Evidence

I don't like Amazon as much. It's inside this choppy range... I need to see it over about 247. really nasty rejection on Tuesday as it tried to get above that level.

— Trade Brigade

There's nothing to do on Tesla. I hate this chart... We are completely back in the range. The price action extremely wide and loose. There's no structure in this balance range. So, I'm not interested.

— Trade Brigade

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

I have put the S&P 500 at likely 1% zero or real negative return over the next 10 years.

— Value Investing with Sven Carlin, Ph.D.

I have it at five six% long-term return. The P ratio is not 27 as we discussed, it's 40... I am pushing it from here to more risky, more in the AI bubble because the price simply went up.

— Value Investing with Sven Carlin, Ph.D.

As AMD broke below VWAP and then failed to reclaim it, that became my trigger. The sector weakness had already been confirmed... As the day continued, AMD kept moving lower with the sector.

— SMB Capital

for us, this is a point where we would pass on a company like Marvell and look for some other more compelling values within the semiconductor universe

— Chip Stock Investor

Micron MU also down a little bit quarter percent. Uh we've got a failure of the trend line there.

— tastylive

this is a very wellestablished company, but it functions in a largely commoditized industry. Like Super Micro, its moat isn't really there. The reason that it's doing well is has more to do with the fact that it is offering what I call water in a desert.

— Brian Stoffel

after all that spent on buying companies, robots, and exotic vision technologies, GM's ROI was a decline in domestic market share from 48% in 1978 to 37% in 1986 plus a bunch of very expensive new plants that were hardly more efficient than the old stuff.

— Asianometry

my faith in their ability to do that pivot and still have it be around and be meaningful by 2036 is very low and I think that the valuation is quite expensive.

— Brian Stoffel

I think those drive-thrus matter, but they're also much easier to replicate. I also am not sure how much optionality is left for this company. There's a lot of saturation, a lot of growth is dependent upon China, where there's a lot of homegrown competition that they have to go

— Brian Stoffel