Investing General Discussion

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Arden

Arden

Blackwing Lair Raider
2,823
2,118
Arden said:
I doubt Trump intends to keep the tariffs up for long (at least not with Canada, and probably not MX).

Again, I'm certainly not an economist, but you don't have to be to understand how Trump thinks. Some people show you the stick and show you the carrot and let you decide which one you want. Trump's style has always been to bludgeon you with the stick first, then offer you half a carrot. Sure, you'd rather have the whole carrot, but you'll take half if it means he stops hitting you with the stick.

My guess is he quickly renegotiates some stuff with Canada and MX, ends the tariffs, claims a victory, and moves on to something else.

Edit: Which means some people stand to make a lot of money when the market quickly rebounds in a big way...
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Blazin

Blazin

Creative Title
<Nazi Janitors>
7,217
36,828
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Unreal, not going to stop until they have a growth slow down. Maybe too many are bearish on them growing 50% YoY for many years yet. You see the insane stock growth then look at results and see $3.7B in rev for this year. Market valuation $235B just a casual 63 times next years sales.

There is high valuations we talk about with big tech, and then there is PLTR in an entirely different league, not even playing the same game. It's not unusual for the market to value 50% YoY growth but that normally comes in the form of 10-20x sales. this is getting the AI nitro juice.
 
  • 1To the Moon!
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Falstaff

Falstaff

Ahn'Qiraj Raider
8,477
3,423
Too busy to pay attention this morning, none of my stop losses triggered and tariffs are already over and done with.

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  • 1Worf
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