Slope of Hope Blog Posts

Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.

More Than ‘Just a Bubble’

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The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come

Note: Never will you read one word of my material that has been edited or altered, let alone written by, AI. It is unfortunate that this even needs to be stated, but it’s out there, folks. Content written by machines. Outside of ‘quant’, you cannot automate real market analysis.

Harken back, if you will, to a time some hazy years ago that I sold Nvidia too soon and neglected to buy it back on its long journey upward, leading the Semiconductor bubble to come by a country mile. I since traded it a couple times, but the real money had been made by others.

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Beware, SpaceX!

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If all goes as planned, in three weeks, SpaceX will be public under the ticker SPCX. I’ll say it every time: bear though I may be, I am cheering for SpaceX, since its success is a direct benefit to the Knight clan. Having said that, I would like to caution you that the most recent hot IPO, semiconductor maker Cerebras, had a crazy-hot offering (triple-digit gain the first day) and has been coughing up blood ever since.

Just sayin’.

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