JC888

    • JC888JC888
      ·11:05
      Replying to @CHINNY168:Hi, tks for reading my post. Glad you liked it. //@CHINNY168:Great article, would you like to share it?

      US Market: Earnings hope vs Inflation. Winner?

      @JC888:
      The US stock market capped off a highly volatile week from 05 - 09 Oct 2026 with broad gains across all 3 major indices. Solid corporate profit expectations driven by AI spending engine kept investor sentiment buoyant, allowing markets to brush off multi-decade highs in US Treasury yields and elevated oil prices. But for how long ? Both the $S&P 500(.SPX)$ and the $NASDAQ(.IXIC)$ achieved fresh all-time highs earlier in the week before a brief technology sell-off on Thu, 08 Oct 2026, triggered by (a) AI valuation anxieties and (b) downbeat reports regarding OpenAI's revenue projections. However, a strong broad-based Friday rally successfully erased those losses, pushing the indices back near their hi
      US Market: Earnings hope vs Inflation. Winner?
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    • JC888JC888
      ·10:53

      TSLA’s $28 billion pivot: Optimus vs Profit

      $Tesla Motors(TSLA)$ has begun producing “production-quality” Optimus humanoid robots at its Fremont, California factory. This milestone arrives alongside a sharp -43% decline in its Q3 2026 profit, underscoring the cost of its pivot toward AI, autonomy, and robotics. Optimus Enters Production TSLA said the robots coming off the Fremont line are its first production-quality Optimus units, marking a shift from earlier pilot builds and small test batches. The company said its current manufacturing process is “suitable for a commercial product,” although it has not disclosed production volumes, delivery dates, external-customer timelines, or pricing. The production site is symbolically significant: Fremont has been TSLA’s flagship US vehicle-assembly
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      TSLA’s $28 billion pivot: Optimus vs Profit
    • JC888JC888
      ·10-24 07:24
      On Friday, all 3 US composite indexes ended on a low note. Its a reverse order this time with the Dow falling hardest and Nasdaq mildest. Same few catalysts of rising oil prices, Middle East tension, and anxiety over AI capex etc...

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
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    • JC888JC888
      ·10-23 20:28
      With an hour to go before Friday trading begins and the S&P 500 futures index poised to open lower at -0.36%, VOO is not too far off S&P 500 slippage. (see attached) 

      VOO - Buffett's Risky winning ETF bet ? Buy ?

      @JC888:
      Warren Buffett has spent decades building one of the most complex investment portfolios in the world. $Berkshire Hathaway(BRK.B)$ owns railroads, insurance companies, fast-food chains and consumer brands. Its operating earnings topped $44.5 billion in fiscal year 2025. His advice to ordinary investors looks nothing like that portfolio. Buffett has repeated the same recommendation for years, and it does not involve picking stocks, timing markets or hiring expensive money managers. In his 2013 letter to Berkshire shareholders, Buffett wrote that his estate’s trustee should put 90% of cash in a very low-cost S&P 500index fund, naming Vanguard specifically. The fund in this instruction is the $Vanguard S&
      VOO - Buffett's Risky winning ETF bet ? Buy ?
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    • JC888JC888
      ·10-23 19:48
      Replying to @AllenBartlett:Hi, tks for reading my post and sharing your views.  I agree concentration risk is real, but equal-weighting or stock picking brings its own risks too.  S&P ETF provides broad economic exposure without requiring investor to predict which giant falters next. For Friday, no guessing require where US market and the S&P 500 ETF will be heading next.//@AllenBartlett:28% sounds neat, but if the top seven are pushing almost 30% of the index, how diversified is the S&P ETF really

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
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    • JC888JC888
      ·10-23 19:40
      With 2 hours to go, US composite futures indexes are not looking good.  All are poised to open lower this Fri, 23 Oct 2026.  (see attached) With a negative sentiment in placed, it is unlikely US market will closer higher on Friday due to over the weekend exposure. Another reason is the rumour of an impending gang-up attack between US & Israel against Iran.  This is the news piece that got investors jittery all over again.

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
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    • JC888JC888
      ·10-23
      Replying to @Liang0020:Hi, thanks for reading my post and sharing your views.  Agree that GOOG seemed to be a better bet.  NVDA due to its secular financing, artifically propping up the entire AI ecological system is "worrying" to me. I see it as the rise of monopoly in essence.  Strangely enough the current administration don't view it as "anti-trust".//@Liang0020:That 28% failure-probability model is interesting, but I’d split tech from the rest first. GOOG cash flow looks sturdier than the market’s AI panic, while NVDA still trades on much tighter expectations

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
      162Comment
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    • JC888JC888
      ·10-23
      On Thursday the S&P 500 index ended - 1.21% lower. This as investors continued to divest. Easing of 10 years Treasury didn't help to calm the nerves. It was rumours of US and Israel planning another strike at Iran, that spook market. As a result VOO fell in tandem. Can Mr T be really so dumb? view image

      VOO - Buffett's Risky winning ETF bet ? Buy ?

      @JC888:
      Warren Buffett has spent decades building one of the most complex investment portfolios in the world. $Berkshire Hathaway(BRK.B)$ owns railroads, insurance companies, fast-food chains and consumer brands. Its operating earnings topped $44.5 billion in fiscal year 2025. His advice to ordinary investors looks nothing like that portfolio. Buffett has repeated the same recommendation for years, and it does not involve picking stocks, timing markets or hiring expensive money managers. In his 2013 letter to Berkshire shareholders, Buffett wrote that his estate’s trustee should put 90% of cash in a very low-cost S&P 500index fund, naming Vanguard specifically. The fund in this instruction is the $Vanguard S&
      VOO - Buffett's Risky winning ETF bet ? Buy ?
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    • JC888JC888
      ·10-23
      US.market slide again after tech stocks sold off on concerns that the artificial intelligence trade may be faltering, at least for the near term. By 4pm, S&P 500 sank - 1.2% worst session since July, Nasdaq - 2.6% worst day since June. The Dow bucked the trend and closed marginally higher.

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
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    • JC888JC888
      ·10-23
      Replying to @1PC:Hi, tks for reading my post and your unwavering support as always. Appreciate it.//@1PC:Nice Sharing 😁 @koolgal @Aqa @Barcode @Shyon @DiAngel @Shernice軒嬣 2000

      GOOG, NVDA and Case for S&P 500 ETF !

      @JC888:
      The AI-scare that happened last week is still continuing its rampage this week. With US market near record highs, combined with a sharp tech sell-off and persistent questions about an AI bubble has made many investors cautious, especially against a geopolitically unstable backdrop. New Age Alpha, Chief investment officer, Julian Koski, has a differing view: His firm’s model sees an unusually low 28% median probability that S&P 500 companies will fail to deliver the growth embedded in their stock prices. He says that result supports staying invested, even though it does not eliminate the risk of short-term declines. Koski, who co-founded New Age Alpha, sat down with TheStreet’s Caroline Woods to explain the reasoning behind his optimism. What is Koski saying ? Koski’s argument is less a
      GOOG, NVDA and Case for S&P 500 ETF !
      269Comment
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