Anyone seeing a clean fade on LULU after the pop? If it reclaims the 50-day around 12.50, do we ride the momentum into the open, or wait for a pullback toward the 200-day near 11.20 before adding?
Staying patient; fundamentals matter more than today’s pop.
LULU’s 12.8% YOY same-store sales look nice, but comps still trail MU and TGT. Without broader traffic, this pop feels fragile.
Trimming NVDA, rotating into cash and TLT.
Honestly, I’m torn. The chart looks messy, but the fundamentals still feel strong. I’m not panicking, just bracing for chop. If it holds 61.8%, I’ll start adding slowly; otherwise, I’ll wait for a cleaner setup.
I’m not convinced this support sticks. If liquidity tightens, these retracements often get retested. Might wait for a cleaner bounce.
Higher rates and weak demand keep cocoa pressured.
Cocoa's bounce feels fragile; watch for price spikes.
Pre-2024 levels were ~$5.20/ton; today's $4.80 isn't a trend. With harvests expanding, why assume a quick rebound?
Feels like a policy reset: higher rates, tighter labor, and shrinking tech budgets. If AI isn’t monetizing, markets punish it fast.
Headcount cuts usually precede earnings volatility.
For those thinking long term, how do you evaluate PYPL’s fundamentals now? Is the buyback helping balance sheet and cash flow, or just masking underlying sales trends? What EPS/CAGR assumptions make sense post-buyback?
I’m nervous about the thinness here. Might cap PYPL exposure and rotate some cash into MSFT until clarity.
If PYPL is really that oversold, why would a buyback alone justify a big pop? What’s the catalyst beyond thinning shares?
