The Compound

I'm just going to say historically I don't believe investors are typically rewarded when they buy a stock that's 200% above its 200 day moving average.

— The Compound

Micron could fall 30% in a week and still be in an incredibly strong uptrend. Like the shakeouts are probably going to be just as fast as the rise.

— The Compound, at 26:27

Micron fell 14% today... this could fall 30% in a straight line and still be in a very very very healthy uptrend.

— The Compound, at 7:42

Microsoft is trading like death. It looks terrible. Not surprising. It is the largest software stock in the entire world. So AI is disrupting software.

— The Compound, at 0:04

Microsoft looks I mean it's the biggest software stock in the world... Microsoft rallied today. Some of the Mac 7 stocks caught a caught a bid today. They've been just obliterated uh in the last week or two.

— , at 15:17

I bought Microsoft and and Netflix and I said I'm going to close my eyes and and look at it again in five years

— The Compound

The Netflix is my smallest position and I'm very comfortable owning it here. In fact, I hope it goes a lot lower because I would be very comfortable um buying a decent amount.

— The Compound, at 3:17

I don't really care about the stock price reaction... I think the glasses are going to be a massive hit... I don't think the stock price is going to rally on this

— The Compound

Salesforce up 2%. Now granted these names have gotten absolutely uh battered. So a 2% gain doesn't really mean anything... the software stocks I own, they've stopped going down, but they're definitely not going up. and they're just they're like in this stasis and it's not helping

— The Compound, at 11:55

They're beating up uh Alphabet now... The average forward PE for Meta, Amazon, Google, and Microsoft is near a multi-year low... their free cash flow is disappearing because they're spending all their money on on on capex and R&D.

— The Compound, at 38:23

Meta is the worst performer of the bunch... Meta is expected to spend basically 90% of their revenue, not their free cash flow, of their revenue. And guess what the market is saying? Uh-uh. Don't like this.

— The Compound, at 38:23

To me, the clearest the the the my reading from this is I should buy more Nvidia. I own Nvidia. buy more.

— The Compound

Oracle is ripping because I think the market is, 'Hey

— The Compound

Tesla to my mind is like a near dated Musk option. If the robot thing works out, we'll know in 24 to 36 months and then Tesla will trade on that... I think you're either it's either both or none. You either believe in Musk's vision and you want a near-dated version and a longdate

— The Compound