Will Nvidia lifts all tides? Their guidance is raised 5bbbbillions from estimate!! 👍💪💪💪

After I closed the short position last week for a profit, I've switched back to long the market. Overall, the market is bouncing back up after the Monday scare. With a very good technical formation across tech companies, this is a good time to deploy excess cash to average into various discounted stocks in the market I mainly focus on blue chip companies as I like to play it safe More importantly, if the bear market lasts any longer, blue chip companies usually come back first. That's one of the main reasons I like blue chip companies the most - the ability to survive downturns.​ Here's the 33% discounted link to join Investing Accelerator for those who are ready. Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In March, my goal is to help 20 people with no financial background master investing. You will learn two strategies: • Long-term investing with options — learn how to find discounted blue chip stocks using technical and fundamental analysis You will also learn how to hedge during a bearish market to protect yourself • Monthly passive income — learn how to generate cash flow for retirement or replacing/boosting part of your salary using options Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free If you’re interested, you can hop on a free strategy call with me or Michael to see if you are a good fit. When you are ready, you can schedule a call here: https://bit.ly/48mJlgR Remember to go to the Classroom tab for additional investing resources.

Over the weekend, Iran's supreme leader was eliminated by US. In the last few months, the president of Venezuela was removed by US. Why are these two countries important? You might have guessed it. Oil. ​Iran produces and ships 13% of the oil to China. This is shipped through "shadow fleets" which are not publicly disclosed Venezuela ships 5% of its oil to China. While this is not a high number, the friendly relationship between Venezuela and China is important. Think of it like a backup oil suply. This represents almost 20% of China's oil imports (which is most likely understated, as no one in their right mind would honestly report about shadow oil deliveries) By controlling both Iran and Venezuela, ​this leads to China relying on Russia on oil and going to the public market to buy oil. If you searched up oil companies, they have been going up for the last 3 weeks (which is interesting given that the strike only happened this weekend) - cough cough, insider. ​The ​US's military movement on these countries creates an imbalance on power politically, but more importantly, this creates an oil supply shortage for non-Western countries. This will lead to a temporary spike in oil price (and oil companies' share prices) ​While China mainly relies on coal for electricity generation, a reduction in 20% (or even 30%) of its oil imports will slow down logistics and manufacturing In Investing Accelerator, we will analyze the macroeconomic and the stock market impact at a deeper and more detailed level. ​​That's why the weekly update on the overall market conditions is important. ​​​If you are interested in accessing my latest analysis coming this weekend during our regular update, you can join Investing Accelerator here and ACCESS my latest analysis. Remember that sometimes war doesn't mean the market will go down.​ Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA)

For the last three months the enterprise software stocks are in a broader downturn, driven by investor concerns over AI's impact on software growth and potential overvaluation. IGV ETF is ~15% down and is possible to continue the downtrend. Here are a list of some of these stocks: MSFT. PLTR, ORCL, CRM, APP, INTU, PALO, ADBE, NOW, CRWD... see the link: https://www.ishares.com/us/products/239771/ishares-north-american-techsoftware-etf Personally, I think that the trend will continue. If goes another 10% from here (around $88 should be a strong support) then I will add substantially to my positions. Any other opinion?

During this weekend, I've made significant changes to my portfolio. Took a quick 3 week profits on my short position while the market is down Now, I am bullish on the overall market again. Here are two interesting ideas for you - Bitcoin - Microsoft ​Even though this bear market was relatively short-lived (3 weeks), I was able to hold cash and buy back at a relatively lower price using the profits from the short position ​The Supreme Court ruled that the Trump tariffs are illegal Trump tried to impose 10% tariffs and increase it to 15% tariffs globally. However, the market stayed strong. This is a signal that the market does not believe Trump can pull through on the global tariffs, giventhe Supreme Court's ruling So we are back to bullish for now. Remember short positions (or hedges) are only short term measures to protect yourself like insurance. Shorts / hedges are not meant to be held for a long period of time.​ Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In March, my goal is to help 20 people with no financial background master investing. You will learn two strategies: • Long-term investing with options — learn how to find discounted blue chip stocks using technical and fundamental analysis You will also learn how to hedge during a bearish market to protect yourself • Monthly passive income — learn how to generate cash flow for retirement or replacing/boosting part of your salary using options Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free If you’re interested, you can hop on a free strategy call with me or Michael to see if you are a good fit. Schedule a call here: https://bit.ly/48mJlgR