Doesn’t really help if you don’t know exactly what they’re pulling out from. The one stock they don’t abandon could be the one you leave just for it to go 100% higher in the next 6 months.
Furepubs on
Is it common to use the London stock exchange group to get information about the US stock exchange?
SavingsGullible90 on
What a stupid assumption. Learn what the heck is it and related businesses then come back
Lelouch25 on
maybe….maybe not if you bought low enough. So when NVDA goes wild at earnings again….we’re going to see money flow back. What’s the point?
Giant_leaps on
They just finished pulling out this means it’s time to go back in
pwendle on
Calls it is
longi11 on
Oh no they withdrew 500m from 10000bil industry 😭
etzel1200 on
A lot of this is the cloud providers that have tanked over the last few weeks. Pre-earnings it was the right call.
But they’re so beaten down and their forward multiples so low, I feel like it’s overdone.
My job at least is supposed to leave me relatively uniquely qualified to opine on the medium term prospects of these companies, and they seem as strong as ever.
They’re critical to enterprises, will become only more critical, and I see nothing that will replace them barring this post singularity AI does everything world that makes all companies impossible to value anyway.
Electrical-Plum-6120 on
Ah yes, the smart money is following the guys plowing a billion dollars into and out of the stock market like f*cking lunatics
chewie8291 on
IT is just a fad. No one uses it any more
mchem on
You reference outflow from a chip stock. Sure that big blue bar looks scary on this scale but assuming you’re right 700 million is 0.035% of 2 trillion. Is that something worth reacting to??
PharmDinvestor on
Big Money leaving IT- that’s when you start buying .
Snowwpea3 on
$800m? What is this? A fund for ants?
bbmonking on
Ever heard or rebalancing?
brooklyndavs on
Counter point. AI !!!!
cryptoislife_k on
so this chart tells me money in May left “IT” and I’m holding NVDA bags now ![img](emote|t5_2th52|4260)
_oyoy on
What a surprise! Old fund people don’t know anything new, but they still need to keep their money safe by investing in the same boring ![gif](emote|free_emotes_pack|poop); gold, industrials, and of course in other old financial friends from the sector. ![gif](emote|free_emotes_pack|scream)
solarpowernap on
Unless your time horizon is short this tells me to wait 6 months and buy in at lower prices. You can follow these funds into Mordor, but you ain’t no Frodo.
TheHidingGoSeeker on
What’s consumer discretionary?
whodeyalldey1 on
Oh shit, guys it’s all over! OP posted a stupid graphic. The bull rally is done for!
There’s no denying it, you can clearly see that OP posted a series of graphs spanning 2 weeks of market data.
I am going to conclusively refute OPs rock solid-claim now: ![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|31224)
22 Comments
Bro why are there so many crayons in this chart??
Doesn’t really help if you don’t know exactly what they’re pulling out from. The one stock they don’t abandon could be the one you leave just for it to go 100% higher in the next 6 months.
Is it common to use the London stock exchange group to get information about the US stock exchange?
What a stupid assumption. Learn what the heck is it and related businesses then come back
maybe….maybe not if you bought low enough. So when NVDA goes wild at earnings again….we’re going to see money flow back. What’s the point?
They just finished pulling out this means it’s time to go back in
Calls it is
Oh no they withdrew 500m from 10000bil industry 😭
A lot of this is the cloud providers that have tanked over the last few weeks. Pre-earnings it was the right call.
But they’re so beaten down and their forward multiples so low, I feel like it’s overdone.
My job at least is supposed to leave me relatively uniquely qualified to opine on the medium term prospects of these companies, and they seem as strong as ever.
They’re critical to enterprises, will become only more critical, and I see nothing that will replace them barring this post singularity AI does everything world that makes all companies impossible to value anyway.
Ah yes, the smart money is following the guys plowing a billion dollars into and out of the stock market like f*cking lunatics
IT is just a fad. No one uses it any more
You reference outflow from a chip stock. Sure that big blue bar looks scary on this scale but assuming you’re right 700 million is 0.035% of 2 trillion. Is that something worth reacting to??
Big Money leaving IT- that’s when you start buying .
$800m? What is this? A fund for ants?
Ever heard or rebalancing?
Counter point. AI !!!!
so this chart tells me money in May left “IT” and I’m holding NVDA bags now ![img](emote|t5_2th52|4260)
What a surprise! Old fund people don’t know anything new, but they still need to keep their money safe by investing in the same boring ![gif](emote|free_emotes_pack|poop); gold, industrials, and of course in other old financial friends from the sector. ![gif](emote|free_emotes_pack|scream)
Unless your time horizon is short this tells me to wait 6 months and buy in at lower prices. You can follow these funds into Mordor, but you ain’t no Frodo.
What’s consumer discretionary?
Oh shit, guys it’s all over! OP posted a stupid graphic. The bull rally is done for!
There’s no denying it, you can clearly see that OP posted a series of graphs spanning 2 weeks of market data.
I am going to conclusively refute OPs rock solid-claim now: ![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4276)![img](emote|t5_2th52|31224)
Definitely gonna inverse this thanks bro