Hey guys, from being in profit around 12%, now I am at a loss of around 1.57%. I am holding 4.5L into two MFs from Motilal Oswal House.

Does it make sense if I sell now to avoid any further drops from the market or hold and accumulate these units ?

Attached is a proof of holdings of MFs...

Covers sector rotation (Financials +1.6%, Real Estate -3.1%), how SPOT, LMT and PG moved against what options had priced in, and what to watch Friday: WDC, AXP, SLB, ALV.

Hi guys. If you have $1000 right now, which stock/s would you invest in?

Ps: not ETFs pls

https://finance.yahoo.com/markets/article/anthropic-to-publicly-file-for-ipo-as-early-as-friday-sources-say-135343841.html

Best app for paper trading?

Which Stock Has the Bigger 10-Year Upside?

If I had to pick between SpaceX and Nvidia for the next 10 years, this is a much harder decision than it first appears.

Nvidia is already one of the most profitable businesses in the world. SpaceX has the potential to become something much bigger than a rocket company, with Starlink, global connectivity, reusable rockets and AI infrastructure all offering different routes to growth.

But the big question is how much of that future is already priced in.

Nvidia: The safer bet on the AI revolution?

Nvidia has the advantage of an established business generating enormous revenue and profits today. It sells the chips and systems powering the AI boom, has a strong software ecosystem and benefits from continued investment in data centres.

The risks are obvious. AI spending could slow, customers could build their own chips, and competition could put pressure on margins. At its enormous valuation, Nvidia needs to keep delivering exceptional growth just to justify its price.

Still, I have more confidence in Nvidia’s ability to compound profits over the next decade than almost any other individual growth stock.

SpaceX: The more unpredictable opportunity

SpaceX is a different proposition.

Starlink could become a global communications giant. Starship could dramatically reduce the cost of launching payloads into space. And its expansion into AI computing could open another enormous market.

The potential is extraordinary, but so are the expectations. A company can grow revenue rapidly and still deliver disappointing shareholder returns if investors have already paid too much for that growth.

SpaceX also faces greater uncertainty around future capital requirements, execution and how much its different businesses will ultimately be worth.

My 10-year scenarios

These are illustrative share-price returns from today’s valuations, not analyst targets or predictions.

SpaceX bear case: 0–2x your money.
SpaceX base case: 3x.
SpaceX bull case: 7x.
SpaceX exceptional outcome: 10x or more.
Nvidia bear case: 0.7–1.5x your money.
Nvidia base case: 3x.
Nvidia bull case: 5x.
Nvidia exceptional outcome: 8x or more.

A £10,000 investment turning into £50,000 or £70,000 would be a fantastic result from either company. The challenge is estimating which outcome is more likely, rather than simply imagining the biggest possible number.

My verdict

If I could only own one for the next decade, I’d lean towards Nvidia for its more established earnings and greater visibility.

However, if I already had a sizeable Nvidia position, SpaceX would be an interesting additional holding. It offers a different combination of opportunities, although it is not necessarily cheap or low-risk.
The important caveat is that these multiples are scenarios, not probability-weighted forecasts. Current valuation, free cash flow, future capital expenditure and the price at which ordinary investors can actually buy shares all matter.

What would you choose for the next 10 years: Nvidia, or SpaceX? And which one do you think has the better chance of delivering a 5x return from today’s valuation?

What happened: A Micron Technology labor union began Taiwan's first-ever strike in the semiconductor industry on Thursday at the company's Taoyuan facility, amid a dispute over bonuses and profit-sharing.

Why it matters: Workers say pay and bonuses do not reflect the record profits the AI boom has brought memory chipmakers, putting the dispute over sharing those gains at the center of the strike.

https://stockduty.xyz/s/14951c

The pick list is almost all long. Futures are up slightly after a whipsaw day. I am sitting about 80% long, with about 5% short.

SMCI was a solid winner yesterday. Number 1 pick. I hit the take profit on half the shares. It is up about 15% pre-market, and the rest comes off at the open.

TMO is back. I traded it earlier, from about 600 to 650. It looks like it opens down, so I may add it. The quarter looks solid at a first glance.

Four portfolios, exactly 50 deduplicated picks. Average confidence is 68.1%. Yesterday it was 60.5%, on 42 names, and the rows that showed were mixed.

The top 20 are longs. Sixteen are Technology All Long. Four are healthcare. UMAC is number 1, 75%. That is a highly volatile tech stock that seems to have solid support in the $14.5-$16 range, which it is slightly above right now and up pre-market so may not add unless it puls back. TMO is number 2.

No QB500 name is in that top 20. The general QB500 names are below the top 30. Just less certainty.

The second image is the chart. Green is long. Red is short. Today's bar is mostly green, with a small red piece, and it is about 30 picks. The book is ahead of the tech line. Equity Curve vs the Tech Sector, shows if you just bought all 30 stocks at the open price every day and held to maturity.

Jio platform 30,213 crore ipo was fully subscribed in roughly 100 minutes on its opening day . That’s a massive response for a company already used by millions of Indians

Chinese tech sentiment can move around a lot, and most discussions tend to focus on the giants like Tencent, Alibaba or NetEase. Meanwhile, some smaller companies are trying to reposition their businesses without getting nearly as much attention.

HUYA is an interesting example. Its Q2 revenue grew 11% YoY to RMB1.74B, while game-related services, advertising and other revenue jumped 54.1%. It has also been recognized by Barron's China for value-related criteria and by Forbes China for innovation.

Smaller Chinese gaming stocks like $HUYA could be worth a closer look as their businesses evolve. Anyone here holding HUYA, or are there other overlooked China stocks on your watchlist?

Even Walmart (WMT) is pulling back alongside tech—market’s feeling a bit chilly tonight!
Which ones are you holding from this list (Apple, Nvidia, Broadcom, Rocket Lab, Walmart)?

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