AI Stocks Portfolio September 2024 Dear Reader It's your lucky day, you get access to my latest market brief made available to patrons early 3rd September. ..... AI Stocks Portfolio Brief Going into September - 3rd Sept - 5am UK Time Dear Patron, Here is a brief look at the fundamental state of the portfolio going into September in terms of which stocks look cheap following earnings EGF updates. AI stocks what looks cheap - Nvidia, Google What look fairly priced - Qualcom, Microsoft Climate Change Mid Caps Health & Housing RDFN - Not surprised it's giving up it's recent gains since it's metrics remain poor, I took the surge towards $12 on rates FOMO to trim hard from 175% invested to current 127%, it could trade to back below $7. Definitely a range trader! MPW - Appears to be building a base, it's going to be a tough slow climb back to $10 given how many are waiting to exit sell, but rate cut winds are behind it's and other housing stocks sails. High Risk Spread Sheet link - (PATRONS ONLY) Stocks not mentioned are expensive / have poor metrics. BTC $59k My view in the comments since $62k have been that bitcorn is targeting a trend down to first to $58k and then to $54k. So for my short-term views posted in real time do check out the comments posted under my latest article. Current price action is a bounce off of $57k, so holding support that extends down to $54k so BTC is effectively in a range between $61k and $54k. My view has remained consistent since the March top that following this correction BTC targets a trend to first $88k and then 100k+ probably achieved before the end of this year where the longer this correction goes on the more powerful should be eventual upside breakout, this correction is now 5 months old so at most there could be 1 more month to go before it's blast off time by which time many will have exited crypto. especially those who use leverage and then will scramble to buy back in during the FOMO breakout or worse wait for the dip that never comes. My next article will be focused on mapping out a stock market tend into the end of January 2025, so for over the next 4 months that I aim to post before next Mondays open. For immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat. Gain access to my most recent analysis - 28th August 2024 - Nvidia Earnings vs Stock Market Correction Window 5th August 2024 - Panic in the Air As Stock Market Correction Delivers Deep Opps in AI Tech Stocks. 30th July 2024 - Dubai Deluge - AI Tech Stocks Q2 Earnings Correction Opportunities Also access to my comprehensive 3 part How to Get Rich series - Change the Way You THINK! How to Really Get RICH Guide Learn to Use the FORCE! How to Really Get Rich Part 2 of 3 The Investing Assets Spectrum - How to Really Get RICH Here's what you get access to for just $7 per month - ※ Patrons Get FIRST access to all of my In-depth analysis and high probability Trend Forecasts, usually 2 full months before the rest of the world. Notified by Patreon by email as well as posted on this page and I will also send a short message in case the extensive email does not make it to your inbox. ※A concise to the point Investing Guide that explains my key strategies and rules ※ Regular content on How to Trade & Invest incorporated into most articles so as to keep patrons eyes on the big picture and net get too sucked into the noise of price swings. ※ Access to my comprehensive How to Really Get Rich series of articles, clear concise steps that I will seek to update annually and may also eventually form a Patrons only ebook. ※ Access to conclusions from my ongoing market studies from a total of over 200 conducted studies over the decades. updated whenever the market poses a question to be answered. Also enjoy the fruits of R&D into machine learning such as the CI18 Crash indicator that correctly called both the pandemic crash (Feb 2020) and the 2022 bear market (Dec 2021) well before the fact. ※Join our community where I reply to comments and engage with patrons in discussions. So for immediate access to all my analysis and trend forecasts do consider becoming a Patron by supporting my work for just $7 per month. https://www.patreon.com/Nadeem_Walayat lock it in before it next rises to $10 per month for new signup's. And ensure you are subscribed to my ALWAYS FREE newsletter for my next in-depth analysis. Your AI tech stocks buying the dips analyst. By Nadeem Walayat Copyright © 2005-2024 Marketoracle.co.uk (Market Oracle Ltd). All rights reserved. Nadeem Walayat has over 35 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.
Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.
You're receiving this Email because you've registered with our website. How to Subscribe Click here to register and get our FREE Newsletter To access the Newsletter archive this link Forward a Message to Someone this link To update your preferences this link How to Unsubscribe - this link
The Market Oracle is a FREE Financial Markets Forecasting & Analysis Newsletter and online publication. | |||||||||||||||