I believe we will see the culmination of the secular bull market (2013 - 2029/30) with AI stocks peaking, potentially forming a bubble at the end. Secular Bull and Bear markets: Source: Breakpointtrading.net Concept of secular bull and bear markets, as I understand it, is that the index never closes below the 200-week moving average … Continue reading 3.8.2025 Thoughts (How AI cycle might play out)
Author: Uday Reddy
3.1.2025 Thoughts
Portfolio: Cash - 60% Tesla - 6% Microsoft - 6% TransMedics - 4% Coinbase - 4% Block - 2% HPQ - 1.5% Aspen Aerogels - 1.5% Okta - 1% Match.com - 1% Snowflake - 1% Elf Beauty - 0.5% HIMS - 1% Shift4 payments - 1% Enovix - 1% Upstart - 1% Sofi-1% Trimmed good … Continue reading 3.1.2025 Thoughts
Uday Reddy 