Posted: 9/6/2025 8:46:44 AM EDT
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Big winners of the last year falling. NVDA, AMD, PLTR, etc.. Anybody selling..? buying these dips...? Or holding..? I'm having urges to buy in / more...but trying to catch a falling knife and all. |
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Originally Posted By bondservant2: Big winners of the last year falling. NVDA, AMD, PLTR, etc.. Anybody selling..? buying these dips...? Or holding..? I'm having urges to buy in / more...but trying to catch a falling knife and all. I am currently holding NVDA and PLTR. I am not adding much to my stock holdings due to the general high PE ratio of most stocks. I do reinvest divys on the stocks I own. |
Joined:
May 2024
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USA
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I will be selling 1st week of Dec. Then rebuying after Christmas or the 1st of the year on the up swing. AI & tech companies in general are in a bubble. The P&E is not sustainable and it will pop. Just have to time it. I will be doing what I laid out above. |
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The only reason my Bitcoin miner stock (IREN) is up, and made another 52 week high today, is because it's transitioning into AI. It's certainly not up because of ShiteCoin. Another one of my small cap AI stocks is up around 43% over the last few days. Another was up 7% today. Most of my AI stocks are either small or mid, and they've been on a tear over the last couple of weeks so no I'm not seeing any rotation out of AI, and I wouldn't even expect it until maybe 2026. Edited to add look what Oracle projected for AI growth in their earnings report after the bell. |