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NoLimit
@NoLimitGains
Value investor | 10+ years of finding undervalued stocks | Founder & CEO @InTheAssembly
Joined October 2013
153 Following    1.5M Followers
THE STOCK MARKET IS COLLAPSING, HERE’S WHAT YOU SHOULD DO Thursday the Nasdaq had its worst day since 2020. Almost all of it was AI. The stock market is just the last place this showed up. The credit market saw it first. JPMorgan and MUFG have been stuck for six months trying to sell $38 billion of debt tied to Oracle data centers. Nobody will take it, because banks have hit their internal limits on AI exposure. Oracle's default insurance has more than doubled this year. CoreWeave's is pricing in serious trouble. OpenAI went out to raise $30 billion and reportedly came back with around $11 billion. Meta and Alphabet both posted negative free cash flow because of how much they're spending. When the money gets this hard to raise, the stocks reprice. That's all this is. Now the part most people get wrong. If you hate days like this, you're doing it all wrong. The best investors alive pray for days like today. It's the only time great companies go on sale. And if you're in your 20s or 30s, this is the best gift you could ask for. You have decades ahead of you. Every red day is a discount you'll never get again. Over the last 2 days I bought 2 new stocks and added to another. None of them are posted here. They're only in The Assembly, with my exact entries. In a few months people will be asking where these were when they were cheap. Members already know… If you’re serious about investing and you actually care about your future, join The Assembly from my bio.
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