The Semiconductor beat down is now complete. Let the bulls run free

We believe the technical reset is largely complete.

Over the past two weeks, the market has worked through many of the positioning excesses that concerned us entering July. Retail demand remains exceptionally resilient, systematic headwinds have eased, market leadership is broadening, financing conditions have improved, and valuations have become more attractive.

The market’s attention now shifts from positioning back to fundamentals. The next two weeks will determine whether fundamentals can sustain the rally.

citadelsecurities.com
u/blue_horse_shoe — 1 month ago

Blue Chip Stocks on Sale Right now

Blue chips that have positive 3 year revenue and earnings growth, but also down from 52-week highs.

  • Oracle $124, P/E 22
  • IBM $219, P/E 19
  • ISRG $402, P/E 47

Buying the dip?

reddit.com
u/blue_horse_shoe — 1 month ago

Minecraft the Manga skins request

Hi

Wondering if anyone has made skins for the Minecraft Manga series? We're struggling with online editors to get this right.

My son and I would like to play as Nico and Gray.

Thanks!

u/blue_horse_shoe — 2 months ago