Reddit Posts
I was right about WIRE. I was right about ANF. I haven't been right about DQ.... yet.
Bullet Blockchain Announces Preliminary Fourth Quarter Revenue Results and Comments on 2024 Outlook
The same planetary alignment that predicts stock market crashes also played a role in the October 7th Hamas attack on Israel. Here is proof
What's up with ZScaler $ZS - didn't MSFT recently absorb their business model? Thoughts? (I think it's overvalued with a P/E ratio of 72.83) anyone care to share insight?
Up $55K in one trade, pay for college or back into options?
Selling AAPL, looking for assessments of OLN, ZS and WELL
Weekly Recap - Week ended Jun 9 2023 - Market rotation might be happening
Market Recap - 6/6/23 - rotation under way?
90k short position on tech: Day 2 update
Week Ended May 19 - Recap and thoughts for next week - We stay invested but cautious as a result
Market Recap - 5/18/23 - I know shits crazy but oof
Market Recap - 5/17/23 - the worst is behind us, maybe
Market Recap - 5/15/23 - everything is high risk if you're a pussy
Week Ended May 12 - Recap and thoughts for next week - tread carefully
Market Recap - 5/1/23 - 700 million dollars per AI
2 Magnificent Growth Stocks That Could Triple Your Money by 2028
Hot Stocks: AI, IOT surge on earnings; ZS slumps; VERU craters on FDA decision
Why did Zscaler stock fall today? Q2 results not a 'typical massive beat' (ZS)
Zscaler sinks 12% but Wedbush defends as 'momentum continues' (ZS)
Dow Jones Rises After Key Economic Data; AI Stock Soars 23% On 'Dramatic Change' In Sentiment
Zscaler Q2 2023 earnings preview: What to expect? (NASDAQ:ZS)
A Look At The Best & Worst From February 23 Expiration
AI WARS: Explaining Google's painfully long, 15k-word! tome about their AI plans... or lack thereof
ZScaler - still riding high and not profitable
The Simp Economy is Crashing?! A Warning Sign For a Global Economic Crisis!
$FAZE dump is over. It's time to long! CTB 300%, Technical indicators bottomed out, volume is almost zero. Retail can ride the short redistribution wave.
Contrarian move into high quality SaaS stocks $NET $DDOG $ZS
$ATDS has Ransomware that REALLY works – Could be buyout target for the cash-rich big boys
Big cash rich cybersecurity companies are looking for bulletproof solutions like this that really work
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
2022-10-06 Better Tasting Crayons (Mathematically derived options plays)
The Ukraine Conflict's Best Moments Cyber innovators' Crucial Role
Fed minutes show more rate hikes coming, but pace could slow
There are 3 major signs inflation may have peaked — but they don't mean things are going to get cheaper right away By Ben Winck
Question about Par Value $1.00 per share ($LUMN) and recent 8-K filing. No hype here, just a dull inquiry about a slow-growth, high dividend yield telecom company moving toward fiber, cybersecurity (and ties to VMWare)?
The Freedom of Navigation program and its vital importance to global trade, commerce & the potential implications for investors.
Cybersecurity - The Best Long Term Play Of The 21st Century
Cybersecurity is a top investment theme this year - I analyzed the market so you don't have to
Cybersecurity is a top investment theme for this year - I analyzed the market so you don't have to
ZS as a squeeze ? I think its possible
AMA with VFF and PSF CEO's Thursday, Jan 13, 6pm ET
Which one would expect to perform the worst by end-2022
Nasdaq has announced the results of the annual reconstitution. ABNB, FTNT, PANW, LCID, ZS, and DDOG will be added to the index.
ZS This is the Short Squeeze I’m playing tomorrow.
Hit me $BB 🍇 one more time! (Papa Chen about to close BlackBerry's billion dollar patent sale and launch Amazon IVY connected car)
Is CRWD still good for security stocks? Should I add another one?
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Cybersecurity Stocks: CrowdStrike, CloudFlare, Zscaler, Fortinet
(DD) An Overlooked Diamond in The Rough (IronNet, Inc. (NYSE: IRNT))
If it trades over 40X Sales & you also think rate will keep rising. It’s time to SHORT
$U Unity Software - Fundamental Analysis
Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Ok folks: Give me your top cybersecurity stocks that 6 months from now will outperform the rest.
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in the cybersecurity space?
Why do solid stocks like PANW remain undervalued and other shitty stocks go up in cybersecurity space?
Friendable $FDBL Announces Corporate Rebranding to Maximize Visibility, Market Position of Fan Pass Livestream Artist Platform @jctb1
Cloudflare (NET), OKTA, ZS, CRWD and evaluating security growth stocks using P/S, P/B
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Historical Post Earnings Moves MEGA Compilation (Week 6) - $NVDA, $SNOW, $CRM, $COST, $BBY, $ZS, $DKS, $TD, $BMO and More
Mentions
ok. Then let's take 10 years. NVDA is a crazy outlier. Just like BTC. But in another note: It doesn't matter that NVDA outperformed BTC. BOTH were/are tremendous investments. So just do both: My conviction plays over the medium to long term horizon (12-36 Months): GOOG, RBRK, ZS, TXN, BTC
For tomorrow's open: - If NVDA tanks its earnings report, then ATM puts on: - AFRM SMR RGTI CVNA PLTR APP OKTA ZS SOFI Tomorrow will be interesting *"may you live in interesting times"* --ancient chinese curse
My possible earnings related play for tomorrow's open: - If NVDA tanks its earnings report, then ATM puts on: - AFRM SMR RGTI CVNA PLTR APP OKTA ZS SOFI Tomorrow will be interesting *"may you live in interesting times" --ancient chinese curse
[Still waiting on..](https://www.reddit.com/r/skeptic/s/j6DXmmo5ZS)
Except ZS are branching out into other areas and TAMs, diversifying their go to market, and needing to demonstrate to investors growth in new areas of investment.
NVDA looking like a head and shoulders forming. AAPL consolidating in bullish flag. ZS head and shoulders into earning season. WMT curling off lows with good volume. BIDU looking perky. Figured I'd try to post something useful in here to offset all the nonsense.
I thought ZS was hit too hard today. The chart is still holding up.
Good question! 3 big differences: 1. Margin requirements are 5 times lower and sometimes more per 1 contract, futures use span margin 2. Premiums are much richer so the return on margin is very large 3. Trading hours are great, most futures are open all day and closed only 5-6pm (with some expectation like ZW/ZS) There are downsides though, a little higher trading fees, not as liquid as ETFs (however no issue to trade with millions) and it is easy to over leverage if you are blinded by the high premiums
Follow me on X to learn about some of the great stocks in market right now like $ZS https://x.com/ayush_jasoria/status/1981454170453328293?t=tgp5fgpIcU9f6HZZbMybQA&s=19
I’ve been too busy to post about Andean Precious Metals but this post from whoever is spot on. The P/E is a false high, my rough estimate has it at around 3.0 because it’s being reported using gold and silver prices from at least several months ago. Those commodities will never be as low as they were then so I’m staying in APM.TO 6ZS.F and ANPMF
CRWD and ZS. I made money on both, but they did their thing this year lol.
Different positions. A0YEDL A142N1 A0RPWH A0YEDX And a little bit in A0X8ZS which is the only position still red. Everything else recovered. But seeing the massive dip in march-april and not much money left to invest after lump summing it was frustrating.
Memes and jokes aside, this is incredibly embarrassing. Anyways, calls on ZS.
Cybersecurity is a longterm sure thing, but individual companies are not. I have had the WCBR and CIBR ETFs, as well as broader software IGV, but now I'm getting my largest cybersecurity action from the SPRX ETF, which holds ZS, NET, CRWD, PANW and RBRK, about 23% of the ETF total in cybersecurity. If I had to go with a dedicated cyber ETF now I'd pick CIBR.
Cool question — there is a lot of upside in cybersecurity generally, and Zscaler (ZS) is one of the big names people watch. But yes, there are also risks
Here a list of the Spider RTF sectors as an example... [https://www.sectorspdrs.com/allsectors?gad\_source=1&gad\_campaignid=7625547562&gbraid=0AAAAACzETyYyrJwYqzdF\_hCZSpjMHe5ZS&gclid=CjwKCAjwobnGBhBNEiwAu2mpFEHvkBSBvpe0p0cXDLcgpTTtDsq4T4hRoJPwdhUpvxX\_px0\_qpAsThoCGvgQAvD\_BwE](https://www.sectorspdrs.com/allsectors?gad_source=1&gad_campaignid=7625547562&gbraid=0AAAAACzETyYyrJwYqzdF_hCZSpjMHe5ZS&gclid=CjwKCAjwobnGBhBNEiwAu2mpFEHvkBSBvpe0p0cXDLcgpTTtDsq4T4hRoJPwdhUpvxX_px0_qpAsThoCGvgQAvD_BwE)
Why are all the cyber-security companies pumping recently? PANW and ZS in my port have both been pumping nicely, but I'm unaware to the reason why
Well, the competition is very very hot for that. They have loads of direct competition and some indirect, but still focused enough to keep market share away from NTSK. Some examples (yes, it is an AI list, but I did read over it and they all apply and then some). I could find many more: * Fortinet (FTNT): While known for their firewall and network security products, Fortinet has been expanding their offerings to include a SASE (Secure Access Service Edge) platform that competes directly with Netskope. They leverage their existing customer base and broad portfolio. * Cloudflare (NET): Known for its content delivery network (CDN), Cloudflare has aggressively moved into the cybersecurity and SASE market with its "Cloudflare One" platform. Their global network gives them a unique advantage in terms of speed and performance. * Check Point Software (CHKP): This is another long-established cybersecurity company that offers a comprehensive suite of security solutions, including SASE products. They are a major player with a focus on a unified security approach. * Microsoft (MSFT): With its massive Azure cloud platform, Microsoft is a formidable competitor. Their integrated security solutions like Microsoft Defender for Cloud and Microsoft 365 security offerings can be a strong alternative for companies already heavily invested in the Microsoft ecosystem. * Broadcom (AVGO): Following its acquisition of Symantec's enterprise security business, Broadcom is now a significant player in the market, particularly in data loss prevention (DLP) and cloud access security broker (CASB) solutions, which are core to Netskope's platform. * Zscaler (ZS): Zscaler is a major player in the Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, which are key areas for Netskope. They are often cited as a direct and significant competitor. * Palo Alto Networks (PANW): A leading cybersecurity company, Palo Alto Networks offers a broad suite of products, including their Prisma Access SASE platform, which directly competes with Netskope's offerings. * Cisco Systems (CSCO): With their extensive portfolio of security products, including Cisco Umbrella, Cisco is a formidable competitor. They have a massive installed base and brand recognition. * Forcepoint: A global cybersecurity company specializing in data-first SASE and other security solutions. Their focus on data protection and user behavior analysis makes them a direct competitor in the cloud security space. * Cato Networks: This company is a key competitor in the SASE market, offering a converged networking and security platform from the cloud. They are known for their integrated approach to security and networking.
*"I made no claim on the state of humanity"* Mate, that's what "survival" means. Now, it may be someone else who said it, but if you disagree with them, don't come to their rescue then act surprised when we assume you're sharing opinions. And I don't think I'm understating the economic impact at all. It'll be tough for economies like Vietnam or Cambodia but China and the EU have largely decoupled and/or diversified their portfolio to be able to withstand the blow, if you can call that a blow. If you lived outside the US in 2008, you'd know. Barely noticeable if you didn't watch the news. During that period, unemployment rate was unchanged in China. In Germany, unemployment was lower in 2008-2009 than it was in 2006 ([see chart](https://data.worldbank.org/indicator/SL.UEM.TOTL.ZS?end=2024&locations=DE&start=1999)) while it went from 4.6% in 2007 to 9.6% in 2010 in the US. You people have an inflated view of the impact of the US over the world and it shows.
I have been looking and see nothing on it. I imagine it wouldn’t least recover and get back to yesterday’s close but just ridiculous. Same thing with ZS when they reported, crushed it but went down
Seems like we should pick companies that miss like ORCL versus ZS and RBRK. Makes a lot of sense. Guess I should buy ADBE after all
$CRM will do a V like $ZS Buy shares just in case it doesnt V
$CRM | Salesforce Q2'26 Earnings Highlights • Revenue: $10.20B (Est. $10.14B) UP +10% YoY • Adj. EPS: $2.91 (Est. $2.84-$2.86) UP +14% YoY Going to rocket tomorriw like $ZS
$CRM | Salesforce Q2'26 Earnings Highlights • Revenue: $10.20B (Est. $10.14B) UP +10% YoY • Adj. EPS: $2.91 (Est. $2.84-$2.86) UP +14% YoY Going to rocket tomorriw like $ZS
I thought about getting into ZS but I found most of the options to be too pricy. I got in on CRM weekly $250 put for $6.5. I hope it goes below 240 so that I can actually make some $.
Between them and ZS, I'm going to be so violently even for the week after both of them double beat earnings hahahaha. This game sucks
*ZS you POS. Dumped long enough to incinerate my calls.*
My ZS is printing, if you sold ur calls or shares this morning you are regarded.
C3 is going to nuke and follow palantir. CRM is a coinflip, it's oversold but based on ZS's move it may stay flat even on a beat.
ZS intraday reversal is really tempting to play.
Netskope! Cybersecurity space, competitor of ZS and Palo Alto. Should happen in Q4.
Found the following : * Zscaler Price Target Maintained With a $350.00/Share by Needham * Rosenblatt analyst Catharine Trebnick maintains Zscaler (NASDAQ:ZS) with a Buy and raises the price target from $315 to $330. Could this helps ZS climb a little
Found the following : *Zscaler Price Target Maintained With a $350.00/Share by Needham *Rosenblatt analyst Catharine Trebnick maintains Zscaler (NASDAQ:ZS) with a Buy and raises the price target from $315 to $330. What do you think ? Could this help ?
*Why ZS why? Why you wanna do this to Ready? My ZS calls are fukt. Dayum it man,*
What y’all think ZS opening tomorrow at
ZS flat lol Calls and puts fucked
ZS calls might get IV crushed if doing options
Is there any chance ZS reaches $300 ? What about $290 again ?
Is there any chance ZS reaches $300 ? What about $290 again ?
Is there any chance ZS reaches $300 ? What about $290 again ?
*No ZS noooo! My calls are melting.*
What is this generational profiting taking from HQY and ZS lol, taking some wind out of my ITM calls
Looking at ZS previous earnings and they’ve quite literally never missed an EPS or revenue estimate, like 28/28 for both. I guess the guidance/commentary dictates their post earnings move
I was a puss and sold my ZS calls and took a 10% profit (only 120$) lmaoo, should of held
MDB, SNOW, ZS…. Is CRM the most obvious Call play ever?
sold $ZS @302, covered my kids' tennis lessons for the year with two clicks sometimes shares are the better way to play earnings
dang ZS... atleast shares are doing okay
Where’s the clowns that said ZS would drop?
ZS going crazy. My calls are happy
Dropped 15k in ZS for a gamble hopefully it stays
glad I sold a HQY put.. waiting for ZS to drop now
Just bought a ZS call, nervous
ZS? Earnings? They have AI now… 🤷♂️
What’s you guys’ take on ZS, calls or puts?
SIG (and BRLT which is in the same industry) have been on a tear since hitting bottom. Not sure if there's as much potential upside as there is downside at this point. ASO is interesting. But regarding earnings, they've had double digit % EPS misses for 4 out of the last 6 quarters. Of the other 2, one was in-line and the other was a mid single digit % EPS beat. NIO is a good short. All the other Chinese EV stocks have had big pullbacks. Could be a good mean reversion play. I'm long HQY, but it's a very small position atm. If it tanks to $75, I'd actually like to load up on **more** shares. ZS has some competition with NET and PANW. Tbh I have no informed opinion, but at least PANW is cash flow positive.
For tomorrow, what do folks think of this? Earnings before the open: \* C3is Inc (CISS) - I am long, it's a highly diluted and questionable story (microcap shipping fleet), but the sentiment is awful and high short interest \* Signet Jewelers Ltd (SIG) - similarly long given terribly sentiment for this jewelry retailer. There's been some recent insider buying \* Academy Sports and Outdoors, Inc. (ASO) - long again given modest valuation, decent macro backdrop and high short interest \* NIO Inc. (NIO) - no clear read but I'd be short given the overly-done retail enthusiasm and weak overall operating environment Earnings after the close \* HealthEquity, Inc. (HQY) - overall would be long but no position \* Zscaler, Inc. (ZS) - I would have a small short position give how positive sentiment has been \* Great Elm Group, Inc. (GEG) - long given a weird set up but overall sitting out
In terms of earnings... Earnings before the open: \* C3is Inc (CISS) - I am long, it's a highly diluted and questionable story (microcap shipping fleet), but the sentiment is awful and high short interest \* Signet Jewelers Ltd (SIG) - similarly long given terribly sentiment for this jewelry retailer. There's been some recent insider buying \* Academy Sports and Outdoors, Inc. (ASO) - long again given modest valuation, decent macro backdrop and high short interest \* NIO Inc. (NIO) - no clear read but I'd be short given the overly-done retail enthusiasm and weak overall operating environment Earnings after the close \* HealthEquity, Inc. (HQY) - overall would be long but no position \* Zscaler, Inc. (ZS) - I would have a small short position give how positive sentiment has been \* Great Elm Group, Inc. (GEG) - long given a weird set up but overall sitting out
ZS and CRDO calls for next week
What are y’all thinking about ZS? I feel like it can’t lose… sector has been great, should be first profitable quarter…
ZS, PD, GTLB are probably the best bets for next week but early September could start with some red. FIGMA is either going to launch higher to screw any put holders or be a theta play. I say that even with a high PUT/CALL ratio because this seems to always happen with new IPOS. They move down more outside earnings weeks.
Lmfao me with ZS sitting with one call
*Not ZS that's cause I have some. #fukt*
1K is enough to rebound on, you might have to rethink your strategy and technicals a bit though lol. $U , and $ZS will run U on the long term $U is recovering now into the long term. getting ATM contracts for a month out, that POORfolio itll bounce back in no time, (Not Financial Advice or Prediction just opinion)
https://archive.fast-edgar.com/20250822/AI22A22DZZ2RQ9ZU22ZS2ZYSRUGC4Z22Z27G/ Get out while you can Dilution Risk: Adding 20,075,000 new shares is a big increase relative to Plus Therapeutics’ small market cap. More shares means existing shareholders’ ownership percentages shrink
Anybody doing ZS calls or puts timed for PANW's announcement Monday afternoon? I'm just thinking premiums might be better than PANW and it would have a very similar reaction
going heavy on these stocks in a separate tech portfolio to retirement account (which is 100% ETF) thoughts? any other decent tickers? GOOGL TSLA V CSCO CRWD DDOG ZS PLTR MSTR KD thoughts? GOOGL TSLA V CSCO CRWD DDOG ZS PLTR MSTR KD
ZS had 2 consecutive wins in earnings report.. i sold mine at $196 and then buy it back. it’s still a solid ticker.
CRWD recently has a lot of insider sales, like $39m from goarge creuz the ceo etc. Also, nasdaq has gained so much and crwd has gained even more. It’s time to consolidate. By comparing how fast each stock ( crwd, panw , zs, chkp, rubrik, okta, cibr), I’d say ZS is actually at a good entry. it didn’t really go much lower than $276 on the monday dip a few days ago. CRWD is huge for me, but I started niblling in again starting from $450. It is such a momentum stocks that will go up whenever there is a regional dispute with russia and china..
Already own ZS & CRWD but Cyber is going to be huge and forever so shouldn't FTNT get a serious look. I'm seriously thinking of grabbing a bunch of shares at $72 here on Thursday aftnoon..Yes No..somebody help me!
I suspect companies are going to divert spend away from cyber and into AI buildout. In addition, the market is now going to rerate these stocks, therefore removing any “bottom”. PANW, easily can see 120 CRWD, easily can revisit 250 S, likely sub 5 ZS, likely 150
Not "resiliant," rigged. [http://archive.fast-edgar.com/20250804/A822EG2CM222UZZ2222S2ZEG8WLFL222B272](http://archive.fast-edgar.com/20250804/A822EG2CM222UZZ2222S2ZEG8WLFL222B272) [http://archive.fast-edgar.com/20250804/AF225G2CM222TZZ2222T2ZEGLOE2B222B272](http://archive.fast-edgar.com/20250804/AF225G2CM222TZZ2222T2ZEGLOE2B222B272) [http://archive.fast-edgar.com/20250804/AD2ZDG2CM222LZZ222292ZEFGQTGZ222BZ72](http://archive.fast-edgar.com/20250804/AD2ZDG2CM222LZZ222292ZEFGQTGZ222BZ72) [http://archive.fast-edgar.com/20250804/AS2N622CZ222H2ZS222R2W4ZDDV9ZJE2Z272](http://archive.fast-edgar.com/20250804/AS2N622CZ222H2ZS222R2W4ZDDV9ZJE2Z272) [http://archive.fast-edgar.com/20250801/AR22U22CZ222O2ZS22292W4Z4VNLQJD2Z272](http://archive.fast-edgar.com/20250801/AR22U22CZ222O2ZS22292W4Z4VNLQJD2Z272) [http://archive.fast-edgar.com/20250801/AG23M22CZ222D2ZS22232W4ZATQTZJD2Z272](http://archive.fast-edgar.com/20250801/AG23M22CZ222D2ZS22232W4ZATQTZJD2Z272) [http://archive.fast-edgar.com/20250801/AG2DM22CZ222D2ZS22232W4ZATQTZJD2Z272](http://archive.fast-edgar.com/20250801/AG2DM22CZ222D2ZS22232W4ZATQTZJD2Z272)
MSFT Cloud numbers were insane Bullish af for Orcl & $Snow $NET reports after bell today The tickers you want for this move are $ZS and $CRWD LETS BANK BOYS 🔥🔥🔥
10% moves in MSFT & META and you’re not bullish…….this gm not for you Below are my personal fav weeklies with immense upside tmrw IMHO 1. CRWV 140C 2. CRWD 480C 3) ZS 310C 4) Coin 430C I don’t want to expand on my reasoning but IF YOU KNOW YOU KNOW 🥂🥂🥂
10% moves in MSFT & META and you’re not bullish…….this gm not for you Below are my personal fav weeklies with immense upside tmrw IMHO 1. CRWV 140C 2. CRWD 480C 3) ZS 310C 4) Coin 430C I don’t want to expand on my reasoning but IF YOU KNOW YOU KNOW 🥂🥂🥂
10% moves in MSFT & META and you’re not bullish…….this gm not for you Below are my personal fav weeklies with immense upside tmrw IMHO 1. CRWV 140C 2. CRWD 480C 3) ZS 310C 4) Coin 430C I don’t want to expand on my reasoning but IF YOU KNOW YOU KNOW 🥂🥂🥂
Been stalking $ZS for a while now. Thing is a fucking monster, but the chart looks dangerous at the moment. Long term home run for sure. Also, your thesis is a wild way to get bullish on these stocks. I think you're right for the wrong reasons.
thanks, maybe it happens but I think with the recent board appointments it suggests favourable phase 2 results - especially Friday's news. [Incannex Healthcare Expands Clinical Advisory Board to Support Obstructive Sleep Apnea Program with Appointment of Dr. Charlene E. Gamaldo](https://finance.yahoo.com/news/incannex-healthcare-expands-clinical-advisory-113000308.html?guccounter=1&guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9xdW90ZS9JWEhMLz9ndWNjb3VudGVyPTE&guce_referrer_sig=AQAAAAfMJPHA7v5CEsK-JZ7k4cnCYEUrCaBsZtd3n8gR9G9vwrd0g1ZO6DKxmnWLupvjtkCTIYUe99QZcdKefqwzhkWCQIs21JsjK29j7ZM8Gz8VQkFgyHdMBYIaMyTG9reSfzPaODldkqZna7utNTTbd2ZJC9xgz4y6NG9w9Xl0Uv4t) Dr. Charlene E. Gamaldo is a Professor at Johns Hopkins School of Medicine with joint appointments in psychiatry, nursing, anesthesiology, and public health. She serves as Vice Chair for Faculty Development in the Neurology Department and as Associate Vice Provost of the Johns Hopkins Provost’s Leadership, Advancement and Development Academy.
Hood Crwd Vrt RKLB Snow Citigroup(C) Anet SOXL Baba ZS
It's tough to find quality stocks that aren't vastly overbought. If the market rally continues, I like GOOGL, AAPL, and AMZN to catch up and make new all-time highs. Also watching BA to finally fill that gap to 240 area. On the more speculative side TMC is my favorite, undersea mining for rare minerals. Security stocks are always on my radar for longer-term and they have been breaking down recently and may offer lower entries especially if market enters a consolidation or pullback. My favorites are CRWD and ZS.
If you include services into the calculation the difference between EU exports to the US and US exports to the EU was €48 billion in 2023 which is just 3% of the total EU-US trade, so it's basically balanced: [https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/united-states\_en](https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/united-states_en) The weighted average tariff for imports into the EU is 1.3%: [https://data.worldbank.org/indicator/TM.TAX.MRCH.WM.AR.ZS?locations=EU](https://data.worldbank.org/indicator/TM.TAX.MRCH.WM.AR.ZS?locations=EU) The weighted average tariff for imports into the US is 1.5%: [https://data.worldbank.org/indicator/TM.TAX.MRCH.WM.AR.ZS?locations=US](https://data.worldbank.org/indicator/TM.TAX.MRCH.WM.AR.ZS?locations=US) Trump is literally the reason why there is no trade agreement between the US and the EU: [https://en.wikipedia.org/wiki/Transatlantic\_Trade\_and\_Investment\_Partnership](https://en.wikipedia.org/wiki/Transatlantic_Trade_and_Investment_Partnership) And this year, the EU again proposed a deal where both sides would drop all tariffs to 0, Trump declined: [https://www.politico.eu/article/eu-offers-trump-removal-of-all-tariffs/](https://www.politico.eu/article/eu-offers-trump-removal-of-all-tariffs/) When you are comparing the tariffs for cars, you are coveniently ignoring that the US as a tariff of 25% on everything that is deemed to be a light truck: [https://en.wikipedia.org/wiki/Chicken\_tax](https://en.wikipedia.org/wiki/Chicken_tax) Light trucks account for approximately 81% of all light vehicles sold in the US (in 2024): [https://www.statista.com/statistics/199980/us-truck-sales-since-1951/](https://www.statista.com/statistics/199980/us-truck-sales-since-1951/) There is not a single way in which you could compare VAT to tariffs, that's just not how it works.