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Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉
The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.
Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
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🚀 TRADE DESK + OPENAI = BULLISH MOVE?
According to the latest report from The Information, OpenAI has held preliminary talks with $TTD about helping them sell ads on the ChatGPT platform.
📈 Right after the report, TTD shares jumped +9.3% and are now up about 14% in pre-market trading.
Why this could be a big deal:
ChatGPT has already started showing ads — the report suggests this...
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If companies, as @lucasm wrote, can leverage AI, implement it into their products and then monetize it, they will profit significantly. The start of this year has unfortunately been quite merciless for these stocks.
But I think this offers investors a lot of opportunities. If you manage to buy a solid company, over the course of several years its shares could be tens of percent higher thanks to the current declines.
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Most tech stocks are plunging right now and probably almost everyone has a stock in their portfolio that’s at a significant loss. Over the past few days I lost the most money on $AMD and $TTD, but I trust the companies, so I’m buying more.
Which stock have you had the biggest loss on so far this year?
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For me it’s $PYPL at -35% — I get nervous when they release any news and I’m waiting to see how much further it can fall 😁
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Are you changing your strategy before the end of the year? Are you significantly buying or selling any stocks?
In recent weeks/months, apart from $BTCUSD, $META and $TTD I haven't been buying anything else and have mostly just been watching market developments. The next notable event will probably be the Fed meeting, which could change overall sentiment and potentially create...
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Have you been surprised by the results of any companies recently, either positively or negatively?
I was pleased with $META and surprised by the negative reaction of $TTD stock on Thursday . The results were good, but unfortunately investors panicked because of the outlook and the departure of the CFO.
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I am satisfied so far and most of the results have been good. Let's see if the clauses don't creep into the results over time.
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I have a few stocks in my portfolio and the drop is horribly exaggerated. Everyone is panicking, but the business hasn't changed and the results have been good.
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📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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It's a great company, and after that exaggerated slump, it's growing again. I've got a couple of shares and I don't think the growth is over yet.
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On what share have you made the biggest profit so far this year?
It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.
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For me, it's definitely going to be $PLTR stock which I'm about +70% on this year.
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There's a lot of interesting stuff, I'll join the others, it depends on what one is looking at. I've been looking at $ORCL lately, unfortunately I didn't buy it, which literally pisses me off. 🙈 Although I also have a portfolio at its peak because I guess you can't do it any other way if you're in tech, but somehow I feel like I've been too reserved this year, too.....🙈 I don't know Trump at all and I feel like the world situation changes too often and you don't know where you stand.
Great news. I don't hold the stock myself, but I wish the investors who have had a rough time with $TTD lately all the best. I believe that if this works out, you'll easily wipe out your losses :D.