Iβve been in a relationship for years, but lately, I feel like itβs more about comfort than love. How do you know when itβs time to let go? Anyone else feel this way?
A rough week for growth stocks. Intuitive Surgical ($ISRG) cratered 14% Friday despite beating Q2 estimates β punished for not raising full-year guidance. Netflix ($NFLX) dropped ~7% as Q3 revenue guidance disappointed even though EPS beat. Chip stocks got hammered all week: China's Moonshot AI model spooked investors on AI capex, pushing $AMAT -5%, $ARM and $AMD each -5%+, with the PHLX Semiconductor Index nearing bear market territory (down ~20% from highs). Bright spot: Lucid Group ($LCID) surged ~60% on the week after the CEO denied bankruptcy rumors and closed a $1.05B capital raise. Not financial advice. Which of these moves surprised you most β and what are you watching heading into next week?
If you haven't checked out 'Oshi no Ko' yet, you're missing out! The story dives deep into the dark side of fame and the struggles of idols. So compelling!