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Aren't some defensive stocks already more expensive than chip stocks these days? Does it even make sense now to take profits on chip stocks and move the money into other sectors?

I was thinking for a while that I might take some profits from $AMD and use that money to buy some defensive stocks, like $WMT. However, it probably doesn't make sense right now, because this sector has...
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Wow, great profile pic, I almost didn’t recognize you! I agree that $WMT doesn’t look particularly cheap right now, but shifting into more defensive sectors seems like a sensible move in the near term — time will tell.
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Polymarket is launching a new feature that’s already very close to the world of stocks and IPOs. Thanks to a collaboration with Nasdaq Private Market, it now allows you to "bet" on how large private companies will perform — for example:

- whether they’ll complete an IPO by a certain date

- or whether their valuation will exceed a certain amount by the end of the year

The price of...
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I haven't considered this yet, but it's true that as a complement and a sentiment indicator it could be useful.
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A hidden problem in the markets that most people are overlooking...

U.S. 30-year Treasury yields have just reached 5% for the first time since October 2023. Before 2023, they were last this high in 2007. In both cases, this was close to a significant decline in equity markets.

10-year Treasury yields climbed to 4.57%, the highest since April last year. This move reflects growing...
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March inflation wasn't a bolt out of the blue. Anyone who was following energy, tariffs, and inflation expectations could at most have been surprised by the magnitude, not the direction.
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Arm $ARM faces a new regulatory risk in the US: according to Bloomberg, the FTC has opened an antitrust investigation into whether the British chip designer is attempting to illegally monopolize parts of the semiconductor market through the way it licenses its IP. Investigators are examining whether Arm plans to refuse or "worsen" licensing terms for its CPU designs — that is,...
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It’s not pleasant for the company, but hopefully they’ll resolve it. I’m glad I have most of my money in big companies like $NVDA.
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Which Asian stocks do you have in your portfolio or find interesting?

Overall, I feel that Asian stocks are still somewhat underrated and investors don't pay them much attention, yet there are, in my opinion, many interesting companies in Asia with great potential. I created a small portfolio on T212 focused mainly on Chinese and Japanese stocks. Currently I have, for example, $...
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I don’t want Chinese stocks to make up a large part of my portfolio, but as a complement and for diversification they’re great in my opinion. I’ve been buying a lot of $BY6.F lately because they beat Tesla and their results are excellent.
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Bill Ackman announced that in February he was buying $MSFT shares after a 15% drop, at a 21× forward P/E ratio. 📊

Azure is growing 40%, the AI business is making $37 billion annually and is up 123% year-over-year, while the sell-off was triggered by concerns over $190 billion in capex and fears of competition from $GOOG and $AMZN. 📈

Microsoft is now Pershing Square's fourth major...
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I held the shares of $MSFT for several years, but I couldn't resist and have already added to my position. That P/E is absurdly low.
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