Durandal
@ApolloPerforms
CEO. Accredited Investor. Detached from all ideologies. Growth, deep value, options, you name it. Accept what is useful, reject what is useless.
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$VALE Looking so good. Looking for a retest of $11.80 at some point, then $13.
$CSCO Anyone else think this is just a little too ominous? The bottom of the channel brings us to around $47, or a 30+% drawdown from here.
"Chinese stocks and gold are the best hedges against an AI meltdown," per Bank of America, $BAC.
Trump Administration Adds Copper, Uranium, Coal to Critical Minerals List
Following last month’s pivotal close, the early signs this month could indicate a breakout from a long-standing downward resistance. Many still hold the view that Argentina was the only Latin American country to undergo major political and economic shifts. However, recent…
I think anyone that is saying they know exactly what will happen is silly. I see people already convinced that AI is a ponzi scam, and I disagree with that assessment. What I do think is that there will be some FUD around the datacenter thesis, similar to the deepseek moment at…
This market, is ludicrous. How much longer can this go on for? If you know what you're doing, you should have already made your money by this point. This cannot go on forever.
$BABA
$ET Surging past that $17 level it has struggled to break past...lets see if it can do it this time!
$VALE Next stop $13, but be patient. Could retest $11.80 if there's any macro uncertainty.
🇨🇳🇺🇸#BREAKING CHINA TO SUSPEND 24% U.S. TARIFFS AND MAINTAIN 10% FOR A YEAR. CHINA’S MINISTRY OF COMMERCE ANNOUNCED THAT STARTING FROM 13:01 ON NOVEMBER 10, 2025, IT WILL CEASE IMPLEMENTING THE ADDITIONAL TARIFFS ON CERTAIN IMPORTS ORIGINATING FROM THE UNITED STATES. #CHINA #US…
$QFIN Can anyone tell me more about this business? The next support level looks to be around $19. P/E Ratio: 3.01 P/FCF: 2.01 FCF Yield: 49.66% (WUT...) Just perspective, that basically means that the business could afford to pay a 49% dividend from free cash flow.
You have to ask yourself. How difficult is it for this position to 2x? Will it be due to technicals, multiple expansion, earnings growth, or a combination of the 3? Or hopium copium? If you're sitting on a position at all-time highs...think about this very carefully. $SPY…
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