Pinkspider
04-03

bought $HOOD $NVDA $GRAB $GOOGL

at the end of the day, 99% of us are long term investors

the whole point of a DCA is that you don’t know when the bottom is but you are willing to deploy capital when you see steep discounts even if stocks can go lower

now what’s very interesting to me right now is that stocks with AGGRESSIVE multiples have not been hit in some catastrophic fashion yet…

for example

$OKLO and $ACHR don’t even have earnings yet — those stocks are only down 1% today?

$TSLA — one of the stock with the most uncertainties and a disgusting deliveries number is holding $270?

$QBTS $RGTI — Quantum stocks are only down 5%?

Yet Mag 7 names like $AMZN and $AAPL are down almost 9%?

Either the market is saying we just don’t believe in these tariff rates because these speculative companies with no earnings should be down MUCH more than Mag 7 names or the worst is yet to come if these tariff rates don’t change.

I feel like we will get some deals in the coming weeks which is why I DCA’ed today but eventually the market will price in to what extent these tariffs end up effecting equities.

The one good thing today — 10YR close to falling below 4%

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