@Tenbagger2024 yes, you have to stay mentally strong, the payrolls were not necessarily positive for the market, but it should calm down again. Let's see, just don't look 😂.
@BamBamInvest Payrolls are almost never positive. Because investors always read something into them. Sometimes it is rising inflation and not interest rate cuts. And sometimes it's a recession.
@Tenbagger2024 hm I don't know enough about the company. With AMD, my thesis is that they have yet to have their "NVIDIA moment", i.e. a breakthrough in datacenter revenues, and that it has not been priced in that NVIDIA cannot serve the entire market on its own. Currently only long $OXY and $AMD, I never go short unless I need downside protection.
