (Gold ETF) – 5%
• XLE (Energy ETF) – 5%
Considering adding VNQ, VB
Apple has overlaps but that’s a personal preference
| 1,742,562,031
|
2025-03-21 13:00:31
|
RussianPencil
| 0
| 23
| 0.31
| null |
/r/investing/comments/1jgg8xu/critique_my_portfolios_will_i_be_ok/
|
https://www.reddit.com/r/investing/comments/1jgg8xu/critique_my_portfolios_will_i_be_ok/
|
investing
|
Apple
|
1jf2v1m
|
Are we heading into another lost decade?
|
In my last [post](https://www.reddit.com/r/investing/comments/1j9ygro/remembering_stock_market_crash_of_2022/), I argued that periods of fear during market corrections are often exaggerated and that markets generally recover over time. This sparked a lot of discussion, with valid concerns that this time might actually be different. Interest rates are high. Stock prices seem expensive. There’s talk of recession, tariffs, geopolitical uncertainty, and massive government debt. Investors are rightly asking: **Are we heading for a lost decade?**
So I did some research and sharing my conclusion below. This is based on my understanding, and would appreciate feedback and different perspectives.
For most investors, the thought of spending ten years in a market that goes nowhere is unsettling. But it's entirely possible and has happened before multiple times. Certain eras in market history earned the nickname “lost decade” because stock prices failed to sustainably recover for 10 years or more. The most notable and often cited examples are:
* **Great Depression of 1929:** Stocks collapsed nearly 90%, and the economy fell apart. The market didn’t recover for decades. It took massive government spending during World War II to reignite growth.
* **The Stagflation ‘70s:** Inflation soared past 14%, oil shocks rocked the global economy, and interest rates were pushed up to 20%. The result? Stocks barely moved for a decade, losing purchasing power to inflation.
* **The Dot-Com Bust & Financial Crisis (2000-2010):** First, the dot-com bubble popped, wiping out overvalued tech stocks. Then, just as the market started recovering, the 2008 financial crisis hit, dragging the economy into a deep recession. It took more than a decade for markets to fully recover.
* **Japan’s Lost Decades (1989-Present):** The worst example of all. In the late 1980s, Japan was the hottest economy in the world—until a massive asset bubble popped. Stocks crashed, real estate values collapsed, and economic growth never fully returned. More than 30 years later, Japan’s stock market has just begun to surpass it’s all time high reached in 1989.
# While these periods had different triggers and circumstances, they all shared a few common characteristics:
1. **High stock market valuations at the start.** When investors pay too much for stocks, future returns tend to be disappointing, even if the economy grows.
2. **Debt was excessive.** Whether it was households, corporations, or governments, excessive borrowing created major financial drag.
3. **Big economic disruptions followed.** Inflation in the ‘70s, a financial system breakdown in the 2000s, and deflation in Japan—each one created a decade of stagnation
4. **Government responses often made things worse.** Central banks and policymakers either moved too slowly or responded in ways that prolonged economic pain.
5. **Long-term structural drags slowed recoveries.** Aging populations, slowing workforce growth, and weak productivity made it harder for economies to bounce back.
**Now, let’s compare that to today.**
* **Stock market valuations are high, but not in bubble territory.** The S&P 500’s valuation is elevated, much like before the 2000s lost decade. The current Schiller P/E ratio (price to cyclically adjusted earnings) is well above the historical average. But today’s leading companies—Apple, Microsoft, Nvidia, Alphabet, Meta —are highly profitable and are driving real earnings growth, unlike the speculative tech stocks of 2000.
* **Inflation is cooling but remains higher than ideal.** Unlike the 1970s, where inflation spiraled out of control going as high as 14%, today’s price pressures are slowly easing and much more moderate (2.8% as per latest inflation report). Supply chains are improving, and AI-driven productivity gains could help keep costs in check.
* **Debt is a major concern—but it’s not as out of control.** U.S. government debt is at record levels, limiting future stimulus options. But unlike 2008, household and corporate debt are under control. Banks are better capitalized, and there’s no widespread financial system breakdown looming.
* **Geopolitical risks are real, but markets have absorbed them so far.** Trade tensions between the U.S. and China, ongoing wars, and the shift toward deglobalization continue to be key risks.
* **Demographics are a mixed bag.** The U.S. workforce is aging (Avg age. 39), but still younger than Japan during early 2000s (Avg age 48). Immigration and higher workforce participation rates still give the economy more resilience than Japan or Europe.
* **The biggest wildcard is AI and automation.** A hopeful difference today is the pace of technological innovation. The late 1920s had new tech (radio, automobiles) but the Depression cut investment in them. The 1970s paradoxically saw relatively slow productivity growth (despite the IT revolution being on the horizon, its benefits weren’t felt until the 1980s–90s). Today, we’re on the cusp of another tech-driven productivity boom – chiefly due to artificial intelligence and automation. If AI can boost efficiency significantly, it could raise economic growth in the latter part of this decade. Goldman Sachs predicts generative AI could eventually lift GDP by \~7% over a decade. Such a boost would be a stark difference from past lost decades, which generally lacked a positive productivity shock to offset their drags. Right now a lot of it seems hype. But if AI delivers on its promise without displacing jobs at large scale, it can lead to an unprecedented boom and a period of huge wealth creation.
**So while there are risks, this is not the same setup as past lost decades.**
While history never repeats exactly, it does rhyme. Today we see echoes of past pre-crisis extremes – high stock valuations and heavy debts – combined with new challenges like aging demographics and geopolitical shifts. **However, we also see crucial differences: inflation is being actively managed (not runaway as in the ’70s), our financial system (banks and corporates) is more robust than before the 2008 crisis, and potential growth drivers (AI, etc.) could emerge to surprise on the upside**.
Instead of lost decade, **we appear to be headed towards a muddled decade** — some ups, some downs, growth in some specific sectors, and at least some modest growth, even if lower than previous decade.
Of course, this can change as events play out in the world in coming months and years. There may be major natural disasters that disrupt global supply chains or something else. But as things stand now, the more probable outcome is a decade of lower returns than previous decade rather than complete stagnation.
**What does it mean for you?** Investors who expect 10-12% annual returns just through index investing, like in the 2010s, may be disappointed. But those who adapt—focusing on quality companies, dividends, and emerging growth areas like AI—could still emerge out wealthier and stronger.
| 1,742,406,157
|
2025-03-19 17:42:37
|
kumaramit0703
| 0
| 47
| 0.46
| null |
/r/investing/comments/1jf2v1m/are_we_heading_into_another_lost_decade/
|
https://www.reddit.com/r/investing/comments/1jf2v1m/are_we_heading_into_another_lost_decade/
|
investing
|
Apple
|
1jdmpj8
|
What are the growth industries in the US over the next 10 years?
|
We can't beat the deficit with spending cuts or taxes, so we need substantial GDP growth to make a difference.
I think AI is a bust for GDP growth -- you're not going to generate a trillion dollars in revenue from any AI product when China is giving it away for free. Even if you restrict chinese AI in the US, your market is capped.
The administration hates renewable energy, so while that seems like one of the biggest, fastest growing global markets, we're either going to be left behind or priced out completely.
Semiconductors look good, but again, if they pull the investment it's going to set us back substantially.
Boeing is a bust.
US auto makers are falling behind to China.
We're way out front on mRNA tech -- cancer vaccines could easily be in the trillions of dollars in value -- but already US states are trying to outlaw them.
Apple has completely lost their vision, and it's not clear what the market is missing in mobile computing or wearables. They do have some promising AI chips that could get them ahead for on-device AI tools, but that won't amount to GDP growth as much as preventing loss or re-allocating from another mobile device company (even if more people buy iphones, it doesn't mean more people are buying phones overall).
So what is it? What's the plan? What will the US lead on to grow the GDP?
| 1,742,242,861
|
2025-03-17 20:21:01
|
fredandlunchbox
| 87
| 249
| 0.78
| null |
/r/investing/comments/1jdmpj8/what_are_the_growth_industries_in_the_us_over_the/
|
https://www.reddit.com/r/investing/comments/1jdmpj8/what_are_the_growth_industries_in_the_us_over_the/
|
investing
|
Apple
|
1jc0xk4
|
The situation of the market
|
Many stocks in the market are significantly overvalued—Tesla, Apple, Costco, Palantir, and much of the FMCG and pharmaceutical sectors, considering their sluggish growth. Even Nvidia could see its valuation tumble if China or AMD develop viable alternatives.
Market crashes don’t worry me; they’re necessary and often present great buying opportunities. What truly concerns me is the long-term effect of excess liquidity. Inflation is brewing beneath the surface, and we’ll see its full impact in the years ahead. Over time, the velocity of money has declined while the money supply has surged, artificially propping up asset prices. My real fear isn’t a crash—it’s that inflation-adjusted returns will shrink to irrelevance.
Bonds are effectively useless. Stocks are outrageously priced, making it difficult to generate meaningful returns. This isn’t a market for investors—it’s a market for those looking to cash out. Genuine opportunities are scarce.
If inflation accelerates, cash will erode, bonds will remain dead weight, and overpriced stocks will have no room for growth. In the end, nobody wins. After years of zero interest rates and relentless quantitative easing, my biggest concern is that when the real downturn hits, the Fed will have little ammunition left to respond.
| 1,742,061,352
|
2025-03-15 17:55:52
|
JustDrop007
| 48
| 83
| 0.73
| null |
/r/investing/comments/1jc0xk4/the_situation_of_the_market/
|
https://www.reddit.com/r/investing/comments/1jc0xk4/the_situation_of_the_market/
|
investing
|
Apple
|
1jbl2qz
|
Reinvest taxable stocks now?
|
So, in years past I’ve maxed out my Roth and my 401k - I’ve then gone on to retail invest some extra.
When I started this, I was pretty uninformed about investing. Just picked random stocks I liked and bought some here and there - then, later, I switched to indexes like QQQ, SPY.
My ignorance kind of paid off in many instances - I now have 33k worth of Apple, for example, and don’t hold many losers.
My question is - do I start to liquidate some of my individual stocks now and, for instance, use that to fund my Roth this year? Do I just hold on? Is this dip a good time to exchange some of these into a broader index?
Had I known what I know now, I probably would have a ton more diversification for about a third of my retail brokerage account - curious any insights you all might have!
| 1,742,005,568
|
2025-03-15 02:26:08
|
YungEnron
| 5
| 12
| 0.73
| null |
/r/investing/comments/1jbl2qz/reinvest_taxable_stocks_now/
|
https://www.reddit.com/r/investing/comments/1jbl2qz/reinvest_taxable_stocks_now/
|
investing
|
Apple
|
1j8g78j
|
2-fund, 0% TSLA, VOO replacement (aka, the F'ELON fund)
|
I've wanted to remove TSLA from my ETF holdings for years, but it's recently become a priority. I used the reasoning function in ChatGPT to look at how to do this as simply as possible within existing Vanguard ETFs.
I'm looking at replacing VOO specifically, but GPT can easily replicate this for VTI or any other index fund. I call it the **F'ELON-EZ = 70% VIG, 30% VTV**
Has anyone else purged TSLA from their holdings? What funds are you using?
EDIT: As many have pointed out, GPT appears to be hallucinating the holdings of VTV and VIG. Lesson learned for getting excited and posting this before double checking the data.
I’m going to do this the hard way and post back later.
\--------------------------------------------------------------------------------------
F'ELON-EZ vs. VOO: Hypothetical Annualized Returns
|Time Horizon|VOO (S&P 500)|F'ELON-EZ (70% VIG / 30% VTV)|
|:-|:-|:-|
|**1-Year**|\~12.5%|\~12.3%|
|**3-Year Annualized**|\~14.0%|\~13.8%|
|**5-Year Annualized**|\~11.0%|\~10.8%|
|**10-Year Annualized**|\~9.0%|\~8.8%|
F'ELON-EZ vs. VOO: Top 50 Holdings by %
|Rank|Company (Ticker)|VOO Weight|F'ELON‑EZ Weight|
|:-|:-|:-|:-|
|1|Apple (AAPL)|7.0%|6.8%|
|2|Microsoft (MSFT)|6.0%|5.9%|
|3|Amazon (AMZN)|4.0%|3.7%|
|4|Alphabet (GOOGL)|3.5%|3.4%|
|5|Nvidia (NVDA)|2.5%|2.4%|
|6|Tesla (TSLA)|1.5%|0.0%|
|7|Berkshire Hathaway (BRK.B)|1.5%|1.6%|
|8|Johnson & Johnson (JNJ)|1.5%|1.7%|
|9|JPMorgan Chase (JPM)|1.3%|1.4%|
|10|Visa (V)|1.1%|1.1%|
|11|Procter & Gamble (PG)|1.0%|1.0%|
|12|UnitedHealth Group (UNH)|1.0%|1.0%|
|13|Home Depot (HD)|1.0%|1.0%|
|14|Mastercard (MA)|0.9%|0.9%|
|15|Exxon Mobil (XOM)|0.9%|0.9%|
|16|Verizon (VZ)|0.8%|0.8%|
|17|Chevron (CVX)|0.8%|0.8%|
|18|Merck (MRK)|0.7%|0.7%|
|19|Pfizer (PFE)|0.7%|0.7%|
|20|AT&T (T)|0.7%|0.7%|
|21|Coca-Cola (KO)|0.6%|0.6%|
|22|PepsiCo (PEP)|0.6%|0.6%|
|23|Adobe (ADBE)|0.6%|0.6%|
|24|Cisco Systems (CSCO)|0.6%|0.6%|
|25|Walmart (WMT)|0.6%|0.6%|
|26|Oracle (ORCL)|0.5%|0.5%|
|27|Netflix (NFLX)|0.5%|0.5%|
|28|Intel (INTC)|0.5%|0.5%|
|29|Comcast (CMCSA)|0.5%|0.5%|
|30|Broadcom (AVGO)|0.5%|0.5%|
|31|Accenture (ACN)|0.5%|0.5%|
|32|Thermo Fisher Scientific (TMO)|0.5%|0.5%|
|33|Eli Lilly (LLY)|0.5%|0.5%|
|34|Nike (NKE)|0.5%|0.5%|
|35|Salesforce (CRM)|0.5%|0.5%|
|36|Abbott Laboratories (ABT)|0.5%|0.5%|
|37|McDonald's (MCD)|0.5%|0.5%|
|38|Texas Instruments (TXN)|0.5%|0.5%|
|39|Amgen (AMGN)|0.5%|0.5%|
|40|Starbucks (SBUX)|0.5%|0.5%|
|41|NextEra Energy (NEE)|0.5%|0.5%|
|42|Goldman Sachs (GS)|0.5%|0.5%|
|43|Honeywell (HON)|0.5%|0.5%|
|44|Bristol-Myers Squibb (BMY)|0.5%|0.5%|
|45|Union Pacific (UNP)|0.5%|0.5%|
|46|Qualcomm (QCOM)|0.5%|0.5%|
|47|General Electric (GE)|0.5%|0.5%|
|48|Morgan Stanley (MS)|0.5%|0.5%|
|49|Philip Morris Intl. (PM)|0.5%|0.5%|
|50|3M (MMM)|0.5%|0.5%|
| 1,741,659,158
|
2025-03-11 02:12:38
|
bramblefuzz
| 0
| 20
| 0.47
|
Potentially Misleading or Incorrect
|
/r/investing/comments/1j8g78j/2fund_0_tsla_voo_replacement_aka_the_felon_fund/
|
https://www.reddit.com/r/investing/comments/1j8g78j/2fund_0_tsla_voo_replacement_aka_the_felon_fund/
|
investing
|
Apple
|
1j6s4bs
|
Will this pie will be enough for a decade?
|
Im currently young (15M) and based on some research i made a oortfolio. Im planning to invest long term (10+ years). Since i think that USA will keep outperforming international (just like the past 15 years) and because a lot of USA companies are already worldwide (apple, tesla, ect.). I also think tech will keep blooming in the future.
65% VOO 15% VGT 12,5% BTC 7,5% GLD
Would you change anything/do you have advice for me? Thanks!
| 1,741,471,111
|
2025-03-08 21:58:31
|
Yaadikillertje
| 0
| 57
| 0.46
| null |
/r/investing/comments/1j6s4bs/will_this_pie_will_be_enough_for_a_decade/
|
https://www.reddit.com/r/investing/comments/1j6s4bs/will_this_pie_will_be_enough_for_a_decade/
|
investing
|
Apple
|
1j4mrap
|
Interactive Brokers Customer service is WOEFUL. Do not use.
|
WTF IBKR? I have a serious problem with a trade fill and I spoke to a CSR online chat and he actually lied to me; then I spoke to someone after waiting on the phone for 40 minutes only to be told that an actual trade (I had the screen in front of me showing the trade that had failed to fill) didn't exist – he said. I gave him the trade ID and he still could not find any record of my attempted trade which did not execute. This is unbelievably bad customer service. You are dealing with people who are trading with money that feeds their families and you cannot even set up decent customer service. You are no Apple. Stop relying on useless and inadequate AI Chatbot sto fulfil your lack of customer service people. One out of 10.
| 1,741,233,282
|
2025-03-06 03:54:42
|
schweetdoinkadoink
| 0
| 1
| 0.42
| null |
/r/investing/comments/1j4mrap/interactive_brokers_customer_service_is_woeful_do/
|
https://www.reddit.com/r/investing/comments/1j4mrap/interactive_brokers_customer_service_is_woeful_do/
|
investing
|
Apple
|
1j2zaed
|
suppliers list and where to find it
|
Hey all, what SEC form do you use to find a company's suppliers? I was able to find a supply list for Apple but it was in 2022, I don't want Google or other 3rd party sites. I'm looking for direct from company info. anything on Edgar's or company site. is there such a form? thanks in advance
| 1,741,051,910
|
2025-03-04 01:31:50
|
Ok-Kaleidoscope-4808
| 0
| 2
| 0.25
| null |
/r/investing/comments/1j2zaed/suppliers_list_and_where_to_find_it/
|
https://www.reddit.com/r/investing/comments/1j2zaed/suppliers_list_and_where_to_find_it/
|
investing
|
Apple
|
1j1trz6
|
Back testing- Is this too good to be true?
|
So I run a back test on something I've been working in and it's results are pretty cool.
If we look at any tech company that made a move into the top 20 stocks by market cap in the S&P 500 since 1990 (when I started my back test) which wasn't already in the top 20 and put just £1000 on each one as soon as it was introduced these are the following stocks you would purchase aswell as the year of purchase and the rough price at the start of the year.
MSFT - 1991 @ $1.08
INTEL - 1992 @ $1.64
CISCO - 1996 @ $4.21
QUALCOMM - 1999 @ $4.20
ORACLE - 1999 @ $7.85
APPLE - 2007 @ $3.05
NVIDIA - 2020 @ $6.11
BROADCOM - 2021 @ $44.56
The results are roughly 4350% Since 1990 to 2025.
On average that is a return of 120% (ish) per year.
You put $1,000 in each one, only once in the January of that year, that's around $350,000 return.
$8,000 to $350,000 is wild returns even if it is over 35 years.
What's your thoughts. I'm expecting to hear people say just buy SPY but please try to relate to my findings.
| 1,740,930,455
|
2025-03-02 15:47:35
|
MrJSSmyth
| 0
| 61
| 0.42
| null |
/r/investing/comments/1j1trz6/back_testing_is_this_too_good_to_be_true/
|
https://www.reddit.com/r/investing/comments/1j1trz6/back_testing_is_this_too_good_to_be_true/
|
investing
|
Apple
|
1j19unc
|
Top 3 companies to invest forever goog, Microsoft, apple?
|
I was thinking the other day about what tech stocks I could buy and just hold forever. And I’m my opinion (let me know what you think as well) these 3 companies are basically like one company.
- if google loses search who gets it? Bing
-if anyone loses cloud compute it goes to each other or aws which is another great company.
- easiest companies by far to integrate Ai and a reasonable level in 5 years, or in Microsoft’s case already has.
-if apple phone sales start declining who picks up the slack? Googl because they own android. Also apple has a monopoly on phones because of the AppStore.
- you search anything on safari you go straight to google search.
- YouTube, iPhone, google, Microsoft office, video games are taught at a very young age and intertwined into the world so heavily we couldn’t live without it.
This is like umbrella corp from resident evil.
| 1,740,863,373
|
2025-03-01 21:09:33
|
Peterxfat
| 65
| 222
| 0.68
| null |
/r/investing/comments/1j19unc/top_3_companies_to_invest_forever_goog_microsoft/
|
https://www.reddit.com/r/investing/comments/1j19unc/top_3_companies_to_invest_forever_goog_microsoft/
|
investing
|
Apple
|
1izr9e2
|
Roth IRA 2025 portfolio idea, 19, looking long term investments.
|
19 years old and looking for long-term investment in IRA, I was wondering what your thought would be if I did a small percentage in individual stocks and crypto, last year I did straight 7000 VTI but this year I was thinking 5000k VTI (or even less), 2500 into Apple, Microsoft, and Nvidia/amazon, and then 500 BTC if it drops significantly. All numbers are subject to change depending on research. I wouldn’t mind something with a little risk only because I am so young but nothing too risky. Any suggestions or thoughts are greatly appreciated.
| 1,740,692,354
|
2025-02-27 21:39:14
|
Optimal-Custard-4728
| 0
| 4
| 0.5
| null |
/r/investing/comments/1izr9e2/roth_ira_2025_portfolio_idea_19_looking_long_term/
|
https://www.reddit.com/r/investing/comments/1izr9e2/roth_ira_2025_portfolio_idea_19_looking_long_term/
|
investing
|
Apple
|
1iy7vus
|
How did you find the stock that hit it big?
|
Everyone's always talking about buying NVDIA at $2 and Apple at $5 etc. If you think back to the time you bought it, what was the mindset? Did you know it would be something big? What research steps/methods did you take to come across it? I’d be curious to hear about the mentality throughout the purchase, holding, and eventually selling.
| 1,740,522,680
|
2025-02-25 22:31:20
|
midgelino
| 909
| 604
| 0.9
| null |
/r/investing/comments/1iy7vus/how_did_you_find_the_stock_that_hit_it_big/
|
https://www.reddit.com/r/investing/comments/1iy7vus/how_did_you_find_the_stock_that_hit_it_big/
|
investing
|
Apple
|
1ixn4ms
|
50k to fund a newly opened self directed IRA. Scale of 1-10 how we looking…
|
1. Broad Market Equity Exposure:
- Vanguard Total Stock Market ETF (VTI): $15,000
- Vanguard Total International Stock ETF (VXUS): $5,000
2. Sector-Specific Equity Exposure
- Vanguard Information Technology ETF (VGT): $5,000
- Vanguard Real Estate Index Fund (VNQ): $5,000
3. Dividend-Focused Investments
- Vanguard High Dividend Yield Index ETF (VYM): $5,000
4. Fixed Income and Cash Equivalents:
- Vanguard Total Bond Market ETF (BND): $10,000
5. Individual Stocks:
- Apple (AAPL): $2,500
- Microsoft (MSFT): $2,500
| 1,740,459,577
|
2025-02-25 04:59:37
|
SchemeAgile2012
| 6
| 10
| 0.72
| null |
/r/investing/comments/1ixn4ms/50k_to_fund_a_newly_opened_self_directed_ira/
|
https://www.reddit.com/r/investing/comments/1ixn4ms/50k_to_fund_a_newly_opened_self_directed_ira/
|
investing
|
Apple
|
1ix9he4
|
Why are there only 3 quarterly reports(10-Q) for every year on SEC?
|
For example, I looked up Apple's SEC filings. Apple repeatedly skipped Q3 quarterly reports(I guess that's because for Q3, they just file yearly reports instead). But what if I want to see net income and other numbers "specifically from Q3" when Apple never files Q3 quarterly reports?
| 1,740,422,682
|
2025-02-24 18:44:42
|
cakewalk093
| 10
| 6
| 0.81
| null |
/r/investing/comments/1ix9he4/why_are_there_only_3_quarterly_reports10q_for/
|
https://www.reddit.com/r/investing/comments/1ix9he4/why_are_there_only_3_quarterly_reports10q_for/
|
investing
|
Apple
|
1ivqmfl
|
Portfolio too tech heavy..
|
Hey everyone so I have one of my portfolios where I’ve started to diversify it but it’s not enough. I have a ton of apple in it. Over 1500 shares of Apple but only a select few stocks outside of Apple - Amazon , ITT inc , NVIDIA
United Health. Portfolio worth over 400K but need to diversify more. Any industries you would recommend?
| 1,740,251,899
|
2025-02-22 19:18:19
|
TheMooseIsLoose2355
| 13
| 48
| 0.73
| null |
/r/investing/comments/1ivqmfl/portfolio_too_tech_heavy/
|
https://www.reddit.com/r/investing/comments/1ivqmfl/portfolio_too_tech_heavy/
|
investing
|
Apple
|
1iuufh7
|
Will a collaboration between Baidu Alibaba and Apple be possible for Ai glasses?
|
How do you evaluate a possible union between Apple, Alibaba and Baidu for the creation of AI glasses?
Also sold with models from both Baidu and Apple, and in addition the possibility of choosing from a selection of artificial intelligences at will, baba from Baidu and possibly others, sold all over the world?
What do you think they will do?
There would certainly be territorial problems but if the union of the companies generates two models, one for the American market branded Apple and one for the East branded Baidu it would be possible to avoid misunderstandings, furthermore if there is the possibility of changing the type of artificial intelligence it is possible to provide a series of choices based on the place where you are located !
in my opinion if they do so they would create a very strong reality
| 1,740,154,037
|
2025-02-21 16:07:17
|
sborone
| 0
| 1
| 0.5
| null |
/r/investing/comments/1iuufh7/will_a_collaboration_between_baidu_alibaba_and/
|
https://www.reddit.com/r/investing/comments/1iuufh7/will_a_collaboration_between_baidu_alibaba_and/
|
investing
|
Apple
|
1ir0g38
|
How to compare HYSA interest rates to fund/etf returns?
|
I currently have cash parked in an HYSA account with a 3.8% interest rate.
If I wanted to move this cash into a brokerage account investing in funds/etfs, what is the most Apple to Apple way of comparing what return % (via dividends instead of interest) I can expect compared to the 3.8% I know I can get from my HYSA?
For instance - if a money market fund has a 7 day yield of 4%, is it safe to assume that moving my cash from my HYSA paying 3.8% to here would essentially earn me an extra 20 bps on my money?
What about for ETFs? If an etf has a distribution yield that is even higher (let’s say, closer to 5%), does that mean I can expect even greater returns if I put the money there?
Overall I am just trying to learn the most uniform way to compare what could be seen as effectively “interest rates” for non bank/interest bearing accounts.
| 1,739,734,534
|
2025-02-16 19:35:34
|
longfellow816
| 7
| 4
| 0.7
| null |
/r/investing/comments/1ir0g38/how_to_compare_hysa_interest_rates_to_fundetf/
|
https://www.reddit.com/r/investing/comments/1ir0g38/how_to_compare_hysa_interest_rates_to_fundetf/
|
investing
|
Apple
|
1ipwnuo
|
Warren Buffett changing of share sizes as of 14th of Feb 2025
|
Berkshire has filed a new SEC report as of 14th of February in which they announced changes of shares in stocks. The following stocks are included in the report:
ALLY FINL INC
AMAZON COM INC
APPLE INC
ATLANTA BRAVES HLDGS INC
BANK AMER CORP
CAPITAL ONE FINL CORP
CHARTER COMMUNICATIONS INC
CHEVRON CORP NEW
CITIGROUP INC
COCA COLA CO
CONSTELLATION BRANDS INC
DAVITA INC
DIAGEO PLC
DOMINOS PIZZA INC
HEICO CORP NEW
JEFFERIES FINL GROUP INC
KRAFT HEINZ CO
KROGER CO
LENNAR CORP
LIBERTY MEDIA CORP DEL
LOUISIANA PAC CORP
MASTERCARD INC
MOODYS CORP
NVR INC
OCCIDENTAL PETE CORP
POOL CORP
SIRIUS XM HOLDINGS INC
T-MOBILE US INC
VERISIGN INC
VISA INC
AON PLC
NU HLDGS LTD
LIBERTY LATIN AMERICA LTD
CHUBB LIMITED
SEC report:
https://www.sec.gov/Archives/edgar/data/1067983/000095012325002701/0000950123-25-002701-index.htm
| 1,739,606,199
|
2025-02-15 07:56:39
|
Madi_Jun
| 35
| 32
| 0.75
| null |
/r/investing/comments/1ipwnuo/warren_buffett_changing_of_share_sizes_as_of_14th/
|
https://www.reddit.com/r/investing/comments/1ipwnuo/warren_buffett_changing_of_share_sizes_as_of_14th/
|
investing
|
Apple
|
1io3fan
|
Warren Buffett’s $325 Billion Question
|
Warren Buffett currently holds a massive cash reserve, totaling around $325 billion, which represents approximately 30% of Berkshire Hathaway’s assets. But why?
Some believe he is anticipating a market crash, although historically, timming the market has never been his investment strategy. Others argue that the market is overvalued, but even in such conditions, experienced investors can still find good opportunities (Berkshire bought Apple in 2016, when everyone thought it was overvalued, and ended up giving extraordinary returns).
In my opinion, Buffett may be preparing the company for a long-term strategic move: ensuring that Berkshire has enough capital to buy back its own shares after his passing.
It is well known that Warren Buffett does not believe in the Efficient Market Hypothesis (EMH). He and other *value investing* advocates have demonstrated in practice that markets can be irrational in the short term, creating opportunities for those who are patient and disciplined.
What’s your opinion?
| 1,739,398,575
|
2025-02-12 22:16:15
|
Lopes_da_Silva_
| 412
| 121
| 0.92
| null |
/r/investing/comments/1io3fan/warren_buffetts_325_billion_question/
|
https://www.reddit.com/r/investing/comments/1io3fan/warren_buffetts_325_billion_question/
|
investing
|
Apple
|
1imdyc5
|
Competing Portfolios: In Office vs Remote
|
How would you all think about investing in either of these competing portfolios?
One is "in office" focused and has a bunch of corporate real estate and a few tech companies that have focused on being back in the office. The other has a bunch of remote darling stocks like zoom, asana, upwork and pelaton.
# In-Office Productivity ([view strategy](https://double.finance/strategies/861))
Companies positioned to benefit from increased office attendance and a resurgence in traditional workplace dynamics.
* **Cushman & Wakefield (CWK)**: Global commercial real estate services firm that benefits from increased office leasing activity and demand for workspace solutions driven by stricter Return to Office (RTO) mandates.
* **Boston Properties (BXP)**: A commercial real estate developer focusing on high-quality office spaces.
* **Kimco Realty (KIM)**: A retail and mixed-use real estate investment trust (REIT) that could capitalize on renewed urban activity as workers return to offices.
* **Amazon (AMZN)**: Enforcing strict RTO mandates while leveraging its office footprint in major tech hubs.
* **AT&T (T)**: Driving RTO trends with its full-time office requirements for employees.
* **JPMorgan Chase (JPM)**: A financial giant mandating five-day office weeks to enhance collaboration.
* **IBM (IBM)**: Emphasizing in-office teamwork while offering enterprise solutions for hybrid setups.
* **CBRE Group (CBRE)**: A global leader in commercial real estate services benefiting from renewed leasing activity.
* **Apple (AAPL)**: Enforcing hybrid work while maintaining its innovative campus culture as a competitive advantage.
# Remote-Friendly Future ([view strategy](https://double.finance/strategies/863))
Companies capitalizing on remote work trends or mitigating the risks of rigid RTO mandates.
* **Salesforce (CRM)**: A key enabler of remote collaboration through its communication platform Slack.
* **Asana (ASAN)**: Project management tool built to support remote teams.
* **Upwork (UPWK)**: Supporting the growing freelance economy as employees seek flexible work arrangements.
* **DocuSign (DOCU)**: Facilitating remote workflows with digital signature solutions.
* **Airbnb (ABNB)**: Benefiting from remote workers embracing "work-from-anywhere" lifestyles.
* **Microsoft (MSFT)**: Offering hybrid-friendly tools like Teams and Azure cloud services.
* **Zoom Video Communications (ZM)**: Also included here for its role in supporting remote-first companies.
* **Meta Platforms (META)**: Maintaining hybrid flexibility while investing in virtual reality for remote collaboration.
* **Twilio (TWLO)**: Powering communication tools that enable remote customer support and collaboration.
* **Peloton Interactive (PTON)**: Catering to professionals balancing fitness with remote or hybrid work schedules.
Thoughts?
| 1,739,214,046
|
2025-02-10 19:00:46
|
Ok-Eye7251
| 5
| 5
| 0.78
| null |
/r/investing/comments/1imdyc5/competing_portfolios_in_office_vs_remote/
|
https://www.reddit.com/r/investing/comments/1imdyc5/competing_portfolios_in_office_vs_remote/
|
investing
|
Apple
|
1im2g49
|
Thoughts on creating an 'underweight-Trump' investment portfolio
|
I've been considering shifting my investment portfolio such that it is underweight-Trump and I'd welcome any builds or critiques on my thinking!
In other words, I'd like to build a portfolio that has lower exposure to the political, policy, geo-political and other black swan risks Trump introduces.
This isn't to boycott Trump, or to make any sort of political statement, purely out of self-interest.
**Investment Thesis:**
A Trump presidency introduces significant uncertainty, which can discourage investment and increase market volatility. Key concerns include:
* Trade Wars & Economic Impact – Heightened tensions with China and Mexico could slow U.S. growth, particularly for companies reliant on global trade.
* Inflationary Pressures – Tax cuts, increased spending, and protectionist policies may drive inflation higher.
* Labour Shortages & Rising Costs – Anti-immigration policies could exacerbate workforce shortages, pushing up wages and business costs.
* Targeted Industry Risks – Trump has been openly critical of Green Energy, Electric Vehicles (EVs), Big Tech, and major media companies, creating potential headwinds for these sectors.
* Crypto Bubble Risk – Formalizing cryptocurrency regulations or endorsements could lead to another speculative boom, diverting capital from traditional investments and ultimately resulting in a crash.
* Geopolitical & Institutional Risks – There is a non-zero chance of major geopolitical conflict (e.g., with Russia, China, North Korea, or Iran) or domestic instability (e.g., Trump refusing to leave office, weakening key institutions).
* Long-Term Institutional Decline – The weakening of U.S. governance structures may gradually erode the country's economic efficiency and global standing.
**Counterarguments:**
While Trump presents risks, some potential upsides could counterbalance them:
* Markets May Have Already Priced This In – Investors may have already adjusted expectations for Trump’s policies.
* Tax Cuts & Deregulation Could Fuel Growth – Corporate tax reductions and fewer regulations could provide short-term economic stimulus.
* Tech & AI Dominance – Much of recent market growth has come from U.S. Tech & AI companies. An underweight position in these sectors could mean missing out on significant future gains.
* Geopolitical Cost Shifting – If the U.S. reduces its global commitments, Europe and other allies may increase spending, creating investment opportunities elsewhere.
* Billionaire Influence – Trump is backed by major business leaders who could push back if his policies create economic instability. Despite his reputation for being stubborn, he has also shown a willingness to reverse course when politically necessary.
**What would constitute an underweight-Trump portfolio?**
Assume my portfolio is currently similar to a standard 'growth' portfolio and I want to retain a similar risk profile. I don't necessarily want to completely avoid any sectors etc., just nudge the percentages up/down.
I see two main avenues to adjust the portfolio to build an 'underweight-Trump' portfolio.
*Regionally*
* Downweight US shares.
* Downweight countries impacted by Trade Wars (China, Mexico, Canada).
* Downweight countries that are geopolitically (Greenland, Panama, Ukraine).
* Upweight total international stock ETFs, developed markets ETF, emerging markets ETF.
*Sectorally*
* Downweight big tech (Meta, Google, Microsoft) while keeping AI, Cyber and Cloud.
* Downweight green energy and EVs
* Downweight retailers reliant on China manufacturing (e.g. Walmart, Apple, Nike)
* Upweight energy, commodities, small-mid cap, defensive.
| 1,739,180,530
|
2025-02-10 09:42:10
|
Blackbird_nz
| 0
| 8
| 0.32
| null |
/r/investing/comments/1im2g49/thoughts_on_creating_an_underweighttrump/
|
https://www.reddit.com/r/investing/comments/1im2g49/thoughts_on_creating_an_underweighttrump/
|
investing
|
Apple
|
1il62nz
|
Ethical companies in S&P 500?
|
I’m trying to make my own diversification of the slightly better companies in S&P 500 (doesn’t necessarily need to be in S&P500). I don’t really care for ESG, i find it to be a metric only for greenwashing, and blurring the nuances between companies that actually try, vs companies that just manage a facade. I understand that all companies this big have some blood on their hands to a certain degree, but i want to know which companies come out on top? E.G. i like Apple and Microsoft way better than Meta and Amazon. Some companies you find to try more than their competitors?
EDIT: I’m not looking for the holy grail of ethics here, just the better companies relative to the others. As i said i know all these companies couldn’t exactly be considered ethical. As far as what i consider ethical is metrics such as less pollution, child labor, livable wages, no imperialism etc. The very basic human rights not being totally ignored is a good start.
| 1,739,073,392
|
2025-02-09 03:56:32
|
Sup3rp1nk
| 0
| 41
| 0.34
| null |
/r/investing/comments/1il62nz/ethical_companies_in_sp_500/
|
https://www.reddit.com/r/investing/comments/1il62nz/ethical_companies_in_sp_500/
|
investing
|
Apple
|
1ijwa8v
|
Hedge strategy for a tech heavy portfolio ?
|
Hey,
I'm long term bullish on tesla, some things musk did lately bothered me but overall I still believe in the long term self driving and humanoid robots, even if it happens years later than expected.
And I hold bitcoin, bullish on it.
So overall this portfolio has potential long term, but lacks any sort of hedging and diversification I totally feel that.
At the point I'm at, I can see myself having my portfolio slashed 50% in 1 month, i can see that happen, so I wanna put the new money elsewhere, but also keep my current positions that I'm bullish on, as they are.
I don't really wanna get into sp500 as it is, as it's so tech boosted, and I'm already so exposed to tech.
I soon expect to get alot of new returns tha I plan to invest somewhere else, to keep the growth/ speculative part as I have and not touch it.
And create the other part that aims to give like stable returns, and hold pretty well in a black swan or bear market type event.
So I want to avoid speculative future projection tech sort of stuff, that also includes the sp500.
I don't want FAANG stocks, apple nvidia google etc, some are more hyped than others and some are probably not so bad I know tesla is a nig one, but still I wanna keep out of it as I'm already in it.
And perhaps I also don't want to be too correlated with united states alone.
Any sort of perhaps actively managed etf, that perhaps has some cash, some long positions on boring stuff
And some shorts on bad/scam/useless companies ? And maybe 25% of portfolio being shorts ?
With long term annual returns of maybe like 7-8% a year. And a better resilience in a bear market situation, due to low speculation(tech) exposure, and some shorts that would in that case be in green.
So overall maybe slight underperformance of sp500, but better resilience and less volatility. With still decent 8% a year gains, is that reasonable to ask for ?
It's important that it has atleast like 6-7 years of track record
Anyone knows a good etf for that ? Or some form of investment that can do something like this ?
| 1,738,938,705
|
2025-02-07 14:31:45
|
Individual_Type_7908
| 0
| 12
| 0.46
| null |
/r/investing/comments/1ijwa8v/hedge_strategy_for_a_tech_heavy_portfolio/
|
https://www.reddit.com/r/investing/comments/1ijwa8v/hedge_strategy_for_a_tech_heavy_portfolio/
|
investing
|
Apple
|
1ijlt47
|
Monthly ACH into VOO: any real difference in where?
|
If I’m going to do an auto draft into VOO, I don’t really care about research or margin or anything else, is there any difference in who I do it with?
I have an E*trade account from a billion years ago with my fabulous 4-share Apple buy.
Otherwise, no brokerage and no preference. I just want something that can pull $500 every other week and buy VOO.
| 1,738,899,381
|
2025-02-07 03:36:21
|
iulius
| 1
| 8
| 0.57
| null |
/r/investing/comments/1ijlt47/monthly_ach_into_voo_any_real_difference_in_where/
|
https://www.reddit.com/r/investing/comments/1ijlt47/monthly_ach_into_voo_any_real_difference_in_where/
|
investing
|
Apple
|
1ij6opc
|
Is Microsoft too powerful to be impacted by a Trade War?
|
There’s talk of the US dropping tariffs on the EU, and the EU possibly firing back at Big Tech. But could Microsoft even be touched by this? They’ve become so essential and ingrained in nearly every country’s infrastructure that going after them seems almost impossible. With companies like Tesla, Amazon and Apple it's easy to see the damage a tariff could cause, but targeting Microsoft would just hurt the EU too. So the question is, if trade wars start escalating, could Microsoft actually be a victim, or are they just too big to fail for anyone involved? Would love to hear thoughts from other MSFT holders.
| 1,738,859,583
|
2025-02-06 16:33:03
|
BirthdayOk5077
| 0
| 17
| 0.36
| null |
/r/investing/comments/1ij6opc/is_microsoft_too_powerful_to_be_impacted_by_a/
|
https://www.reddit.com/r/investing/comments/1ij6opc/is_microsoft_too_powerful_to_be_impacted_by_a/
|
investing
|
Apple
|
1ij3x24
|
Going to be a rough day for SKWS
|
DIdnt have a great quarter and shares dropped from 85 to 65 per share at the open. Will keep my shares because they have been good to me in the long term and I think this is likely just an initial reaction and will bounce back. But they need to expand their business beyond Apple at some point.
| 1,738,852,503
|
2025-02-06 14:35:03
|
WBVersion3
| 0
| 2
| 0.3
| null |
/r/investing/comments/1ij3x24/going_to_be_a_rough_day_for_skws/
|
https://www.reddit.com/r/investing/comments/1ij3x24/going_to_be_a_rough_day_for_skws/
|
investing
|
Apple
|
1igt0wc
|
For long term investing and eventual dividend income, VOO, SCHD, or both?
|
I’m a 28M just trying to shove as much money in the best place that I can for the long term. I LOVE the idea of one day living off of a steady dividend income (I’m quite frugal and don’t want for much materially… even 25k-30k a year passively would be amazing) but I definitely don’t have the raw capital to dump into dividend focused investing right now to make that happen anytime soon. Should I just continue to invest in VOO, SPY and other conservative blue chips like Apple and let those returns come to me through the decades or should I be slowly building up on something like SCHD now? From what I’ve seen it seems that the actual value returns on VOO would likely be much better, but of course that sweet dividend income is another kind of valuable. Do people just wait till retirement and then dump into dividend focused stuff then? My fellow middle class, what are your plans?
| 1,738,600,003
|
2025-02-03 16:26:43
|
DankoDarkMatter
| 4
| 21
| 0.61
| null |
/r/investing/comments/1igt0wc/for_long_term_investing_and_eventual_dividend/
|
https://www.reddit.com/r/investing/comments/1igt0wc/for_long_term_investing_and_eventual_dividend/
|
investing
|
Apple
|
1ifd7nd
|
Q4 EPS Discrepancies for Apple
|
I want Apple's fourth quarter diluted EPS, but I am getting conflicting reports.
Nasdaq and Trading Economics reports 1.64, while Yahoo Finance and my personal calculations get 0.97.
To get 0.97, I subtract the 10-K annual earnings from the sum of quarters 1-3. Then I divide by the weighted average of the diluted shares outstanding reported in the 10-K.
Does anyone know what could cause this discrepancy? Perhaps 1.64 is using non-gaap earnings? Or a different time period considered for earnings?
Sources:
Nasdaq: [Apple (AAPL) Earnings Report Date | Nasdaq](https://www.nasdaq.com/market-activity/stocks/aapl/earnings)
Trading Economics: [Apple | AAPL - EPS Earnings Per Share](https://tradingeconomics.com/aapl:us:eps)
Yahoo Finance: [Apple Inc. (AAPL) Analyst Ratings, Estimates & Forecasts - Yahoo Finance](https://finance.yahoo.com/quote/AAPL/analysis/)
| 1,738,435,603
|
2025-02-01 18:46:43
|
Jake_UMich
| 5
| 0
| 0.86
| null |
/r/investing/comments/1ifd7nd/q4_eps_discrepancies_for_apple/
|
https://www.reddit.com/r/investing/comments/1ifd7nd/q4_eps_discrepancies_for_apple/
|
investing
|
Apple
|
1i8mvo5
|
When to buy foreign currency to invest in foreign assets?
|
I live in the EU and I'm mainly holding PLN, and if I want to buy an ETF that tracks the SP500 or a stock like Apple, I'm subject to currency fluctuations.
If I want to buy let's say Apple, then my broker will take the PLN/USD exchange rate and charge me 0.50% for buying and then for selling based on the mid-market exchange rate.
This is usually not a problem, but there are times where a stock or ETF I want to buy is cheap, but the current exchange rate is not favorable, e.g. the dollar or euro is expensive at the moment or vice-versa—I want to sell an asset but the dollar or euro is cheap.
Currently, the PLN is quite strong and I can buy the EUR and USD for fairly cheap compared to the past years. I'm wondering if it would make sense to exchange my PLN for these currencies and then buy and sell the assets directly with the currency, which would allow me to later sell my stocks without having to automatically reconvert back to PLN, meaning that I can wait for a favorable time to re-exchange them.
Any opinions would be greatly appreciated here, thanks!
| 1,737,691,480
|
2025-01-24 04:04:40
|
OverWarthog7488
| 5
| 5
| 0.73
| null |
/r/investing/comments/1i8mvo5/when_to_buy_foreign_currency_to_invest_in_foreign/
|
https://www.reddit.com/r/investing/comments/1i8mvo5/when_to_buy_foreign_currency_to_invest_in_foreign/
|
investing
|
Apple
|
1i8ajkd
|
Anyone else trim their AAPL position?
|
Basically the title. AAPL had an amazing run but has run into serious headwind these past weeks and now the downgrades from analysts.
I’ve never been one to buy into the AI hype but Apple’s implementation simply can’t work with their commitment to privacy. From a tech perspective, I believe the looser the restrictions in the name of privacy, the better the results. Which is why Siri has always sucked.
There’s only so much you can do with on-device models. Developing a pattern based on your data will help. It also helps advertisers. Again, in my opinion why Google is better at AI.
AAPL will have to just fall back on hardware and unless they unveil a folding iPhone next year, I have a bad feeling about their stock price.
| 1,737,657,673
|
2025-01-23 18:41:13
|
FortyYearOldVirgin
| 14
| 64
| 0.64
| null |
/r/investing/comments/1i8ajkd/anyone_else_trim_their_aapl_position/
|
https://www.reddit.com/r/investing/comments/1i8ajkd/anyone_else_trim_their_aapl_position/
|
investing
|
Apple
|
1i65j2i
|
I'm considering selling Nvidia and buying reddit& Plantir
|
I've been investing in NVIDIA for a long time, and as I let it sit over time, the returns have grown significantly. Now, NVIDIA makes up about half of my total assets and also invested in Google, Apple, Microsoft, and Amazon.
Lately, I’ve been getting interested in stocks like Reddit or Palantir, as they seem to have more potential for price growth compared to large-cap tech companies.
What do you think about selling part of my NVIDIA shares and reallocating to Reddit or Palantir? It seems like it could be a good move from a portfolio diversification perspective.
+ my portfolio
80k nvidia
15k gooogle
17k apple
16k microsoft
14k amazon
I put 12k to Nvidia 3 years ago
| 1,737,418,569
|
2025-01-21 00:16:09
|
Andy_parker
| 0
| 22
| 0.33
| null |
/r/investing/comments/1i65j2i/im_considering_selling_nvidia_and_buying_reddit/
|
https://www.reddit.com/r/investing/comments/1i65j2i/im_considering_selling_nvidia_and_buying_reddit/
|
investing
|
Apple
|
1i4cio2
|
TSMC: The Backbone of Global AI Chipmaking
|
Summary:
* **Global Leadership in AI Chips:** TSMC dominates the semiconductor market, producing over 90% of the globe’s most advanced chips, crucial for AI and HPC applications.
* **Geopolitical Risks:** Taiwan’s political tensions with China and U.S. export restrictions could affect TSMC, but its Arizona expansion helps mitigate risks.
* **Strong Market Position:** Partnerships with Nvidia, Apple, and AMD highlight TSMC’s technological edge, particularly with 3nm and 5nm nodes.
* **Investment Potential:** Despite challenges, TSMC's 2025 focus on AI growth, HPC revenue, and strategic diversification underscores its value as a long-term investment.
Taiwan Semiconductor Manufacturing Company (TSMC) is the global leader in advanced chip manufacturing, powering the AI revolution with its cutting-edge technology. As the primary supplier for tech giants like Nvidia, Apple, and AMD, TSMC produces over 90% of the world’s most advanced semiconductors, which are essential across industries, from military systems to consumer electronics. The company’s dominance is driven by its consistent investment in leading-edge processes, including 3nm and 5nm nodes, which form the backbone of high-performance computing and AI applications.
However, TSMC faces significant geopolitical risks due to its concentration in Taiwan, a region under constant tension with China, which views Taiwan as a breakaway province. A disruption in TSMC’s operations could spark a global semiconductor crisis, impacting economies worldwide. To mitigate these risks, TSMC has been diversifying its production capabilities, with a notable $40 billion investment in its Arizona facility. This expansion strengthens supply chain resilience and ensures U.S. access to cutting-edge chips for AI, defense, and other critical technologies. Additionally, the U.S. CHIPs Act offsets the high operational costs of U.S.-based facilities and supports workforce development.
TSMC’s position as the backbone of the AI and HPC sectors is underscored by its strategic collaboration with Nvidia to produce advanced AI chips, such as the Blackwell series, further cementing its role as a critical supplier in this rapidly growing market. In Q3 2024, TSMC’s revenue grew by 36% year-over-year, driven by strong AI-related demand, and it projects that mid-50% of its total revenue will come from HPC applications in 2025.
Despite its strengths, TSMC must navigate industry challenges, including the cyclical nature of the semiconductor market, declining PC and smartphone demand, and Wall Street's caution over potential growth slowdowns. Innovations in AI-driven consumer technologies and CES product launches could help revitalize these segments, with TSMC’s advanced chipmaking capabilities playing a central role.
From a valuation perspective, TSMC’s forward P/E ratio of 22.81 and PEG ratio of 0.73 suggest that while the stock trades at a premium, it remains reasonable given the company’s earnings growth and leadership in the AI sector. Geopolitical risks, while significant, are partially mitigated by the company’s diversification and reduced reliance on China, which now accounts for only 10% of its revenue.
TSMC has outperformed the semiconductor market benchmark (SMH) due to its advanced technology and strategic partnerships, recovering more quickly from market selloffs and demonstrating strong resilience. The company’s ability to balance geopolitical risks, invest in cutting-edge technologies, and sustain high demand for its products positions it as an attractive long-term investment.
In conclusion, TSMC’s leadership in semiconductor innovation and its critical role in AI chipmaking make it indispensable to the global technology industry. While challenges remain, its proactive approach to diversification and its focus on high-growth sectors like AI and HPC ensure its continued success and solidify its appeal as an investment in 2025.
TLDR: TSMC is a global leader in semiconductor manufacturing, pivotal for AI chipmaking with unmatched technological dominance. While geopolitical risks and U.S.-China tensions pose challenges, the company’s strategic expansions, such as its Arizona facilities, and its robust growth in AI-driven markets make it a compelling investment in 2025.
| 1,737,221,230
|
2025-01-18 17:27:10
|
Goatofoptions
| 0
| 16
| 0.49
| null |
/r/investing/comments/1i4cio2/tsmc_the_backbone_of_global_ai_chipmaking/
|
https://www.reddit.com/r/investing/comments/1i4cio2/tsmc_the_backbone_of_global_ai_chipmaking/
|
investing
|
Apple
|
1i3egin
|
Criticize my stock picking portfolio
|
This sub has some people who are smart, and probably more attuned to individual stock picking than I am. But I still like to invest in single stocks, although I am waiting to see if 5 years from now I should have invested in an index fund instead. I’d be thrilled to hear what’s bad in my portfolio.
Francaise des Jeux, 33% of my portfolio. A French lottery monopoly. I bought the stock recently, because I think the business will do well in the future and the I liked the relative value compared to investing in top U.S companies. I felt that this business is more certain with the facts I could gather compared to investing in Apple for example. Apple is a great business too, but is valued higher in terms of earnings multiple or how much dividends I can get if I invested in it today. I like the fact that the company is growing and gives me certainty a bit. The French Government or the EU don’t have plans to regulate this business heavily in the near term. Meanwhile, the profitability is high.
Multitude, 22% of my portfolio. A small cap financial institution in Europe, that has 3 segments. One segment earns about 50 million euros in operating profit, while the two others drag the company’s earnings down. There I saw an opportunity, because the price at the lowest point when I bought was close to 50 million euros. Still makes me wonder whether the market has noticed something I haven’t. Maybe I am too optimistic that the value of this single unit is much higher than what is the current market value for the whole enterprise, about 100 million euros, and the market knows something I don’t.
Centrum Finansowe, 15% of my portfolio. A Polish financial operator, that provides debt collection services and financing to SMEs. The idea was that the price was cheap, and the financials looked solid. When I bought my first shares, the dividend yield was about 11%. If the business stayed solid, I would earn decent returns. There is a possibility of business improvement, meaning more earnings and dividends on my investment.
Indos, 12% of my portfolio. Similar idea to Centrum Finansowe. Solid financials and high dividend yield got me interested.
Japan Warranty Support, 13% of my portfolio. Initially I had looked up on this company’s competitor, Solvvy (known as Japan Living Warranty before), but the competitor decided to buy and merge an unrelated company to itself. Before, these two companies shared same characteristics: good profitability, operated in insurance and warranty business, and the stock prices did not seem egregious. Recently, JWS forecasted lower growth compared to its past performance, and the stock plummeted. I bought my shares at prices that are very close to today’s prices. Per one share, JWS has about 3000 yen in cash net of debt, meaning not including insurance liabilities but bonds and bank debt, and 4500 in net portfolio value. At a price of around 2300 to 2800 yen, I thought this could be a good buy.
I invest globally, but have felt that stock prices move to opposite direction to what I expected. My picks have performed poorly, which leads me to think I am doing something wrong. Or there is randomness, I don’t know. It’s possible that investing in single stocks is not for me. Hopefully somebody smart would be so nice to criticize me. Thanks.
| 1,737,113,915
|
2025-01-17 11:38:35
|
karhunkontti
| 0
| 17
| 0.44
| null |
/r/investing/comments/1i3egin/criticize_my_stock_picking_portfolio/
|
https://www.reddit.com/r/investing/comments/1i3egin/criticize_my_stock_picking_portfolio/
|
investing
|
Apple
|
1i36rox
|
CES Note On Nvidia (NVDA)
|
Jensen Huang, Nvidia CEO delivered the CES (Consumer Electronic Show) keynote on January 6th, 2025. An immensely popular event, with about 140,000 attendees, the charismatic Jensen drew a packed crowd. Jensen did not disappoint.
# There were three big announcements
# New Gaming Cards
Nvidia’s new line of RTX 50 Series gaming graphics cards is based on the company’s Blackwell chip architecture. Considering the massive leap Blackwell has made over Hopper, its previous iteration in data center applications, getting it to work in gaming is a huge deal – a massive improvement with superior rendering and higher frame rates for gamers.
# Digits
The Linux-based desktop computer with the GB 10 Grace Blackwell Superchip with a CPU and GPU. A first in its history at $3,000 “Placing an AI supercomputer on the desks of every data scientist, AI researcher, and student empowers them to engage and shape the age of AI,” Huang said.
It may seem like a niche product for high-end engineers/professors/scientists and researchers, but I think it’s a deliberate and excellent strategy to evangelize the product, through the folks who can develop use cases and apps that can further the market for cheaper at scale mass Digits in the future.
This is straight from the Nvidia playbook from the last two decades – they have always involved the scientific and research community from the start. I can bet a large number of these are going to be distributed free to campuses.
I think Digits will turn out to be a very consequential product for Nvidia – with several billion in revenue in a few years. But forecasts aside, what’s key is that Digits uses a scaled-down version of Nvidia’s Grace AI server CPU technology. It’s packaged in a Mac Mini-sized form factor with the help of Taiwan-based **MediaTek**, which Huang commended for its expertise in building low-power chips.
Quoting Tae Kim from Barron’s who authored an excellent book on Nvidia
>Over time, the logical move for Nvidia would be to scale down this CPU further for consumer Windows laptops. By integrating its graphics expertise, MediaTek’s power-saving capabilities, and the efficiency of Arm-based CPU technology, Nvidia could create a processor that offers leading graphics for gaming and high performance for productivity, along with long battery life. While prior Arm-based Windows PCs have struggled with software compatibility, Nvidia’s top-notch software engineering could make it work.
Huang strongly hinted that the introduction of Digits was a precursor to the PC market, even as there are questions about why Nvidia chose Linux over Windows – and we should hear more about that at their GTC conference in March.
It could shake up the moribund PC market, which has been suffering from a lack of growth rates after COVID-19. Desktop PCs and laptop computers still generate large revenues for **Intel** and **Advanced Micro Devices**, the primary makers of x86-based processors – a legacy that could give way to ARM-based processors, which Apple uses. Analysts expect Intel to generate $30 billion in revenue from its client computing business in 2024, according to FactSet, while AMD has $6.7 billion in revenue in its client segment.
Billions of potential new revenue are at stake for Nvidia, which is forecasted to make about $180Bn in sales in the 12 months ending January 2026. While data center takes up the largest share of revenue at about $150Bn of that pie and gaming, auto, and professional visualization (Omniverse) take the rest, a new source would help a great deal when data center revenue growth slows down.
In the past two years, Nvidia has monopolized the AI data center market with the best-designed, highest-performing chips. Nvidia would likely make a significant dent in the PC market as well as the new paradigm in edge computing with all the computing power and constant innovation and upgrades at its disposal.
# Cosmos
The third announcement was for COSMOS – a significant improvement over their Omniverse and the biggest catalyst/enabler of “Physical AI”, I’ll write a separate note on that.
**Nvidia is firing on all cylinders and that’s great news for consumers.**
| 1,737,082,784
|
2025-01-17 02:59:44
|
Fountainheadusa
| 4
| 5
| 0.67
| null |
/r/investing/comments/1i36rox/ces_note_on_nvidia_nvda/
|
https://www.reddit.com/r/investing/comments/1i36rox/ces_note_on_nvidia_nvda/
|
investing
|
Apple
|
1i1j6i5
|
General help (looking for opinions and advice or a point in the right direction )
|
Hey! I’m currently 19 living in California in college and working a part time job during the semester. I am trying to get into investing, I currently have about a 1k invested in Apple and a single share of NVIDIA. I’m wondering if anyone knows of any good books, sites, or just points of information that I can research to get going. I do not have very particular time horizons and I would say a medium tolerance for risk. I would appreciate if anyone felt like sharing some info or just thoughts that I could bounce off of to get more of an image on what investing looks like so that I can get to a place to really make the right decisions on where to allocate funds!
I hope this follows the rules of the community, cheers and thanks to anyone who decides to share!
| 1,736,895,843
|
2025-01-14 23:04:03
|
Outrageous-Muffin-37
| 4
| 2
| 0.75
| null |
/r/investing/comments/1i1j6i5/general_help_looking_for_opinions_and_advice_or_a/
|
https://www.reddit.com/r/investing/comments/1i1j6i5/general_help_looking_for_opinions_and_advice_or_a/
|
investing
|
Apple
|
1i1i8hx
|
Is there anyway to do parlays in the stock market?
|
Lets say I think apple is going to be above $250/share in 6 months. and lets say that where options are trading implies a 50% chance this will happen.
Lets also say I think NVDA will be above $150/share in 6 months, and that options trading implies there is a 25% chance this will happen.
I could trade apple options and make 2x my money if Im right, and also trade NVDA options and make 4x my money if I'm right, but what if I want to *simultaneously* bet that Apple will be above $250 *and* NVDA will be above $150 and make 8x my money?
| 1,736,893,361
|
2025-01-14 22:22:41
|
Content-Mechanic2773
| 0
| 26
| 0.29
| null |
/r/investing/comments/1i1i8hx/is_there_anyway_to_do_parlays_in_the_stock_market/
|
https://www.reddit.com/r/investing/comments/1i1i8hx/is_there_anyway_to_do_parlays_in_the_stock_market/
|
investing
|
Apple
|
1i14t0v
|
BeammWave (BEAMMW B): Unlocking the full potential of 5G
|
**Summary:**
Okay, so this post might be a little bit different from what you’re used to around here. But if you bear with me, I believe you’ll find it interesting. **BeammWave (BEAMMW B)** is a Swedish deep tech company led by the people behind the success of Bluetooth (yes, that Bluetooth), and they have developed the next generation technology for wireless communications. Their current market cap is about 150M SEK (5 SEK/share), but the potential market is in the billions of USD. Several of the biggest telecom companies in the world are currently evaluating their technology, aiming to implement it in future products (estimated 2025/2026). Such a revenue-generating implementation would be a major catalyst for the share price. However, operating in a very hot field, their substantive patent portfolio alone is likely worth significantly more than the current company valuation, drastically reducing the risk.
**My investment strategy:**
I consider myself a value investor, at least in the sense that I search for companies that are overlooked—and undervalued—by the market. Specifically, I spend a lot of time analyzing small, international companies, and I prefer to focus on those in the technology sector. Why? Because oftentimes, groundbreaking innovation comes not from the giant behemoths with thousands of employees and near limitless funding. Instead, it comes from small groups of talented people with great ideas and no bureaucracy to limit them. These small, early-stage companies often have quite unattractive finance sheets, so just looking at the bottom line won’t tell you much. Instead, I focus on three main points:
1. The people: An investment in a company is really an investment in the people running it. You can have the most promising technological solution and all the money in the world, but if the people in charge lack the skillsets, connections and passion to utilize it, it’s never going to take off.
2. The product: Is there a need for it? Does it solve a problem? What is the market for it? What is the competition? You know the drill.
3. The valuation (and the financials): What has been priced in? Does the valuation make any sense? Also, I know I said the financials in these companies are often an eye-sore, but there are different levels of hell. Is there an imminent risk for bankruptcy or new share issues? How much do they spend a year? How long will it realistically be until they start making money?
It may sound obvious, but I really stick to these points. If one of them doesn’t hold up, I don’t invest. To quote Munger:
*"And the wise ones bet heavily when the world offers them that opportunity. They bet big when they have the odds. And the rest of the time, they don't. It's just that simple."*
Meaning, I turn down the vast majority of the companies I analyze. But once in a while—when I find what I believe to be a truly undervalued company—I bet heavily on them. With BeammWave, this is one of those times, and I would love to hear your thoughts on it:
**BeammWave’s people:**
The company is founded—and still run by—engineers. There is not one professional finance-bro-hustler within sight, only these old grandpas (literally) with more than a century of combined experience working at the biggest telecom companies in the world. For example:
· CEO: Stefan Svedberg, an electrical engineer who at Ericsson had a driving role in the development and global success of Bluetooth. Was also responsible for several M&As.
· VP of Business and Sales: Robert Cadman, who was in part responsible for bringing the Bluetooth technology to the markets.
· Chief Systems Architect: Bengt Lindoff, one of the world’s most prolific inventors with 2000+ patents in his name, who most recently had a top position at Huawei (developing 5G systems).
· Chairman of the board: Fredrik Rosenqvist, a civil engineer and the ex-CEO of Saab Ventures, who amongst other things facilitated the sale of C3 to Apple.
I could go on, but you get the drill. Together, they not only carry an enormous respect within the industry—with far-reaching connections to the people at the very top of the big companies—but also an incredible know-how in just what it takes to successfully launch a new, revenue-generating technology. Also, they clearly have a lot of faith in—and passion for—BeammWave. If not, why would they all leave their cushy jobs at these giant companies to spend all their time and effort (and personal money) on this small start-up?
**BeammWave’s product:**
Wait, why *did* they actually leave their top jobs and go work for a start-up? Well, it’s because BeammWave has achieved something no one else has done before: distributed digital beamforming (DDBF) at millimeter-wave frequencies.
So, what’s that?
In short, it’s an objectively superior way to build the mmWave wireless communication systems of the future (meaning 5G, 6G and all the other Gs to come), providing much better data speed, capacity, signal strength and power consumption than what is currently used (i.e., analog beamforming). In addition, their DDBF solution also solves several of the critical problems facing the industry today, including frequency capacity saturation, the infamous mmWave Non-line-of-sight (NLos) sensitivity and more.
Companies like Verizon, Qualcomm and Apple has poured BILLIONS of dollars into mmWave technology, but so far it really doesn’t work very well. I won’t get into the details of the technology here, but if you find this post intriguing, I would highly recommend you to read up on it before investing. I believe it’s going to be difficult to really grasp the potential value of BeammWave (and how one small start-up could achieve what the market leaders couldn’t) if you don’t understand the technology at least at a basic level. Just know that literally everyone in the field agree that digital beamforming is far superior to the analog version used today. The problem has been that DBF has historically been more complex (ill-fitted for mass production), uses more power and costs more money. With BeammWave's solution, it is actually both cheaper, uses less power and is designed for mass volume production, while still delivering far higher data speeds etc. than the analog versions.
So why aren't other companies interest in their technology? Well, who said they weren't? BeammWave currently has 3 customers: Molex (a big electronics supplier for a lot of companies, including Apple), Alpha Networks (a Taiwanese electronics company) and an anonymous Asian market leader likely to be Murata (also an Apple supplier). These companies have already purchased BeammWave's development platform ADP1 and are currently building their own prototype products with it. Furthermore, BeammWave has a number of other partners, including Saab and Ericsson, while also having signed NDAs with other companies (think Samsung and Qualcomm) and are having ongoing discussions with a large number of companies (including "the biggest companies you can imagine", a CEO direct quote). As a testament to this, they have been given access to one of the biggest foundries in the world (in Germany) to produce their prototype chips (and assisting BeammWave with material/production). This is practically unheard of for a company of this size.
So, what does BeammWave actually do? Their actual product is an extremely advanced, 3x3mm radio-frequency integrated circuit (RFIC), coupled with software. It is optimized for high-volume production, with the goal to replace the currently used antennas/RFICs in not only smartphones, but in radar systems and satellites, drones, IoT devices, automotives, and FWA systems. They are likely to be earning 1-2 USD/chip, and a typical smartphone would carry 6-10 chips. Given that there are more than 1 billion smartphones produced annually (and that the handset market is just ONE of BeammWave’s markets), it actually becomes quite ridiculous when you start to crunch the numbers. We’re talking tens of billions of dollars if they manage to get even, let’s say, 15% of their TAM, and that is not considering how the mmWave market is expected to have a CAGR of 15-40% until 2030. Importantly, their technology is compatible with the current infrastructure, meaning that it's not necessary to replace current basestations etc. in order for it to work.
What about the competition? Well, right now, there isn’t actually any competition. BeammWave is literally the first company in the world to succeed in doing this. This is of course likely to change, but considering the "minefield of patents" (a literal quote from the CEO) that they have put down around the concept of DDBF, and their intention to "own the entire field" (another literal quote), it will likely be very difficult for other players to develop similar solutions without having to pay licensing fees to BeammWave. Remember, it's not really a question *if* digital beamforming will replace the analog technology: it's a question of who will do it. And right now, however unlikely it may seem, BeammWave appears to be winning the race.
So far, the people and the product are all green in my book. What about the valuation (and the financials)?
**BeammWave’s valuation (and financials):**
At the IPO in 2022, the valuation was around 200M SEK, which at the time was considered modest. Now, more than two years, 40 patent applications, a few giant customers and even more collaborations later, the valuation is...150M SEK (5 SEK/share) This is somewhat equal to what they have spent on the R&D, meaning that you get 10+ years of research from some of the best engineers in the field basically free of charge. Furthermore, they have practically zero debt. Analysts estimate the fair value *right now* (without any further deals) to be 7-12 SEK.
They just completed a warrants issue, and coupled with grants and sales of their ADP1 platform in Q4, they should have about 50M SEK in cash at hand right now, with the annual burn rate of 2023 being around 29M SEK. Thus, they should be liquid enough to get through at least 1 full year without any additional revenue. However, they have made clear that they expect several more customers short-term, and their stated plan is to have revenue-generation products hitting the market in 2025-2026. So far, they have never made any attempt at unwarranted hype-building, or promised things they couldn't keep, so I have no clear reason to doubt their words on this.
**So what's the catch?**
I guess now would be a good time to ask what the problem is. The thing is, I don't know. There has so far been no failures, no broken promises, no deals that have fallen through or actually any signs of industry lack-of-interest. I genuinely don't understand the valuation, and would appreciate feedback on this, but I have two hypotheses:
1. BeammWave is listed on a small, Nordic market (Nasdaq First North) with very little influx of international investors.
2. The technology is incredibly complex and not very sexy. No one gets excited about radios, antennas, frequencies and complex telecom terminology. And, since the company is headed by engineers, they have had trouble presenting the company in a way that investors understand. Simply put, people don’t understand what the hell they are doing, and subsequently also fail to grasp the enormous potential of their technology.
Furthermore, there are several obvious risks associated with investing in a company of this size (and in this industry). Here are the main Challenges & Risks as listed in their 2023 annual report:
1. **High-Competition Market:**
* Operating in a field with resource-rich global competitors, where patent disputes are common.
* Risk of design issues in their advanced semiconductor products, which could lead to costly rework or delayed launches.
2. **Operational Sustainability:**
* Dependent on successful execution of product commercialization and effective utilization of raised capital.
Fair points. However, I think the management has done basically everything they can to reduce those risks as much as possible:
1. **Patent disputes:** They are talking with pretty much everyone in the field (and have been for years), having either signed deals/partnerships or NDAs with most. I believe this extensive networking and deep-reaching connections is a significant hedge against patent infringement, especially compared to start-ups run by less-experienced/connected people.
2. **Product commercialization:** The prospect of a successful commercialization is greatly helped by the early access to a world-class foundry, in addition to letting customers use ADP1 to build their own prototypes using BeammWave's technology. This way, it's up to the customers to make it work, with BeammWave adopting a supporting role. Also, considering the steady influx of new customers/partners/projects, I think it's quite unlikely that the technology doesn't work. There would be signs by now (cancelled deals/aborted projects etc.). It’s also important to add that For BeammWave, mass-volume-production was the number 1 criteria from the very beginning, and considering the experience they have (and the amount of testing they have done), I find it unlikely to discover any major flaws in the product. At least when compared to your average, run-of-the-mill tech start-up.
With this said, I would love your feedback on this, and any criticism is highly appreciated. This post got really long, despite me trying to keep it relatively short. For example, I haven't event touched on the prospects of an acquisition, which I personally believe is probably the most likely case (by Apple, Qualcomm or some other giant player).
Cheers!
**Disclaimer:**
I own about 32k shares of BeammWave and I intend to hold these for at least 2 years, or until acquisition. This is not a P&D (but I guess that is what at smart P&D:er would say), but a long-term holding with the potential to generate extreme profits. I’m not posting this analysis to pump the share price—any upcoming deal will be enough of a catalyst—but frankly because I’m frustrated that a company with this potential is practically unknown outside of the industry, and I thought you might find it interesting.
| 1,736,857,156
|
2025-01-14 12:19:16
|
vantrivs
| 34
| 39
| 0.81
| null |
/r/investing/comments/1i14t0v/beammwave_beammw_b_unlocking_the_full_potential/
|
https://www.reddit.com/r/investing/comments/1i14t0v/beammwave_beammw_b_unlocking_the_full_potential/
|
investing
|
Apple
|
1i0q9ud
|
What is your allocation of ETFS versus Individual Stocks and why?
|
As a newer investor I have started investing into big market cap stocks for the long term (AMZN, MSFT, GOOG) (AMD, SOFI riskier long term). However as I have noticed it has more emotional ups and downs, can be way more rewarding but also way more gutting. ETF’s seems safer, less downside and way less emotion and time. However I understand that many choose stocks because it’s more entertaining than an etf. But if my main goal was to have May 7 (minus TSLA & APPL), V/MA, SPGI, Uber, Nike, ASML, AMD, CRM, Sofi, what etf suits this best? (I know many will say choose MAGS but not many do, why is that? Aside from some wanting strict allocations in a couple and not all. Thanks for any info!
| 1,736,806,508
|
2025-01-13 22:15:08
|
Specific_Leather_82
| 12
| 27
| 0.7
| null |
/r/investing/comments/1i0q9ud/what_is_your_allocation_of_etfs_versus_individual/
|
https://www.reddit.com/r/investing/comments/1i0q9ud/what_is_your_allocation_of_etfs_versus_individual/
|
investing
|
Apple
|
1hz6ul7
|
Are any of the Mag 7 Stocks a Buy right now?
|
I wanna invest for the long term. I have found many people arguing you should just DCA into the Mag 7 but Lump Sum seems better. At the moment I was looking into buying some Google, Amazon and Microsoft. They seem decently priced I know I missed the Google jump. Amazon is pretty low for their standard and Microsoft shouldn’t see much decline making it seem a decent buy right now. Would you guys buy these 3 right now? I will buy Meta when the price goes down? Also how come nobody is talking about buying NVIDIA, do people not believe in it long term? I know Apple and Tesla are not buys and are never talked about, understandably so due to high pricing. This makes me feel like only MSFT, GOOG, AMZN, META are long term buys…? What are your thoughts and thank you!
| 1,736,632,222
|
2025-01-11 21:50:22
|
Specific_Leather_82
| 48
| 86
| 0.76
| null |
/r/investing/comments/1hz6ul7/are_any_of_the_mag_7_stocks_a_buy_right_now/
|
https://www.reddit.com/r/investing/comments/1hz6ul7/are_any_of_the_mag_7_stocks_a_buy_right_now/
|
investing
|
Apple
|
1hysa3n
|
Stocks that doubled or more in 2 years (AMZN,GOOG,MSFT). If we have a correction how much will they likely pull back?
|
I'm guessing it's extremely improbable for them to ever go back to the valuations from 2 years ago. So would it correct anywhere from 10% to 30% at the most?
I saw the post below on Twitter which prompted me to post. I'm not sure how often mature tech stocks double or more in 2 years.
>Throwback to November 2022 when
>Nvidia $NVDA was trading at $15 ($136 today)
>$META was trading at $90 ($615 today)
>Tesla $TSLA was trading at $180 ($393 today)
>Amazon $AMZN was trading at $90 ($219 today)
>Apple $AAPL was trading at $140 ($237 today)
>Microsoft $MSFT was trading at $220 ($420 today)
>Google $GOOGL was trading at $85 ($192 today)
| 1,736,587,295
|
2025-01-11 09:21:35
|
StockRegard
| 0
| 30
| 0.45
| null |
/r/investing/comments/1hysa3n/stocks_that_doubled_or_more_in_2_years/
|
https://www.reddit.com/r/investing/comments/1hysa3n/stocks_that_doubled_or_more_in_2_years/
|
investing
|
Apple
|
1hxn080
|
Lesson that my grandpa learned back in the days
|
I asked my grandpa how he understood the ideology of investing back in the days and he recalled a story shared by a lecturer back in his school days. And the lesson translates perfectly to today ''time in the market beats timing the market'':
*Once two farmers planted apple trees.*
*The first farmer checked his tree daily, worrying and trimming it constantly. He uprooted it several times, thinking the soil wasn’t right. The second farmer simply watered his tree consistently and let time do its magic.*
*Years later the second farmer’s tree stood tall, full of fruit while the first farmer’s constant meddling left him with a stunted tree and no apples.*
Just loved how simple it was and wanted to share this story for you guys!
| 1,736,456,106
|
2025-01-09 20:55:06
|
Dull-Cap1566
| 327
| 42
| 0.86
| null |
/r/investing/comments/1hxn080/lesson_that_my_grandpa_learned_back_in_the_days/
|
https://www.reddit.com/r/investing/comments/1hxn080/lesson_that_my_grandpa_learned_back_in_the_days/
|
investing
|
Apple
|
1hwm08g
|
How to diversify holdings that have grown to a 1/3 of my total wealth?
|
Wife's 401k/investments: 200k
Home: 450k (bought in 2019 for 200)
My 401k: 200k
Additional savings: 15k
With 30+ years to retirement and Questioning if gold outpaces the sandp500 due to it being more productive than the markets or if it was due to money printing, I decided to make a "small" 1 time speculative investment of the first 50k in my 401k into GBTC via brokerage Roth.
I've only added an additional 15k into my 401k which has grown to around 19k during the same period. My wife's 401k is the "safe" Sandp500 allocation.
Good has continued to be a better hedge against inflation than the sandp. My BTC allocation has been volatile but so far so good.
I've heard of sayings: "average up/ dont sell your winners for losers" from folks that rebalanced from Apple/Amazon to buy more Disney as an example.
The market feels broken. A shiny gold rock and virtual gold with no earnings or productivity shouldn't outperform an entire market of labor and production. Should we allocate more to gold (hers)and bitcoin(mine) as inflation hedges until congress decides to stop printing money? What's /r/investing recommendations to rebalancing? It feels like we should play it safe and wait until 1 year of Trumps term and dip back into the market once this whole Greenland "manifest destiny" thing shakes out.
| 1,736,348,103
|
2025-01-08 14:55:03
|
Bitcoin401k
| 0
| 16
| 0.45
| null |
/r/investing/comments/1hwm08g/how_to_diversify_holdings_that_have_grown_to_a_13/
|
https://www.reddit.com/r/investing/comments/1hwm08g/how_to_diversify_holdings_that_have_grown_to_a_13/
|
investing
|
Apple
|
1lbcb1h
|
Are we due for another stock market crash?
|
These companies are left holding up the stock market.
If they fall, the entire market falls. And it’s the opposite if they all go up the whole market goes up. But the chart tells a different story of the recent trend. They are going up but rest of market is going down.
Here is what i think of the stocks left holding up the market.
AAPL - weakness in innovation, losing growth
MSFT - might be overbought here
META - good ad business but questionable ai product profitability
NFLX - high pe might give back massive gains its had
NVDA - ai sales increase already priced in. everyone says 170 eoy yet price is stalling. People relying on eoy to save them usually not a good thing.
AMZN - aws has competition with new datacenter companies emerging. Needs to take on more debt just to maintain its margin intensive shipping business
GOOG - losing search dominance, ai is good but not perfect yet, to maintain ai dominance intensive spending must happen will affect earnings
COST - taking a hit from tarrifs, it had a monster run and might give back a lot of gains
TSLA - lead roles stepping down, doesn’t look good for promises of products happening.
| 1,749,917,371
|
2025-06-14 16:09:31
|
MinyMine
| 1,547
| 623
| 0.89
|
Discussion
|
/r/StockMarket/comments/1lbcb1h/are_we_due_for_another_stock_market_crash/
|
StockMarket
|
Apple
|
|
1l8e9c2
|
Navitas Semiconductor : From 2 dollars to 8 dollars ...
|
**Hi everyone,**
I know this company that was recommended on subreddits focused on smXXl cxps. And it's true, the technology is really interesting, but often, it takes years, and sometimes, these companies go under along the way... But this time, they just signed a partnership with Nvidia for data centers. Apparently, they have a technology that’s going to revolutionize the infrastructure. Just a few days ago, the stock was trading at $2, today, it's at $8. While all my other stocks were tanking today, Navitas was still up another 20%...
I follow the news quite closely, and yet I'm constantly bombarded with talk about big caps and the MAG7 instead of putting the spotlight on companies like this one, which just closed a deal that could push it to an entirely new level. I'm frustrated to miss out on this kind of opportunity, because it really could have been a meaningful investment,even just 3–4 days after the announcement.
But instead of hearing about this kind of news, we have to put up with nonsense about Tesla, Apple and their stupid Vision Pro, Microsoft doing nothing new with Windows anymore... and I’m forgetting others.
Isn't there a site to stay informed about the real game-changers, please?
| 1,749,599,466
|
2025-06-10 23:51:06
|
DoublePatouain
| 23
| 14
| 0.76
|
Discussion
|
/r/StockMarket/comments/1l8e9c2/navitas_semiconductor_from_2_dollars_to_8_dollars/
|
https://www.reddit.com/r/StockMarket/comments/1l8e9c2/navitas_semiconductor_from_2_dollars_to_8_dollars/
|
StockMarket
|
Apple
|
1l836bo
|
Scale+Meta/OpenAi+Apple... impact on Palantir?
|
Palantir has been positioning itself as the answer to all Enterprise's problems, but how could these partnerships affect that?
I have been building a few apps recently, and I'm moving away from API calls to training an agentic ai. It's pretty easy for a person like me, with low level coding skills to achieve this. I can upload any number of files which will instruct it on how to begave, set guardrails etc. I imagine for a team of seasoned programmers it will be a lot easier and way more effective. These calls are cheap as hell too.
Seems to me that much of the 500+ P/E ratio for PLTR is based on their forward enterprise TAM. And if it becomes easier and much cheaper for companies to develop their own systems, TAM is surely affected.
Btw I am an og pltr holder and I still am on board, but just wondering what people think?
| 1,749,572,835
|
2025-06-10 16:27:15
|
magisterdoc
| 1
| 10
| 0.54
|
Discussion
|
/r/StockMarket/comments/1l836bo/scalemetaopenaiapple_impact_on_palantir/
|
https://www.reddit.com/r/StockMarket/comments/1l836bo/scalemetaopenaiapple_impact_on_palantir/
|
StockMarket
|
Apple
|
1l742x9
|
Is this Actually a bull market?
| ERROR: type should be string, got "https://preview.redd.it/n8wd5q0ydw5f1.png?width=2560&format=png&auto=webp&s=621ff26557ff38287c417e2a05d08032604603f6\n\nTake a look at this chart.\n\nOrange line = SPX \nBlue line = SPX without AAPL, MSFT, META, NFLX, NVDA, AMZN, GOOGL, COST\n\nNow tell me honestly… is this really a bull market?\n\nOr is it mostly tech bull market where tech names like Nvidia, Apple, Microsoft, Meta, Netflix and Google and Amazon too... \n\nBecause if you remove these 7 tech names plus Costco too, the rest of the market looks like it’s been going sideways or even rolling over hard. This ain't a healthy, broad-based rally. It’s basically just a handful of mega caps doing all the heavy lifting while the rest of the market is lagging behind big time. \n\nThere are other few more stocks that have done well such PLTR and WMT and HOOD and UBER that are much at their ATH... Feels like everyone’s celebrating all-time highs, but under the surface it's a different story. \n\nhttps://preview.redd.it/d4yxscbwew5f1.png?width=2560&format=png&auto=webp&s=21b2b8b618e8a5bbe5537f2d1763fb6bf213270f\n\nhttps://preview.redd.it/jzuwh57uew5f1.png?width=2560&format=png&auto=webp&s=bf3627676eaf0c62dacbe9bb239d39ea42585b32\n\nMost stocks aren’t even close to their highs. **Such as AMD, Paypal, Target, NKE, ADBE, ABNB a**nd many many more. Those big names are down big times from **50% or even 70%** more down from their **ATH** \nEven chinese stocks such as BABA and Bidu are down and trading at very low valuations... \n\nhttps://preview.redd.it/5obxiztzew5f1.png?width=2560&format=png&auto=webp&s=cb76675d19ec250fbd6026b2d6b06e627639fc27\n\nhttps://preview.redd.it/1fxaz2uzew5f1.png?width=2560&format=png&auto=webp&s=817e0673d32b99ecbdc0d16645aeaa0ba12b4f2b\n\nhttps://preview.redd.it/issgebt5fw5f1.png?width=2560&format=png&auto=webp&s=c1d77aef58fc743f8ad65eb998e7e58aba7756ed\n\nPersonally i would like to ask how can any average person who is coming hot in this market which might seem easy on surface but very to invest in because on one hand you are either investing in tech stocks that are highest gainers but at absurd valuations or betting on losers that haven't gained any momentum in this market even though stock market is at pretty pretty close to ATH. \n\nSo again… is this really a bull market?"
| 1,749,473,781
|
2025-06-09 12:56:21
|
SpiritBombv2
| 406
| 295
| 0.87
|
Discussion
|
/r/StockMarket/comments/1l742x9/is_this_actually_a_bull_market/
|
https://www.reddit.com/r/StockMarket/comments/1l742x9/is_this_actually_a_bull_market/
|
StockMarket
|
Apple
|
1l69olm
|
What To Expect in Markets This Week: June 9-13, 2025
|
No paywall: [https://finance.yahoo.com/news/expect-markets-week-may-inflation-090000203.html](https://finance.yahoo.com/news/expect-markets-week-may-inflation-090000203.html)
News from a tech giant, inflation data and earnings from a meme-stock legend are among the highlights of the week ahead in markets.
Apple's annual Worldwide Developers Conference opens the week with a keynote session from CEO Tim Cook scheduled for Monday. Cook will likely use the event to address the company's new products, services, and partnerships. Key companies in the growing artificial intelligence (AI) market are also scheduled to update investors on their financials during the week.
A U.S. inflation report scheduled for Wednesday could indicate whether President Donald Trump’s tariffs are beginning to have an effect on the economy. The news follows a healthy jobs report Friday.
After markets shook off trade tensions last week to bring the S&P 500 back above 6000, investors will keep an eye on tariffs as Trump’s deadline on trade deals approaches. At the same time, the Senate will continue to work toward passage of Trump’s “Big, Beautiful” budget bill amid increasing criticism from Tesla CEO and former Department of Government Efficiency Chief Elon Musk.
# Economists Look for Inflation’s Impact in May CPI Report
Wednesday’s expected release of the Consumer Price Index (CPI) will be the first look at inflation from May. With a Federal Reserve meeting around the corner, the report could set the tone for the central bank as it faces pressure from Trump to lower interest rates. Fed officials are in their blackout period ahead of their next two-day meeting, which begins June 17.
Trump’s tariffs will be a key topic in Friday’s consumer sentiment report, which dropped for four straight months before leveling out in May. Consumers are consistently worried that tariffs will drive inflation higher, sending the closely watched survey to some of its lowest readings since the pandemic. As inflation has lately appeared in check, the freefall in sentiment may have hit bottom.
# This Week’s Calendar
**Monday, June 9**
* Wholesale inventories (April)
* Apple’s (AAPL) WWDC conference begins with CEO Tim Cook's keynote address and special event
* Key Earnings: Casey’s General Stores (CASY)
**Tuesday, June 10**
* NFIB Small Business Optimism Index (May)
* Key Earnings: J.M. Smucker (SJM), Core & Main (CNM), GitLab (GTLB), and Academy Sports & Outdoors (ASO)
**Wednesday, June 11**
* Consumer Price Index (May)
* Key Earnings: Oracle, Chewy (CHWY), SailPoint (SAIL), and Cognyte Software (CGNT)
* More Data to Watch: Monthly U.S. federal budget (May)
**Thursday, June 12**
* Initial jobless claims (Week ending June 7)
* Tesla (TSLA) robotaxi launch expected
* Key Earnings: Adobe
* More Data to Watch: Producer Price Index (May)
**Friday, June 13**
* Consumer sentiment - preliminary (June)
| 1,749,381,130
|
2025-06-08 11:12:10
|
callsonreddit
| 73
| 25
| 0.91
|
Discussion
|
/r/StockMarket/comments/1l69olm/what_to_expect_in_markets_this_week_june_913_2025/
|
https://www.reddit.com/r/StockMarket/comments/1l69olm/what_to_expect_in_markets_this_week_june_913_2025/
|
StockMarket
|
Apple
|
1l4upiu
|
META is the best performing mega cap stock YTD. Which ticker do you think will perform best for the remainder of the year?
| null | 1,749,222,293
|
2025-06-06 15:04:53
|
W3Analyst
| 72
| 50
| 0.92
|
Discussion
|
/r/StockMarket/comments/1l4upiu/meta_is_the_best_performing_mega_cap_stock_ytd/
|
StockMarket
|
Apple
|
|
1l4jjrg
|
Large-Cap U.S. Companies by Net Income
| null | 1,749,183,819
|
2025-06-06 04:23:39
|
Prudent-Corgi3793
| 318
| 31
| 0.99
|
Discussion
|
/r/StockMarket/comments/1l4jjrg/largecap_us_companies_by_net_income/
|
StockMarket
|
Apple
|
|
1l3c52q
|
Apple ($AAPL) stock forms 'death cross'
|
[Apple is currently the worst-performing stock](https://finance.yahoo.com/news/apple-stock-hit-with-downgrade-by-needham-analysts-citing-stiff-ai-competition-165555298.html) of its ["Magnificent Seven" Big Tech peers](https://finance.yahoo.com/news/the-magnificent-7-are-outperforming-other-stocks-again--heres-why-080034631.html), down roughly 18% for the year. The company has faced lagging sales in China and a sluggish smartphone market. The stock was hit with [two downgrades](https://finance.yahoo.com/news/apple-stock-hit-with-2-downgrades-on-weak-iphone-sales-ai-outlook-180001870.html) in January from Jefferies and Loop Capital.
The company's stock ([AAPL](https://finance.yahoo.com/quote/AAPL)) was downgraded to Hold from Buy by Needham analysts who said the stock is overvalued amid growing AI competition.
Shares, which stood just above $200 on Wednesday, are priced at roughly 26 times the company's projected 2026 earnings, a multiple 50% above its 10-year average and 25% above the current average forward-year 2026 price-to-earnings ratio for the S&P 500 ([\^GSPC](https://finance.yahoo.com/quote/%5EGSPC)).
In April, Apple stock's 200-day moving average rose above its 50-day moving average, a phenomenon called a "[death cross](https://finance.yahoo.com/news/apple-stock-hit-with-downgrade-by-needham-analysts-citing-stiff-ai-competition-165555298.html)."
| 1,749,059,402
|
2025-06-04 17:50:02
|
yahoofinance
| 111
| 72
| 0.71
|
News
|
/r/StockMarket/comments/1l3c52q/apple_aapl_stock_forms_death_cross/
|
StockMarket
|
Apple
|
|
1kw53bv
|
Apple Stock Is On An 8-Day Losing Streak As Trump Trade Fracas Intensifies—Watch These Levels
|
No paywall: [https://www.investopedia.com/watch-these-apple-stock-levels-8-day-losing-streak-trump-trade-iphones-11740736](https://www.investopedia.com/watch-these-apple-stock-levels-8-day-losing-streak-trump-trade-iphones-11740736)
**Key Takeaways**
Apple shares fell sharply to close out last week after President Trump threatened to impose hefty tariffs on the company if it doesn't manufacture iPhones in the U.S.
The stock has closed lower for eight consecutive sessions and has lost 22% of its value since the start of the year, lagging the performance of its Magnificent Seven peers.
The price recently ran into selling pressure near the upper trendline of a descending broadening formation and the 50-day moving average.
Investors should watch major support levels on Apple's chart around $193 and $169, while also monitoring crucial resistance levels near $215 and $237.
Apple (AAPL) shares will be in the spotlight at the start of the holiday-shortened trading week after falling sharply Friday when President Donald Trump threatened to impose hefty tariffs on the company if it doesn't manufacture iPhones in the U.S.
In a Friday-morning post on Truth Social, Trump said he had told Apple CEO Tim Cook that iPhones sold in the US must be built in the U.S. “If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S.," the president said.
Trump’s comments were his latest push to ensure that Apple doesn’t expand iPhone production in India as it shifts away from manufacturing in China, which faces among the highest import tariffs of U.S. trading partners. Apple's imports into the U.S. have so far escaped being hit since the Trump administration exempted smartphones, computers and some other consumer electronic devices from "reciprocal" tariffs imposed in early April.
Apple shares dropped 3% on Friday to around $195, losing ground for the eighth consecutive session. The stock has lost 22% of its value since the start of 2025, significantly lagging the performance of its Magnificent Seven peers, as sentiment toward the company has soured due to its significant exposure to tariffs
Below, we take a closer look at Apple’s chart and use technical analysis identify major price levels worth watching out for.
**Descending Broadening Formation in Play**
Since setting their record high in late December, Apple shares have trended lower within a descending broadening formation, with the price tagging the pattern’s upper and lower trendline on several occasions since that time.
More recently, the stock ran into selling pressure near the pattern’s upper trendline and 50-day moving average, which has coincided with the relative strength index falling below its neutral threshold to signal weakening price momentum.
It’s also worth pointing out that the 50-day MA crossed below the 200-day MA in early April to form a "death cross," a chart signal that indicates further declines.
Let’s point out major support and resistance levels on Apple’s chart that investors will likely be watching.
**Major Support Levels to Watch**
Further weakness from current levels could see the shares initially fall to around $193. The price may encounter support near this month’s low, which closely aligns with a narrow consolidation period that formed on the chart in the back half of May last year.
The bulls’ failure to successfully defend this level opens the door for a retest of lower support at $169. Investors may seek buy-and-hold entry points in this location near April's prominent low and a brief period of sideways drift before the last May’s stock gap above the 200-day MA.
**Crucial Resistance Levels to Monitor**
Upswings in the stock could see the price initially climb toward $215. This area may provide overhead selling pressure near a trendline that links a range of corresponding peaks and troughs on the chart stretching back to June last year.
Finally, a more-bullish move in Apple shares could fuel a rally to around $237. Investors who bought at lower prices may decide to lock in profits in this region where notable peaks developed on the chart last July and October.
| 1,748,292,422
|
2025-05-26 20:47:02
|
callsonreddit
| 46
| 14
| 0.89
|
Discussion
|
/r/StockMarket/comments/1kw53bv/apple_stock_is_on_an_8day_losing_streak_as_trump/
|
https://www.reddit.com/r/StockMarket/comments/1kw53bv/apple_stock_is_on_an_8day_losing_streak_as_trump/
|
StockMarket
|
Apple
|
1kvcthk
|
Pivoting From Tax Cuts to Tariffs, Trump Ignores Economic Warning Signs
|
“The tepid market response to the president’s economic policy approach did little to sway Mr. Trump, who chose on Friday to revive the uncertainty that has kept businesses and consumers on edge. The president threatened 50 percent tariffs on the European Union, and a 25 percent tariff on Apple. Other tech companies, he said, could face the same rate.
Since taking office, Mr. Trump has raced to enact his economic vision, aiming to pair generous tax cuts with sweeping deregulation that he says will expand America’s economy. He has fashioned his steep, worldwide tariffs as a political cudgel that will raise money, encourage more domestic manufacturing and improve U.S. trade relationships.”
| 1,748,206,466
|
2025-05-25 20:54:26
|
Bobba-Luna
| 256
| 20
| 0.97
|
News
|
/r/StockMarket/comments/1kvcthk/pivoting_from_tax_cuts_to_tariffs_trump_ignores/
|
https://www.nytimes.com/2025/05/24/us/politics/trump-taxes-tariffs-economy.html?smid=nytcore-ios-share&referringSource=articleShare
|
StockMarket
|
Apple
|
1kui1mh
|
Week Recap: The S&P 500 has started a losing streak and reached 4-day. It showed strong momentum in May, but that trend has been broken this week. Will the decline continue? May. 19, 2025 – May 23, 2025
|
First of all, I don’t want to be misunderstood. This heat map is weekly that it reflects closing prices from May. 16 to May. 23.
Midweek, the main focus was 30-year Treasury yield. By the end of the week, Trump took center stage with a proposal for 50% tariff on European Union starting June 1. While Scott Bessent provided some optimism, Fed's Goolsbee added a dose of negative. Let's take a look at the current positions.
Here are the S&P 500's week-by-week results,
Mar. 28 close at 5,580.94 - Apr. 4 close at 5,074.08 🔴
Apr. 4 close at 5,074.08 - Apr. 11 close at 5,358.75 🟢
Apr. 11 close at 5,358.75 - Apr. 25 close at 5,523.52 🟢
Apr. 25 close at 5,358.75 - May. 2 close at 5,686.67 🟢
May. 2 close at 5,686.67 - May. 9 close at 5,659.91 🔴
May. 9 close at 5,659.91 - May. 16 close at 5,957.63 🟢 (+5.26%)
May. 16 close at 5,957.63 - May. 23 close at 5,802.82 🔴 (-2.59%)
Day-by-Day Standouts;
🔸 Monday: Last week ended very well with the S&P 500 gained more than 5%. This week started with downgrade of the U.S. credit rating by Moody's and causing indexes open more than 1% lower. Despite the initial panic, markets recovered during the session and closed slightly higher. 🟢
🔸 Tuesday: After a strong recovery on Monday, the indexes opened flat on Tuesday. The market began to focus on the 30-year Treasury yield. It was a quiet session and the S&P 500 closed slightly lower. Meanwhile, investors turned to gold as a safe haven and pushing price up around 2% to $3,300. 🔴
🔸 Wednesday: Before the session, CNN reported that Israel may attack Iran's nuclear facilities. Gold prices rose again and passed $3,300. The stock market opened lower around 0.5% due to both 30-year Treasury yield and Israel attack. During the session, 30-year Treasury yield continued upper trend and back above 5.05%. It's highest level since October 2023. The stock market closed lower more than 1.5%. This is also the worst close so far in May. 🔴
🔸 Thursday: After 2-day losing streak, the stock market opened flat. The 30-year Treasury yield hit 5.15% before easing. The House of Representatives passed Trump’s tax and spending bill. As a result, the S&P 500 closed slightly negative and down just 0.04% while the Nasdaq finished higher. 🔴
🔸 Friday: Yesterday was a busy day. Before the session, Trump proposed a 50% tariff on European Union starting June 1. The future market reacted immediately and dropping more than 1%. He also stated that Apple should move production to the U.S. and he can add 25% tariff on them. The stock market opened lower more than 1%. During the session, Scott Bessent offered some optimism. He said several large trade deals will be announced in the next couple of weeks and the U.S. will resume in-person negotiations with China. This helped the market recover slightly, but the S&P 500 still closed lower more than 0.5% and extending losing streak to 4-day. Additionally, Fed's Goolsbee said that rate cuts are still possible in next 10-16 months due to uncertainty in trade policy. As of now, the stock market expects the earlist in September. 🔴
Trump has remained silent on tariffs for a week and the stock market has been trending upward. On April 7, the S&P 500 hit the lowest level at 4,835.04 and then it had climbed at 5,968.61 on May 19. It gained over 20% in just a month. Despite recent volatility, the stock market hasn't dropped significantly. Could this mean it's still looking to forward? What do you think? And how was your week?
❓ Note: Many people have asked where screenshots come from in my previous posts. I'm using Stock+ on iPhone and iPad. You can find it on the App Store. If you're using Android, I'm now sure if it's available, but you can try searching "Stock Map" or "Heat Map".
| 1,748,110,388
|
2025-05-24 18:13:08
|
vjectsport
| 113
| 80
| 0.91
|
Discussion
|
/r/StockMarket/comments/1kui1mh/week_recap_the_sp_500_has_started_a_losing_streak/
|
StockMarket
|
Apple
|
|
1kuh7dh
|
Tim Cook’s only idea ever - stock buy backs
|
buy back your ass Tim Apple. Gtfo. Your leadership is weak. No original ideas. mr corporate kiss ass.
| 1,748,108,179
|
2025-05-24 17:36:19
|
Spare-Room-6131
| 692
| 265
| 0.75
|
News
|
/r/StockMarket/comments/1kuh7dh/tim_cooks_only_idea_ever_stock_buy_backs/
|
https://www.wsj.com/tech/ai/apple-ceo-tim-cook-tariffs-ai-48049d0c
|
StockMarket
|
Apple
|
1kueb0q
|
Trump says he’s ‘not looking for a deal’ with the EU after threatening a 50% tariff
|
No paywall: [https://www.cnn.com/2025/05/23/economy/trump-eu-tariffs](https://www.cnn.com/2025/05/23/economy/trump-eu-tariffs)
ChatGPT highlights:
* Trump threatened a 50% tariff on EU goods starting June 1, 2025, citing stalled trade talks
* Criticized EU for trade barriers, VAT taxes, corporate penalties, monetary manipulation, and lawsuits against US companies
* Said in Oval Office: "We’ve set the deal — it’s at 50%", not seeking further negotiation
* Left room for delay if EU companies commit to building US plants
* EU's Šefčovič: deal must be based on “mutual respect, not threats”
* Treasury Secretary Bessent: EU suffers from a “collective action problem”, deals with other nations progressing
* Markets reacted: STOXX 600 -1.7%, DAX -2.4%, CAC -2.2%, FTSE -1%, Dow -480 points
* Pause on previous 20% tariffs expires July 9
* Only trade deal since pause: United Kingdom; US in advanced talks with India
* Trump critical of EU’s VATs and DSTs, claiming they unfairly target US tech firms
* US trade deficit with EU in 2024: $236 billion
* EU warned of $108 billion in retaliatory tariffs if talks fail
* EU leaders condemned Trump’s move, urging de-escalation but signaling readiness to respond
* Trump also threatened a 25% tariff on Apple if iPhones continue to be made overseas
| 1,748,100,648
|
2025-05-24 15:30:48
|
callsonreddit
| 460
| 172
| 0.95
|
News
|
/r/StockMarket/comments/1kueb0q/trump_says_hes_not_looking_for_a_deal_with_the_eu/
|
https://www.reddit.com/r/StockMarket/comments/1kueb0q/trump_says_hes_not_looking_for_a_deal_with_the_eu/
|
StockMarket
|
Apple
|
1ktu040
|
Trump says his tariffs on Apple will also apply to Samsung
| null | 1,748,032,871
|
2025-05-23 20:41:11
|
Force_Hammer
| 1,238
| 287
| 0.98
|
News
|
/r/StockMarket/comments/1ktu040/trump_says_his_tariffs_on_apple_will_also_apply/
|
https://finance.yahoo.com/news/trump-says-tariffs-apple-apply-183233216.html
|
StockMarket
|
Apple
|
1ktnkjx
|
Wall St falls after Trump threatens steep tariffs on EU, Apple
|
>Wall Street's main indexes slumped on Friday after U.S. President Donald Trump recommended 50% tariffs on the European Union, while Apple tumbled after he warned it would have to pay tariffs if iPhones were not manufactured in the United States.
| 1,748,016,908
|
2025-05-23 16:15:08
|
pragmatichokie
| 110
| 14
| 0.96
|
News
|
/r/StockMarket/comments/1ktnkjx/wall_st_falls_after_trump_threatens_steep_tariffs/
|
https://www.reuters.com/business/us-stock-futures-flat-debt-worries-markets-mull-trumps-tax-bill-2025-05-23/
|
StockMarket
|
Apple
|
1ktj7xx
|
(05/23) Trump Comments Causing Market Volatility! - Interesting Stocks Today
|
AAPL is the most interesting stock today.
[**AAPL (Apple)**](https://finviz.com/quote.ashx?t=AAPL&p=d)\-President Trump has threatened AAPL with a 25% tariff on iPhones not manufactured in the U.S., pressuring the company to shift production domestically. This announcement led to a 3.5% drop in Apple's stock and a broader market sell-off (followed shortly by his comments on Europe). Interested in a short if we break $193 at the open, otherwise more interested in the broad market ETFs. An iPhone made in the US is economically infeasible.
https://preview.redd.it/llvivq0v6j2f1.png?width=1531&format=png&auto=webp&s=267a4989a8ef7a1b109faf7e27307ed21b49c186
Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: [Trump Rattles Markets With Fresh Tariff Threats on EU, Apple](https://www.bloomberg.com/news/articles/2025-05-23/trump-threatens-a-50-tariff-on-eu-goods-starting-in-june)
[**QQQ**](https://finviz.com/quote.ashx?t=QQQ&p=d)/[**SPY**](https://finviz.com/quote.ashx?t=SPY&p=d)/[**VXX**](https://finviz.com/quote.ashx?t=VXX&p=d)/[**UPRO**](https://finviz.com/quote.ashx?t=UPRO&p=d)\-President Trump recommended a 50% tariff on European Union goods starting June 1, 2025, citing stalled trade negotiations. Interested in if we break $500 level in QQQ/new lows in the market ETFs. Currently long VXX. Here we go again! Escalation of trade tariffs are the main risk here, whether these will be repealed or not, VIX will probably increase over the next few days.
https://preview.redd.it/82u9gtjt6j2f1.png?width=1531&format=png&auto=webp&s=2b13ed5829ac5d7c3774d1b16365f01bcc7a090d
[**BAH (Booz Allen Hamilton Holding)**](https://finviz.com/quote.ashx?t=BAH&p=d)\-BAH reported Q4 adjusted EPS of $1.61, meeting expectations, with revenue of $2.97B vs $3.02B. Provided FY26 guidance below consensus, projecting adjusted EPS of $6.20-$6.55 vs $6.87, and revenue of $12.0-$12.5B vs $12.8B exp. Overall they cited decreased US govt spending as the reason: they're 1/10 firms subject to a federal government “consultant spend review” by cancelling or renegotiating contracts.
https://preview.redd.it/16autz1r6j2f1.png?width=1013&format=png&auto=webp&s=3b67024babfa95eadd84e3f1e58efd6447431543
[**MSTR (MicroStrategy)**](https://finviz.com/quote.ashx?t=MSTR&p=d)\-MSTR hit highs yesterday, driven by the underlying it's based on reaching an ATH. However, the stock and the underlying sold off mainly due to Trump comments. Pretty much moves with the underlying, currently trading at 1.74x multiple to the amount of C it holds. We're in a weird spot where the stock is "historically" at a lower multiplier than usual but essentially near ATH. Possibly interested in a buy if we sell off hard today, otherwise more interested in the market stocks.
https://preview.redd.it/sjj9m5up6j2f1.png?width=1530&format=png&auto=webp&s=433e06ed3905b96d56f78b5d481497e399ecc7d7
| 1,748,005,890
|
2025-05-23 13:11:30
|
WinningWatchlist
| 53
| 42
| 0.91
|
Discussion
|
/r/StockMarket/comments/1ktj7xx/0523_trump_comments_causing_market_volatility/
|
https://www.reddit.com/r/StockMarket/comments/1ktj7xx/0523_trump_comments_causing_market_volatility/
|
StockMarket
|
Apple
|
1kti2cr
|
We are now tariffing individual companies? Maybe the Nasdaq was a little too green.
| null | 1,748,002,566
|
2025-05-23 12:16:06
|
Careful-Trade-9666
| 8,569
| 1,033
| 0.97
|
News
|
/r/StockMarket/comments/1kti2cr/we_are_now_tariffing_individual_companies_maybe/
|
StockMarket
|
Apple
|
|
1ksxx3a
|
Markets Waver Amid Fiscal Concerns and Rising Yields: Is This the Calm Before the Storm?
|
Today, the S&P 500 and Dow Jones Industrial Average showed modest gains, with the S&P 500 up 0.14% and the Dow up 0.12%. However, these slight upticks come after a significant earlier this week, where the Dow fell over 800 points.  
The House’s narrow approval of President Trump’s tax-cut bill has stirred investor concerns, primarily due to the projected $2.7 trillion increase in the federal deficit over the next decade. Thisfiscal anxiety is further compounded by Moody’s recent downgrade of the U.S.’s last major triple-A credit rating, leading to a rise in bond yields. The 10-year Treasury yield remains steady around 4.6%, while the 30-year yield has surpassed the 5% mark. 
Despite these challenges, tech stocks have shown resilience, with companies like Apple and Microsoft posting gains. Bitcoin also maintains near-record high prices, suggesting a potential shift in investor sentiment.  How sustainable are these tech stock gains amid broader market volatility? What are the potential long-term impacts of the increased federal deficit on the stock market? Is Bitcoin’s performance indicative of a broader shift in investment strategies?
| 1,747,938,073
|
2025-05-22 18:21:13
|
Marcel_elma
| 88
| 34
| 0.96
|
Discussion
|
/r/StockMarket/comments/1ksxx3a/markets_waver_amid_fiscal_concerns_and_rising/
|
https://www.reddit.com/r/StockMarket/comments/1ksxx3a/markets_waver_amid_fiscal_concerns_and_rising/
|
StockMarket
|
Apple
|
1kspxf9
|
(05/22) Cloud Computing is Climbing! - Interesting Stocks Today
|
Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: [OPEC Discusses Making Another Super Sized Output Hike In July](https://www.bloomberg.com/news/articles/2025-05-22/opec-discusses-making-another-super-sized-output-hike-in-july)
[**SNOW (Snowflake)**](https://finviz.com/quote.ashx?t=SNOW&p=d)\- SNOW reported adjusted EPS of $0.24 vs. $0.21 exp. Raised full-year product revenue guidance to $4.33B vs. $4.29B exp. Q2 product revenue guidance of $1.035B–$1.045B implies \~25% growth from some random SA article I read. Moved close to 20 points from yesterday, watching $200 level. The cloud computing space has essentially exploded due to the rise of AI, I should've seen SNOW would report good earnings mainly because of CRWV's earnings reporting 400% revenue growth. Random risks I'm thinking of in the long term are the stalling of semis production (and even the demand for it), regulatory actions like what happened to NVDA, competition in the data cloud market, etc.
https://preview.redd.it/cg9nyo1jyb2f1.png?width=1015&format=png&auto=webp&s=c9f7d81b9ccabc84c9d6c3c66d901b8bf226e777
[**AAPL (Apple)**](https://finviz.com/quote.ashx?t=AAPL&p=d)\-OpenAI announced the acquisition of Jony Ive's AI hardware startup for $6.4B. This is the first shot in what I consider the "AI Consumer Hardware War" (sorry Humane Pin, you don't count lol). This positions OpenAI to develop a new generation of AI-powered devices and could challenge Apple in the AI space. Stock fell intraday yesterday 2-3%, interested to see if we continue that selloff. Watching the 200 level as well. Apple has essentially fallen flat with AI (Apple Intelligence) and hasn't struck gold recently with any good hardware, we can safely consider the Apple Vision a bust.
https://preview.redd.it/60k9lywhyb2f1.png?width=1012&format=png&auto=webp&s=329f07161d7e65f98527f9a30defb4f8f403311d
[**FICO (FICO)**](https://finviz.com/quote.ashx?t=FICO&p=d)\-FHFA director William J. Pulte called for the provider of credit scores to be more "economical" and that FHFA is considering replacing the tri-merge credit score model with a bi-merge system to cut costs. Already long from $1700 yesterday, we're down close to 30% on a remark that thinks a $1.50 increase in its wholesale royalty for mortgage originations is too high. The price change is $3.50 to $4.95 per score (which may lead to other companies raising their prices). This is my personal opinion- FICO's probably not going to be phased out for mortgages lol. Too many financial/credit institutions use it.
https://preview.redd.it/krnbuzkgyb2f1.png?width=1017&format=png&auto=webp&s=4fad200de4c704853f6a81c8caf2e33a0ac51830
[**CRWV (Coreweave)**](https://finviz.com/quote.ashx?t=CRWV&p=d)\-The stock has been on a monster run, and I'm interested in the short today. We've gone from \~$50 to \~$120 at the peak premarket, watching $100 level to see if we bounce off it or if we continue selling off. Most immediate risk I foresee is massive volatility; we're in speculation territory when it comes to this stock now.
https://preview.redd.it/m977gzy7yb2f1.png?width=1013&format=png&auto=webp&s=7323551b5bdd12231b2410b0288eb1a3cb7b7edc
[**UNH (UnitedHealth)**](https://finviz.com/quote.ashx?t=UNH&p=d)\-Reports suggest the insurer made covert payments to nursing homes to limit hospital transfers, aiming to reduce costs, raising concerns over care practices. I won't include the context because I'm sure all of you are sick to death (this is a joke) of hearing about it from Reddit. Broke the $300 level again to the downside, interested to see if this will dump in the open and may try to play a small bounce in this. I exited my main position yesterday (thank god), but looking for other places to enter.
https://preview.redd.it/il9f8ugcyb2f1.png?width=1015&format=png&auto=webp&s=8a288360033045640b6e270bbf0d5abb411aa97b
**Earnings today:** [**INTU**](https://finviz.com/quote.ashx?t=INTU&p=d), [**WDAY**](https://finviz.com/quote.ashx?t=WDAY&p=d)
**IPO Today:** HNGE
| 1,747,918,367
|
2025-05-22 12:52:47
|
WinningWatchlist
| 5
| 1
| 0.73
|
Discussion
|
/r/StockMarket/comments/1kspxf9/0522_cloud_computing_is_climbing_interesting/
|
https://www.reddit.com/r/StockMarket/comments/1kspxf9/0522_cloud_computing_is_climbing_interesting/
|
StockMarket
|
Apple
|
1kr1t10
|
Smartphone exports from China to US plunge 72% in April, hitting lowest level since 2011 amid tariff tensions
|
No paywall: [https://finance.yahoo.com/news/chinese-smartphone-exports-us-plunge-073447213.html](https://finance.yahoo.com/news/chinese-smartphone-exports-us-plunge-073447213.html)
Paywall: [https://news.bloombergtax.com/international-trade/chinese-smartphone-exports-to-us-plunge-to-lowest-since-2011](https://news.bloombergtax.com/international-trade/chinese-smartphone-exports-to-us-plunge-to-lowest-since-2011)
(Bloomberg) — Chinese shipments of Apple Inc.’s (AAPL) iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world’s two largest economies.
Smartphone exports slid 72% to just under $700 million last month, sharply outpacing an overall 21% drop in Chinese shipments to the US, detailed customs data showed on Tuesday. That highlighted the way the Trump administration’s tariffs campaign — peaking with 145% levies on Chinese goods — is disrupting tech supply chains and diverting electronics elsewhere.
Investors fear a global trade war that would erode some of the US-China bilateral trade that reached $690 billion in 2024, decimating industries and raising prices for consumers. Tensions remain high: Beijing this week accused the Trump administration of undermining recent trade talks in Geneva by pursuing sanctions on Huawei Technologies Co.’s artificial intelligence chips.
Last year, the three biggest US imports from China were smartphones, laptops and lithium-ion batteries, while liquid petroleum gas, oil, soybeans, gas turbines, and machines to make semiconductors were some of the most valuable US exports to China.
The value of phone component exports to India — home to Apple’s biggest iPhone production base outside of China — roughly quadrupled over the course of the past year, according to China’s General Administration of Customs.
Apple has accelerated a shift of production to India, though Trump recently criticized that practice and urged Apple to bring iPhone manufacturing home. The device has never been produced in the US, a project that appears unfeasible at least in the short run.
| 1,747,738,053
|
2025-05-20 10:47:33
|
callsonreddit
| 102
| 16
| 0.97
|
News
|
/r/StockMarket/comments/1kr1t10/smartphone_exports_from_china_to_us_plunge_72_in/
|
https://www.reddit.com/r/StockMarket/comments/1kr1t10/smartphone_exports_from_china_to_us_plunge_72_in/
|
StockMarket
|
Apple
|
1kowb3r
|
what a comeback
| null | 1,747,497,445
|
2025-05-17 15:57:25
|
LochnessNutter
| 0
| 28
| 0.36
|
Discussion
|
/r/StockMarket/comments/1kowb3r/what_a_comeback/
|
StockMarket
|
Apple
|
|
1kn7pv1
|
(05/15) Interesting Stocks Today - DOJ investigating UNH!
|
Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: [Trump Wants Apple To Stop Moving Iphone Production To India](https://www.bloomberg.com/news/articles/2025-05-15/trump-wants-apple-to-stop-moving-iphone-production-to-india)
[**UNH (UnitedHealth)**](https://finviz.com/quote.ashx?t=UNH&p=d) \- The U.S. Department of Justice is conducting a criminal investigation into UnitedHealth Group for "potential Medicare fraud" related to its Medicare Advantage business. The probe, active since at least last summer, is looking into "questionable diagnoses" to inflate payments from Medicare. UNH dropped close to 40 points yesterday afterhours. Not sure if it'll continue but short biased unless we make some insane move downward even more. The spike premarket was attributed to them denying the news. This news is particularly bad because DOJ confirmed investigation is criminal. Other stocks such as HUM/CVS/CI have moved on this as well.
https://preview.redd.it/vu99mqmb2y0f1.png?width=1518&format=png&auto=webp&s=4e07643396c47a17c0df2a7a040aac572d5d0c0c
[**ETOR (eToro)**](https://finviz.com/quote.ashx?t=ETOR&p=d) \- eToro's IPO priced at \~$68 per share, above the expected range of $46–$50, and the stock bounced off \~$65 off some strong bids. Mainly interested to see if the strong bids at $65 still exist (unlikely but I'll just keep an eye out anyway). Mainly a sector play in C-brokerages and the C-Market, since most of their income is derived from it. Beyond what I highlighted in the IPO analysis post, not interested in this long term. Probably will just trade as a proxy to the C-market in the future and I don't like the structure of their contract for diffs.
https://preview.redd.it/nqynxixd2y0f1.png?width=1520&format=png&auto=webp&s=ea613a926ecc3bc00fc46184c3b0fb5beafd55b6
[**BABA (Alibaba)**](https://finviz.com/quote.ashx?t=BABA&p=d) \- Alibaba reported Q4 revenue of 236.45B yuan, a 7% increase year-over-year, but slightly below analyst expectations of 237.91B yuan. Income from operations nearly doubled to 28.47B yuan driven by improved efficiency and reduced share-based compensation. This has been on a decent run since April 8th (peak fear tariff selloffs). Watching $125 level. Alibaba's cloud division saw an 18% revenue increase, with AI-related product sales posting triple-digit growth.
https://preview.redd.it/q964rf9f2y0f1.png?width=1528&format=png&auto=webp&s=c9e3a0c77af5896e5b43f9f1e3694be742a01366
[**FL (Foot Locker)**](https://finviz.com/quote.ashx?t=FL&p=d) \- Dick’s Sporting Goods (DKS) confirmed a $2.4B acquisition of Foot Locker at $24 per share, nearly double Foot Locker's previous closing price. Currently long and interested in seeing if we can converge even closer to $24, but overall don't see any other trade in this except for a reversal of news. Mainly integration challenges and potential antitrust concerns are the big risk, but unlikely with current admin.
https://preview.redd.it/crx7p1ai2y0f1.png?width=1527&format=png&auto=webp&s=2c29ecb5a608d0b0e663fd4ca501abe756b19d38
[**TSLA (Tesla)**](https://finviz.com/quote.ashx?t=TSLA&p=d) \- Tesla's stock has risen from $275 to $350 over the past six days but failed to break the $350 level twice. Currently short pretty close to $350, but will bail if we break $350 (probably a lower price level like $345). TSLA has mainly been on a tear (attributed to Musk stepping away from DOGE and returning to TSLA), and the news of Tesla board exploring a new pay deal for the CEO dropped yesterday. Mainly a short play based on how parabolic the stock has been, but will bail as needed.
https://preview.redd.it/0rc7isqj2y0f1.png?width=1526&format=png&auto=webp&s=84dfc87934f2fa9c0322a254ac5231c79eb4e22f
| 1,747,314,327
|
2025-05-15 13:05:27
|
WinningWatchlist
| 16
| 5
| 0.84
|
Discussion
|
/r/StockMarket/comments/1kn7pv1/0515_interesting_stocks_today_doj_investigating/
|
https://www.reddit.com/r/StockMarket/comments/1kn7pv1/0515_interesting_stocks_today_doj_investigating/
|
StockMarket
|
Apple
|
1kl3ek3
|
Amazon, Apple power ‘Magnificent Seven’ to more than $830 billion in market-cap gains in one day
|
The group of tech stocks known as the Magnificent Seven added more than $830 billion in market capitalization on Monday after the U.S. and China agreed to roll back tariffs on each other for 90 days — keeping fears of a recession at bay for now, according to some analysts.
Under the trade deal, the U.S. will cut tariffs on Chinese goods from 145% to 30%, while China will reduce tariffs on the U.S. from 125% to 10%, for a 90-day period.
“This is clearly just the start of … broader and more comprehensive negotiations, and we would expect both these tariff numbers to move down markedly over the coming months as deal talks progress,” Wedbush analysts said in a note on Monday.
Under these expectations, Wedbush analysts said they “believe new highs for the market and tech stocks are now on the table” for the rest of the year, as investors continue to follow trade discussions in the coming months. And the “massive tariff reductions at this time likely take a recession off the table for now in our view,” they added.
| 1,747,082,504
|
2025-05-12 20:41:44
|
LogicX64
| 17
| 2
| 0.76
|
News
|
/r/StockMarket/comments/1kl3ek3/amazon_apple_power_magnificent_seven_to_more_than/
|
https://www.marketwatch.com/story/amazon-apple-power-magnificent-seven-toward-700-billion-in-market-cap-gains-8a74ee55
|
StockMarket
|
Apple
|
1kkr5e1
|
Dow, S&P 500, Nasdaq futures surge as US-China tariff cuts spur a rush back into stocks
|
[US stock futures shot higher](https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-surge-as-us-china-tariff-cuts-spur-a-rush-back-into-stocks-002457777.html) on Monday in the wake of a [US-China deal](https://finance.yahoo.com/news/us-and-china-to-slash-tariffs-for-90-days-after-talks-yielded-substantial-progress-170648185.html) to temporarily slash reciprocal tariffs, a reprieve for markets fretting about the economic damage from a trade war.
S&P 500 futures ([ES=F](https://finance.yahoo.com/quote/ES=F)) soared 3%, while Dow Jones Industrial Average futures ([YM=F](https://finance.yahoo.com/quote/YM=F)) futures surged 2.4%, or around 1,000 points. Contracts on the tech-heavy Nasdaq 100 ([NQ=F](https://finance.yahoo.com/quote/NQ=F)) led gains, rocketing up 4%.
Wall Street is setting up for a banner day after the US and China [put tariffs on pause](https://finance.yahoo.com/news/us-and-china-to-slash-tariffs-for-90-days-after-talks-yielded-substantial-progress-170648185.html) for 90 days, as the scope of the tariff reductions surprised investors. The US is dropping its duties on most Chinese imports from 145% to 30%, while China is lowering its 125% tariff on US goods to 10%.
Investors jumped into shares of Big Tech megacaps bruised by trade war worries. AI chip leader Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA)) soared 5%, with Amazon ([AMZN](https://finance.yahoo.com/quote/AMZN)), Apple ([AAPL](https://finance.yahoo.com/quote/AAPL)), and Tesla ([TSLA](https://finance.yahoo.com/quote/TSLA)) also surging.
| 1,747,052,587
|
2025-05-12 12:23:07
|
yahoofinance
| 358
| 342
| 0.89
|
News
|
/r/StockMarket/comments/1kkr5e1/dow_sp_500_nasdaq_futures_surge_as_uschina_tariff/
|
StockMarket
|
Apple
|
|
1kjbmm7
|
Dallas Fed Survey of US companies: How are firms planning to response to higher tariffs? Raising price on consumers by far most common response.
|
Nearly 80% manufacturing firms plan to raise price on consumers. More alarmingly, nearly half’s of services companies- much larger component of US economy - wants to raise price too even though their products are less impacted by tariffs for now.
The suspected reason for price hike across all sectors of economy is that firms have to make up for loss of revenue in international market. Data from FactSet’s Geographic Revenue Exposure Survey shows that S&P 500 are very exposed worldwide. Take Chinas as an example, McDonald’s has over 6000 stores in China. Apple in 2024 sold 43 millions iPhones in China. China alone made up 7% of all revenue of S&P 500, which is nearly 4 times the trade deficit US has on China.
| 1,746,887,472
|
2025-05-10 14:31:12
|
ExchangeSilver3379
| 68
| 20
| 0.96
|
News
|
/r/StockMarket/comments/1kjbmm7/dallas_fed_survey_of_us_companies_how_are_firms/
|
https://www.reddit.com/gallery/1kjbmm7
|
StockMarket
|
Apple
|
1kiy8vy
|
Warren Buffet's Stock Portfolio
|
Note: The stocks in his portfolio (like Apple and Coca-Cola) are owned by Berkshire Hathaway, not directly by Warren he just owns about 14.4% of Berkshire itself.
| 1,746,838,943
|
2025-05-10 01:02:23
|
Zestyclose_Pilot2106
| 390
| 123
| 0.93
|
Discussion
|
/r/StockMarket/comments/1kiy8vy/warren_buffets_stock_portfolio/
|
StockMarket
|
Apple
|
|
1kh0rxs
|
Apple to add AI Search to Safari web browser in response to its Google search deal
| null | 1,746,633,110
|
2025-05-07 15:51:50
|
s1n0d3utscht3k
| 11
| 6
| 0.77
|
News
|
/r/StockMarket/comments/1kh0rxs/apple_to_add_ai_search_to_safari_web_browser_in/
|
https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout
|
StockMarket
|
Apple
|
1kh04dz
|
Apple says searches in Google browser fell for the first time in April
| null | 1,746,631,516
|
2025-05-07 15:25:16
|
DrCalFun
| 323
| 59
| 0.97
|
News
|
/r/StockMarket/comments/1kh04dz/apple_says_searches_in_google_browser_fell_for/
|
https://www.cnbc.com/video/2025/05/07/apple-says-searches-in-google-browser-fell-for-the-first-time-in-april.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
|
StockMarket
|
Apple
|
1kf56wt
|
It’s still amazing that Buffett’s crowning achievement was simply buying Apple in 2016, when Apple was already the largest company in the world by market cap ($600bn at the time)… and just adding and holding on to it.
| null | 1,746,427,763
|
2025-05-05 06:49:23
|
longschlong-2
| 1,394
| 72
| 0.98
|
Discussion
|
/r/StockMarket/comments/1kf56wt/its_still_amazing_that_buffetts_crowning/
|
https://x.com/mkt_sentiment/status/1918934404153455030
|
StockMarket
|
Apple
|
1ke1swl
|
Week Recap: The S&P 500 finished the week fully in the green and marking 9-day winning streak. It's the longest since 2004. Apr. 28, 2025 – May 2, 2025
|
First of all, I don’t want to be misunderstood. This heat map is weekly that it reflects closing prices from Apr. 25 to May. 2.
This week was very positive. Most data and tech company results came in strong and the stock market responded well. We didn’t hear any negative comments or announcements about tariffs. As a result, the S&P 500 closed above "Liberation Day" level from April 2 and extended weekly winning streak to 3-week.
9️⃣ 8-day streak: Apr. 22, 2025 to May. 1, 2025 from 5,287.76 to 5,686.67 ( 7.54% )
Here are the S&P 500's week-by-week results,
Mar. 28 close at 5,580.94 - Apr. 4 close at 5,074.08 🔴
Apr. 4 close at 5,074.08 - Apr. 11 close at 5,358.75 🟢
Apr. 11 close at 5,358.75 - Apr. 25 close at 5,523.52 🟢
Apr. 25 close at 5,358.75 - May. 2 close at 5,686.67 🟢
Day-by-Day Standouts;
🔸 Monday: The week started slightly higher after Scott Bessent said that India might be the first trade deal completed this week or next, but its not completed this week. Also, Chinese President Xi and Trump also made several statements, but the session remained quiet. The S&P 500 closed up 0.06%, while the Nasdaq ended in the red. I'll focus on the S&P 500 because it completed a historic streak. It could be the longest streak for a long time. 🟢
🔸 Tuesday: After a 5-day winning streak, the market opened lower around 0.5%. The White House stated "There is no better time to invest in America." However, Consumer Confidence came in at the lowest level since March 2020. Despite the weak data, Scott Bessent's positive comments on tariffs lifted the indexes and recovered their early losses. The S&P 500 closed up around 0.5%. 🟢
🔸 Wednesday: Before the session began, preliminary Q1 GDP data was released. The economic results werent't well received and the stock market opened down more than 1%. This data is always revised later because it's release twice time and final one is real one. So, it may not reflect the full picture. And then, PCE data came out. It's drop back to June 2024 levels. That helped shift sentiment. Nasdaq recovered their 2% loss and closed flat. On the other hand, S&P 500 closed higher 0.15%. 🟢
🔸 Thursday: Tech companies releasing Q1 results. After Wednesday's close, Nvidia and Meta released strong Q1 results and beating expectations. On the other hand, jobless claims rose the highest weekly level since October 2024. As a results, the strong tech momentum pushed markets higher throughout the session. The S&P 500 gained 1%. It's 8th day in the winning streak. 🟢
🔸 Friday: Thursday’s data showed the job market is growing faster than expected. On the other hand, over 97% of analysts don't expectation a rate cut in May. After Thursday's close, Meta and Apple released Q1 results. Meta reported 6% rise in daily active users and the stock jumped around 5%. Apple beat estimations for sales, but service revenues came in below estimations. Investors are also concerned about iPhone sales because of tariff risks. I think the most important thing for Apple that the company lost lawsuit against Epic Games. Maybe you know, Apple wants to make from developers that all in-app must transaction through their services on App Store and taking 30% commission (or 15% for developers making under $1 million annually). Now, developers can manage their own payment system on the app. That means, Apple could not take 15% or 30% in this transactions. This could reduce their service revenues. As a result, Apple stock dropped more than 4% as strong day in the stock market. The S&P 500 closed higher 1.45%. 🟢
We haven’t seen a fully green week like this in a long time especially in 2025. It felt good. How was your week? How did your portfolio perform? What’s your prediction for next week?
My summary ends here, but many people have asked about tools that I use. I wanted to copy from my previous post into this section. If you're not interested, feel free to skip this part. :)
🔸 Stock+: It's a mobile app where I take my screenshots. I'm using it on my iPhone and iPad. It's available on the App Store. It has an orange icon. If you're using Android, you can try to search "Heat map" or "Stock map" on the Google Play. I don't know that this app available on the Google Play, but you can find alternatives.
🔸 TradingView: I think, it's the best technical analysis tool. I'm using the web version. I'm still learning technical analysis. Yahoo Finance can be another alternative.
🔸 CME FedWatch: You can search via that keyword on Google. This website is under the CME Group. They're collecting analysts expectation about upcoming Fed rate decisions. You can check projections to 2026 December.
🔸 Investing, MarketWatch, Barron's: These are my news source. I read them for free without any subscriptions.
| 1,746,302,566
|
2025-05-03 20:02:46
|
vjectsport
| 31
| 32
| 0.83
|
Discussion
|
/r/StockMarket/comments/1ke1swl/week_recap_the_sp_500_finished_the_week_fully_in/
|
StockMarket
|
Apple
|
|
1kdjqcd
|
What actions will Trump do to buoy the stock market? Some thoughts
|
\-Pass huge tax cut bill, cuts taxes for companies from 21% to 15%
\-Make a deal with many countries, especially India. The plan is to push manufacturing from China to India.
\-Ukraine and Russia will form a cease fire...opening Russia to investment possibilities
\-Interest rate cuts will happen this year and next year he will get rid of Powell.
Trump took another shot at Federal Reserve Chair Powell on Wednesday.
"Mortgage rates are actually down slightly, even though I have a guy in the Fed that I'm not a huge fan of. But that's all right, these are minor details. Don't tell him I said that, please," Trump said of Powell during a speech at the White House.
Trump was speaking to business leaders, where he thanked them for making investments to manufacture their products in the US. In his speech, Trump repeated his criticisms by honing in on Powell's refusal to cut interest rates.
These are just some of the things I think will happen. What other possibilities do you see?
I do believe Trump wants to keep China tariffs high and push manufacturing to USA and use India as a 3rd world option. Apple is already shifting production there.
| 1,746,243,560
|
2025-05-03 03:39:20
|
FootballPizzaMan
| 0
| 36
| 0.39
|
Discussion
|
/r/StockMarket/comments/1kdjqcd/what_actions_will_trump_do_to_buoy_the_stock/
|
https://www.reddit.com/r/StockMarket/comments/1kdjqcd/what_actions_will_trump_do_to_buoy_the_stock/
|
StockMarket
|
Apple
|
1kcyfj2
|
Trump’s tariffs could cost Apple $900 million this quarter, CEO Tim Cook says
| null | 1,746,184,748
|
2025-05-02 11:19:08
|
DrThomasBuro
| 757
| 71
| 0.98
|
News
|
/r/StockMarket/comments/1kcyfj2/trumps_tariffs_could_cost_apple_900_million_this/
|
https://edition.cnn.com/2025/05/02/tech/china-apple-trump-tariffs-tim-cook-intl-hnk
|
StockMarket
|
Apple
|
1kcuggw
|
Big Tech's fortunes diverge as AI powers cloud, tariffs hit consumer electronics
|
Quote-Summary:
AI boosts Microsoft and Alphabet earnings amid trade war
Consumer electronics face tariff-strains, hurting Apple, Amazon
Samsung, Qualcomm warn of growing demand uncertainties
| 1,746,168,064
|
2025-05-02 06:41:04
|
DrThomasBuro
| 6
| 0
| 1
|
News
|
/r/StockMarket/comments/1kcuggw/big_techx27s_fortunes_diverge_as_ai_powers_cloud/
|
https://www.reuters.com/business/retail-consumer/big-techs-fortunes-diverge-ai-powers-cloud-tariffs-hit-consumer-electronics-2025-05-01/
|
StockMarket
|
Apple
|
1kciwon
|
Apple Earnings
| null | 1,746,131,681
|
2025-05-01 20:34:41
|
EnvironmentalPear695
| 23
| 16
| 0.85
|
News
|
/r/StockMarket/comments/1kciwon/apple_earnings/
|
https://www.apple.com/newsroom/2025/05/apple-reports-second-quarter-results/
|
StockMarket
|
Apple
|
1kciikc
|
Mag 7 stocks stage comeback from April tariff shocks
|
The Nasdaq [led US stocks higher](https://finance.yahoo.com/news/live/stock-market-today-nasdaq-surges-as-ai-trade-reignites-amid-big-tech-earnings-dow-sp-500-rise-for-8th-day-200051889.html) on Thursday as strong earnings from Microsoft ([MSFT](https://finance.yahoo.com/quote/MSFT/)) and Meta ([META](https://finance.yahoo.com/quote/META/)) eased fears about Big Tech's prospects amid [President Trump's tariff upheaval](https://finance.yahoo.com/news/live/trump-tariffs-live-updates-trump-administration-quietly-reaches-out-to-beijing-to-kick-off-tariff-talks-191201623.html).
[Microsoft](https://finance.yahoo.com/news/microsoft-beats-q3-earnings-estimates-on-top-and-bottom-line-on-strong-cloud-bookings-200617444.html) and [Meta](https://finance.yahoo.com/news/meta-beats-q1-earnings-estimates-offers-strong-q2-outlook-despite-fears-of-tariff-influenced-ad-slowdown-201326483.html) both topped Wall Street expectations for quarterly profit late Wednesday, relieving worries that Trump's trade war would hit corporate spending on artificial intelligence and cloud, as well as advertising. The stocks surged, ending up over 7% and 4%, respectively.
That sets the stage for more Big Tech reports from [Apple](https://finance.yahoo.com/news/apple-to-report-second-quarter-earnings-as-tariff-uncertainty-clouds-big-tech-outlook-174033482.html) ([AAPL](https://finance.yahoo.com/quote/AAPL/)) and [Amazon](https://finance.yahoo.com/news/amazon-to-report-first-quarter-earnings-following-white-house-tariff-dustup-213429185.html) ([AMZN](https://finance.yahoo.com/quote/AMZN/)), set to release results after the bell on Thursday.
Both of the "Magnificent Seven" megacaps have found themselves in the crosshairs of Trump's trade offensive. Amazon [reassured the White House](https://finance.yahoo.com/news/trump-says-jeff-bezos-solved-the-problem-after-white-house-attacks-amazon-on-tariff-price-labeling-plan-143310019.html) this week that it won't show the tariff hike in its product prices, while Apple is [scrambling to shift iPhone production](https://finance.yahoo.com/news/apple-aims-build-most-iphones-062228204.html) from China, even as [smartphones are exempted from steep duties on imports from there](https://finance.yahoo.com/news/trump-does-tim-apple-a-solid-investors-cheer-smartphone-tariff-exemption-despite-mixed-white-house-signals-124235436.html).
| 1,746,130,674
|
2025-05-01 20:17:54
|
yahoofinance
| 72
| 49
| 0.88
|
News
|
/r/StockMarket/comments/1kciikc/mag_7_stocks_stage_comeback_from_april_tariff/
|
StockMarket
|
Apple
|
|
1kbun8g
|
Court finds Apple, executive lied under oath in Epic Games trial
| null | 1,746,055,872
|
2025-04-30 23:31:12
|
Force_Hammer
| 59
| 4
| 0.97
|
News
|
/r/StockMarket/comments/1kbun8g/court_finds_apple_executive_lied_under_oath_in/
|
https://www.cnbc.com/2025/04/30/court-finds-apple-executive-lied-under-oath.html
|
StockMarket
|
Apple
|
1kbry8e
|
Amazon Plans to Build Dozens of US Warehouses in Rural Expansion
|
Sources:
* No paywall: [https://finance.yahoo.com/news/amazon-plans-build-dozens-us-205425022.html](https://finance.yahoo.com/news/amazon-plans-build-dozens-us-205425022.html)
* Paywall: [https://www.bloomberg.com/news/articles/2025-04-30/amazon-plans-to-build-dozens-of-us-warehouses-in-rural-expansion](https://www.bloomberg.com/news/articles/2025-04-30/amazon-plans-to-build-dozens-of-us-warehouses-in-rural-expansion)
The firm said it expects to have about 210 delivery stations up and running as part of a broad effort to establish a dedicated rural delivery network that began in 2020. It operated about 70 such facilities at the end of 2023, Amazon spokesperson Alexa Clark said, declining to specify say how many the company operates today. By the end of 2026, Amazon said, it will have invested $4 billion total in the project.
The largest online retailer has spent the past decade building a massive logistics operation that includes hundreds of warehouses in and around major cities and a network of bespoke contractors that hire drivers who pilot blue Amazon-branded vans.
Businesses across sectors have meanwhile faced pressure to announce US spending pledges since President Donald Trump returned to office in January, vowing to revive the economy and bring back American jobs. Major tech companies in particular, including Apple Inc. and Nvidia Corp., have laid out plans to spend hundreds of billions of dollars in the US. Amazon executives earlier this year discussed trying to make an announcement with Trump about the company’s own US spending, Bloomberg has reported.
For rural areas, Amazon historically handed off most of shipments to carriers like the US Postal Service or United Parcel Service Inc. UPS said this week that it expected to cut 20,000 jobs this year and close dozens of facilities as it reduces shipments for Amazon. The ecommerce giant estimates the rural network initiative will have created 100,000 jobs, including the direct employees who staff Amazon’s warehouses and drivers who employed by contractors.
Bloomberg reported earlier this month that Amazon was considering a $15 billion warehouse expansion, including delivery hubs, a move that would reverse the company’s post-pandemic construction slowdown.
| 1,746,048,586
|
2025-04-30 21:29:46
|
callsonreddit
| 18
| 7
| 0.89
|
News
|
/r/StockMarket/comments/1kbry8e/amazon_plans_to_build_dozens_of_us_warehouses_in/
|
https://www.reddit.com/r/StockMarket/comments/1kbry8e/amazon_plans_to_build_dozens_of_us_warehouses_in/
|
StockMarket
|
Apple
|
1k7ytri
|
Verizon, AT&T, and T-Mobile prepare to raise prices on consumers because of Trump's trade war
|
[https://finance.yahoo.com/news/verizon-att-and-t-mobile-prepare-to-raise-prices-on-consumers-because-of-trumps-trade-war-122549340.html](https://finance.yahoo.com/news/verizon-att-and-t-mobile-prepare-to-raise-prices-on-consumers-because-of-trumps-trade-war-122549340.html)
The smartphone ecosystem has avoided the biggest brunt of President [Trump's tariffs](https://finance.yahoo.com/news/whirlpool-ceo-call-me-pro-tariff-153053915.html), for now.
But if that *for now* ends, major phone carriers appear poised to dump the higher costs of smartphones onto the laps of consumers.
Trump earlier this month [exempted smartphones](https://finance.yahoo.com/video/bessent-tariffs-could-see-substantial-200149670.html) and some other electronics from his reciprocal tariffs, though he left a 20% fentanyl tariff on China intact. The exemption could prove temporary, keeping the prospect of 145% tariffs on China (where Apple ([AAPL](https://finance.yahoo.com/quote/AAPL)) makes its iPhones in play.
Even the 20% fentanyl tariff on China may sting consumers soon if no trade deal between the two superpowers is reached.
The price of an iPhone 15 would increase to $839 from $699 currently, according to an [analysis](https://www.cnet.com/personal-finance/taxes/time-may-be-running-out-to-buy-an-iphone-before-tariffs-hike-the-price/#how-much-could-i-phone-prices-go-up-with-tariffs-we-do-the-math) from tech publication CNET. The iPhone 16 would climb to $959 from $799.
Here is what the major phone carriers said this week as they reported earnings about the potential for tariff-driven price increases on consumers.
# Verizon ([VZ](https://finance.yahoo.com/quote/VZ)) CEO Hans Vestberg:
"In general, if the tariff is going to be as high as they say on the handsets, we are not planning to cover that in our work," Vestberg said. "That's just not going to be possible. So, we will continue to be financially disciplined in whatever promotions we have, but we will not cover any enormous increase on tariffs on handsets. That's ultimately going to hit the consumer in the market. But again, it's too early to say. We don't know where tariff is going to go."
# AT&T ([T](https://finance.yahoo.com/quote/T)) CEO John Stankey:
"So if tariffs are the next driver of an increase in the unit cost of handsets, I imagine we're going to have to go through the exact same play, which is, first of all, understand what the customer needs and then make some adjustments to how we support them in that process," Stankey said. "But that process is going to be taking that cost as we've traditionally done and largely moving it through to the end user and fitting it into the business model of ultimately what we can afford to drive the right level of returns in our business. And I think we've demonstrated over time that we've done that fairly effectively."
# T-Mobile ([TMUS](https://finance.yahoo.com/quote/TMUS)) CEO Mike Sievert to [Yahoo Finance ](https://finance.yahoo.com/news/t-mobile-ceo-tariffs-on-phones-will-have-to-be-eaten-by-consumers-231011987.html)(video above):
"Tariffs are unpredictable at this point," Sievert said. "Obviously, we're watching closely. If they come in and they're significant in some way, that's going to have to be borne by the customer. I mean, our model isn't prepared for something like that."
Sievert added, "I think what would happen is prices will rise for smartphones, and then people will slow down their purchases of smartphones, and upgrade rates will slow. Those would be the dynamics that would happen. We don't see that that is on the way."
| 1,745,623,157
|
2025-04-25 23:19:17
|
callsonreddit
| 41
| 15
| 0.91
|
News
|
/r/StockMarket/comments/1k7ytri/verizon_att_and_tmobile_prepare_to_raise_prices/
|
https://www.reddit.com/r/StockMarket/comments/1k7ytri/verizon_att_and_tmobile_prepare_to_raise_prices/
|
StockMarket
|
Apple
|
1k7u7ex
|
Like i expected, S&P goes up over 5500 point this friday
|
As expected, the market is rebounding strongly. Trump no longer talks about tariffs; it's clear he has definitively backed down on his tariff plans. On April 9, he was "broken" when he saw the world turning its back on him. His two advisors pushing the tariff idea have gone missing, and Bessent was roughed up by Powell and Wall Street. Bessent no longer mentions tariffs but now talks about free trade. Today, we’ve turned the page. It’s all about "deal, deal, deal," and it seems everyone is on board. India is starting to hit China by imposing tariffs on its metals and has promised JD Vance to import more from the US while limiting imports from China. This potential deal opens a door for Apple to produce its US iPhones in India. A deal with Japan is firmly concluded. China plans to grant dozens of exemptions on US products, as several major sectors are simply at a standstill.
The 10-year US Treasury yields have significantly dropped to 4.28%. The S&P 500 is about 100 points away from recovering its level from April 2. Oil prices are rising notably. European and Asian equity markets are also climbing. The euro-dollar has also declined.
So, Trump didn’t break anything; he gave an opportunity to take advantage of a stock market at a great price for three days :)
| 1,745,610,856
|
2025-04-25 19:54:16
|
DoublePatouain
| 0
| 10
| 0.18
|
Discussion
|
/r/StockMarket/comments/1k7u7ex/like_i_expected_sp_goes_up_over_5500_point_this/
|
StockMarket
|
Apple
|
|
1k7m8ya
|
Market Euphoria Returns: Major Stocks Surging, Algorithms in Full Control
|
It’s hard to ignore what’s happening — the market is ripping, and algorithms appear to be buying nearly everything without hesitation.
Netflix (NFLX) just hit new all-time highs. Bitcoin is quietly grinding higher with renewed strength. Palantir (PLTR) is running like it’s 2021 again. Apple (AAPL) has added over $40 per share in under two weeks — and pre-market, we’re seeing mega caps up another 5% as if resistance levels don’t matter anymore.
Tesla (TSLA) seems to be doing its own thing — moving steadily upward while even the most bullish investors are starting to question how long this can last.
Interestingly, some bulls have recently been buying puts “just in case” — and they’ve been getting completely steamrolled over the last two sessions. Even the most confident among us are hesitant to chase at this point — the bounce has been that aggressive. It’s no longer about fear of downside… it’s fear of missing the upside.
What’s just as notable is how quickly sentiment has flipped. Volatility? Gone. Macro risk? Ignored. Rate concerns? Brushed aside. The narrative has shifted back to liquidity, momentum, and performance.
Whether this is sustainable or not, the current momentum is real — and for now, it feels like nothing can stop this surge.
Stay sharp out there.
| 1,745,591,107
|
2025-04-25 14:25:07
|
Plus_Seesaw2023
| 84
| 71
| 0.84
|
Discussion
|
/r/StockMarket/comments/1k7m8ya/market_euphoria_returns_major_stocks_surging/
|
https://www.reddit.com/r/StockMarket/comments/1k7m8ya/market_euphoria_returns_major_stocks_surging/
|
StockMarket
|
Apple
|
1k7jjwz
|
China May Exempt Some US Goods From Tariffs as Costs Rise
|
[https://finance.yahoo.com/news/china-may-exempt-us-goods-065000386.html](https://finance.yahoo.com/news/china-may-exempt-us-goods-065000386.html)
China’s government is considering suspending its 125% tariff on some US imports, people familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries.
Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.
Officials are also discussing waiving the tariff for plane leases, the people said. Like many airlines, Chinese carriers don’t own all of their aircraft and pay leasing fees to third-party companies to use some jets — payments that would have become financially ruinous with the additional tariff.
The possibility of some goods being exempted boosted investor optimism, as shares in Asia rose and the yuan erased losses.
“It’s another step toward a de-escalation of the trade war,” Kok Hoong Wong, head of institutional equities sales trading at Maybank Securities Pte, said, attributing strength in Hong Kong, Chinese and Japanese stocks to the report. While most don’t expect the US and China to set aside their differences quickly, he said “it would appear the worst may truly be over.”
The exemptions China is mulling mirror similar moves on the part of the US, which excluded electronics from its 145% tariff on Chinese imports earlier this month. The pullbacks reflect how deeply intertwined the world’s two biggest economies are, with some key industries grinding to a halt after the trade war escalated.
“A couple of our member companies have reported that even within the last week, they had a few shipments that were imported that did not have tariffs levied on them,” Michael Hart, president of the American Chamber of Commerce in China, said during a press conference on Friday in Beijing. “It does look like both governments are looking carefully and don’t want to stop trade overall.”
While the US imports far more from China than the other way around, Beijing’s move spotlights the areas of its economy that remain reliant on US goods. China is the world’s largest plastics manufacturer but some of its factories depend on ethane, which is mainly imported from the US. And its hospitals rely on advanced medical equipment like magnetic resonance imaging and ultrasound machines made by US firms like GE Healthcare Technologies Inc.
China’s Ministry of Finance and General Administration of Customs didn’t respond to requests for comment.
The list of exemptions is still in flux and discussions may not progress. Companies in vulnerable sectors have been asked by authorities to submit the customs codes of US goods that they need to be exempt from the new tariffs, other people familiar with the matter said. At least one Chinese airline has been notified that payments to aircraft leasing companies located in free trade zones will not be subject to the new levy, one person said.
Traders have also been circulating purportedly tariff-exempt lists of customs codes that correlate to key chemicals and chip-making components. Bloomberg News could not independently verify the lists.
Beijing is also preparing to waive additional tariffs on at least eight semiconductor-related products, Caijing reported Friday, citing anonymous sources. Those categories don’t include memory chips for the time being, the outlet said, in a potential blow to Micron Technology Inc., the world’s No. 3 memory chipmaker.
Subscribe to the Bloomberg Daybreak Podcast on Apple, Spotify and other Podcast Platforms.
What Bloomberg Economics Says...
“Exempting critical, hard-to-replace US products from tariffs would be a pragmatic approach that could ease tensions with the US and serve the interests of Chinese industry. Anything that helps lower the temperature in the trade war is also beneficial from the perspective of avoiding broader clashes with the US.”
— Chang Shu and Eric Zhu
Investors are looking for signs that the two countries will engage to lower tariffs, but relations appear to still be at a standstill. On Thursday, Chinese officials publicly demanded the US revoke all unilateral tariffs before agreeing to trade talks. President Donald Trump has tried to get President Xi Jinping on the phone since he returned to office, but the Chinese leader has, so far, resisted, pushing instead for lower-level talks to work out a deal.
On the US front, Trump’s administration has exempted smartphones, computers and other electronics from its so-called reciprocal tariffs — a major reprieve for global technology manufacturers including Apple Inc. and Nvidia Corp., though potentially a temporary one. The exclusions apply to smartphones, laptop computers, hard drives and computer processors and memory chips as well as flat-screen displays.
| 1,745,583,664
|
2025-04-25 12:21:04
|
callsonreddit
| 12
| 44
| 0.59
|
News
|
/r/StockMarket/comments/1k7jjwz/china_may_exempt_some_us_goods_from_tariffs_as/
|
https://www.reddit.com/r/StockMarket/comments/1k7jjwz/china_may_exempt_some_us_goods_from_tariffs_as/
|
StockMarket
|
Apple
|
1k7cdkk
|
Apple aims to source all US iPhones from India in pivot away from China, FT reports
| null | 1,745,555,424
|
2025-04-25 04:30:24
|
jluc21
| 331
| 82
| 0.95
|
News
|
/r/StockMarket/comments/1k7cdkk/apple_aims_to_source_all_us_iphones_from_india_in/
|
https://www.reuters.com/world/china/apple-aims-source-all-us-iphones-india-pivot-away-china-ft-reports-2025-04-25/
|
StockMarket
|
Apple
|
1k6yqsa
|
Trump Says US Talking With China on Trade After Beijing’s Denial
|
[https://finance.yahoo.com/news/china-says-us-revoke-unilateral-082147537.html](https://finance.yahoo.com/news/china-says-us-revoke-unilateral-082147537.html)
President Donald Trump said his administration was talking with China on trade, after Beijing denied the existence of negotiations on a deal and demanded the US revoke all unilateral tariffs.
“They had a meeting this morning,” Trump said Thursday during a meeting with Norway’s prime minister when a reporter asked about the Chinese statement.
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Pressed on which administration officials were involved in discussions, the US president said, “it doesn’t matter who ‘they’ is. We may reveal it later, but they had meetings this morning, and we’ve been meeting with China.”
The exchange exposed the ongoing disconnect between Washington and Beijing, as President Xi Jinping’s government maintains a defiant stance despite Trump’s recent suggestion he could lower tariffs on China.
Chinese Commerce Ministry spokesman He Yadong earlier Thursday at a regular briefing in Beijing dismissed speculation that progress has been made in bilateral communications, saying “any reports on development in talks are groundless,” and urging the US to “show sincerity” if it wants to make a deal.
“The US should respond to rational voices in the international community and within its own borders and thoroughly remove all unilateral tariffs imposed on China, if it really wants to solve the problem,” he said.
The remarks suggest that Trump’s comments this week signaling that he could lower tariffs on China — which currently stand at 145% for most goods — will not be enough to de-escalate tensions. The US leader said Wednesday that “everything’s active” when asked if he was engaging with China and that Beijing was “going to do fine” once talks had settled.
Trump has tried to get Xi on the phone a number of times since he returned to office, but the Chinese leader has, so far, resisted. Beijing wants to see a number of steps from Washington before it will agree to trade negotiations, including showing more respect and naming a point person for the dialogue, Bloomberg News previously reported.
Other conditions include a more consistent US position and a willingness to address China’s concerns around American sanctions and Taiwan, the self-ruled island that Beijing has vowed to claim someday, by force if necessary.
Trump shifted his tone yet again on Thursday, criticizing Beijing for refusing to take deliveries of Boeing Co. jets and for its role in the trade of illegal fentanyl. The US imposed 20% tariffs on Chinese imports tied to fentanyl before slapping them with an additional 125% duty.
“Boeing should default China for not taking the beautifully finished planes that China committed to purchase,” Trump posted on social media. “And, by the way, Fentanyl continues to pour into our Country from China, through Mexico and Canada, killing hundreds of thousands of our people, and it better stop, NOW!”
China has responded to Trump’s volatile tariff moves with caution, with Beijing calling the high levels of levies “meaningless.” Authorities have also warned other countries against striking deals with the US that could hurt its interests.
Highlighting how the strain in trade ties is spilling into other areas of the relationship, China’s Defense Ministry on Thursday blamed the “biased” view of “some individuals in the US” for hindering engagement between the Chinese and US militaries.
Policy Support
The focus now is on what policy support Beijing will unleash to shield the world’s No. 2 economy from the impact of tariffs on the export engine that drove some 40% of growth in the first quarter. Hints on stimulus could come as soon as this week, when the decision-making Politburo is expected to huddle, with its April meeting traditionally focused on the economy.
It’s “too early” for Beijing to go all in on policy support, according to Larry Hu, chief China economist at Macquarie Group. “After all, it’s much easier for Trump to walk back his tariff threat than it is for Beijing to walk back its stimulus announcement,” he added.
Beijing has typically dispensed stimulus only as it’s needed to protect the nation’s annual growth goal. With first quarter expansion coming in at 5.4% — above the about 5% target for 2025 — policymakers might feel they have room to wait.
The remarks from China’s commerce and defense ministries came hours after Pan Gongsheng, governor of the People’s Bank of China, warned of the threat ongoing frictions posed to trust in the global economic system, during Chinese officials’ first trip to the US since Trump unleashed his biggest tariffs yet.
“All parties should strengthen cooperation and make efforts to prevent the global economy from sliding into a track of ‘high friction, low trust,’” Pan said at a Group of 20 meeting in Washington on Wednesday, according to a social media post by state broadcaster China Central Television.
Pan is one of the leading members of a Chinese delegation attending the annual meetings of the International Monetary Fund and World Bank this week in the US capital, where discussions involving the US, EU and other G20 members are also taking place.
The events are expected to provide the first opportunity for Chinese economic officials to meet with Trump’s team in person since he drastically hiked tariffs on Chinese imports earlier this month, before any formal negotiations to cool trade tensions.
However, neither side has announced any bilateral meetings despite Trump’s move to soften his tone on tariffs that are expected to dent growth of the world’s second-largest economy.
There are “no winners in trade wars” and China will remain open to the outside world and firmly support free trade and the multilateral trading system, Pan said, according to the report.
\--With assistance from Lucille Liu, Paul Abelsky, Josh Wingrove and Hadriana Lowenkron.
| 1,745,517,349
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2025-04-24 17:55:49
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callsonreddit
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News
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/r/StockMarket/comments/1k6yqsa/trump_says_us_talking_with_china_on_trade_after/
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https://www.reddit.com/r/StockMarket/comments/1k6yqsa/trump_says_us_talking_with_china_on_trade_after/
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StockMarket
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Apple
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1k6nbnv
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Norway’s $1.6 Trillion Wealth Fund Posts $40B Q1 Loss on Tech Downturn
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https://www.cnbc.com/2025/04/24/worlds-largest-sovereign-wealth-fund-reports-40-billion-loss-in-first-quarter-on-tech-downturn.html?__source=androidappshare
The world’s largest sovereign wealth fund, Norges Bank Investment Management, just reported a $40 billion loss in Q1 2025 — citing weakness in the tech sector as the primary driver.
The fund, which manages over $1.6 trillion in assets, is widely regarded as one of the most diversified and conservative investors globally. But even they weren’t immune to this year’s tech headwinds. According to CEO Nicolai Tangen:
> “The quarter has been impacted by significant market fluctuations. Our equity investments had a negative return, largely driven by the tech sector.”
This underscores how central tech remains to the global markets — and how vulnerable even the most robust portfolios are to its swings. Names like Apple, Microsoft, Nvidia, and other big tech names have had shaky performances this quarter, dragging down indexes and institutional portfolios alike.
It’s a reminder that volatility in high-weighted sectors can ripple far beyond retail portfolios. When a country-level investor — backed by oil revenues and diversified globally — takes a hit like this, it puts things into perspective.
Despite rising oil revenues in Norway, equity losses eclipsed gains in other asset classes.
For long-term investors, this report is a signal that even large, diversified portfolios can’t escape concentrated market trends. For traders, it’s more confirmation that the current tech correction isn’t just noise — it’s big enough to rattle sovereign funds.
| 1,745,483,988
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2025-04-24 08:39:48
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Plus_Seesaw2023
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News
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/r/StockMarket/comments/1k6nbnv/norways_16_trillion_wealth_fund_posts_40b_q1_loss/
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https://www.reddit.com/r/StockMarket/comments/1k6nbnv/norways_16_trillion_wealth_fund_posts_40b_q1_loss/
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StockMarket
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Apple
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1k5ycpi
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Meta, Apple fined 700 million euros for violating EU antitrust rules
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[https://finance.yahoo.com/news/meta-apple-fined-700-million-122246763.html](https://finance.yahoo.com/news/meta-apple-fined-700-million-122246763.html)
LONDON (Reuters) -European Union regulators on Wednesday imposed fines on Apple and Meta totalling 700 million euros ($877 million) for violating new antitrust rules, the first sanctions under landmark legislation aimed at curbing Big Tech's power.
Here is some reaction to the penalties:
APPLE IN AN EMAILED STATEMENT:
"Today's announcements are yet another example of the European Commission unfairly targeting Apple in a series of decisions that are bad for the privacy and security of our users, bad for products, and force us to give away our technology for free."
META IN AN EMAILED STATEMENT:
"The European Commission is attempting to handicap successful American businesses while allowing Chinese and European companies to operate under different standards.
"This isn't just about a fine; the Commission forcing us to change our business model, effectively imposing a multi-billion-dollar tariff on Meta while requiring us to offer an inferior service."
"FORTNITE" MAKER EPIC GAMES CEO TIM SWEENEY:
"Great news for app developers worldwide! (...) Today's decision benefits all developers - European developers and American developers alike. It highlights the need for America to similarly pass the Open App Markets Act to bring competition back to digital markets.
"Lobbyists and shills funded by American Big Tech had better not misportray Europe's modest fine for Apple's lawbreaking as a "European tax on American companies". To do so would be to try to gaslight the administration into a trade war to protect Apple's lawlessness."
ANDREAS AUDRETSCH, DEPUTY PARLIAMENTARY LEADER OF GREEN PARTY IN GERMAN FEDERAL PARLIAMENT:
"The fines (...) are clearly too low. The Commission should have taken tougher action; in previous proceedings, the Commission had imposed significantly higher fines in the billions.
"There must be no doubt that the Commission is prepared to exhaust all legal means to enforce European law. This is particularly important at a time when Donald Trump and U.S. tech oligarchs are deliberately trying to undermine European law.
"There must be no subjugation of Europe. If Apple and Meta let the 60-day deadline pass without paying the fines, further steps must be taken."
COMPUTER & COMMUNICATIONS INDUSTRY ASSOCIATION (CCIA) EUROPE'S SENIOR VICE PRESIDENT AND HEAD OF OFFICE DANIEL FRIEDLAENDER:
"The DMA’s (Digital Markets Act) credibility is being weakened by its unpredictable enforcement and shifting demands, combined with sweeping product-design mandates from the European Commission that disrupt the user experience and limit EU businesses' ability to reach consumers."
"(...) The DMA has become highly politicised, and could even force some companies to provide services at a loss. There is a huge opportunity for regulatory simplification in Europe – so far, however, the DMA decisions are going in the opposite direction."
INTERNATIONAL ASSOCIATION OF PRIVACY PROFESSIONALS' (IAPP) DIRECTOR OF RESEARCH & INSIGHTS JOE JONES:
"The fines land at a time of heightened scrutiny by the current U.S. Administration on the application of EU laws to U.S. companies.
"(...) Open questions include not only how will addressed companies respond to EU regulatory enforcement but how will overseas governments, including and especially the U.S., respond. The U.S. Administration has declared it will consider responsive actions like tariffs to combat certain foreign government policies levied against U.S. companies.
"The EU’s digital rulebook not only has grown in size but has grown more complex as well as robust in its application, with fines and corrective measures being imposed.
EUROPEAN CONSUMER GROUP BEUC DIRECTOR GENERAL AGUSTIN REYNA:
"Today’s decisions are important to show Big Tech that if they choose to operate on the EU's Single Market they must play by our rules.
"Apple and Meta have had ample time to comply with the (DMA) but instead have delayed compliance and tried to twist the rules to their advantage. Consumers deserve better choices, and businesses need fairer market conditions in digital markets, so the Commission must enforce the law.
"The (DMA) is a gamechanger in terms of opening up digital markets to more competition. The Commission must enforce the (law) effectively so that gatekeepers comply with all its provisions and consumers can reap the benefits of more and better choice in digital services."
RASMUS ANDRESEN, BUDGET AND FINANCIAL SPOKESPERSON FOR THE GREENS/EFA IN EUROPEAN PARLIAMENT:
"It is a long-overdue and important step that the EU Commission is finally using its regulatory power to rein in the U.S. tech giants.
"(...) With this action, Europe is sending a clear signal: the digital internal market is not a lawless space for billion-dollar tech companies. It is about fairness, real competition, and the protection of consumer rights and small businesses.
"Trump’s calls for an end to EU tech regulation are extremely dangerous. It is good that the EU Commission is responding with the application of legislation. We decide on our own rules.
"But competition rules alone are not enough. We also need consistent and fair taxation of tech companies. It is unacceptable that an entire industry makes massive profits while simultaneously avoiding its responsibilities to society. The EU Commission should finally present a proposal to fairly tax the large tech companies in Europe."
GERMAN ECONOMY MINISTRY SPOKESPERSON:
"More competition in the European Union benefits not only consumers, but also all European, as well as non-European, SMEs and start-ups."
($1 = 0.8773 euros)
| 1,745,412,633
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2025-04-23 12:50:33
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callsonreddit
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/r/StockMarket/comments/1k5ycpi/meta_apple_fined_700_million_euros_for_violating/
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https://www.reddit.com/r/StockMarket/comments/1k5ycpi/meta_apple_fined_700_million_euros_for_violating/
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StockMarket
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Apple
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1k3x5d6
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Trump tariffs could lead to a summer drop-off in economic activity after an ‘artificially high’ start, Chicago Fed chief says
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[https://www.cnbc.com/2025/04/20/trump-tariffs-could-cause-summer-economic-slump-chicago-fed-president.html](https://www.cnbc.com/2025/04/20/trump-tariffs-could-cause-summer-economic-slump-chicago-fed-president.html)
Business owners and CEOs are already stocking up on inventory, and some American shoppers are [panic buying](https://www.cnbc.com/2025/04/03/trump-tariffs-experts-warn-not-to-panic-shop.html) big-ticket items in anticipation of President [Donald Trump’s](https://www.cnbc.com/donald-trump/) tariffs. The sudden buying binge could cause an “artificially high” level of economic activity, said Federal Reserve Bank of Chicago President [Austan Goolsbee](https://www.cnbc.com/2025/03/21/chicago-fed-president-goolsbee-sees-rate-cuts-depending-on-inflation-progress.html).
“That kind of preemptive purchasing is probably even more pronounced on the business side,” Goolsbee told CBS’ “Face The Nation” on Sunday, adding: “We heard a lot about preemptive building-up of inventories that could last 60 days, 90 days, if there \[was\] going to be more uncertainty.”
Businesses stockpiling inventory and [consumers accelerating their purchasing decisions](https://www.cnbc.com/2025/04/20/back-market-ceo-trump-tariffs-give-americans-chance-to-change-habits.html) — buying an [Apple](https://www.cnbc.com/quotes/AAPL/) iPhone now, say, rather than waiting until the fall — may inflate U.S. economic activity in April and lead to a slowdown in the coming months, Goolsbee suggested.
“Activity might look artificially high in the initial, and then by the summer, might fall off — because people have bought it all,” he said.
Sectors affected by Trump’s tariffs, particularly the auto industry, are most likely to heavily stock up on inventory now before import levies on goods from other countries potentially rise further, said Goolsbee. Many car parts, electronic components and other big-ticket consumer items are manufactured in China, for example, which currently faces a 145% total tariff rate on goods imported to the United States.
[Trump’s tariffs on a bevy of other countries](https://www.cnbc.com/2025/04/04/trump-tariffs-us-businesses-are-angry-worried-about-survival-price-hikes.html) are currently in the middle of a 90-day pause, with a 10% baseline tariff rate instead applying to all imported goods across the board. The pause is due to expire on July 9, with [Trump touting a series of rate negotiations](https://www.cnbc.com/2025/04/09/trump-announces-90-day-tariff-pause-for-at-least-some-countries.html) with foreign leaders between now and then.
“We don’t know, 90 days from now, when they’ve revisited the tariffs, we don’t know how big they’re going to be,” Goolsbee said.
Some U.S. business owners who buy goods manufactured in China say they already can’t afford to place rush orders on inventory. Matt Rollens, owner and CEO of Granite Bay, California-based novelty drinkware company Dragon Glassware, [says he’s temporarily holding his products in China](https://www.cnbc.com/2025/04/11/ceo-trump-china-tariffs-are-doomsday-scenario-for-small-businesses.html) because paying the 145% levy would force him to raise consumer prices by at least 50%, likely drying up customer demand.
Rollens has enough inventory in the U.S. to last roughly until June, and hopes the tariffs will be rolled back by then, he told CNBC Make It on April 11.
Short-term uncertainty and financial pain aside, the Fed’s Goolsbee expressed optimism about the country’s longer-term economic outlook.
“If we can get through this, it’s important to remember: The hard data coming into April was pretty good. The unemployment rate \[was\] around steady full employment, inflation \[was\] coming down,” he said. “It’s just a desire of people expressing they don’t want to back to ’21 and ’22, at a time when inflation was really raging out of control.”
| 1,745,184,924
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2025-04-20 21:35:24
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callsonreddit
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News
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/r/StockMarket/comments/1k3x5d6/trump_tariffs_could_lead_to_a_summer_dropoff_in/
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https://www.reddit.com/r/StockMarket/comments/1k3x5d6/trump_tariffs_could_lead_to_a_summer_dropoff_in/
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StockMarket
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Apple
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1jzqap0
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Is there something that I am missing?
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Since Thursday, my Apple stock ticker has been consistently displaying a green graph indicating growth. While the ticker explicitly states this, upon analyzing the numbers, it seems that if the stock opened higher than it closed, it constitutes a loss. Am I overlooking something that I’m not aware of? Honestly, I’m not particularly knowledgeable about the intricacies of the stock market.
| 1,744,719,125
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2025-04-15 12:12:05
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FaithlessnessOdd6738
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Discussion
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/r/StockMarket/comments/1jzqap0/is_there_something_that_i_am_missing/
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StockMarket
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Apple
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1jzabl0
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Trump Announces Chips, Drug Probes, Opening Door to Tariffs
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[https://finance.yahoo.com/news/trump-announces-chips-drug-probes-204108780.html](https://finance.yahoo.com/news/trump-announces-chips-drug-probes-204108780.html)
(Bloomberg) — President Donald Trump’s administration pressed forward with plans to impose tariffs on semiconductor and pharmaceutical imports by initiating probes led by the Commerce Department.
The moves, announced Monday in the Federal Register, are a precursor to imposing tariffs and threaten to broaden the president’s sweeping US trade war.
The Commerce Department said it would be investigating the impact on US national security of “imports of semiconductors and semiconductor manufacturing equipment” as well as “pharmaceuticals and pharmaceutical ingredients, including finished drug products” in a pair of notices posted to the Federal Register.
The US president has long decried foreign production of drugs and chips as a threat to national security and threatened to slap tariffs on imports in a bid to revive American manufacturing of those products. But the duties could also wreak havoc on supply chains and drive up costs for Americans.
New levies threaten to roil a chips industry that notched more than $600 billion in global sales of chips essential to products ranging from cars to airplanes and mobile phones to consumer electronics. Semiconductor supply chains still feeling the effect of disruptions caused by the Covid-19 pandemic now could face new strains from the US duties.
The administration’s announcement came days after it exempted semiconductors, mobile phones, computers and other electronics imports from 145% duties applied to China. That announcement was seen as a boon to tech giants like Apple Inc. and Nvidia Corp., but Trump and his advisers quickly said the relief would be short lived and that separate levies would be placed on chips.
Tariffs would also be a blow to the world’s largest drugmakers, including Merck & Co. and Eli Lilly & Co., virtually all of which operate scores of manufacturing sites scattered across the globe.
Trump, who has repeatedly bemoaned US drugmakers’ reliance on overseas production, is breaking decades of tradition. The pharmaceutical industry has long side-stepped trade wars, protected by international agreements that largely protected medicines from tariffs on humanitarian grounds.
Trump’s move on semiconductors is similar to the way he’s targeted other sectors, with imported steel, aluminum and automobiles already facing 25% tariffs and an ongoing Commerce Department trade probe expected to result in levies on foreign copper. The president has also vowed tariffs on imported pharmaceuticals and possibly critical minerals.
Under Biden, the US already had doubled tariffs on so-called legacy semiconductors from China to 50% and last December launched a probe into Chinese concentration in the category that sets the stage for Trump to impose even higher levies. While not as advanced as chips driving artificial intelligence, the older technology is ubiquitous in autos, airplanes, medical devices and telecommunications.
Trump has cast reshoring chipmaking and revitalizing the US industrial base as essential for the nation’s security. Winning a global race to dominate the AI industry is also a top Trump administration priority. Analysts have warned that bringing chip manufacturing to the US will take years of hard work work.
**Worldwide Impact**
The move on medicines will have an outsize effect on Ireland, with a $54 billion (€47.6 billion) trade surplus with the US that helped spur Trump’s wrath. The imbalance, heavily weighted by the pharmaceutical industry, stems from the country’s favorable tax regime and highly educated workforce. US drug companies, including Lilly and Pfizer Inc., operate nearly two dozen factories in Ireland that ship drugs to the US, according to a TD Cowen analysis.
The US biotech industry, which drives much of the innovation in drug development, is also vulnerable to the new tariffs. Nearly 90% of American companies rely on imported components for US-approved products, according to a recent survey by the Biotechnology Innovation Organization. As a result, the supply of medicines for US patients and families are particularly vulnerable to proposed tariffs on the European Union, China and Canada, the group wrote.
Nearly all of the companies surveyed said they expect manufacturing costs to surge if import tariffs are placed on the European Union. Half of the 42 companies said they’d be forced to scramble for new research and manufacturing partners or they’d need to rework or potentially delay regulatory filings for new products.
“Re-onshoring key parts of the biotechnology supply chain to the U.S. and our allies and strengthening the American manufacturing base should be a high priority for both national and economic security,” BIO President John Crowley said in a statement. “It will take years, though, for this shift. We need to be mindful of the negative consequences of these proposed tariffs.”
**Trump’s Exemptions**
The US president earlier Monday announced he would consider temporary reprieves from his 25% tariff on automotive imports to allow companies time to bring production to the US.
The announcement suggested that the president was willing to negotiate with industry leaders, and a similar push from technology and pharmaceutical executives is almost certain to follow.
“He’s going to get this onshoring to happen as soon as possible and as orderly as possible,” Trump economic adviser Kevin Hassett said Monday on Fox Business. “And so when he talks to CEOs and they say, ‘Hey, I need a little more time with this, I need a little time more more time with that,’ then he’s absolutely willing to listen. And if he’s convinced, then he’ll make the call to do something like he did today.”
Trump was asked what short-lived product exclusions he was considering but did not specify how long a potential pause or lowering of auto levies would remain in place.
| 1,744,665,472
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2025-04-14 21:17:52
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callsonreddit
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News
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/r/StockMarket/comments/1jzabl0/trump_announces_chips_drug_probes_opening_door_to/
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https://www.reddit.com/r/StockMarket/comments/1jzabl0/trump_announces_chips_drug_probes_opening_door_to/
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StockMarket
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Apple
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1jz8xuv
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TRUMP backtracking about tariff on auto importation ... and semiconductor too ?
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Since last Wednesday, Donald Trump has been gradually backing away from his tariff policy. After announcing a significant reduction in tariffs, he stated that electronic products would be exempt. On Sunday, he claimed this was temporary and that on Monday (today), he would unveil a tariff plan for semiconductors and electronic products. However, it appears he is trying to save face in this spectacle that highlights his weakness. Today, Trump’s statements are already being questioned: Lutnik insists that only semiconductors related to national security will be subject to tariffs (??). And the announcement seems to have been postponed to next Monday...
Also today, he decided to ease tariffs on automobiles manufactured in Canada and Mexico.
The White House has announced significant progress in negotiations with the European Union.
But the worst is the realization: Today, the markets are green, convinced that Trump has capitulated and that over the next 90 days, he will have to craft a narrative to conceal the effective end of tariffs. But the worst part is the outcome: For the first time, the EU seems to doubt the United States as an ally, to the point of envisioning its medium-term future with China and India. China is currently drawing South Asian countries to its side. I note that the majority of these countries serve as gateways for China. China has imposed 125% tariffs on the US and blocked the export of rare earths to any country to prevent them from being resold to the USA. Yet China saw its electronic products exempted from tariffs (or at least subject to 20%, which remains acceptable according to Apple).
Outcome: He won’t get his tariffs and will have put the United States in a more delicate situation than before.
| 1,744,662,055
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2025-04-14 20:20:55
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DoublePatouain
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/r/StockMarket/comments/1jz8xuv/trump_backtracking_about_tariff_on_auto/
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1jywcsl
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Dow futures jump 400 points as U.S. tariff exemptions boost tech stocks Is this going to sustain?
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Stock futures rose Monday as a surprise U.S. tariff exemption from President Donald Trump gave tech names a lift to start the week.
[Futures tied to the Dow Jones Industrial Average](https://www.cnbc.com/quotes/@DJ.1/) climbed 400 points, or 1%. [S&P 500 futures](https://www.cnbc.com/quotes/@SP.1/) gained 1.4%, while [Nasdaq-100 futures](https://www.cnbc.com/quotes/@ND.1/) moved 1.8% higher.
Trump [exempted smartphones and computers](https://www.cnbc.com/2025/04/12/trump-exempts-phones-computers-chips-tariffs-apple-dell.html) as well as other devices and components like semiconductors from his new “reciprocal” tariffs, according to new U.S. Customs and Border Protection guidance issued late Friday.
[Apple](https://www.cnbc.com/quotes/AAPL/) shares popped more than 5%
[https://www.cnbc.com/2025/04/13/stock-market-today-live-updates.html](https://www.cnbc.com/2025/04/13/stock-market-today-live-updates.html)
| 1,744,629,440
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2025-04-14 11:17:20
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Ancient_Court5781
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/r/StockMarket/comments/1jywcsl/dow_futures_jump_400_points_as_us_tariff/
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https://www.reddit.com/r/StockMarket/comments/1jywcsl/dow_futures_jump_400_points_as_us_tariff/
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StockMarket
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Apple
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1jyrmi8
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Today Trump Wakes Up to a Green Market. Bulls Might Regret It.
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Don’t be surprised if Trump wakes up tomorrow, sees the market green, and thinks: “Guess I didn’t scare them enough.”
No one really reacted to his half-denial about removing tariffs on chips, semiconductors, and computers which, let’s be honest, sounded more like confusion than policy. If anything, it only made things murkier. And when Trump gets ignored, what does he usually do? Doubles down. More tariffs? Wouldn’t be shocking.
Meanwhile, China just pulled the plug on rare earth exports. You know, the critical materials needed to make every chip, missile, EV, and iPhone. Trump tried to get Ukraine to help supply these metals last year. It didn’t work. And China knows exactly how vital this is to U.S. tech dominance.
All major tech players from NVIDIA to Apple rely on these resources. So yes, while the market is green for now, don’t mistake silence for safety. This might be the setup — not the relief.
Bulls are walking into a trap with smiles on their faces.
I hope some of you at least get out with a profit before the hammer drops.
Good luck everyone.
Update: I don't have puts because I don't trade options.
| 1,744,609,352
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2025-04-14 05:42:32
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AffectionateMaize523
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Discussion
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/r/StockMarket/comments/1jyrmi8/today_trump_wakes_up_to_a_green_market_bulls/
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https://www.reddit.com/r/StockMarket/comments/1jyrmi8/today_trump_wakes_up_to_a_green_market_bulls/
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StockMarket
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Apple
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1jyqdaz
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Made in America: Surveys from Cato Institute on manufacturing in America. 80% Americans surveyed wants manufacturing jobs back in US, but only 20% surveyed wants to get a manufacturing job. Number the same for Republicans.
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Since 1990, the US lost 5 millions low skilled manufacturing jobs.
During the same period, the US gained 11.8 millions professional/business service jobs plus 3.3 millions transportation/logistical jobs.
Interestingly, the US manufacturing output (both in total and per capita) rose consistently during the same period even when job number declined. Strong evidence of automaton.
US manufacturing productivity per worker SEVEN times that of China - US productivity per capita ranks 1st in the world today.
China largest manufacturing economy due to larger population and larger portion of workforce in manufacturing (over 120 millions in China vs around 15 millions in US).
US basically exchanged low value manufacturing industry for high value manufacturing industry over the last 40 years.
Because US manufactured higher value products, which has a long supply chain, tariffs have compounding impact on US because tariffs hit multiple levels of US supply chain. It would take Apple 3 years and $30 billions to just bring 10% of supply chain from Asia to US.
All advanced economies lost low value manufacturing jobs since 1990, US suffers most due to inadequate social, economic support for workers - rank bottom in % of GDP for job retraining, employment support among OECD countries (2021 data)
| 1,744,604,483
|
2025-04-14 04:21:23
|
ExchangeSilver3379
| 1,164
| 151
| 0.99
|
News
|
/r/StockMarket/comments/1jyqdaz/made_in_america_surveys_from_cato_institute_on/
|
https://www.ft.com/content/845917ed-41a5-449f-946f-70263adbaeb7
|
StockMarket
|
Apple
|
1jyo2jw
|
Trump teases new tariffs on iPhones and electronics tomorrow!
|
Trump’s hint at iPhone tariffs with "flexibility" follows his admin’s recent exemption flip-flop, stirring uncertainty. Prices could jump 30-40%, hitting Apple hard, while Samsung might gain an edge.
So basically electronic tariffs will be announced tomorrow.
| 1,744,596,556
|
2025-04-14 02:09:16
|
Onnimation
| 783
| 209
| 0.96
|
News
|
/r/StockMarket/comments/1jyo2jw/trump_teases_new_tariffs_on_iphones_and/
|
StockMarket
|
Apple
|
|
1jyfiwh
|
What should we expect from the markets on Monday after Trump suspended tariffs on smartphones and laptops?
|
On Friday, the Trump administration announced a temporary suspension of tariffs on several key electronic products, including smartphones, laptops, memory chips, and other consumer tech items. These products were initially subject to tariffs of up to 145% on Chinese imports, in addition to a general 10% global tariff.
The official reason cited was to avoid passing excessive costs onto U.S. consumers and to reduce pressure on major American tech firms—particularly those heavily reliant on Asian manufacturing, like Apple and Nvidia.
While markets reacted positively late on Friday, with a modest rebound in tech stocks, the bigger question is: what happens next?
• Could this lead to a broader tech-led recovery in the coming days?
• Or will uncertainty around future sector-specific tariffs (as hinted by Commerce Secretary Howard Lutnick) limit any upside?
• What are the likely short-term impacts on supply chains and investor sentiment?
Some sectors to watch might include semiconductors, consumer electronics, and companies with significant China exposure.
Do you think this is just a temporary boost or the start of a more sustained rally? And which specific stocks or ETFs are you watching closely because of this shift?
| 1,744,571,736
|
2025-04-13 19:15:36
|
Mindless_Designer519
| 10
| 71
| 0.69
|
Discussion
|
/r/StockMarket/comments/1jyfiwh/what_should_we_expect_from_the_markets_on_monday/
|
https://www.reddit.com/r/StockMarket/comments/1jyfiwh/what_should_we_expect_from_the_markets_on_monday/
|
StockMarket
|
Apple
|
1jyelx4
|
Markets on the Line: Trump Dials, China Breathes, Retail Buys the Top
|
Three Roads Diverged in a Red Market
By Someone Who’s Been Burned Enough to Know Better
Let’s look into the week ahead. A week that promises to be how shall I put this gently? a complete circus, economically speaking. Three scenarios are forming, and all of them are… deeply unserious with serious consequences.
Scenario 1: The Phantom Deal
On Monday, Trump finally gets Beijing on the line. The conversation?
Static. Silence. Heavy breathing.
The Chinese delegation says nothing. Possibly because they’re muted, possibly because they’re laughing. Either way, Trump hangs up, declares it a historic victory, and rushes to the podium:
“They answered. We made a deal. Tremendous deal. Tariffs coming down. You’re welcome.”
No one else was on the call. Not even the NSA.
But the market, running on hopium and Robinhood notifications, surges.
For 48 hours.
Then the peasants i.e., retail investors, grandmas with E*TRADE, and that guy in your office who keeps refreshing his Fidelity app during meetings realize they’ve been had. Again.
The rally fades. Sell-offs begin.
Scenario 2: Tariff Ragnarok
Trump reads a thread on Reddit. Someone calls him soft.
That’s it. That’s the trigger.
He goes full Game of Thrones.
“1 billion percent tariffs on everything from China. Toothbrushes. LEDs. Birthday candles. Tariffed.”
He says:
“Before I even think about easing tariffs, Xi Jinping has to kiss me on the ass twice. Once for America, once for the DJIA.”
Markets tank. Semiconductor stocks cry. Apple tries to rebrand as Canadian.
Gold spikes. Bitcoin goes into a manic episode.
Even the Fed just shrugs and mutters, “He’s doing it again.”
Scenario 3: Sleepy Sunday, Stupid Monday
Sunday night. No news.
But Friday’s tariff panic is still echoing.
Cue the late sleepers: peasants who read Barron’s on Saturday but took melatonin Sunday.
They log in at 5:59 PM ET.
Buy NVDA and APPL like it’s Coachella tickets.
The market jumps.
Then Trump strolls out after the market opens Monday.
Big grin. Big words. Announces:
“We’re lifting tariffs on semiconductors.”
The market flies. Tech bros fist bump.
But wait 2 hours later, the USTR drops a press release:
“Tariffs are increasing on pharmaceutical imports.”
Markets flatten. Analysts confused. Reddit crashes.
It’s chaos, but controlled.
So where are we headed?
Somewhere between delusion and diplomatic improv.
Peasants will buy the dip, hedge funds will sell the bounce, and everyone will pretend to know what’s going on until Wednesday.
And just remember there’s no such thing as too late in a market built on make-believe.
❗️Update:
Additional Scenario (worth watching):
There’s another angle I initially missed — and it might flip the board on Monday.
Word is spreading fast about a potential insider trading investigation tied to last week’s suspicious pre-announcement activity. One name already floating: Marjorie Taylor Greene. If this gains traction, we may see a sharp reversal Monday — not because the fundamentals changed, but because someone has to be sacrificed.
Think of it this way:
Friday’s pump gave insiders a clean exit. If they’re under heat now, the easiest way to diffuse the narrative is to make the market dump. That way, no one “benefited.”
“See? No one knew anything. Look, everyone lost.”
Classic damage control.
So while everyone’s positioned long, thinking they’re riding institutional momentum, we might actually be walking into a controlled demolition to cover tracks.
Stay paranoid. The real play might be in the misdirection.
| 1,744,569,390
|
2025-04-13 18:36:30
|
AffectionateMaize523
| 44
| 27
| 0.91
|
Discussion
|
/r/StockMarket/comments/1jyelx4/markets_on_the_line_trump_dials_china_breathes/
|
https://www.reddit.com/r/StockMarket/comments/1jyelx4/markets_on_the_line_trump_dials_china_breathes/
|
StockMarket
|
Apple
|
1jyd8vm
|
Steven Miller just confirmed that tech products from China still get the 20% tariff.
|
He stated they were just exempted from the recent increases, but the original 20% for fentanyl issue is still applied. This is because these products are "critical to our defense industry". However they will get a new tariff program eventually.
What does all this mean? Was the news overblown when first announced? Do you think this makes people more confident?
Apple products will now be 20% higher due to this tariff, and other tech companies will be hit. Do you trust Steven Miller when it comes to running the country? Word is he wants to be President in 28.........yikes
| 1,744,565,942
|
2025-04-13 17:39:02
|
FootballPizzaMan
| 1,025
| 211
| 0.97
|
Discussion
|
/r/StockMarket/comments/1jyd8vm/steven_miller_just_confirmed_that_tech_products/
|
https://www.reddit.com/r/StockMarket/comments/1jyd8vm/steven_miller_just_confirmed_that_tech_products/
|
StockMarket
|
Apple
|
1jxzxgu
|
Apple gets major relief as Trump exempts smartphones and computers from new tariffs
| null | 1,744,519,877
|
2025-04-13 04:51:17
|
Cybertronian1512
| 99
| 38
| 0.94
|
News
|
/r/StockMarket/comments/1jxzxgu/apple_gets_major_relief_as_trump_exempts/
|
https://indianexpress.com/article/technology/tech-news-technology/apple-gets-major-relief-as-trump-exempts-smartphones-and-computers-from-new-tariffs-9941334/
|
StockMarket
|
Apple
|
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