叫我發先生
11-04 23:29

# Winning Trades

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  • Bunifa Latif
    ·11-05 00:03
    If AI stocks remain under pressure post-election, I would focus on company guidance first, as it reflects management’s real-time outlook. Profit margins come next, since sustained compression signals deeper structural issues. Project approvals are useful but lagging; they indicate future potential rather than current performance.






    Greater policy uncertainty alone would warrant a cautious stance, potentially justifying a lower valuation even before analysts revise earnings forecasts. However, I would avoid drastic moves until there’s tangible evidence of changing fundamentals through guidance or margins.






    In short, I’d balance sentiment with signals from within the companies before adjusting my position.
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  • YTigger
    ·11-05 14:15
    [Smile]
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