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scottsinvesting.bsky.social
A day & hopefully a dollar closer to "critical mass". I'm here to talk about stocks... I'm a believer that the smartest trades are almost always based on the value you're buying or the irrational excess you're selling... Why? Valuation always matters!!
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U.S. exceptionalism was once a given, but as the saying goes..."It takes a lifetime to build a good reputation, but you can lose it in a minute." We've lost ours' and our exceptionalism is going with it!!! www.morningstar.com/markets/how-...

Made a quick visit to the old FinTwit earlier... The same furus posting the same nonsense day after day. It amazes me how anyone can be wrong for years on end and still act like an arrogant know-it-all. It's pretty sad IMO. Aside from that, far right rhetoric filled w/lies led by Musk.

I don't know how the BlueSky investing community feels about #AAPL, but I'll simply say this. Apple's active install base increased by 7% year-over-year, which tells you everything you need to know about the strength of the company & its products. With that said, it's time to trim my AAPL position.

The worst people aren’t those who have the most. It’s those w/the most, that want the less fortunate to suffer. It's not about winning, since they've already won. It's about stepping on throats simply because they can. The deeply demented get off on that sort of thing. To those who fit this profile.

If the Chinese DeepSeek thingy is even close to as good as they say it is, today’s fall will be just drops in the buckets of what’s to come for AVGO, NVDA and the rest of the AI focused crew that has endless 30%+ growth built into their valuations…