Norbert’s Wealth Dome

🔥 Weekly Market Recap: Crash or Rebound?

The stock market saw a significant downturn over the past month, with the Fear & Greed Index hitting 16—indicating extreme fear. However, Friday brought a strong rebound, leading to the key question:

👉 Is this the bottom, or are we in for more downside?

📉 Market Overview

* S&P 500 RSI: Rebounded from oversold (27) to neutral (35).

* MACD Indicator: Starting to trigger a buy signal—buyers could be stepping in.

* Geopolitical Risks: Trade wars & interest rate uncertainty continue to weigh on sentiment.

* Fear & Greed Index: Sitting at 21 (Extreme Fear)—markets may be overreacting.

📊 Portfolio Adjustments: What I Bought & Sold

📌 Increased Holdings

* ASML (ASML): Holding 6.77% of my portfolio—best in class chipmaker.

* Alphabet (GOOGL): Increased position to 5.82%—huge AI potential.

* Procter & Gamble (PG): Added more, now at 4.64%—defensive play.

* GE Vernova (GEV): AI-related energy infrastructure—up 3.58%.

📌 Sold/Reduced Positions

* Broadcom (AVGO): Took profits before expected pullback.

* UnitedHealth (UNH): Holding 2.87%, looking to trim soon.

* Caterpillar (CAT): Not a long-term hold—watching for next move.

* Nvidia (NVDA): Will reduce to 1%—waiting for better valuation.

📌 Added New Trades

* Kinder Morgan (KMI): Pipeline play—watching geopolitical shifts.

* Diamondback Energy (FANG): Temporary energy trade.

* Palantir (PLTR): High-growth AI stock—watching for major pullback.

⚠ Risk Assessment & Market Outlook

Key events next week:

* Monday: Retail Sales

* Tuesday: Building Permits & Housing Starts

* Wednesday: FOMC Rate Decision & Powell Speech 🚨

* Thursday: Existing Home Sales

🔹 Risk Level: 45% (Medium-High) – More volatility ahead, but a relief rally possible.

🎯 Key Timestamps & Topics Covered

00:00 - Market sell-off: Extreme fear hits investors00:34 - S&P 500 Analysis: Oversold or another leg down?01:46 - Fear & Greed Index: Panic levels signal buying opportunity?03:03 - Economic risks ahead: What could trigger more downside?05:54 - Why I increased my Alphabet (GOOGL) holdings07:26 - Defensive moves: Added Procter & Gamble (PG)09:01 - Key earnings next week: Will Powell crash the market?10:32 - New trades: Kinder Morgan (KMI) & Diamondback Energy (FANG)12:24 - My cash position strategy & why I’m raising it14:09 - Market sentiment: The Trump wildcard & political risks15:00 - Final thoughts: Should you buy or wait for more downside?

📢 Final Thoughts: Buy the Dip or Stay Cautious?

Markets are showing signs of a bounce, but risks remain elevated heading into next week. My strategy:✅ Stay cautious but look for selective buying opportunities✅ Hold cash & take profits where necessary✅ Watch the FOMC meeting closely for Powell’s next move

💬 Are you buying the dip or waiting for lower prices? Drop a comment below!

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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

📌 Description:

Markets saw another volatile week with minor corrections, a potential rebound, and critical risk indicators flashing warnings. In this episode, I analyze my latest trades, earnings reports, and why I believe 2022 could repeat itself in the coming months.

🔹 S&P 500 moving averages: Bullish or Bearish?🔹 Risk assessment: Is this a dip to buy or a major warning sign?🔹 Why I’m reducing exposure & what I’m selling next week!🔹 Key earnings to watch: Oracle, Adobe & more!

📢 Subscribe for real-time market updates & portfolio insights!

#StockMarket #Investing #RiskManagement

🔥 Weekly Market Recap: Are We Headed for a 2022 Repeat?

The past week was a rollercoaster ride, with the market trying to rebound after a correction. But is this a real recovery or just a trap? Let's analyze the S&P 500's technical levels, my latest portfolio moves, and what I expect for next week.

📉 Market Overview

* The S&P 500 dropped below the 200-day moving average, triggering a technical sell-off before bouncing back.

* 50-day & 100-day moving averages are close to crossing—historically a sign of caution.

* Market sentiment remains weak, as investors fear rate cuts may take longer than expected.

* Geopolitical risks (tariffs, Ukraine war, inflation concerns) continue to weigh on markets.

🔹 Key Question: Are we headed for a new all-time high, or is a bigger correction coming?

📊 Portfolio Adjustments: What I Bought & Sold

📌 Sold Positions

* Adobe (ADBE): Weak outlook, exited before earnings.

* Broadcom (AVGO): Taking profits, reducing exposure.

* Procter & Gamble (PG): Trimmed position to lock in gains.

📌 New Buys

* TLT (Long-Term Treasuries): Preparing for a potential interest rate cut in late 2024.

* Oracle (ORCL): Entered ahead of earnings—AI cloud growth remains strong.

* Palantir (PLTR): Took advantage of recent pullback, holding long-term.

* Berkshire Hathaway (BRK.B): Safer bet as market volatility increases.

⚠ Risk Assessment & Market Outlook

* Major earnings next week: Oracle, Adobe, and Dick’s Sporting Goods.

* Buybacks season starting: Will this support the market?

* Unemployment rising: Potential impact on consumer spending & earnings.

🔹 Risk Level: HIGH (60%) – Prepare for more downside before a true recovery.

🎯 Key Timestamps & Topics Covered

00:00 - Introduction: Why this market is so unpredictable00:34 - S&P 500 Analysis: Moving averages & technical breakdown01:46 - Sentiment Check: Are we in a short-term oversold condition?03:03 - Will the market hit a new all-time high in 2024?04:42 - Risky stocks that could get washed out in a downturn05:54 - Personal investing mistake: The greed trap that cost me -80%07:26 - Risk management tips: When to take profits & cut losers09:01 - Buybacks explained: Why companies don’t buy at low prices10:32 - My portfolio updates: What I bought & sold11:45 - Earnings to watch next week: Oracle, Adobe, and more12:24 - Why TLT (long-term bonds) could be my next big move13:18 - Geopolitical impact: Tariffs, Ukraine & European markets14:09 - Market outlook: How I’m preparing for a 2022 repeat15:00 - Final thoughts: Should you buy this dip or sell the rally?

📢 Final Thoughts: Should You Buy or Reduce Risk?

Markets are showing warning signs, and I plan to reduce risk on any rebound next week. If the 2022 pattern repeats, we could see a much deeper pullback before a real recovery.

💬 What’s your strategy? Are you buying the dip or selling into strength? Drop a comment below!

🚀 Subscribe for weekly updates & portfolio insights!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Discover key market trends, stock movements, and economic data from last week, including Nvidia earnings, geopolitical risks, and major trades. Find out what’s next for the market!

YouTube

Market Overview: February 24 - 28

Last week was full of uncertainty, with major corrections shaking the market, only to be followed by a late-week recovery. The S&P 500 barely held above its 50-day moving average, while economic data, geopolitical tensions, and earnings reports heavily influenced investor sentiment.

Key economic indicators included:

* Durable Goods: 3.1% (higher than expected)

* GDP Growth: 2.3% (down from 3.1%)

* Core PCE: 0.3% (as expected)

* Personal Income: 0.9% (higher than expected)

* Personal Spending: -0.2% (lower than expected)

Major Stock Movers: AI Stocks & Nvidia Earnings

Nvidia’s earnings report was highly anticipated. Despite exceeding expectations, the stock saw immediate post-earnings volatility, reflecting high investor expectations and market uncertainty.

Nvidia (NVDA)

* Earnings Beat: EPS and revenue exceeded estimates

* Stock Movement: Initially dropped post-earnings before recovering slightly

* Current Price: $NVDA Yahoo Finance Chart

Other AI-related stocks saw declines early in the week, followed by rebounds on Friday.

Geopolitical Impact: Trump & Zelensky

Trump’s latest tariff announcements on Canada, Mexico, and China added to the market's volatility. Additionally, a televised exchange between Trump and Zelensky rattled investor confidence.

Market Sentiment: Increasing geopolitical risk, adding to economic concerns.

Trades & Portfolio Adjustments

Here’s what I bought, sold, and adjusted in my portfolio:

Closed Positions

* Chipotle (CMG): Closed due to concerns over consumer spending slowdown

* HP (HPQ): Exited after lackluster earnings and weak growth outlook

* Broadcom (AVGO): Closed position as stock showed sideways movement

* Walmart (WMT): Sold after weak forward guidance

* JPMorgan Chase (JPM): Trimmed due to overvaluation concerns

Reduced Positions

* Eli Lilly (LLY): Reduced to 1.63% of my portfolio due to high valuations

* Procter & Gamble (PG): Trimmed to 3.8% after strong rally

* AbbVie (ABBV): Reduced as RSI hit overbought territory

Added Positions

* Hims & Hers Health (HIMS): Increased to 5.66% despite current losses (-11.29%)

* GE Vernova (GEV): Energy infrastructure play with AI power demand

* Brookfield Corporation (BN): Long-term investment with strong fundamentals

* Palantir (PLTR): Added after major pullback, waiting for breakout

* Rocket Lab (RKLB): Invested post-correction, strong earnings beat

* Realty Income (O): REIT yielding 5.54%, added for defensive exposure

New Positions

* Nvidia (NVDA): Initiated position, looking for long-term hold

* Berkshire Hathaway (BRK.B): Small position, waiting for better entry

* PepsiCo (PEP): Added ahead of dividend X-date

* Merkle Group: Insurance & reinsurance holding, similar to Berkshire Hathaway

* Diamondback Energy (FANG): Entered energy sector with a small stake

* Caterpillar (CAT): Infrastructure play as a long-term bet

* MicroStrategy (MSTR): Bitcoin exposure play, short-term trade

* Kinder Morgan (KMI): Added gas transport company for AI-driven energy demand

Risk Assessment for Next Week

Key upcoming economic events:

* ISM Manufacturing PMI

* ISM Services PMI

* Non-Farm Payrolls & Unemployment Rate

Risk Factors:

* MACD Indicator: Still showing sell signals → Medium Risk

* RSI: Sitting at 44, moving up → Medium Risk

* Geopolitical Events: Trump & Zelensky tensions → High Risk

* Seasonality: March historically strong → Low Risk

* Corporate Buybacks: Nvidia buybacks could provide support → Low Risk

Overall Market Risk: 50% (Neutral)

Final Thoughts & Market Outlook

I remain cautiously optimistic but fully invested. The next week is a coin flip, so I’ll be watching economic data closely. If volatility spikes, I’ll consider locking in some gains and raising cash levels.

Stay safe, manage risk, and trade smart!

Legal Disclaimer

The content on this YouTube channel is for informational and educational purposes only. I am not a financial advisor, and nothing in my videos should be considered financial, investment, tax, or legal advice. All opinions expressed are solely my own and should not be taken as specific recommendations for buying, selling, or holding any securities, cryptocurrencies, or other financial instruments. Investing involves risk, and you should always conduct your own research and consult with a qualified financial professional before making any investment decisions. While I strive to provide accurate and up-to-date information, I cannot guarantee that all information presented is complete, accurate, or current. Market conditions and regulations change frequently, and past performance is not indicative of future results. This channel may include affiliate links or sponsored content, which may provide compensation to support the channel at no additional cost to you. Any such partnerships do not influence my opinions or recommendations. By watching my videos, you agree that I am not responsible for any financial losses or decisions you make based on the information provided. Always do your due diligence and make informed choices. For legal compliance, this disclaimer applies to viewers in the United States, the European Union, and any other applicable jurisdictions.

📢 Like & Subscribe to Wealththarm for more insights! 📊 Follow me for daily stock market updates, portfolio reviews, and in-depth trade breakdowns.

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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

The stock market faced a volatile week, with the S&P 500 experiencing a sharp pullback. We started strong, rallying early in the week, but a disappointing economic outlook and weaker-than-expected earnings guidance from major companies led to a sell-off on Thursday and Friday.

00:00 - Start

01:29 - Why did the market crash last week

02:45 - Why did Walmart Stock Crash

03:12 - Why did UnitedHealth Stock Crash

04:40 - My trades

05:08 - Tesla (TSLA) stock analysis. buy or sell

05:45 - Rheinmetall AG (RHM) stock analysis. buy or sell

07:54 - How much cash do I hold in my portfolio

08:43 - Eli Lilly (LLY) stock analysis. buy or sell

09:22 - AbbVie (ABBV) stock analysis. buy or sell

10:46 - Brookfield Corp (BN) stock analysis. buy or sell

11:48 - Procter & Gamble (PG) stock analysis. buy or sell

14:34 - S&P500 ETF (SPDR) stock analysis. buy or sell

16:19 - AMD (AMD) stock analysis. buy or sell

17:43 - Chipotle (CMG) stock analysis. buy or sell

18:59 - GE Verona (GEV) stock analysis. buy or sell

19:56 - Alphabet Inc (GOOGL) stock analysis. buy or sell

21:16 - Hims & Hers Health (HIMS) stock analysis. buy or sell

24:04 - Axon (AXON) stock analysis. buy or sell

26:16 - Constellation Brands (STZ) stock analysis. buy or sell

28:27 - Walmart (WMT) stock analysis. buy or sell

29:52 - Berkshire Hathaway (BRK.B) stock analysis. buy or sell

32:50 - Constellation Software (CSU) stock analysis. buy or sell

34:08 - Rocket Lab (RKLB) stock analysis. buy or sell

35:38 - PepsiCo (PEP) stock analysis. buy or sell

37:46 - Should you invest in the stock market next week

39:34 - Should you sell S&P500 ETF

40:25 - How much risk is in the stock market

41:46 - Witch companies report earnings next week

Key Market Events:

* Disappointing Economic Data: Weaker business activity readings signaled slowing consumer demand.

* Walmart’s Guidance Miss: The retail giant dropped -2.5% after issuing weaker-than-expected earnings guidance.

* UnitedHealth (UNH) Drops Hard: Investigations into their Medicare billing practices led to a steep decline.

* Tech Sector Sell-Off: Nvidia (NVDA), Amazon (AMZN), and Tesla (TSLA) saw significant pullbacks.

My Portfolio Adjustments

Trades I Made

Tesla (TSLA) - Quick Swing Trade

Bought at a dip, sold quickly for a profit. Tesla remains unpredictable, but I capitalized on oversold conditions, executing two trades between February 18-19. Profit: €500

Rheinmetall (RHM) - A Costly Mistake

Took a position in Rheinmetall, Germany’s largest ammunition producer, after speculation about increased EU defense spending. The stock quickly pulled back, and I cut my losses. Loss: €100

Stocks I Reduced

Eli Lilly (LLY) & AbbVie (ABBV)

Both stocks were overbought, and I trimmed my positions. These remain solid pharmaceutical stocks, but I’m waiting for a deeper pullback to add again.

Procter & Gamble (PG)

Reduced to 5.24% of my portfolio. PG remains a strong dividend player, but I’ll consider adding back if it pulls back further.

Brookfield (BAM)

Waiting for a larger dip before re-adding. Currently holds 1.04% of my portfolio.

Stocks I Bought

Hims & Hers (HIMS) - Small Speculative Position

The FDA lifted its compounded weight-loss drug restrictions, causing a sell-off in HIMS. I took a small 0.93% portfolio position, expecting a rebound.

Axon Enterprises (AXON) - First Entry

Axon produces security cameras, tasers, and AI-driven public safety software. After a major pullback, I opened a 3.56% position.

Constellation Brands (STZ) - Berkshire Hathaway’s Pick

After Warren Buffett’s firm added STZ, I followed suit. Great alcohol brands like Corona & Modelo make it recession-resistant.

Walmart (WMT) - After the Sell-Off

I took advantage of Walmart’s post-earnings drop and added a 1.21% stake.

JPMorgan Chase (JPM) - Short-Term Trade

JPM dipped, so I bought in. I may not hold for long, but it’s a solid financial play.

Berkshire Hathaway (BRK.B) - Swapped for S&P 500 ETF

Instead of holding an S&P 500 ETF, I chose to own Berkshire Hathaway directly.

Rocket Lab (RKLB) - Long-Term Growth Bet

Expecting this company to become the “UPS of space” as the industry grows.

Pepsi (PEP) - Buying at Pandemic Levels

Added to Pepsi, which is now trading at its pre-pandemic valuation.

Risk Assessment for Next Week

* MACD Sell Signal Triggered: Indicates caution.

* RSI at 45: We could still see more downside.

* Major Earnings Coming Up: Nvidia, Home Depot, Realty Income, and Rocket Lab are reporting. Their guidance will be critical.

* Stock Buybacks Are Coming: Could support market strength through March.

* Economic Reports (Feb 26 - Mar 2):

* Durable Goods (Tuesday)

* GDP Growth Rate (Thursday)

* Core PCE & Personal Income (Friday)

👉 Risk level: 60% (Medium-High). Markets are shaky, but buybacks could push us higher into Q2.

Final Thoughts

Markets pulled back hard, but I see buying opportunities emerging. The next week will be crucial, with earnings and economic data driving sentiment. If earnings come in strong, we may see another leg up.

💡 What’s your strategy? Are you buying, holding, or waiting for more pullbacks? Let me know in the comments!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Intel's stock surged over 10% in a day, Hims & Hers skyrocketed 27%, and CVS finally made a comeback! In this week’s market recap, I break down key earnings, portfolio updates, and my 40% risk assessment for the coming week. Should you buy, hold, or sell these stocks? Let’s dive in!

🔹 Intel’s big move—can it sustain the rally?🔹 Hims & Hers explodes after Super Bowl ad—overhyped or a buy?🔹 CVS rebounds—strong earnings or just temporary momentum?🔹 Portfolio updates: Why I sold Nvidia, Oracle, and Palo Alto Networks!

Don’t forget to like, comment, and subscribe for more in-depth stock market insights!

#StockMarketUpdate #Investing #IntelStock

💰 Weekly Market Recap & Portfolio Update (Feb 10 - Feb 14, 2025)

February brought volatility, breakouts, and key earnings that shook the market. I’ll go over the biggest stock moves, portfolio changes, and a risk assessment to help navigate the upcoming week.

Next weeks earnings

🔥 1. Intel (INTC) — Government Support Sparks 10% Surge!

📉 Ticker: INTC💰 Current Price: ~$44.50📈 Weekly Gain: +10.2%

Intel had a monster week, rallying over 10% in a single day, fueled by:✅ US Government backing domestic semiconductor manufacturing✅ Rumors of a joint venture with TSMC✅ Intel’s turnaround efforts gaining traction

Despite the surge, Intel still faces massive competition from NVIDIA (NVDA) and AMD (AMD). I’m still holding my shares but watching carefully—this could be a short-term hype rally.

🚀 2. Hims & Hers (HIMS) — Super Bowl Ad Sends Stock Up 27%!

📉 Ticker: HIMS💰 Current Price: ~$18.25📈 Weekly Gain: +27%

Hims & Hers stock exploded this week, following a massive Super Bowl ad campaign that put them on the radar of new investors.

📌 Why the rally?✅ Subscription-based revenue growth (steady recurring income)✅ Massive marketing boost from the Super Bowl✅ Analyst upgrades & bullish sentiment

⚠ BUT... is it overvalued?While the stock is on fire, the RSI is flashing overbought signals, so I sold my position for a quick trade. If it pulls back, I might re-enter.

💊 3. CVS Health (CVS) — Finally a Breakout!

📉 Ticker: CVS💰 Current Price: ~$73.40📈 Weekly Gain: +5%

After two years of pain, CVS finally broke out, thanks to:✔ Strong Q4 earnings & raised 2025 guidance✔ Solid 4.2% revenue growth YoY✔ Improving fundamentals & dividend stability (4% yield)

I’m long on CVS, and my entry at $60 is finally in the green. Still a great long-term buy for dividend investors.

📉 Portfolio Adjustments — What I Bought & Sold This Week

🔴 Sold Positions

* Nvidia (NVDA) ❌ — Took a loss, expecting a pullback post-earnings

* Oracle (ORCL) ❌ — Sold ahead of earnings uncertainty

* Palo Alto Networks (PANW) ❌ — Overextended, locking in profits

* Target (TGT) ❌ — Weak outlook, time to move on

🟢 Added to Positions

* Procter & Gamble (PG) ✅ — Defensive play, now 6.48% of portfolio

* Google (GOOGL) ✅ — Increased holdings to 5.06%

* Novo Nordisk (NVO) ✅ — Strong growth story, now 3.94% of portfolio

* Brookfield (BAM) ✅ — Waiting on earnings before adding more

🚀 New Positions

* Tesla (TSLA) ✅ — Short-term trade, looking to exit on a rally

* Realty Income (O) ✅ — 5.7% dividend, monthly payer, solid REIT

⚠ Market Risk Assessment — Should You Be Cautious?

📅 Key Economic Events Next Week:

* Wednesday: Fed Meeting Minutes (FOMC)

* Friday: Existing Home Sales Report

📉 S&P 500 RSI: 57 (Moderate risk)📊 MACD: Buy signal triggered🔄 Stock Buybacks Open: Positive for market stability

💡 Risk Level: 40% (Medium-Low) → The market remains range-bound, waiting for a catalyst.

🔥 Final Thoughts: Should You Buy Intel, CVS, or Hims & Hers?

📌 Intel (INTC) — HOLD (Watching for a pullback)📌 Hims & Hers (HIMS) — SELL (Overbought, looking for re-entry)📌 CVS Health (CVS) — BUY (Solid earnings & long-term value)

💬 What’s your market outlook? Drop a comment below!

🚀 Subscribe for weekly stock market insights! Stay safe and trade smart!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

This week’s stock market review covers major earnings from Google, Amazon, and Palantir, alongside key trades and portfolio adjustments. Find out why I trimmed Oracle, added Nvidia, and exited Adobe while assessing market risks for the upcoming week.

#StockMarketUpdate #EarningsSeason #PortfolioStrategy

The first full week of February brought intense market volatility, earnings surprises, and shifting economic sentiment. In this post, I’ll break down key earnings reports, my portfolio changes, and a risk assessment for the upcoming week.

1. US Stock Market Slumps Amid Inflation and Tariff Fears:

Wall Street experienced a downturn this week, as worries about persistent inflation and potential new tariffs resurfaced. The S&P 500 fell by 0.9%, erasing earlier gains and marking one of the worst drops for the index in the young year. The Dow Jones Industrial Average also sank by 1%, while the Nasdaq composite led the losses with a 1.4% decline, dragged down by a sharp fall in Amazon's stock despite exceeding earnings expectations.

2. Mixed Global Market Performance:

While US markets struggled, Asian shares saw gains, with Japan's exports hitting a record high. However, the country continued to grapple with a trade deficit. European markets traded mixed, reflecting a cautious sentiment amid global uncertainties.

3. Fed's Interest Rate Outlook Remains Uncertain:

The Federal Reserve's stance on interest rate cuts remained a key point of discussion. The Fed began cutting rates in September 2024 to ease economic pressures. However, it indicated a potential slowdown in the pace of cuts for 2025. This was due to concerns about stubbornly high inflation. This divergence in expectations between the Fed and some Wall Street traders contributed to market volatility.

4. Amazon's Stock Falls Despite Earnings Beat:

Despite reporting better-than-expected earnings for the last quarter of 2024, Amazon's stock fell by 4.1%. Investors focused on the company's revenue forecast. It fell short of analysts' expectations. This highlights the importance of forward-looking guidance in market valuations.

5. Homebuilders Take a Hit:

Homebuilder stocks experienced significant losses, with D.R. Horton and Lennar sinking by 5% and 4.2%, respectively. The prospect of fewer interest rate cuts by the Fed raised concerns about potentially higher mortgage rates. This change is impacting the housing market outlook.

6. Expedia Group Soars on Strong Travel Demand:

In contrast to the overall market trend, Expedia Group's stock leaped by 17.3% after reporting strong profits for the last quarter of 2024. The company cited robust travel demand. It announced the reinstatement of its dividend for investors. This signals confidence in the travel industry's recovery.

1. Key Earnings Reports & Market Trends

Palantir (PLTR)

* Earnings: Strong beat on revenue & profitability.

* Stock Movement: Up 40% this week.

* Outlook: While fundamentals are improving, valuation remains stretched (100x+ future sales).

Google (GOOGL)

* Earnings: Good revenue growth, strong cloud business.

* Stock Reaction: Dropped 6.7% despite solid earnings.

* Key Issue: High valuation and lack of a "wow factor" in the report.

Amazon (AMZN)

* Earnings: Beat expectations, but stock still fell ~3.5%.

* Key Reason: Investors wanted stronger guidance.

Other Earnings Highlights:

* AMD: Disappointing performance, impacting my portfolio negatively.

* Disney & PayPal: Weak reports, both stocks fell.

* Expedia Group: Surged 17% post-earnings, but too risky for entry.

* UPS & Hershey’s: Poor performance led to quick trades.

2. Portfolio Adjustments

Exited Positions

* Adobe (ADBE): Lack of innovation, competitive pressure from Canva.

* Palantir (PLTR): Trimmed after a 40% rally, still holding 2.43%.

* Oracle (ORCL): Reduced to 0.72%, awaiting TikTok-related news.

Added to Positions

* Nvidia (NVDA): Increased to 4.46% on pullback. Considering selling at a limit order.

* Google (GOOGL): Now 4.15%, but currently down 6.7%.

Cash Holdings:

* 8.95% of my portfolio, aiming for 15-20% by April to hedge against risk.

3. Risk Assessment for Next Week (Feb 10 - Feb 16, 2025)

Economic Events:

* Monday: No major events (potentially stable trading).

* Tuesday: Fed Chair Powell testimony.

* Wednesday: Inflation Report (Core CPI).

* Thursday: Producer Price Index (PPI).

* Friday: Retail Sales Report.

Market Sentiment & Indicators:

* S&P 500 RSI: 50.54 (Neutral, room for movement).

* MACD: Signaling a bearish trend—potential further downside.

* Earnings Impact: Remaining reports include McDonald’s, Coca-Cola, CVS, Cisco, Robinhood, Deere, Honda, and Sony.

Overall Market Risk: Medium-High

* Earnings season buyback window opens, potentially stabilizing markets.

* Inflation & Fed updates could trigger volatility.

* Watching Brookfield closely for investment opportunities.

Final Thoughts

Markets remain volatile, with uncertainty around interest rates and tech stock valuations. While Nvidia and Google remain key holdings, I’m cautious about risk and raising cash levels.

What’s your strategy for February? Let me know in the comments!

Legal Disclaimer The content on this YouTube channel is for informational and educational purposes only. I am not a financial advisor, and nothing in my videos should be considered financial, investment, tax, or legal advice. All opinions expressed are solely my own and should not be taken as specific recommendations for buying, selling, or holding any securities, cryptocurrencies, or other financial instruments. Investing involves risk, and you should always conduct your own research and consult with a qualified financial professional before making any investment decisions. While I strive to provide accurate and up-to-date information, I cannot guarantee that all information presented is complete, accurate, or current. Market conditions and regulations change frequently, and past performance is not indicative of future results. This channel may include affiliate links or sponsored content, which may provide compensation to support the channel at no additional cost to you. Any such partnerships do not influence my opinions or recommendations. By watching my videos, you agree that I am not responsible for any financial losses or decisions you make based on the information provided. Always do your due diligence and make informed choices. For legal compliance, this disclaimer applies to viewers in the United States, the European Union, and any other applicable jurisdictions.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

This week’s market recap covers earnings reports from Tesla, Meta, Microsoft, and ASML, alongside my latest portfolio moves. Discover why I exited Visa, adjusted positions in AMD, NVIDIA, and Procter & Gamble, and my outlook for February.

Full Analysis: https://menyhartmedia.com/2025/02/01/market-recap-portfolio-update-tesla-meta-microsoft-earnings-key-trades/

Time stamps:

00:00 - Start

00:40 - Major Company earnings Report Analysis

01:22 - ASML Earnings analysis

01:45 - Microsoft earnings report analysis

02:25 - DeepSeek debunked

03:24 - Why is Tesla stock up

04:16 - Meta Earnings analysis

04:56 - Witch companies report earnings next week

05:52 - How did my portfolio performed this week

06:16 - Stocks that I sold this week

06:50 - Should you buy or sell Visa (V) Stock analysis

08:16 - Should you Buy or Sell Apple (AAPL)

10:03 - AbbVee Stock analysis Should You Buy or Sell ABBV

10:48 - Should you Buy or Sell Eli Lilly

11:20 - ASML, AMD, PG, GEV, NVDA, PLTR Stock analysis

12:56 - Should you Buy or DCA in to a S&P500 ETF

13:28 - Constellation Energy Stock Analysis, Buy or Sell

13:53 - Broadcom Stock Analysis, Buy or Sell AVGO

14:20 - Was I write or wrong with my market forecast

14:58 - Stock market forecast for the next week

17:10 - Why did the market sell of last week

#deepseek #portfolioanalysis

Risk Assessment & Outlook for February

Key Economic Events Next Week:

* Monday: ISM Manufacturing PMI

* Tuesday: JOLTS Job Openings Report

* Wednesday: ISM Services PMI

* Friday: Non-Farm Payrolls & Unemployment Data

Market Sentiment:

* S&P 500 RSI: 54 (Medium risk)

* MACD: Bearish cross—caution warranted.

* Buyback Window: Opens post-earnings, could stabilize markets.

Overall Risk Level: High—Market correction possible, but February may see support from stock buybacks.

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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Discover the latest updates to my portfolio, including new positions in Palantir and Palo Alto Networks, and insights into Oracle’s recent performance. Get an in-depth analysis of the economic events affecting the market and strategies to navigate risks for the upcoming week.

Subjects discussed:

* Weekly stock market analysis with portfolio updates and risk assessment.

* The impact of Trump’s Stargate AI project on Oracle and other tech stocks.

* Why I added Palantir and Palo Alto Networks to my portfolio.

* Procter & Gamble: A stable pick for defensive investors in 2025.

* Navigating market risks ahead of the Federal Reserve’s rate decision.

* How economic events like GDP and durable goods orders shape the market.

* Analysis of Oracle’s performance amid TikTok ban speculation.

* High-growth potential in Palantir and Palo Alto Networks stocks.

* Defensive strategies for managing portfolio risk in volatile markets.

Weekly review of portfolio performance, trades, and key market indicators.

Time stamps:

00:00 - Start

00:24 - My prediction results for the stock market

01:05 - Trump Stargate Project, Oracle, OpenAI, SoftBank

03:04 - How will the $500Bil. invested in the Stargate program

04:14 - Witch companies could profit from the Stargate project

05:30 - About DeepSeek

06:04 - My Portfolio performance and Cash hold

06:39 - Witch stocks did I buy

10:03 - Should you invest in the stock market, Risk Analysis

10:32 - Top upcoming economic events

11:08 - How high is the risk in the stock market

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

🚨 Is Procter & Gamble (P&G) Worth Your Investment? 🚨 Discover the untold story behind one of the world’s most iconic companies! P&G has 67 consecutive years of dividend growth. It boasts household brands like Tide, Pampers, and Gillette. P&G seems like a no-brainer for any portfolio. But is it really the best defensive stock in 2025, or is its high valuation a red flag? 🤔

Full Analysis: https://menyhartmedia.com/2025/01/18/is-procter-amp-gamble-the-best-defensive-stock-dividend-king-or-overpriced-gamble/

00:00 - Start

00:22 - What is Procter & Gamble

01:47 - What is my position in PG

02:34 - #1 - Positive Aspects for PG

03:00 - #2 - Positive Aspects for PG

03:41 - #3 - Positive Aspects for PG

04:16 - #4 - Positive Aspects for PG

04:51 - #5 - Positive Aspects for PG

05:26 - #1 - Negative Aspects for PG

06:11 - #2 - Negative Aspects

06:47 - #3 - Negative Aspects

07:35 - #4 - Negative Aspects

08:13 - PG Financial analysis

09:21 - Should you Buy Hold or Sale Procter & Gamble (P&G)

#DividendStocks #ProcterAndGamble #StockMarketAnalysis

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe

Prologis (PLD), a leading owner and operator of logistics real estate, released its Q4 2025 earnings. The report reveals the continued strength of the industrial real estate sector.

Full report: https://menyhartmedia.com/2025/01/21/prologis-q4-2025-earnings-benefiting-from-strong-logistics-demand/

00:00 - Start

00:30 - Prologis earnings key highlights

01:35 - Prologis key market drivers

02:00 - Prologis key strength and future outlook

#prologisearnings #prologisstock

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe