Share_Trader retweeted
Just a timely reminder, before you rush to buy the Anthropic IPO, that out of the 20 largest public offerings since 2010, the average drawdown was 60% in their first 12 months.
I have never seen anything like the AI race in 30 years of trading markets. Some of the largest companies in the world are betting literally everything on this. There will be winners and losers. It will affect everyone in the data centre value chain. No one will be spared.
When companies issue more shares to the public and dilute current ownership it's because they have already exhausted all other avenues to acquire capital for growth. The risk of holding shares in these companies just increased. There will be AI winners and losers. Be nimble.
Share_Trader retweeted
"The ant is a collectively intelligent and individually stupid animal; man is the opposite."
Karl von Frisch
$SOL Sasol. Well on its way to the R320 target on the back of geopolitical risk.
I love how the newbies call almost any red day on the markets a crash. You're going to learn some hard lessons.
When Wall street start repackaging debt and passing it on to main street, it time for caution. You don't want to end up being a bag holder here.
SA Founders ETF would be a record breaking investment if it existed.
-Natera
-Monster
-Immunity Bio
-Tesla
-SpaceX
$HUBS HubSpot. Nice consolidation base in process. Also a break of the MA 200 on the daily chart.
Sign that are getting more investor mature is when you start looking more at your portfolio than any single shares in your portfolio.
Share_Trader retweeted
Treasuries are apt to correct some in here -- perhaps back to 5.25% on the T30y
But the major trend in yields is up with our target for the 30-Yr at around 8%. The Fed will have a hard time even holding this ceiling
$SOL Sasol Inverted head and shoulders break on the back of geopolitical risk with a R320 target.
Share_Trader retweeted
The RAF, which wants a levy increase and a new tax on licence discs, spent R12.8 million on disciplinary hearings for executives.
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